Difference between revisions of "Glossary"

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     Indicates that the record can be used to produce results.
 
     Indicates that the record can be used to produce results.
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    | <div id="AgreementAutoRenew.25">&nbsp;</div>
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    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Agreement Auto Renew</div>   
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    Indicates the amount percent of increase for the renewal.
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     The agreement frequency indicates the frequency used when billing the agreement.  
 
     The agreement frequency indicates the frequency used when billing the agreement.  
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    | <div id="AgreementGrossProfitContactBilledtoDate">&nbsp;</div>
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    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Agreement Gross Profit Contact Billed to Date</div>   
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    The agreement's gross profit based on billings to date.
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    | <div id="AgreementGrossProfitContractTermtoDate">&nbsp;</div>
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    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Agreement Gross Profit Contract Term to Date</div> 
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    The agreement's gross profit recorded on the contract to date.
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    | <div id="AgreementLastIncrease">&nbsp;</div>
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    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Agreement Last Increase</div>     
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    The increase amount from the last renewal.
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     Indicates that the agreement is eligible for renewal.
 
     Indicates that the agreement is eligible for renewal.
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    | <div id="AgreementRenewalAmount">&nbsp;</div>
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    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Agreement Renewal Amount</div>   
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    The amount that will be billed on agreement renewal.
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     The renewal method field is used when determining the renewal contract amount.  The contract amount can be a fixed amount, or changed based on a change percentage.
 
     The renewal method field is used when determining the renewal contract amount.  The contract amount can be a fixed amount, or changed based on a change percentage.
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    Fixed Amount: The renewal will use the exact amount in this field.
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        Fixed Amount: The renewal will use the exact amount in this field.
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    Change Percent: Increases the contract amount by the percent in the Renewal Amount field.
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        Change Percent: Increases the contract amount by the percent in the Renewal Amount field.
  
 
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Revision as of 11:56, 21 December 2022

 
Account Manager
   Account managers are responsible for the customer relationship.
 
Active Status
   Indicates that the record can be used to produce results.


 
Agreement Auto Renew
   Indicates the amount percent of increase for the renewal.


 
Agreement Billable
   When checked, indicates that the agreement can be billed.


 
Agreement Billing Total
   The total contract amount.


 
Agreement Commission Rate
   The commission rate that will be used when billing the agreement.


 
Agreement Contact
   The customer or site contact that handles the agreement.


 
Agreement Deferred Revenues Total
   The total deferred revenues posted to date.



 
Agreement Frequency
   The agreement frequency indicates the frequency used when billing the agreement.


 
Agreement Gross Profit Contact Billed to Date
   The agreement's gross profit based on billings to date.


 
Agreement Gross Profit Contract Term to Date
   The agreement's gross profit recorded on the contract to date.



 
Agreement Last Increase
   The increase amount from the last renewal.



 
Agreement Number
   Agreement numbers are used the identify agreements.


 
Agreement Price Level
   The price level that will be used when billing the agreement.


 
Agreement Pricing Method
   Agreements can be priced based on the different methods.  
       Blanket: One price covers all items on the agreement.  
       By Site: Each site can have a different price. 
       By Equipment: Each equipment record can have a different price.


 
Agreement Purchase Order
   The purchase order provided by the customer for the agreement.
 
Agreement Renewable
   Indicates that the agreement is eligible for renewal.


 
Agreement Renewal Amount
   The amount that will be billed on agreement renewal.



 
Agreement Renewal Method
   The renewal method field is used when determining the renewal contract amount.  The contract amount can be a fixed amount, or changed based on a change percentage.
       Fixed Amount: The renewal will use the exact amount in this field.
       Change Percent: Increases the contract amount by the percent in the Renewal Amount field.
 
Agreement Renewal Months
   The contract months to use on the renewal.



 
Agreement Renewal Text
   The text that will be displayed on the agreement renewal invoice.



 
Agreement Renew As
   Used to indicate the type of invoice that will be created upon renewal.


 
Agreement Revenues Total
   The total amount billed for the contract to date.



 
Agreement Salesperson
   The salesperson that should be assigned to the invoices when billing occurs.


 
Agreement Status Code
   The status code is used to track the agreements progress through the renewal process.


 
Agreement Tax Class
   The tax class that will be used when billing the agreement.


 
Assigned Button
   When clicked, displays all items assigned to the selected record.





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