Difference between revisions of "Glossary"

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{| border="0" cellpadding="1" cellspacing="1" style="width: 1538px;"
 
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    | <div id="job_acctmanager">&nbsp;</div>
 
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    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Account Manager</div>   
 
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    Account managers are responsible for the customer relationship.
 
  
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    | colspan="1" style="width: 1538px;" | <div id="activestatus">&nbsp;</div>
 
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    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Active Status</div>
 
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    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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    | <div id="agreements_Billable">&nbsp;</div>
 
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    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Agreement: Billable Checkbox</div>   
 
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    When checked, indicates that the agreement can be billed.
 
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    | <div id="AgreementBillingTotal">&nbsp;</div>
 
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    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Agreement: Billing Total</div>   
 
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    The total contract amount.
 
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    | <div id="AgreementCommissionRate">&nbsp;</div>
 
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    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Agreement: Commission Rate</div>     
 
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    The commission rate that will be used when billing the agreement.
 
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    | <div id="AgreementContact">&nbsp;</div>
 
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    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Agreement: Contact</div>   
 
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    The customer or site contact that handles the agreement.
 
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    | <div id="AgreementDefRevenuesTotal">&nbsp;</div>
 
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    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Agreement: Deferred Revenues Total</div>   
 
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    The total deferred revenues posted to date.
 
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    | <div id="AgreementFrequency">&nbsp;</div>
 
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    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Agreement: Frequency</div>     
 
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    The billing frequency.
 
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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="AgreementLaborBudgetBalance">&nbsp;</div>
 
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    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Agreement: Labor Budget Balance&nbsp;%</div> 
 
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    Percentage of labor budget balance to date.
 
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    | <div id="AgreementLaborBudgetUsed">&nbsp;</div>
 
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    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Agreement: Labor Budget Used&nbsp;%</div>   
 
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    Percentage of labor budget used to date.
 
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    | <div id="AgreementLaborBudgetHoursUsedtoDate">&nbsp;</div>
 
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    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Agreement: Labor Budget Hours Used to Date</div>   
 
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    The number of budgeted hours billed to date.
 
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    | <div id="AgreementHoursBalance">&nbsp;</div>
 
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    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Agreement: Labor Hours Balance</div>   
 
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    The remainder of the budgeted hours to date.
 
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    | <div id="AgreementLaborHoursBudget">&nbsp;</div>
 
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    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Agreement: Labor Hours Budget</div> 
 
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    The number of labor hours budgeted for the contract's term.
 
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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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    | <div id="agreements_Number">&nbsp;</div>
 
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    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Agreement: Number</div>   
 
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    Agreement numbers are used the identify agreements.
 
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    | <div id="AgreementPartsBilledtoDate">&nbsp;</div>
 
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    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Agreement: Parts Billed to Date</div>     
 
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    The amount billed to date for parts.
 
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    | <div id="AgreementPartsBudget">&nbsp;</div>
 
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    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Agreement: Parts Budget</div>   
 
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    The total amount budgeted for parts on the agreement contract.
 
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    | <div id="AgreementPartsBudgetBalance">&nbsp;</div>
 
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    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Agreement: Parts Budget Balance</div>     
 
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    The remainer of the amount budgeted for parts to date.
 
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    | <div id="AgreementPartsBudgetBalance.25">&nbsp;</div>
 
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    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Agreement: Parts Budget Balance&nbsp;%</div>   
 
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    Percentage of parts budget balance to date.
 
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    | <div id="AgreementPartsBudgetUsed">&nbsp;</div>
 
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    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Agreement: Parts Budget Used&nbsp;%</div> 
 
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    The amount of the parts budget billed to date.
 
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    | <div id="AgreementPriceLevel">&nbsp;</div>
 
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    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Agreement: Price Level</div>   
 
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    The price level that will be used when billing the agreement.
 
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    | <div id="agreements_PricingMethod">&nbsp;</div>
 
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    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Agreement: Pricing Method</div> 
 
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    Agreements can be priced based on the different methods. 
 
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        Blanket: One price covers all items on the agreement. 
 
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        By Site: Each site can have a different price.
 
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        By Equipment: Each equipment record can have a different price.
 
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    | <div id="AgreementPurchaseOrder">&nbsp;</div>
 
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    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Agreement: Purchase Order</div>   
 
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    The purchase order provided by the customer for the agreement.
 
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    | <div id="AgreementRenewable">&nbsp;</div>
 
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    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Agreement: Renewable</div>   
 
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    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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    | <div id="AgreementRenewalMethod">&nbsp;</div>
 
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    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Agreement: Renewal Method</div> 
 
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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.
 
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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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    | <div id="AgreementRenewalMonths">&nbsp;</div>
 
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    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Agreement: Renewal Months</div> 
 
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    The contract months to use on the renewal.
 
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    | <div id="AgreementRenewalText">&nbsp;</div>
 
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    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Agreement: Renewal Text</div> 
 
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    The text that will be displayed on the agreement renewal invoice.
 
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    | <div id="AgreementRenewAs">&nbsp;</div>
 
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    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Agreement: Renew As</div>   
 
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    |-
 
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    Used to indicate the type of invoice that will be created upon renewal.
 
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    |-
 
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    | <div id="AgreementRevenuesTotal">&nbsp;</div>
 
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    |-
 
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    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Agreement: Revenues Total</div>   
 
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    |-
 
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    |
 
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    The total amount billed for the contract to date.
 
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    |-
 
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    | <div id="AgreementSalesperson">&nbsp;</div>
 
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    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Agreement: Salesperson</div>   
 
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    The salesperson that should be assigned to the invoices when billing occurs.
 
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    |-
 
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    | <div id="AgreementStatusCode">&nbsp;</div>
 
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    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Agreement: Status Code</div> 
 
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    |-
 
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    |
 
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    The status code is used to track the agreements progress through the renewal process.
 
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    |-
 
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    | <div id="AgreementType">&nbsp;</div>
 
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    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Agreement Type</div>   
 
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    Used to organize agreements by type.  Agreement types are also used to establish setting for agreements by default.
 
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    | <div id="agreeType_Code">&nbsp;</div>
 
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    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Agreement Type: Code</div>   
 
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    The code used to identify the agreement type.
 
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    |-
 
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    | <div id="agreeType_Desc">&nbsp;</div>
 
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    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Agreement Type: Description</div>     
 
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    |-
 
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    The description used to identify the agreement type.
 
