Difference between revisions of "Glossary"
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| colspan="1" style="width: 1538px;" | <div id="customertaxexemptno"> </div> | | colspan="1" style="width: 1538px;" | <div id="customertaxexemptno"> </div> | ||
|- | |- | ||
| − | | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Customer Tax Exempt | + | | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Customer Tax Exempt Number</div> |
|- | |- | ||
| Desc here | | Desc here | ||
| Line 160: | Line 160: | ||
| <div id="site_EST"> </div> | | <div id="site_EST"> </div> | ||
|- | |- | ||
| − | | <div class="fieldHeader">Site | + | | <div class="fieldHeader">Site Established Date</div> |
|- | |- | ||
| Desc here | | Desc here | ||
| Line 190: | Line 190: | ||
| <div id="site_StoreNo"> </div> | | <div id="site_StoreNo"> </div> | ||
|- | |- | ||
| − | | <div class="fieldHeader">Site Store | + | | <div class="fieldHeader">Site Store Number</div> |
|- | |- | ||
| Desc here | | Desc here | ||
| Line 208: | Line 208: | ||
| <div id="site_Priority"> </div> | | <div id="site_Priority"> </div> | ||
|- | |- | ||
| − | | <div class="fieldHeader">Site Priority</div> | + | | <div class="fieldHeader">Site Priority Code</div> |
|- | |- | ||
| Desc here | | Desc here | ||
| Line 216: | Line 216: | ||
| <div class="fieldHeader">Priority</div> | | <div class="fieldHeader">Priority</div> | ||
|- | |- | ||
| − | | Desc here | + | | Desc here (What is it) |
|- | |- | ||
| <div id="site_Zip"> </div> | | <div id="site_Zip"> </div> | ||
|- | |- | ||
| − | | <div class="fieldHeader">Site Zip</div> | + | | <div class="fieldHeader">Site Zip Code</div> |
|- | |- | ||
| Desc here | | Desc here | ||
| Line 226: | Line 226: | ||
| <div id="site_MapCode"> </div> | | <div id="site_MapCode"> </div> | ||
|- | |- | ||
| − | | <div class="fieldHeader"> | + | | <div class="fieldHeader">Map Code</div> |
|- | |- | ||
| Desc here | | Desc here | ||
| Line 274: | Line 274: | ||
| <div id="site_MainNo"> </div> | | <div id="site_MainNo"> </div> | ||
|- | |- | ||
| − | | <div class="fieldHeader">Site Site Main | + | | <div class="fieldHeader">Site Site Main Number</div> |
|- | |- | ||
| Desc here | | Desc here | ||
| Line 280: | Line 280: | ||
| <div id="site_Fax"> </div> | | <div id="site_Fax"> </div> | ||
|- | |- | ||
| − | | <div class="fieldHeader">Site Fax | + | | <div class="fieldHeader">Site Fax Number</div> |
|- | |- | ||
| Desc here | | Desc here | ||
| Line 330: | Line 330: | ||
| <div id="job_mainno"> </div> | | <div id="job_mainno"> </div> | ||
|- | |- | ||
| − | | <div class="fieldHeader">Job Main | + | | <div class="fieldHeader">Job Main Number</div> |
|- | |- | ||
| Desc here | | Desc here | ||
| Line 354: | Line 354: | ||
| <div id="job_ext"> </div> | | <div id="job_ext"> </div> | ||
|- | |- | ||
| − | | <div class="fieldHeader">Job | + | | <div class="fieldHeader">Job Extension</div> |
|- | |- | ||
| Desc here | | Desc here | ||
| Line 414: | Line 414: | ||
| <div id="job_slaExp"> </div> | | <div id="job_slaExp"> </div> | ||
|- | |- | ||
| − | | <div class="fieldHeader">SLA | + | | <div class="fieldHeader">SLA Expiration Date</div> |
|- | |- | ||
| Desc here | | Desc here | ||
| Line 420: | Line 420: | ||
| <div id="job_slaExpTime"> </div> | | <div id="job_slaExpTime"> </div> | ||
|- | |- | ||
| − | | <div class="fieldHeader">SLA | + | | <div class="fieldHeader">SLA Expiration Time</div> |
|- | |- | ||
| Desc here | | Desc here | ||
| Line 566: | Line 566: | ||
