Difference between revisions of "Glossary"

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    | <div id="contact_address">&nbsp;</div>
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    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Contact Address</div>   
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    The contacts mailing address.
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    | <div id="contact_City">&nbsp;</div>
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    |-
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    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Contact City</div>   
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    |-
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    The city of the mailing address.
 +
 +
    |-
 +
    | <div id="contact_country">&nbsp;</div>
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    |-
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    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Contact Country</div>   
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    |-
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    The country of the mailing address.
 +
 +
    |-
 +
    | <div id="contact_email">&nbsp;</div>
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    |-
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    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Contact Email</div>   
 +
    |-
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 +
    The contact's email address.
 +
 +
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    | <div id="contact_estDate">&nbsp;</div>
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    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Contact Established Date</div> 
 +
    |-
 +
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    The date the contact record was established.
 +
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    |-
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    | <div id="contact_fax">&nbsp;</div>
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    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Contact Fax Number</div>   
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    The contact's fax number.
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    |-
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    | <div id="contact_firstName">&nbsp;</div>
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    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Contact First Name</div>   
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    The contact's first name.
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    | <div id="contact_lastName">&nbsp;</div>
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    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Contact Last Name</div> 
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    The contact's last name.
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    | <div id="contact_ContactName">&nbsp;</div>
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    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Contact Name</div>   
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    The contacts full name.
 +
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    |-
 +
    | <div id="contact_WorkPhone">&nbsp;</div>
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    |-
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    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Contact Phone</div>   
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    The contact's telephone number.
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    |-
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    | <div id="contact_Salutation">&nbsp;</div>
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    |-
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    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Contact Salutation</div>   
 +
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    The salutation that should be used when communicating with the contact.
 +
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    |-
 +
    | <div id="contact_state">&nbsp;</div>
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    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Contact State</div>   
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    The state of the mailing address.
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    | <div id="contact_Title">&nbsp;</div>
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    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Contact Title</div>   
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    The contact title. ex: Mr., Mrs.
 +
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    |-
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    | <div id="contact_Type">&nbsp;</div>
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    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Contact Type</div>   
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    |-
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    Types can be used to organize contacts.
 +
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    |-
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    | <div id="contact_zip">&nbsp;</div>
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    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Contact Zip</div>     
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    The postal code of the mailing address.
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    | <div id="CostType">&nbsp;</div>
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    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Cost Type</div>   
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    Cost types are used to manage general ledger sales and cost account allocations on transactions and billing.
 +
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    | <div id="costtype_CostAcct">&nbsp;</div>
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    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Cost Type Cost Account</div>   
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    The cost account that will be assigned to transactions assigned this job type and cost type.
 +
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    | <div id="costtype_CostSubacct">&nbsp;</div>
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    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Cost Type Cost Subaccount</div>   
 +
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    The cost sub-account that will be assigned to transactions assigned this job type and cost type.
 +
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    |-
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    | <div id="costtype_Desc">&nbsp;</div>
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    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Cost Type Description</div> 
 +
    |-
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    Used to describe the cost type.
 +
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    |-
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    | <div id="costtype_InventoryCB">&nbsp;</div>
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    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Cost Type Inventory checkbox</div>   
 +
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 +
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    When checked, indicates that the cost type can be used for inventory transactions.
 +
 +
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    | <div id="costtype_LaborCB">&nbsp;</div>
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    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Cost Type Labor checkbox</div> 
 +
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 +
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    When checked, indicates that the cost type can be used for labor transactions.
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    | <div id="costtype_PurchasesCB">&nbsp;</div>