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    |-
 
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    | <div id="agreeType_coveredMths">&nbsp;</div>
 
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    |-
 
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    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Agreement Type: Contract Months</div>     
 
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    |-
 
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    The number of months for new agreements.
 
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    |-
 
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    | <div id="agreeType_coverparts">&nbsp;</div>
 
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    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Agreement Type: Cover Parts Checkbox</div>     
 
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    When checked, the parts covered by the agreement will have no charge.
 
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    |-
 
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    | <div id="agreeType_coverLabor">&nbsp;</div>
 
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    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Agreement Type: Cover Labor Checkbox</div>     
 
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    When checked, the parts covered by the agreement will have no charge.
 
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    |-
 
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    | <div id="agreeType_SLA">&nbsp;</div>
 
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    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Agreement Type: SLA Checkbox</div>     
 
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    |-
 
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    |
 
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    Check this box, if the agreement qualifies for SLA service.
 
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    |-
 
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    | <div id="agreeType_SLAPC">&nbsp;</div>
 
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    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Agreement Type: SLA Priority Code</div>     
 
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    |-
 
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    The SLA qualified priority code to use for new agreements.
 
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    |-
 
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    | <div id="agreeType_Message">&nbsp;</div>
 
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    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Agreement Type: Message </div>     
 
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    This message will appear on the agreement.
 
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    | <div id="agreeType_LaborHoursBudget">&nbsp;</div>
 
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    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Agreement Type: Labor Hours Budget</div>     
 
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    |-
 
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    The budgeted number of labor hours.
 
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    |-
 
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    | <div id="agreeType_PartsDollarsBudget">&nbsp;</div>
 
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    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Agreement Type: Parts Dollars Budget</div>     
 
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    |-
 
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    The budgeted parts dollars.
 
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    |-
 
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    | <div id="agreeType_PercentUsed">&nbsp;</div>
 
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    |-
 
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    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Agreement Type: Percent Used >=</div>     
 
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    |-
 
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    Percentage of labor budget used.
 
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    |-
 
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    | <div id="agreeType_DollarsUsed">&nbsp;</div>
 
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    |-
 
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    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Agreement Type: Dollars Used >=</div>     
 
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    |-
 
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    |
 
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    Percentage of parts dollars used.
 
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    |-
 
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    | <div id="agreeTypePIO_Billable">&nbsp;</div>
 
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    |-
 
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    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Agreement Type: Auto Number by Type</div>     
 
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    |-
 
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    |
 
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    When checked, new agreements will auto-number using the value int he Next Number field.
 
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    |-
 
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    | <div id="agreeTypePIO_Frequency">&nbsp;</div>
 
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    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Agreement Type: Next Number</div>     
 
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    |-
 
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    |
 
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    Used when auto-numbering agreements.
 
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    |-
 
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    | <div id="agreeTypePIO_TaxClass">&nbsp;</div>
 
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    |-
 
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    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Agreement Type: Enforce Defaults</div>     
 
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    |-
 
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    |
 
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    When checked, the agreement type defaults cannot be changed on the agreement.
 
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    |-
 
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    | <div id="agreeTypePIO_Billable">&nbsp;</div>
 
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    |-
 
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    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Agreement Type Planned Invoice Options: Billable</div>     
 
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    |-
 
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    |
 
−
    When checked, the agreements assigned to the agreement type will be billable by default.
 
−
    |-
 
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    | <div id="agreeTypePIO_Frequency">&nbsp;</div>
 
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    |-
 
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    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Agreement Type Planned Invoice Options: Frequency</div>   
 
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    |-
 
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    |
 
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    The billing frequency.
 
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    |-
 
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    | <div id="agreeTypePIO_TaxClass">&nbsp;</div>
 
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    |-
 
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    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Agreement Type Planned Invoice Options: Tax Class</div>   
 
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    |-
 
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    |
 
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    The tax class assigned to invoice billing invoices.
 
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    |-
 
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    | <div id="agreeTypePIO_Allocation">&nbsp;</div>
 
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    |-
 
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    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Agreement Type Planned Invoice Options: Allocation</div>     
 
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    |-
 
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    |
 
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    The allocation that will be assigned used when processing agreements.
 
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    |-
 
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    | <div id="agreeTypePIO_DefRev">&nbsp;</div>
 
−
    |-
 
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    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Agreement Type Planned Invoice Options: Deferred Revenues</div>     
 
−
    |-
 
−
    |
 
−
    When checked, new agreements will use the deferred revenue feature.
 
−
    |-
 
−
    | <div id="agreeTypePIO_PricingMethod">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Agreement Type Planned Invoice Options: Pricing Method</div>     
 
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    |-
 
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    |
 
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    The pricing method used when processing agreement transactions.
 
−
    |-
 
−
    | <div id="agreeTypePIO_Price">&nbsp;</div>
 
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    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Agreement Type Planned Invoice Options: Pricing</div>   
 
−
    |-
 
−
        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.
 
−
    |-
 
−
    | <div id="agreeTypePIO_IncludeSiteDetailsonInvoice">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Agreement Type Planned Invoice Options: Include Site Details on Invoice</div> 
 
−
    |-
 
−
    |
 
−
    When checked, the site details will appear on agreement invoices.
 
−
    |-
 
−
    | <div id="agreeTypePIO_IncludeEquipDetailsonInvoice">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Agreement Type Planned Invoice Options: Include Equipment Details on Invoice</div> 
 
−
    |-
 
−
    |
 
−
    When checked, equipment details will appear on agreement invoices.
 
−
    |-
 
−
    | <div id="agreeTypePIO_IncludeSiteSummaryonInvoice">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Agreement Type Planned Invoice Options: Include Site Summary on Invoice</div> 
 
−
    |-
 
−
    |
 
−
    When checked, a site summary will appear on agreement invoices.
 
−
    |-
 
−
    | <div id="agreeTypePIO_IncludeSiteSummaryonInvoice">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Agreement Type Planned Invoice Options: Include Equipment Summary on Invoice</div>
 
−
    |-
 
−
    |
 
−
    When checked, an equipment summary will appear on agreement invoices.
 