| <div id="equip_positionLocation"> </div> | | <div id="equip_positionLocation"> </div> | ||
|- | |- | ||
| − | | <div class="fieldHeader"> | + | | <div class="fieldHeader">Equipment Position/Locations</div> |
|- | |- | ||
| Desc here | | Desc here | ||
Revision as of 10:01, 7 April 2022
Customer Account Manager
|
| Desc here |
Active Status
|
| Desc here |
Customer Address
|
| Desc here |
Customer Billing Contact
|
| Desc here |
Customer City
|
| Desc here |
Customer Country
|
| Desc here |
Customer Email
|
| Desc here |
Customer Ext
|
| Desc here |
Customer Facebook
|
| Desc here |
Customer Fax
|
| Desc here |
Customer LinkedIn
|
| Desc here |
Customer Name
|
| Desc here |
Customer Number
|
| Desc here |
Customer Phone
|
| Desc here |
Customer Price Level
|
| Desc here |
Customer Salesperson
|
| Desc here |
Customer State
|
| Desc here |
Customer Tax Schedule
|
| Desc here |
Customer Tax Exempt Number
|
| Desc here |
Customer Terms
|
| Desc here |
Customer Twitter
|
| Desc here |
Customer Zip Code
|
| Desc here |
Site Clone From: Customer Address
|
| Desc here |
Site Clone From: Ship To
|
| Desc here |
Site Name
|
| Desc here |
Site Type
|
| Desc here |
Site Established Date
|
| Desc here |
Site Code
|
| Desc here |
Site Address
|
| Desc here |
Site Chain
|
| Desc here |
Site Referral Code
|
| Desc here |
Site Store Number
|
| Desc here |
Site SLA
|
| Desc here |
Site Store Type
|
| Desc here |
Site Priority Code
|
| Desc here |
Priority
|
| Desc here (What is it) |
Site Zip Code
|
| Desc here |
Map Code
|
| Desc here |
Site Branch
|
| Desc here |
Site City
|
| Desc here |
Site State
|
| Desc here |
Site Price Level
|
| Desc here |
Site Latitude
|
| Desc here |
Site Longitude
|
| Desc here |
Site Tax Schedule
|
| Desc here |
Site Site Main Number
|
| Desc here |
Site Fax Number
|
| Desc here |
Site Labor #1
|
| Desc here |
Site Servicer #1
|
| Desc here |
Site Primary Contact
|
| Desc here |
Site Labor #2
|
| Desc here |
Site Site Servicer #2
|
| Desc here |
| Jobs Move up |
Job Number
|
| Desc here |
Job Billed Status
|
| Desc here |
Job Main Number
|
| Desc here |
Primary Servicer
|
| Desc here |
Job Contact
|
| Desc here |
Job Phone
|
| Desc here |
Job Extension
|
| Desc here |
Job Contact Email
|
| Desc here |
SLA
|
| Desc here (What is) |
Job Status
|
| Desc here |
Job Type
|
| Desc here |
Account Manager
|
| Desc here |
Received Date
|
| Desc here |
Service Type
|
| Desc here |
Salesperson
|
| Desc here |
Schedule Date
|
| Desc here |
SLA Expiration Date
|
| Desc here |
SLA Expiration Time
|
| Desc here |
Payment Method
|
| Desc here |
Reference Number
|
| Desc here |
Request
|
| Desc here |
Solution
|
| Desc here |
Request Notes
|
| Desc here |
Solution Notes
|
| Desc here |
Status Bar
|
| Desc here |
Send to Mobile
|
| Desc here |
| Equipment starts here |
Equipment Code
|
| Desc here |
Equipment Item
|
| Desc here |
Equipment Description
|
| Desc here |
Install Date
|
| Desc here |
Sale Date
|
| Desc here |
Serial Number
|
| Desc here |
Equipment Type
|
| Desc here |
Labor Warranty
|
| Desc here |
Labor Warranty Start
|
| Desc here |
Labor Warranty End
|
| Desc here |
Manufacturer
|
| Desc here |
Parts Warranty
|
| Desc here |
Parts Warranty Start
|
| Desc here |
Parts Warranty End
|
| Desc here |
Model
|
| Desc here |
Equipment Position/Locations
|
| Desc here |
Coverage Date
|
| Desc here |
Level
|
| Desc here |
Equipment Comment
|
| Desc here |
| Company Rep starts here |
Representative Number
|
| Desc here |
Representative Name
|
| Desc here |