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    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Cost Type Purchases checkbox</div>   
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 +
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    When checked, indicates that the cost type can be used for purchase transactions.
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    | colspan="1" style="width: 1538px;" | <div id="customeraccountmanager">&nbsp;</div>
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    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Customer Account Manager</div>
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    The company representative that manages the customer's account.
 +
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    | colspan="1" style="width: 706px;" | <div id="customeraddress">&nbsp;</div>
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    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Customer Address</div>
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    The customer's mailing address. 
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    | colspan="1" style="width: 1538px;" | <div id="customerbillingcontact">&nbsp;</div>
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    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Customer Billing Contact</div>
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    The primary billing contact assigned to the customer.
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    | colspan="1" style="width: 1538px;" | <div id="customercity">&nbsp;</div>
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    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Customer City</div>
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    The customer's mailing address city.
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 +
    | colspan="1" style="width: 1538px;" | <div id="customercountry">&nbsp;</div>
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 +
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Customer Country</div>
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    The customer's mailing address country.
 +
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    | colspan="1" style="width: 1538px;" | <div id="customeremail">&nbsp;</div>
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    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Customer Email</div>
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    |-
 +
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    The email address for the primary customer contact.
 +
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    | colspan="1" style="width: 1538px;" | <div id="customerext">&nbsp;</div>
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    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Customer Ext</div>
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    The main telephone numbers extension.
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    | colspan="1" style="width: 1538px;" | <div id="customerfacebook">&nbsp;</div>
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    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Customer Facebook</div>
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    Link to the customer's Facebook account.
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    | colspan="1" style="width: 1538px;" | <div id="customerfax">&nbsp;</div>
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    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Customer Fax</div>
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    |-
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    The customer's contact fax number.
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    |-
 +
    | colspan="1" style="width: 1538px;" | <div id="customerlinkedin">&nbsp;</div>
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    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Customer LinkedIn</div>
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    The customer's linked in accounnt handle.
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    | colspan="1" style="width: 706px;" | <div id="Cust_Name">&nbsp;</div>
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    | colspan="1" style="width: 706px;" | <div class="fieldHeader">Customer Name</div>
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    The name of the organization that will be billed.  Jobs can be created without a customer assignmnet, but not billed.
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    | colspan="1" style="width: 706px;" | <div id="customer_number">&nbsp;</div>
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    | colspan="1" style="width: 706px;" | <div class="fieldHeader">Customer Number</div>
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    |-
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    Customer numbers can be used to help identify a customer. Customer number requirement is based on ERP system.
 +
    |-
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    | colspan="1" style="width: 1538px;" | <div id="customerpricelevel">&nbsp;</div>
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    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Customer Price Level</div>
 +
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    The customer's price level.  Price level requirement is based on ERP settings.
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    | colspan="1" style="width: 1538px;" | <div id="customerphone">&nbsp;</div>
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    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Customer Phone</div>
 +
    |-
 +
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    The customer's business telephone number.
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    |-
 +
    | colspan="1" style="width: 1538px;" | <div id="customersalesperson">&nbsp;</div>
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    |-
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    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Customer Salesperson</div>
 +
    |-
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    |
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    The salesperson assigned to the customer's account.
 +
    |-
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    | colspan="1" style="width: 1538px;" | <div id="customerstate">&nbsp;</div>
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    |-
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    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Customer State</div>
 +
    |-
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    The customers address state.
 +
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    | colspan="1" style="width: 1538px;" | <div id="customertwitter">&nbsp;</div>
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    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Customer Twitter</div>
 +
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    The customer's twitter handle.
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    | colspan="1" style="width: 1538px;" | <div id="customerzip">&nbsp;</div>
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    |-
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    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Customer Zip Code</div>
 +
    |-
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    The customer's address zip code.
 +
    |-
 +
    | <div id="equip_code">&nbsp;</div>
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    |-
 +
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Equipment Code</div>   
 +
    |-
 +
    |
 +
    Equipment codes are used to identify equipment.  Codes can be manually, or automatically assigned.
 +
    |-
 +
    | <div id="equip_comment">&nbsp;</div>
 +
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    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Equipment Comment</div>     
 +
    |-
 +
    |
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    Comments related to the equipment record. 
  