−
    |-
 
−
    | <div id="agreeTypePRO_IncludeSiteDetailsonInvoice">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Agreement Type Planned Renewal Options: Renewable Checkbox</div> 
 
−
    |-
 
−
    |
 
−
    When checked, the agreement will be marked renewable on creation.
 
−
    |-
 
−
    | <div id="agreeTypePRO_Months">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Agreement Type Planned Renewal Options: Renewal Months</div>
 
−
    |-
 
−
    |
 
−
    The number of default renewal months on new agreements.
 
−
    |-
 
−
    | <div id="agreeTypePRO_AS">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Agreement Type Planned Renewal Options: Renew As</div> 
 
−
    |-
 
−
    |
 
−
    The default renew as value for new agreements. 
 
−
    |-
 
−
    | <div id="agreeTypePRO_Include_Site_Details_on_Renewal_Details">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Agreement Type Planned Renewal Options: Include Site Details on Invoice</div>
 
−
    |-
 
−
    |
 
−
    When checked, the site details will appear on renewal invoices.
 
−
    |-
 
−
    | <div id="agreeTypePRO_Include_Equip_Details_on_Renewal_Details">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Agreement Type Planned Renewal Options: Include Equipment Details on Invoice</div>
 
−
    |-
 
−
    |
 
−
    When checked, equipment details will appear on renewal invoices.
 
−
    |-
 
−
    | <div id="agreeTypePRO_Include_Site_Summary_on_Renewal_Details">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Agreement Type Planned Renewal Options: Include Site Summary on Invoice</div> 
 
−
    |-
 
−
    |
 
−
    When checked, a site summary will appear on renewal invoices.
 
−
    |-
 
−
    | <div id="agreeTypePRO_Include_Equip_Summary_on_Renewal_Details">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Agreement Type Planned Renewal Options: Include Equipment Summary on Invoice</div>   
 
−
    |-
 
−
    |
 
−
    When checked, an equipment summary will appear on renewal invoices.
 
−
    |-
 
−
    | <div id="agreeTypePRO_Include_Equip_Details_on_Renewal_Details">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Agreement Type Planned Maintenance Options: Create a Job for each Equipment</div>
 
−
    |-
 
−
    |
 
−
    When checked, planned maintenance will create a separate job for each equipment record assigned to the schedule.
 
−
    |-
 
−
    | <div id="agreeTypePRO_Include_Site_Summary_on_Renewal_Details">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Agreement Type Planned Maintenance Options: Create Transactions</div> 
 
−
    |-
 
−
    |
 
−
    When checked, planned maintenance will automatically add the transactions to the generated jobs.
 
−
    |-
 
−
    | <div id="agreeTypePRO_Include_Equip_Summary_on_Renewal_Details">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Agreement Type Planned Maintenance Options: Price Transactions</div>   
 
−
    |-
 
−
    |
 
−
    When checked, planned maintenance will add the transactions, with pricing, to the generated jobs.
 
−
    |-
 
−
    | <div id="Allocation">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Allocation</div> 
 
−
    |-
 
−
    |
 
−
    Allocations are used to distribute the agreement dollars to the required general ledger accounts. 
 
−
    |-
 
−
    | <div id="alloc_Desc">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Allocation: Description</div>   
 
−
    |-
 
−
    |
 
−
    The description used to identify the allocation.
 
−
    |-
 
−
    | <div id="alloc_revType">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Allocation: Revenue Type</div>   
 
−
    |-
 
−
    |
 
−
    Indicates if the allocation will be a percentage or fixed amount.
 
−
    |-
 
−
    | <div id="alloc_pricingMethod">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Allocation: Pricing Method</div>   
 
−
    |-
 
−
    |
 
−
    Agreements can be priced based on the different methods. Allocations define the price method the can be assigned in agreement types.
 
−
        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.
 
−
    |-
 
−
    | <div id="alloc_price">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Allocation: Price</div>   
 
−
    |-
 
−
    |
 
−
    The allocation price. 
 
−
        Blanket - Enter one price for the entire contract.
 
−
        By Site - Enter the price for each site.
 
−
        By Equipment - Enter ethe price for each equipment.
 
−
    |-
 
−
    | <div id="alloc_Type">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Allocation Details: Type</div>   
 
−
    |-
 
−
    |
 
−
    The type of general ledger entry.
 
−
        Deferred Revenue: Posts to a deferred revenue account.
 
−
        Revenue: Post to a sales revenue account.
 
−
    |-
 
−
    | <div id="alloc_miscItem">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Allocation Details: Miscellaneous Item</div>   
 
−
    |-
 
−
    |
 
−
    The miscellaneous item to use when posting to the ERP system.
 
−
    |-
 
−
    | <div id="alloc_Account">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Allocation Details: Allocations Account</div>   
 
−
    |-
 
−
    |
 
−
    The account that should be affected by the allocation transaction.
 
−
    |-
 
−
    | <div id="alloc_Amount">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Allocation Details: Amount</div>   
 
−
    |-
 
−
    |
 
−
    The amount of the allocation transaction.
 
−
    |-
 
−
    | <div id="servicetype_AssignedBtn">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Button: Assigned</div> 
 
−
    |-
 
−
    |
 
−
    When clicked, displays all items assigned to the selected record.
 
−
    |-
 
−
    | <div id="servicetype_NotAssingedBtn">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Button: Not Assigned</div>   
 
−
    |-
 
−
    |
 
−
    When clicked, displays all the records not assigned to the selected item.
 
−
    |-
 
−
    | <div id="chain_Name">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Chains</div>   
 
−
    |-
 
−
    |
 
−
    Sites can grouped by chain.
 
−
    |-
 
−
    | <div id="chain_Name">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Chains: Name</div>       
 
−
    |-
 
−
    |
 
−
    The name used to identify the chain.
 
−
    |-
 
−
    | <div id="chain_SLA">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Chains: SLA</div>       
 
−
    |-
 
−
    |
 
−
    When checked, indicates the chain is an SLA chain. SLA chains have a expiration time for when the work is expected to be completed.
 
−
    |-
 
−
    | <div id="chain_Inbound">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Chains: Inbound Path</div>   
 
−
    |-
 
−
    | The inbound path.
 
−
    |-
 
−
    | <div id="chain_Outbound">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Chains: Outbound Path</div>       
 
−
    |-
 
−
    | The outbound path.
 