Representative Type
|
| Desc here |
Commission Rate
|
| Desc here |
Representative Phone
|
| Desc here |
Representative Email
|
| Desc here |
Representative Division
|
| Desc here |
Representative Address
|
| Desc here |
Representative City
|
| Desc here |
Representative State
|
| Desc here |
Representative Zip
|
| Desc here |
Representative Country
|
| Desc here |
| Contact Section |
Change Customer Button
|
| Desc here |
Change Site Button
|
| Desc here |
Contact Name
|
| Desc here |
Contact Type
|
| Desc here |
Contact Established Date
|
| Desc here |
Contact Title
|
| Desc here |
Contact Salutation
|
| Desc here |
Contact Address
|
| Desc here |
Contact First Name
|
| Desc here |
Contact Last Name
|
| Desc here |
Contact City
|
| Desc here |
Contact State
|
| Desc here |
Contact Zip
|
| Desc here |
Contact Country
|
| Desc here |
Contact Email
|
| Desc here |
Contact Fax Number
|
| Desc here |
Contact Phone
|
| Desc here |
Job Type Management Setup here
|
Job Type Code
|
| Desc here |
Job Type Description
|
| Desc here |
Est Hours
|
| Desc here |
Quoted $s
|
| Desc here |
Opportunity
|
| Desc here |
Job Type All checkbox
|
| Desc here |
Service Type Code
|
| Desc here |
Service Type Desc
|
| Desc here |
KPI Call Count
|
| Desc here |
Assigned Button
|
| Desc here |
Not Assigned Button
|
| Desc here |
Remove all Assignments
|
| Desc here |
Cost Type Description
|
| Desc here |
Classification
|
| Desc here |
Subclass
|
| Desc here |
Cost Type Labor checkbox
|
| Desc here |
Cost Type Inventory checkbox
|
| Desc here |
Cost Type Purchases checkbox
|
| Desc here |
Revenue Account
|
| Desc here |
Revenue subaccount
|
| Desc here |
Cost Type Cost Account
|
| Desc here |
Cost Type Cost subaccount
|
| Desc here |
| Item Maintenance here |
Item Type
|
| Desc here |
Item Code
|
| Desc here |
Item Description
|
| Desc here |
Use in Mobile
|
| Desc here |
Mobile Button
|
| Desc here |
Cost Type
|
| Desc here |
Product Line
|
| Desc here |
Sales UOM
|
| Desc here |
Tax Class
|
| Desc here |
Warehouse
|
| Desc here |
Unit Price
|
| Desc here |
Trade Discount
|
| Desc here |
Commissionable
|
| Desc here |
Split Commission
|
| Desc here |
Price Code
|
| Desc here |
| Unit Cost |
| Desc here |
| Short Description |
| Desc here |
| Equipment Build checkbox |
| Desc here |
| Inventory Item Prefix |
| Desc here |
| Agreement Type |
| Desc here |
| Allocation |
| Desc here |
| Reporting Groups |
| Desc here |
| Equipment Build Comment |
| Desc here |
| Priority Code |
| Desc here |
| Desc here |
| Priority Code Description |
| Desc here |
| Response Time |
| Desc here |
| SLA |
| Desc here |
| SLA Expiration |
| Desc here |
| Day of the Week |
| Desc here |
| Priority Start Time |
| Desc here |
| Priority End Time |
| Desc here |
| Manufacturer Code |
| Desc here |
| Manufacturer Description |
| Desc here |
| Manufacturer Prefix |
| Desc here |
| Model Code |
| Desc here |
| Model Description |
| Desc here |
| Model Prefix |
| Desc here |
| Level Code |
| Desc here |
| Level Description |
| Desc here |
| Level Prefix |
| Desc here |
| Level Type |
| Desc here |
| Equipment Type Code |
| Desc here |
| Equipment Type Description |
| Desc here |
| Equipment Type Prefix |
| Desc here |
| Location |
| Desc here |
| Site Type Code |
| Desc here |
| Site Type Description |
| Desc here |
| Site Type Message |
| Desc here |
| Chain Name |
| Desc here |
| Chain SLA |
| Desc here |
| Inbound Path |
| Desc here |
| Outbound Path |
| Desc here |
| Store Type Code |
| Desc here |
