Difference between revisions of "Defaults"

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{| border="0" cellpadding="1" cellspacing="1" style="width: 1400px;"
 
{| border="0" cellpadding="1" cellspacing="1" style="width: 1400px;"
 
|-
 
|-
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| colspan="4" | [[File:SD_Jobs.jpg|SD_Jobs.jpg]]
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| colspan="4" | [[File:SD Jobs.jpg|SD_Jobs.jpg]]
 
|-
 
|-
 
| class="navigationTitles" colspan="4" | Navigation
 
| class="navigationTitles" colspan="4" | Navigation
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| colspan="2" |  
 
| colspan="2" |  
 
| colspan="2" |  
 
| colspan="2" |  
 +
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|-
 +
| class="headerMainTitles" colspan="4" | Status Code Defaults Fields
 +
|-
 +
| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#sd_sc_new|New]]
 +
| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#sd_sc_dispatched|Dispatched]]
 +
|-
 +
| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#sd_sc_departure|Departure]]
 +
| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#sd_sc_arrival|Arrival]]
 +
|-
 +
| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#sd_sc_FC|Field Completed]]
 +
| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#sd_sc_cancelled|Cancelled]]
 +
|-
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| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#sd_sc_onHold|On Hold]]
 +
| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#sd_sc_boCompleted|Back Office Completed]]
 
|-
 
|-
 
| class="headerMainTitles" colspan="4" | Inventory Defaults Tab
 
| class="headerMainTitles" colspan="4" | Inventory Defaults Tab
 
|-
 
|-
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| colspan="4" | [[File:SD_Inventory.jpg|SD_Inventory.jpg]]
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| colspan="4" | [[File:SD Inventory.jpg|SD_Inventory.jpg]]
 
|-
 
|-
 
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Define the size of the Item Short Description field
 
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Define the size of the Item Short Description field
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|-
 
|-
 
| colspan="4" | [[File:Defaults3.jpg|Defaults3.jpg]]
 
| colspan="4" | [[File:Defaults3.jpg|Defaults3.jpg]]
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|-
+
 
−
| class="headerMainTitles" colspan="4" | Status Code Defaults Fields
 
−
|-
 
−
| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#sd_sc_new|New]]
 
−
| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#sd_sc_dispatched|Dispatched]]
 
−
|-
 
−
| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#sd_sc_departure|Departure]]
 
−
| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#sd_sc_arrival|Arrival]]
 
−
|-
 
−
| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#sd_sc_FC|Field Completed]]
 
−
| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#sd_sc_cancelled|Cancelled]]
 
−
|-
 
−
| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#sd_sc_onHold|On Hold]]
 
−
| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#sd_sc_boCompleted|Back Office Completed]]
 
 
|-
 
|-
 
| colspan="2" | &nbsp;
 
| colspan="2" | &nbsp;
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| class="headerMainTitles" colspan="4" | Equipment Defaults Tab
 
| class="headerMainTitles" colspan="4" | Equipment Defaults Tab
 
|-
 
|-
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| colspan="4" | [[File:SD_Equipment.jpg|SD_Equipment.jpg]]
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| colspan="4" | [[File:SD Equipment.jpg|SD_Equipment.jpg]]
 
|-
 
|-
 
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Warranty based on Sale or Invoice Date
 
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Warranty based on Sale or Invoice Date
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| class="headerMainTitles" colspan="4" | Site Defaults Tab
 
| class="headerMainTitles" colspan="4" | Site Defaults Tab
 
|-
 
|-
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| colspan="4" | [[File:SD_Site.jpg|SD_Site.jpg]]
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| colspan="4" | [[File:SD Site.jpg|SD_Site.jpg]]
 
|-
 
|-
 
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Define the default Site type
 
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Define the default Site type
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| class="headerMainTitles" colspan="4" | Transaction Assignments Defaults Tab
 
| class="headerMainTitles" colspan="4" | Transaction Assignments Defaults Tab
 
|-
 
|-
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| colspan="4" | [[File:SD_Trans.jpg|SD_Trans.jpg]]
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| colspan="4" | [[File:SD Trans.jpg|SD_Trans.jpg]]
 
|-
 
|-
 
| class="headerMainTitles" colspan="4" | Transaction Assignment Defaults Fields
 
| class="headerMainTitles" colspan="4" | Transaction Assignment Defaults Fields
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| class="headerMainTitles" colspan="4" | Invoicing Defaults Tab
 
| class="headerMainTitles" colspan="4" | Invoicing Defaults Tab
 
|-
 
|-
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| colspan="4" | [[File:SD_Invoicing.jpg|SD_Invoicing.jpg]]
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| colspan="4" | [[File:SD Invoicing.jpg|SD_Invoicing.jpg]]
 
|-
 
|-
 
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Define the next invoice number.
 