−
    |-
 
−
    | <div id="chain_storeTypeCode">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Chains: Store Type Code</div>       
 
−
    |-
 
−
    | Stores can be organized by type.
 
−
    |-
 
−
    | <div id="chain_storeTypeName">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Chains: Store Type Name</div>       
 
−
    |-
 
−
    | The name used to identify the store type.
 
−
    |-
 
−
    | <div id="Classification">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Classification</div>   
 
−
    |-
 
−
    |
 
−
    The classification is used in sales and cost account assignments. Classifications are assigned to Cost Types and Items.
 
−
    |-
 
−
    | <div id="servicetype_RemoveallAssnBtn">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Button: Remove all Assignments</div>
 
−
    |-
 
−
    |
 
−
    When clicked, removes all assignments from the selected record.
 
−
    |-
 
−
    | <div id="contact_address">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Contact: Address</div>   
 
−
    |-
 
−
    |
 
−
    The contacts mailing address.
 
−
    |-
 
−
    | <div id="contact_City">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Contact: City</div>   
 
−
    |-
 
−
    |
 
−
    The city of the mailing address.
 
−
    |-
 
−
    | <div id="contact_country">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Contact: Country</div>   
 
−
    |-
 
−
    |
 
−
    The country of the mailing address.
 
−
    |-
 
−
    | <div id="contact_email">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Contact: Email</div>   
 
−
    |-
 
−
    |
 
−
    The contact's email address.
 
−
    |-
 
−
    | <div id="contact_estDate">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Contact: Established Date</div> 
 
−
    |-
 
−
    |
 
−
    The date the contact record was established.
 
−
    |-
 
−
    | <div id="contact_fax">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Contact: Fax Number</div>   
 
−
    |-
 
−
    |
 
−
    The contact's fax number.
 
−
    |-
 
−
    | <div id="contact_firstName">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Contact: First Name</div>   
 
−
    |-
 
−
    |
 
−
    The contact's first name.
 
−
    |-
 
−
    | <div id="contact_lastName">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Contact: Last Name</div> 
 
−
    |-
 
−
    |
 
−
    The contact's last name.
 
−
    |-
 
−
    | <div id="contact_ContactName">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Contact: Name</div>   
 
−
    |-
 
−
    |
 
−
    The contacts full name.
 
−
    |-
 
−
    | <div id="contact_WorkPhone">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Contact: Phone</div>   
 
−
    |-
 
−
    |
 
−
    The contact's telephone number.
 
−
    |-
 
−
    | <div id="contact_Salutation">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Contact: Salutation</div>   
 
−
    |-
 
−
    |
 
−
    The salutation that should be used when communicating with the contact.
 
−
    |-
 
−
    | <div id="contact_state">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Contact: State</div>   
 
−
    |-
 
−
    |
 
−
    The state of the mailing address.
 
−
    |-
 
−
    | <div id="contact_Title">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Contact: Title</div>   
 
−
    |-
 
−
    |
 
−
    The contact title. ex: Mr., Mrs.
 
−
    |-
 
−
    | <div id="contact_Type">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Contact: Type</div>   
 
−
    |-
 
−
    |
 
−
    Types can be used to organize contacts.
 
−
    |-
 
−
    | <div id="contact_zip">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Contact: Zip</div>     
 
−
    |-
 
−
    |
 
−
    The postal code of the mailing address.
 
−
    |-
 
−
    | <div id="CostType">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Cost Type</div>   
 
−
    |-
 
−
    |
 
−
    Cost types are used to manage general ledger sales and cost account allocations on transactions and billing.
 
−
    |-
 
−
    | <div id="costtype_CostAcct">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Cost Type: Cost Account</div>   
 
−
    |-
 
−
    |
 
−
    The cost account that will be assigned to transactions assigned this job type and cost type.
 
−
    |-
 
−
    | <div id="costtype_CostSubacct">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Cost Type: Cost Subaccount</div>   
 
−
    |-
 
−
    |
 
−
    The cost sub-account that will be assigned to transactions assigned this job type and cost type.
 
−
    |-
 
−
    | <div id="costtype_Desc">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Cost Type: Description</div> 
 
−
    |-
 
−
    |
 
−
    Used to describe the cost type.
 
−
    |-
 
−
    | <div id="costtype_InventoryCB">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Cost Type: Inventory Checkbox</div>   
 
−
    |-
 
−
    |
 
−
    When checked, indicates that the cost type can be used for inventory transactions.
 
−
    |-
 
−
    | <div id="costtype_LaborCB">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Cost Type: Labor Checkbox</div> 
 
−
    |-
 
−
    |
 
−
    When checked, indicates that the cost type can be used for labor transactions.
 
−
    |-
 
−
    | <div id="costtype_PurchasesCB">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Cost Type: Purchases Checkbox</div>   
 
−
    |-
 
−
    |
 
−
    When checked, indicates that the cost type can be used for purchase transactions.
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div id="customeraccountmanager">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Customer: Account Manager</div>
 
−
    |-
 
−
    |
 
−
    The company representative that manages the customer's account.
 
−
    |-
 
−
    | colspan="1" style="width: 706px;" | <div id="customeraddress">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Customer: Address</div>
 
−
    |-
 
−
    |
 
−
    The customer's mailing address. 
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div id="customerbillingcontact">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Customer: Billing Contact</div>
 
−
    |-
 
−
    |
 
−
    The primary billing contact assigned to the customer.
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div id="customercity">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Customer: City</div>
 
−
    |-
 
−
    |
 
−
    The customer's mailing address city.
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div id="customercountry">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Customer: Country</div>
 
−
    |-
 
−
    |
 
−
    The customer's mailing address country.
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div id="customeremail">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Customer: Email</div>
 
−
    |-
 
−
    |
 
−
    The email address for the primary customer contact.
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div id="customerext">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Customer: Ext</div>
 
−
    |-
 
−
    |
 
−
    The main telephone numbers extension.
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div id="customerfacebook">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Customer: Facebook</div>
 
−
    |-
 
−
    |
 
−
    Link to the customer's Facebook account.
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div id="customerfax">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Customer: Fax</div>
 
−
    |-
 
−
    |
 
−
    The customer's contact fax number.
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div id="customerlinkedin">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Customer: LinkedIn</div>
 
−
    |-
 
−
    |
 
−
    The customer's linked in accounnt handle.
 