| Store Type Name |
| Desc here |
| Agreement Type Code |
| Desc here |
| Agreement Type Description |
| Desc here |
| Agreement Contract Months |
| Desc here |
| Agreement Cover Parts |
| Desc here |
| Agreement Cover Labor |
| Desc here |
| SLA |
| Desc here |
| SLA Priority |
| Desc here |
| Agreement Message |
| Desc here |
| Labor Hours Budget |
| Desc here |
| Parts Dollars Budget |
| Desc here |
| Agreement Type Percent >= |
| Desc here |
| Agreement Type Dollars >= |
| Desc here |
| Agreement Type PIO Billable |
| Desc here |
| Agreement Type PIO Frequency |
| Desc here |
| Agreement Type PIO Tax Class |
| Desc here |
| Agreement Type PIO Allocation |
| Desc here |
| Agreement Type PIO Deferred Revenues |
| Desc here |
| Agreement Type PIO Pricing Method |
| Desc here |
| Agreement Type PIO Pricing |
| Desc here |
| Agreement Type PIO Include Site Details on Invoice |
| Desc here |
| Agreement Type PIO Include Equipment Details on Invoice |
| Desc here |
| Agreement Type PIO Include Site Summary on Invoice |
| Desc here |
| Agreement Type PIO Include Equipment Summary on Invoice |
| Desc here |
| Agreement Renewable |
| Desc here |
| Agreement Renewal Months |
| Desc here |
| Agreement Renew As |
| Desc here |
| Agreement Type PRO Include Site Details on Invoice |
| Desc here |
| Agreement Type PRO Include Equipment Details on Invoice |
| Desc here |
| Agreement Type PRO Include Site Summary on Invoice |
| Desc here |
| Agreement Type PRO Include Equipment Summary on Invoice |
| Desc here |
| Allocations Description |
| Desc here |
| Allocations Revenue Type |
| Desc here |
| Allocations Pricing Method |
| Desc here |
| Allocations Price |
| Desc here |
| Allocations Type |
| Desc here |
| Allocations Miscellaneous Item |
| Desc here |
| Allocations Account |
| Desc here |
| Allocations Amount |
| Desc here |
| Servicers Start Here |
| Service Number |
| Desc here |
| Employee Number |
| Desc here |
| Subcontractor |
| Desc here |
| Servicer Name |
| Desc here |
| Vendor |
| Desc here |
| Servicer Address |
| Desc here |
| Servicer Billing Rate |
| Desc here |
| Servicer PO Required |
| Desc here |
| Servicer Hourly Cost |
| Desc here |
| Insurance Certificate on File |
| Desc here |
| Servicer Burden |
| Desc here |
| Certificate File Name |
| Desc here |
| Servicer City |
| Desc here |
| Servicer Warehouse |
| Desc here |
| Servicer Terms |
| Desc here |
| Servicer State |
| Desc here |
| Servicer Zip |
| Desc here |
| Servicer Email |
| Desc here |
| Servicer Mobile checkbox |
| Desc here |
| Servicer Country |
| Desc here |
| Servicer Established Date |
| Desc here |
| Servicer User List |
| Desc here |
| Servicer Phone |
| Desc here |
| Servicer Image File |
| Desc here |
| Service Dispatch Batch |
| Desc here |
| Servicer Tom Tom ID |
| Desc here |
| Servicer User Map Pin |
| Desc here |
| Override Job Number |
| Desc here |
| Send Job Email |
| Desc here |
| Job Next Number |
| Desc here |
| Job Number Length |
| Desc here |
| Job Number Leading Characters |
| Desc here |
| Default Code - New |
| Desc here |
| Default Code - Dispatched |
| Desc here |
| Default Code - Departure |
| Desc here |
| Default Code - Arrival |
| Desc here |
| Default Code - Field Completed |
| Desc here |
| Default Code - Cancelled |
| Desc here |
| Default Code - On Hold |
| Desc here |
| Default Code - Back Office Completed |
| Desc here |
| Setup Equipment Defaults Warranty Based On |
| Sales Date or Invoice Date |
| Setup Allocation Based On |
| Inventory Item or Model |
