Difference between revisions of "Agreement Types"
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| class="headerMainTitles" colspan="3" | Settings Tab | | class="headerMainTitles" colspan="3" | Settings Tab | ||
|- | |- | ||
| − | | colspan="3" | [[File: | + | | colspan="3" | [[File:AgreeTypesSettings ccexpress.png|AgreeType Defaults ccexpress.png]] |
|- | |- | ||
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Auto Number by Type | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Auto Number by Type | ||
| Line 63: | Line 63: | ||
| class="headerMainTitles" colspan="4" | Planned Invoice Options Tab | | class="headerMainTitles" colspan="4" | Planned Invoice Options Tab | ||
|- | |- | ||
| − | | colspan="4" | [[File: | + | | colspan="4" | [[File:AgreeTypesPlannedInvoiceOptions ccexpress.png|AgreeTypesPlannedInvoiceOptions ccexpress.png]] |
|- | |- | ||
| − | | | + | | class="headerMainTitles" colspan="4" | Planned Invoice Options Fields |
| − | | | ||
| − | |||
| − | |||
|- | |- | ||
| − | | | + | | class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#agreeTypePIO_|Billable]] |
| − | | | + | | class="fieldGrayBackgrounds" style="width: 467px;" | [[Glossary#agreeTypePIO_|Frequency]] |
| − | | | + | | class="fieldGrayBackgrounds" style="width: 467px;" | [[Glossary#agreeTypePIO_|TaxClass]] |
| − | | | + | | class="fieldGrayBackgrounds" style="width: 467px;" | |
|- | |- | ||
| − | | | + | | class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#agreeTypePIO_|Allocation]] |
| − | | | + | | class="fieldGrayBackgrounds" style="width: 467px;" | [[Glossary#agreeTypePIO_|Deferred Revenue]] |
| − | | | + | | class="fieldGrayBackgrounds" style="width: 467px;" | |
| − | | | + | | class="fieldGrayBackgrounds" style="width: 467px;" | |
|- | |- | ||
| − | | | + | | class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#agreeTypePIO_|Pricing Method]] |
| − | | | + | | class="fieldGrayBackgrounds" style="width: 467px;" | [[Glossary#agreeTypePIO_|Price]] |
| − | | | + | | class="fieldGrayBackgrounds" style="width: 467px;" | |
| − | | | + | | class="fieldGrayBackgrounds" style="width: 467px;" | |
|- | |- | ||
| − | | | + | | colspan="2" class="fieldGrayBackgrounds" style="width: 700px;" | [[Glossary#agreeTypePIO_IncludeSiteDetailsonInvoice|Include Site Details on Invoice]] |
| − | | | + | | colspan="2" class="fieldGrayBackgrounds" style="width: 700px;" | [[Glossary#agreeTypePIO_IncludeEquipDetailsonInvoice|Include Equip Details on Invoice]] |
| − | | | ||
| − | | | ||
|- | |- | ||
| − | | | + | | colspan="2" class="fieldGrayBackgrounds" style="width: 700px;" | [[Glossary#agreeTypePIO_IncludeSiteSummaryonInvoice|Include Site Summary on Invoice]] |
| − | | | + | | colspan="2" class="fieldGrayBackgrounds" style="width: 700px;" | [[Glossary#agreeTypePIO_IncludeSiteSummaryonInvoice|Include Site Summary on Invoice]] |
| − | | | ||
| − | | | ||
|- | |- | ||
| | | | ||
Revision as of 14:36, 28 March 2022
| Requests ccexpress.png | |||
| Fields | |||
| Type Code | Description | Active | |
| Defaults Tab | |||
| AgreeType Defaults ccexpress.png | |||
| Defaults Fields | |||
| Contact Months | Cover Parts | [[Glossary#agreeType_coverLabor|Cover Labor] | |
| SLA | SLA Priority Code | ||
| Message | |||
| Labor Hours Budget | Parts Dollars Budget | ||
| Percent Used >= | Dollars Used >= | ||
| Settings Tab | |||
| AgreeType Defaults ccexpress.png | |||
| • Auto Number by Type | |||
| • Next Number | |||
| • Enforce Defaults | |||
| Planned Invoice Options Tab | |||
| AgreeTypesPlannedInvoiceOptions ccexpress.png | |||
| Planned Invoice Options Fields | |||
| Billable | Frequency | TaxClass | |
| Allocation | Deferred Revenue | ||
| Pricing Method | Price | ||
| Include Site Details on Invoice | Include Equip Details on Invoice | ||
| Include Site Summary on Invoice | Include Site Summary on Invoice | ||