−
    |-
 
−
    | colspan="1" style="width: 706px;" | <div id="Cust_Name">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 706px;" | <div class="fieldHeader">Customer: Name</div>
 
−
    |-
 
−
    |
 
−
    The name of the organization that will be billed.  Jobs can be created without a customer assignment, but not billed.
 
−
    |-
 
−
    | colspan="1" style="width: 706px;" | <div id="customer_number">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 706px;" | <div class="fieldHeader">Customer: Number</div>
 
−
    |-
 
−
    |
 
−
    Customer numbers can be used to help identify a customer. Customer number requirement is based on ERP system.
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div id="customerpricelevel">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Customer: Price Level</div>
 
−
    |-
 
−
    |
 
−
    The customer's price level.  Price level requirement is based on ERP settings.
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div id="customerphone">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Customer: Phone</div>
 
−
    |-
 
−
    |
 
−
    The customer's business telephone number.
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div id="customersalesperson">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Customer: Salesperson</div>
 
−
    |-
 
−
    |
 
−
    The salesperson assigned to the customer's account.
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div id="customerstate">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Customer: State</div>
 
−
    |-
 
−
    |
 
−
    The customers address state.
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div id="customertwitter">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Customer: Twitter</div>
 
−
    |-
 
−
    |
 
−
    The customer's twitter handle.
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div id="customerzip">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Customer: Zip Code</div>
 
−
    |-
 
−
    |
 
−
    The customer's address zip code.
 
−
    |-
 
−
    | <div id="equip_code">&nbsp;</div>
 
−
    |-
 
−
    | 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>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Equipment: Comment</div>     
 
−
    |-
 
−
    |
 
−
    Comments related to the equipment record. 
 
−
    |-
 
−
    | <div id="equip_coverageDate">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Equipment: Coverage Date</div>   
 
−
    |-
 
−
    |
 
−
    The date coverage begins for the equipment record.
 
−
    |-
 
−
    | <div id="equip_description">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Equipment: Description</div>   
 
−
    |-
 
−
    |
 
−
    Used to describe the equipment.
 
−
    |-
 
−
    | <div id="equip_item">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Equipment: Item</div>   
 
−
    |-
 
−
    |
 
−
    Equipment records that are also inventory items will have the Item Code in this field.
 
−
    |-
 
−
    | <div id="equip_installdate">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Equipment: Install Date</div>   
 
−
    |-
 
−
    |
 
−
    The date the equipment was installed on site.
 
−
 
−
    |-
 
−
    | <div id="equip_warrlabor">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Equipment: Labor Warranty Checkbox</div>     
 
−
    |-
 
−
    |
 
−
    When checked, indicates the equipment is covered by a labor warranty.
 
−
    |-
 
−
    | <div id="equip_warrlaborend">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Equipment: Labor Warranty End</div> 
 
−
    |-
 
−
    |
 
−
    The date the labor warranty ends.
 
−
    |-
 
−
    | <div id="equip_warrlaborstart">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Equipment: Labor Warranty Start</div>   
 
−
    |-
 
−
    |
 
−
    The date the labor warranty begins.
 
−
    |-
 
−
    | <div id="equip_level">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Equipment: Level</div> 
 
−
    |-
 
−
    |
 
−
    Levels are linked to models.  If the level does not appear in the Level drop-list, check the selected model’s setup.
 
−
    |-
 
−
    | <div id="equip_manufacturer">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Equipment: Manufacturer</div>   
 
−
    |-
 
−
    |
 
−
    The equipment's manufacturer.  Manufacturers are linked to the equipment type.  If you do not see the manufacturer in this list, verify that it is linked to the selected equipment type.
 
−
    |-
 
−
    | <div id="equip_mode">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Equipment: Model</div>   
 
−
    |-
 
−
    |
 
−
    The equipment model. Models are linked to a manufacturer.  If the model does not appear in the model drop-list, check the selected manufacturer's setup.
 
−
    |-
 
−
    | <div id="equip_warrparts">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Equipment: Parts Warranty Checkbox</div>   
 
−
    |-
 
−
    |
 
−
    When checked, indicates the equipment is covered by a parts warranty.
 
−
    |-
 
−
    | <div id="equip_warrpartsend">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Equipment: Parts Warranty End</div>   
 
−
    |-
 
−
    |
 
−
    The date the parts warranty ends.
 
−
    |-
 
−
    | <div id="equip_warrpartsstart">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Equipment: Parts Warranty Start</div>   
 
−
    |-
 
−
    |
 
−
    The date the parts warranty begins.
 
−
    |-
 
−
    | <div id="equip_saledate">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Equipment: Sale Date</div> 
 
−
    |-
 
−
    |
 
−
    The date the equipment was sold to the customer.
 
−
    |-
 
−
    | <div id="equip_serialno">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Equipment: Serial Number</div> 
 
−
    |-
 
−
    |
 
−
    The equipment's serial number.  This is not required. 
 
−
    |-
 
−
    | <div id="equip_type">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Equipment: Type</div>   
 
−
    |-
 
−
    |
 
−
    Equipment types are used to organize equipment.  Manufacturers are assigned by equipment type.
 
−
    |-
 
−
    | <div id="equip_positionLocation">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Equipment: Position/Locations</div> 
 
−
    |-
 
−
    |
 
−
    Indicates the physical location.
 
−
    |-
 
−
    | <div id="EQType_CODE">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Equipment Type</div> 
 
−
    |-
 
−
    |
 
−
    Equipment types are used to groups equipment. Grouping can include manufacturer, model and levels.
 
−
    |-
 
−
    | <div id="EQType_CODE">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Equipment Type: Code</div> 
 
−
    |-
 
−
    |
 
−
    The code that identifies the equipment type.
 
−
    |-
 
−
    | <div id="EQType_Desc">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Equipment Type: Description</div>   
 
−
    |-
 
−
    |
 
−
    The description used to identify the equipment type.
 
−
    |-
 
−
    | <div id="EQType_Prefix">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Equipment Type: Prefix</div>   
 
−
    |-
 
−
    |
 
−
    The three digit prefix to use when auto-numbering new equipment records.
 
−
    |-
 
−
    | <div id="estDollars">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Estimated Dollars</div>   
 
−
    |-
 
−
    |
 
−
    The estimated billing amount required to complete the work.
 