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Define the next invoice number.
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| class="headerMainTitles" colspan="4" | Planned Maintenance Defaults Tab
 
| class="headerMainTitles" colspan="4" | Planned Maintenance Defaults Tab
 
|-
 
|-
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| colspan="4" | [[File:SD_PM.jpg|SD_PM.jpg]]
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| colspan="4" | [[File:SD PM.jpg|SD_PM.jpg]]
 
|-
 
|-
 
| class="headerMainTitles" colspan="4" | Planned Maintenance Defaults Fields
 
| class="headerMainTitles" colspan="4" | Planned Maintenance Defaults Fields
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| class="headerMainTitles" colspan="4" | Agreements Defaults Tab
 
| class="headerMainTitles" colspan="4" | Agreements Defaults Tab
 
|-
 
|-
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| colspan="4" | [[File:SD_Agreements.jpg|SD_Agreements.jpg]]
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| colspan="4" | [[File:SD Agreements.jpg|SD_Agreements.jpg]]
 
|-
 
|-
 
| colspan="4" | &nbsp;
 
| colspan="4" | &nbsp;

Revision as of 12:30, 13 January 2025

SD_Jobs.jpg
Navigation
To access Defaults, select the setup COG > Setup > Software Setup > Defaults
Overview
Used to manage software defaults and settings.  Mobile defaults and setting have a separate feature. 
Request Override Job No Send Job Email
Job Type Service Type
Priority Est Hours
  Next No Length Leading Characters
   
Status Code Defaults Fields
New Dispatched
Departure Arrival
Field Completed Cancelled
On Hold Back Office Completed
Inventory Defaults Tab
SD_Inventory.jpg
• Define the size of the Item Short Description field
• Update Item Short Description
   
Status Code Defaults Tab
Defaults3.jpg
   
Equipment Defaults Tab
SD_Equipment.jpg
• Warranty based on Sale or Invoice Date
• Allocation based on Inventory Item or Model
• Auto Number Equipment records using a prefix or a Matrix
• Customized Equipment numbering using any combination of Manufacturer, Model and Equipment Type
   
Site Defaults Tab
SD_Site.jpg
• Define the default Site type
• Define the default Site Tax Schedule
• Autofill the Site with the Customer Name and Address
   
Transaction Assignments Defaults Tab
SD_Trans.jpg
Transaction Assignment Defaults Fields
Warehouse Tax On Customer
Multi-Branch Segment
Default Sales Account Default Cost Account
   
Invoicing Defaults Tab
SD_Invoicing.jpg
• Define the next invoice number.
• Define the invoice number length
• Use invoice number leading characters.
Invoicing Defaults Fields
Require Sales Tax Non-Tax Schedule
Include Request Include Request Notes
Include Solution Include Solution Notes
Include Job Notes Next Batch Number
   
Planned Maintenance Defaults Tab
SD_PM.jpg
Planned Maintenance Defaults Fields
Priority Status Code
Include Site info as comment Include Equipment info as comment
   
Agreements Defaults Tab
SD_Agreements.jpg
 
• Setup auto-numbering
• Define next numbers
• Define number lengths
• Setup auto-processing
• Set Site and Equipment display on renewals
Agreements Defaults Fields
• Agreement auto-numbering
• Set agreement next number
• Define number length
Default Agreement Type  
Planned Billing Options
• Setup auto-processing
• Set the planned billing Aut0-processing date by Same Day or the Next Day
• Set next invoice number
• Define invoice number length
Deferred Revenue Options
• Setup auto-processing
Agreement Renewal Options
• Setup auto-processing
Include Site Details as comment Include Equip Details as comment
Include Site Summary as comment Include Equip Summary as comment
Allocation Defaults
Revenue Account Deferred Revenue Account Item
   
Back to Setting Up SVCONTHEGO  

 

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