  
  
 
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Revision as of 13:20, 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 Labor Budget Balance %
   Percentage of labor budget balance to date.


 
Agreement Labor Budget Used %
   Percentage of labor budget used to date.



 
Agreement Labor Budget Hours Used to Date
   The number of budgeted hours billed to date.


 
Agreement Labor Hours Balance
   The remainer of the budgeted hours to date.


 
Agreement Labor Hours Budget
   The number of labor hours budgeted for the contract's term.



 
Agreement Last Increase
   The increase amount from the last renewal.



 
Agreement Number
   Agreement numbers are used the identify agreements.


 
Agreement Parts Billed to Date
   The amount billed to date for parts.
 
Agreement Parts Budget
   The total amount budgeted for parts on the agreement contract.


 
Agreement Parts Budget Balance
   The remainer of the amount budgeted for parts to date.


 
Agreement Parts Budget Balance %
   Percentage of parts budget balance to date.


 
Agreement Parts Budget Used %
   The amount of the parts budget billed to date.



 
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.


 
Classification
   The classification is used in sales and cost account assignments.


 
Commissionable
   When checked the item is commissionable.


 
Commission Rate
   If the representative is a salesperson, the commision rate is stored in this field.


 
Contact Address
   The contacts mailing address.


 
Contact City
   The city of the mailing address.
 
Contact Country
   The country of the mailing address.
 
Contact Email
   The contact's email address.


 
Contact Established Date
   The date the contact record was established.


 
Contact Fax Number
   The contact's fax number.
 
Contact First Name
   The contact's first name.


 
Contact Last Name
   The contact's last name.


 
Contact Name
   The contacts full name.


 
Contact Phone
   The contact's telephone number.


 
Contact Salutation
   The salutation that should be used when communicating with the contact.


 
Contact State
   The state of the mailing address.
 
Contact Title
   The contact title. ex: Mr., Mrs.


 
Contact Type
   Types can be used to organize contacts.


 
Contact Zip
   The postal code of the mailing address.


 
Cost Type
   Cost types are used to manage general ledger sales and cost account allocations on transactions and billing.


 
Cost Type Cost Account
   The cost account that will be assigned to transactions assigned this job type and cost type.
 
Cost Type Cost Subaccount
   The cost sub-account that will be assigned to transactions assigned this job type and cost type.
 
Cost Type Description
   Used to describe the cost type.


 
Cost Type Inventory checkbox
   When checked, indicates that the cost type can be used for inventory transactions.


 
Cost Type Labor checkbox
   When checked, indicates that the cost type can be used for labor transactions.


 
Cost Type Purchases checkbox
   When checked, indicates that the cost type can be used for purchase transactions.


 
Customer Account Manager
   The company representative that manages the customer's account.


 
Customer Address
   The customer's mailing address.
 
Customer Billing Contact
   The primary billing contact assigned to the customer.


 
Customer City
   The customer's mailing address city.
 
Customer Country
   The customer's mailing address country.
 
Customer Email
   The email address for the primary customer contact.
 
Customer Ext
   The main telephone numbers extension.
 
Customer Facebook
   Link to the customer's Facebook account.
 
Customer Fax
   The customer's contact fax number.
 
Customer LinkedIn
   The customer's linked in accounnt handle.
 
Customer Name
   The name of the organization that will be billed.  Jobs can be created without a customer assignmnet, but not billed.
 
Customer Number
   Customer numbers can be used to help identify a customer. Customer number requirement is based on ERP system.
 
Customer Price Level
   The customer's price level.  Price level requirement is based on ERP settings.
 
Customer Phone
   The customer's business telephone number.
 
Customer Salesperson
   The salesperson assigned to the customer's account.
 
Customer State
   The customers address state.
 
Customer Twitter
   The customer's twitter handle.
 
Customer Zip Code
   The customer's address zip code.
 
Equipment Code
   Equipment codes are used to identify equipment.  Codes can be manually, or automatically assigned.
 
Equipment Comment
   Comments related to the equipment record.


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