−
    |-
 
−
    | <div id="estHours">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Estimated Hours</div>   
 
−
    |-
 
−
    |
 
−
    The hours estimated to complete the work.
 
−
    |-
 
−
    | <div id="Commissionable">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Inventory: Commissionable</div>   
 
−
    |-
 
−
    |
 
−
    When checked the item is commissionable.
 
−
    |-
 
−
    | <div id="corep_commrate">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Inventory: Commission Rate</div>     
 
−
    |-
 
−
    |
 
−
    If the representative is a salesperson, the commission rate is stored in this field.
 
−
    |-
 
−
    | <div id="EQBuild">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader"></div>Inventory: Equipment Build Checkbox</div>
 
−
    |-
 
−
    | When checked, an equipment record will be generated each time the item is billed. Equipment build has a set of defaults that are defined for use during the process.
 
−
        Prefix: Used when equipment auto-numbering is activated.
 
−
        [[Glossary#equip_type|EQ Type]]
 
−
        [[Glossary#equip_mode|Model]]
 
−
        [[Glossary#equip_manufacturer|Manufacturer]]
 
−
        Labor Warranty Period: The number of months for labor warranty coverage.
 
−
        Parts Warranty Period: The number of months for parts warranty coverage.
 
−
        [[Glossary#equip_comment|Comment]]
 
−
    |-
 
−
    | <div id="inv_ItemCode">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Inventory: Item Code</div> 
 
−
    |-
 
−
    |
 
−
    Used to identify the item.
 
−
    |-
 
−
    | <div id="inv_ItemDescription">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Inventory: Item Description</div> 
 
−
    |-
 
−
    |
 
−
    Describes the item. This information comes from the ERP system.
 
−
    |-
 
−
    | <div id="inv_ItemType">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Inventory: Item Type</div> 
 
−
    |-
 
−
    |
 
−
    Indicates the type of Item.
 
−
    |-
 
−
    | <div id="itemPrefix">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Inventory: Prefix</div> 
 
−
    |-
 
−
    |
 
−
    Used for equipment auto numbering.  If a matrix is in use that calls for this prefix, the system will use the value in this field.
 
−
    |-
 
−
    | <div id="PriceCode">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Inventory: Price Code</div>
 
−
    |-
 
−
    |
 
−
    The item's price code. The price code is used when calculating transaction pricing.
 
−
    |-
 
−
    | <div id="ProductLine">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Inventory: Product Line</div>
 
−
    |-
 
−
    |
 
−
    The item's product line.   
 
−
    |-
 
−
    | <div id="SalesUOM">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Inventory: Sales UOM</div>
 
−
    |-
 
−
    |
 
−
    The item's unit of measure.
 
−
    |-
 
−
    | <div id="MobileButton">&nbsp;</div>
 
−
    |-
 
−
    | <div class="fieldHeader">Inventory: Servicer Mobile Button</div>
 
−
    |-
 
−
    |
 
−
    When checked, a mobile button will be made available in mobile for quick entry.
 
−
    |-
 
−
    | <div id="shordesc">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Inventory: Short Description</div>   
 
−
    |-
 
−
    |
 
−
    A short description for the item. 
 
−
    |-
 
−
    | <div id="SplitCommission">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Inventory: Split Commission</div>
 
−
    |-
 
−
    |
 
−
    When checked, commission on the item can be slit.
 
−
    |-
 
−
    | <div id="TradeDiscount">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Inventory: Trade Discount</div>
 
−
    |-
 
−
    |
 
−
    When checked, discounts are allowed. 
 
−
    |-
 
−
    | <div id="unitcost">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Inventory: Unit Cost</div>   
 
−
    |-
 
−
    |
 
−
    The item's cost.   
 
−
    |-
 
−
    | <div id="UnitPrice">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Inventory: Unit Price</div>
 
−
    |-
 
−
    |
 
−
    The price for the item when added to a transaction.
 
−
    |-
 
−
    | <div id="UseinMobile">&nbsp;</div>
 
−
    |-
 
−
    | <div class="fieldHeader">Inventory: Use in Mobile</div>
 
−
    |-
 
−
    |
 
−
    When checked, the item will be available for use in mobile.
 
−
    |-
 
−
    | <div id="Warehouse">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Inventory: Warehouse</div>
 
−
    |-
 
−
    |
 
−
    The item's default warehouse.
 
−
    |-
 
−
    | <div id="job_billed">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Job: Billed Status</div>   
 
−
    |-
 
−
    |
 
−
    Indicates where the job is in the billing process.
 
−
    |-
 
−
    | <div id="job_contact">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Job: Contact</div> 
 
−
    |-
 
−
    |
 
−
    The site or customer contact assigned to the job.
 
−
    |-
 
−
    | <div id="job_contactemail">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Job: Contact Email</div> 
 
−
    |-
 
−
    |
 
−
    The email address for the job contact.
 
−
    |-
 
−
    | <div id="job_ext">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Job: Extension</div> 
 
−
    |-
 
−
    |
 
−
    The extension number for the contact telephone number
 
−
    |-
 
−
    | <div id="jobtype_Code"></div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Job: Job Type Code</div>   
 
−
    |-
 
−
    |
 
−
    Used to recognize the job type.
 
−
    |-
 
−
    | <div id="job_mainno">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Job: Main Number</div>     
 
−
    |-
 
−
    |
 
−
    The job's main contact telephone number
 
−
    |-
 
−
    | <div id="job_number">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Job: Number</div>   
 
−
    |-
 
−
    |
 
−
    Used to identify the job.
 
−
    |-
 
−
    | <div id="job_pmtmethod">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Job: Payment Method</div>
 
−
    |-
 
−
    |
 
−
    The default payment method.
 
−
    |-
 
−
    | <div id="job_phone">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Job: Phone</div>   
 
−
    |-
 
−
    |
 
−
    The contact telephone number for the job.
 
−
    |-
 
−
    | <div id="primaryservicer">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Job: Primary Servicer</div>
 
−
    |-
 
−
    |
 
−
    The primary servicer for the job. New jobs will automatically use the primary servicer.
 
−
    |-
 
−
    | <div id="job_receiveddate">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Job: Received Date</div>
 
−
    |-
 
−
    |
 
−
    The date the job was received from the customer.
 
−
    |-
 
−
    | <div id="job_refno">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Job: Reference Number</div>
 
−
    |-
 
−
    |
 
−
    The default payment reference number.
 