| Tax on Customer |
| Desc here |
| Multi-Branch |
| Desc here |
| Mutli-Branch Segment |
| Desc here |
| Sales Account |
| Desc here |
| Cost Account |
| Desc here |
| Require Sales Tax |
| Desc here |
| Non-Tax Schedule |
| Desc here |
| Include Request |
| Desc here |
| Include Request Notes |
| Desc here |
| Include Solution |
| Desc here |
| Include Solution Notes |
| Desc here |
| Include Job Notes |
| Desc here |
| Next Batch Number |
| Desc here |
| PM Defaults Include Site info as comment |
| Desc here |
| PM Defaults Include Equipment info as comment |
| Desc here |
| Agreement Setup Auto Number |
| Desc here |
| Agreeement Setup Number Length |
| Desc here |
| Planned Billing Auto Process |
| Desc here |
| Processing Date |
| Desc here |
| Deferred Revenue Auto Process |
| Desc here |
| Agreement Renewals Auto Process |
| Desc here |
| Agreement Type PRO Include Site Details on Invoice |
| Desc here |
| Agreement Type PRO Include Equipment Details on Invoice |
| Desc here |
| Agreement Type PRO Include Site Summary on Invoice |
| Desc here |
| Agreement Type PRO Include Equipment Summary on Invoice |
| Desc here |
| Deferred Revenue Account |
| Desc here |
| Item |
| Desc here: What is an item and how is it used in the system. |
| Transaction Date |
| Desc here |
| Transaction Type |
| Desc here |
| Transaction Billed Status |
| Desc here |
| KPI Fields here |
| Departure Date |
| Desc here |
| Departure Time |
| Desc here |
| Job Start Date |
| Desc here |
| Job Start Time |
| Desc here |
| Job Complete Date |
| Desc here |
| Job Complete Time |
| Desc here |
| Job Revenues |
| Desc here |
| Job Elapse Time |
| Desc here |
| Job Repair Time |
| Desc here |
| Job Response Time |
| Desc here |
| Job Profit |
| Desc here |
| KPI Job Invoice Status |
| Desc here |
| KPI Invoice Date |
| Desc here |
| Work Order Complete Time |
| Desc here |
| Work Order Number |
| Desc here |
| Work Order Status |
| Desc here |
| Work Order Description |
| Desc here |
| Purchase Order Number |
| Desc here |
| Work Order Agreement Labor |
| Desc here |
| Work Order Agreement Parts |
| Desc here |
| Dollars Estimate |
| Desc here |
| Work Order Completed Date |
| Desc here |
| Approved |
| Desc here |
| Note Category |
| Desc here |
| Note Content |
| Desc here |
| Internal Note |
| Desc here |
| Print Note on Ticket |
| Desc here |
| Task Type |
| Desc here |
| Task Status |
| Desc here |
| Task Details |
| Desc here |
| Task URL |
| Desc here |
| Task Notes |
| Desc here |
| Task Due Date |
| Desc here |
| Task Due Time |
| Desc here |
| Task Assignment Type |
| Desc here |
| Task Assigned To |
| Desc here |
| Task Email |
| Desc here |
| Task Text Phone |
| Desc here |
| Source Name |
| Desc here |
| Document Description |
| Desc here |
| Opt Out |
| Desc here |
| Contact by Phone |
| Desc here |
| Contact by Email |
| Desc here |
| Contact by Mail |
| Desc here |
| Contact by Fax |
| Desc here |
| Contact Twitter |
| Desc here |
| Contact LinkedIn |
| Desc here |
| Contact Teams |
| Desc here |
| Contact Web |
| Desc here |
| Dispatch Number |
| Desc here |
| Dispatch Card Number |
| Desc here |
| Servicer |
| Desc here (What is) |
| Primary Dispatch Card |
| Desc here |
| Dispatch Card Status |
| Desc here |
| Dispatch Card Priority |
| Desc here |
| Dispatch Card Schedule Date |
| Desc here |
| Dispatch Card Schedule Time |
| Desc here |
| Desc here |
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| Desc here |
| Desc here |
| Desc here |