−
    |-
 
−
    | <div id="job_saleperson">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Job: Salesperson</div>
 
−
    |-
 
−
    |
 
−
    The salesperson for the job.  *Certain ERP systems require a salesperson.
 
−
    |-
 
−
    | <div id="job_sendtomobile">&nbsp;</div>
 
−
    |-
 
−
    | <div class="fieldHeader">Job: Send to Mobile Checkbox</div>
 
−
    |-
 
−
    | On save, if this checkbox is checked, the job will be made available in mobile.   
 
−
    |-
 
−
    | <div id="job_servicetype">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Job: Service Type</div>
 
−
    |-
 
−
    |
 
−
    Service types are used to organize jobs.  Service type are organized by job type.
 
−
    |-
 
−
    | <div id="job_sla">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Job: SLA Checkbox</div>
 
−
    |-
 
−
    |
 
−
    Check this box, if the job qualifies for SLA service. This defaults from the site.
 
−
    |-
 
−
    | <div id="job_slaExp">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Job: SLA Expiration Date</div>
 
−
    |-
 
−
    |
 
−
    The date the technician has to start the work in order to meet the SLA criteria.
 
−
    |-
 
−
    | <div id="job_slaExpTime">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Job: SLA Expiration Time</div>
 
−
    |-
 
−
    |
 
−
    The time the technician has to start the work in order to meet the SLA criteria.
 
−
    |-
 
−
    | <div id="job_status">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Job: Status</div>     
 
−
    |-
 
−
    |
 
−
    Status codes are used to determine the job's position in the work process.
 
−
    |-
 
−
    | <div id="job_statusbar">&nbsp;</div>
 
−
    |-
 
−
    | <div class="fieldHeader">Job: Status Bar</div>
 
−
    |-
 
−
    |
 
−
    The status bar indicates the job's status progress.
 
−
    |-
 
−
    | <div id="jobtype_Desc">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Job Type: Description</div>     
 
−
    |-
 
−
    |
 
−
    Used to describe the job type.
 
−
    |-
 
−
    | <div id="EstHours">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Job Type: Estimated Hours</div>   
 
−
    |-
 
−
    |
 
−
    The hours estimated to complete the job.
 
−
    |-
 
−
    | <div id="jobType">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Job Type</div>     
 
−
    |-
 
−
    |
 
−
    Job types are used to organize jobs by type and service types. Job types are tied to the billing sales and cost accounts for transactions.
 
−
    |-
 
−
    | <div id="KPICallCount">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Job Type: KPI Call Count Checkbox</div>   
 
−
    |-
 
−
    |
 
−
    When checked the jobs assigned the job type will be counted in the KPI analytics.
 
−
    |-
 
−
    | <div id="Opportunity">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Job Type: Opportunity</div>
 
−
    |-
 
−
    |
 
−
    Marks the job type as a job opportunity.
 
−
    |-
 
−
    | <div id="jt_QuotedDollars">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Job Type: Quoted $s</div>
 
−
    |-
 
−
    |
 
−
    The dollars quoted for the job.
 
−
    |-
 
−
    | <div id="kpi">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">KPI</div>   
 
−
    |-
 
−
    |
 
−
    KPI fields are indicators of job profit and profitability.
 
−
    |-
 
−
    | <div id="DepartureDate">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">KPI: Departure Date</div>   
 
−
    |-
 
−
    |
 
−
    The date the job was changed to the departed status code.
 
−
    |-
 
−
    | <div id="DepartureTime">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">KPI: Departure Time</div>     
 
−
    |-
 
−
    |
 
−
    The time the job was changed to the departed status code.
 
−
    |-
 
−
    | <div id="JobStartDate">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">KPI: Job Start Date</div>     
 
−
    |-
 
−
    |
 
−
    The date the job started.
 
−
    |-
 
−
    | <div id="JobStartTime">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">KPI: Job Start Time </div> 
 
−
    |-
 
−
    |
 
−
    The time the job started.
 
−
    |-
 
−
    | <div id="JobCompleteDate">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">KPI: Job Complete Date</div> 
 
−
    |-
 
−
    |
 
−
    The date the job was marked complete.
 
−
    |-
 
−
    | <div id="JobCompleteTime">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">KPI: Job Complete Time</div> 
 
−
    |-
 
−
    |
 
−
    The time the job was marked complete.
 
−
    |-
 
−
    | <div id="JobRevenue">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">KPI: Job Revenues</div> 
 
−
    |-
 
−
    |
 
−
    The total revenues to date.
 
−
    |-
 
−
    | <div id="JobElapseTime">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">KPI: Job Elapse Time</div> 
 
−
    |-
 
−
    |
 
−
    The time between the received date/time and the job close date/time. If the job is not closed the current date is used as the cut-off.
 
−
    |-
 
−
    | <div id="JobRepairTime">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">KPI: Job Repair Time</div> 
 
−
    |-
 
−
    |
 
−
    The labor hours posted to date.
 
−
    |-
 
−
    | <div id="JobResponseTime">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">KPI: Job Response Time</div> 
 
−
    |-
 
−
    |
 
−
    The time between the received date/time and the arrival date/time.
 
−
    |-
 
−
    | <div id="JobProfit">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">KPI: Job Profit</div> 
 
−
    |-
 
−
    |
 
−
    The job's profit to date.
 
−
    |-
 
−
    | <div id="Jobbilledstatus">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">KPI: Job Invoice Status</div> 
 
−
    |-
 
−
    |
 
−
    The job's billing status.
 
−
    |-
 
−
    | <div id="JobinvoiceDate">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">KPI: Invoice Date</div> 
 
−
    |-
 
−
    |
 
−
    The date the job was first invoiced.
 
−
    |-
 
−
    | <div id="level_Code">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Levels</div> 
 
−
    |-
 
−
    |
 
−
    Models can be grouped by levels. Levels can be grouped by type.
 
−
    |-
 
−
    | <div id="level_Code">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Levels: Code</div> 
 
−
    |-
 
−
    |
 
−
    The code used to identify the level.
 
−
    |-
 
−
    | <div id="level_Desc">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Levels: Description</div> 
 
−
    |-
 
−
    |
 
−
    The description that identifies the level.
 
−
    |-
 
−
    | <div id="level_prefix">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Levels: Prefix</div> 
 
−
    |-
 
−
    |
 
−
    The three digit prefix to use when auto-numbering new equipment records.
 
−
    |-
 
−
    | <div id="levelType">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Levels: Type</div> 
 
−
    |-
 
−
    |
 
−
    Level types are used to group levels.
 
−
    |-
 
−
    | <div id="Location">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Location</div>   
 
−
    |-
 
−
    |
 
−
    Indicates the phusical location of a piece of equipment at a site.
 
−
    |-
 
−
    | <div id="Manufacturer">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Manufacturer</div>   
 
−
    |-
 
−
    |
 
−
    The manufacturer is assigned to equipment records.  The manufacturer is assigned models. 
 
−
    |-
 
−
    | <div id="Manu_Code">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Manufacturer: Code</div>   
 
−
    |-
 
−
    |
 
−
    The code used to identify the manufacturer. 
 
−
    |-
 
−
    | <div id="Manu_Desc">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Manufacturer: Description</div> 
 
−
    |-
 
−
    |
 
−
    The description that identifies the manufacturer.
 
−
    |-
 
−
    | <div id="Manu_Prefix">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Manufacturer: Prefix</div>   
 
−
    |-
 
−
    |
 
−
    The three digit prefix to use when auto-numbering new equipment records.
 
−
    |-
 
−
    | <div id="model_Code">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Model: Code</div>   
 
−
    |-
 
−
    |
 
−
    The code used to identify the model. 
 
−
    |-
 
−
    | <div id="model_Desc">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Model: Description</div>   
 
−
    |-
 
−
    |
 
−
    The description that identifies the model.
 
−
    |-
 
−
    | <div id="model_prefix">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Model: Prefix</div>   
 
−
    |-
 
−
    |
 
−
    The three digit prefix to use when auto-numbering new equipment records.
 
−
    |-
 
−
    | <div id="NoteCategory">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Note: Category</div>   
 
−
    |-
 
−
    |
 
−
    Notes can be organized by category.
 
−
    |-
 
−
    | <div id="NoteContent">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Note: Content</div>   
 
−
    |-
 
−
    |
 
−
    The note content that will display on the form and print on any documents.
 
−
    |-
 
−
    | <div id="NoteInternal">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Note: Internal Note Checkbox</div>   
 
−
    |-
 
−
    |
 
−
    Internal notes do not print on invoices and dispatch cards.
 
−
    |-
 
−
    | <div id="NotePrintOnTicket">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Note: Print Note on Ticket Checkbox</div>   
 
−
    |-
 
−
    |
 
−
    When checked, the note will print on the dispatch card.
 
−
    |-
 
−
    | <div id="PlannedMaintenanceType">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Planned Maintenance: Type</div>   
 
−
    |-
 
−
    |
 
−
    Planned maintenance types are used to organize schedules and establish default values.
 
−
    |-
 
−
    | <div id="PlannedMaintenanceID">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Planned Maintenance: ID</div>
 
−
    |-
 
−
    |
 
−
    The ID is used to identify the schedule.
 
−
    |-
 
−
    | <div id="PlannedMaintenanceDescription">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Planned Maintenance: Description</div>
 
−
    |-
 
−
    |
 
−
    Descriptions can also help in identification.
 
−
    |-
 
−
    | <div id="MaterialGroupCode">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Planned Maintenance: Material Group Code</div>
 
−
    |-
 
−
    |
 
−
    Matieral Group Codes provide the ability to add materials to schedules by grouping.
 
−
    |-
 
−
    | <div id="PlannedMaintenanceTaskCode">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Planned Maintenance: Task Code </div> 
 
−
    |-
 
−
    |
 
−
    PM task codes are used to organize schedules and establish material group codes.
 
−
    |-
 
−
    | <div id="Priority">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Priority</div>
 
−
    |-
 
−
    |
 
−
    The default priority that will be used when creating new jobs to establish schedule date and time.  Priorities are assigned to sites as a default for new jobs.
 
−
    |-
 
−
    | <div id="PriorityCode">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Priority: Code</div>
 
−
    |-
 
−
    |
 
−
    Priority codes are used to establish the response time when scheduling jobs.
 
−
    |-
 
−
    | <div id="prio_dow">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Priority: Day of the Week</div> 
 
−
    |-
 
−
    |
 
−
    When checked, indicates that jobs can be schedules on that day of the week.
 
−
    |-
 
−
    | <div id="">&nbsp;</div>
 
−
    |-
 
−
    | &nbsp;
 
−
    |-
 
−
    | <div id="prio_Desc">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Priority: Description</div>
 
−
    |-
 
−
    |
 
−
    Describe the priority.
 
−
    |-
 
−
    | <div id="prio_endtime">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Priority: End Time</div>   
 
−
    |-
 
−
    |
 
−
    Indicates the latest time a job can be scheduled on each day of the week.
 
−
    |-
 
−
    | <div id="ResponseTime">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Priority: Response Time</div>   
 
−
    |-
 
−
    |
 
−
    Indicates the number of hours between the received time and the schedule time.
 
−
    |-
 
−
    | <div id="prio_SLA">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Priority: SLA</div>   
 
−
    |-
 
−
    |
 
−
    When checked, indicates the priority is an SLA code. Only priority codes marked SLA will appear for jobs created on and SLA site.
 
−
    |-
 
−
    | <div id="prio_SLAExp">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Priority: SLA Expiration</div>   
 
−
    |-
 
−
    |
 
−
    The number of hours that are required to meet the SLA deadline.
 
−
    |-
 
−
    | <div id="prio_starttime">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Priority: Start Time</div>   
 
−
    |-
 
−
    |
 
−
    Indicated the earliest time a job can be scheduled on each day of the week.
 
−
    |-
 
−
    | <div id="QuotedDollars">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Quoted Dollars</div>
 
−
    |-
 
−
    |
 
−
    The billing amount quoted for the job. 
 
−
    |-
 
−
    | <div id="ReportingGroups">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Reporting Groups</div>   
 
−
    |-
 
−
    |
 
−
    A group code can be assigned to a miscellaneous charge code to group like Item codes.
 
−
    |-
 
−
    | <div id="corep_repaddress">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Representative: Address</div>
 
−
    |-
 
−
    |
 
−
    The mailing address for the representative.
 
−
    |-
 
−
    | <div id="corep_city">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Representative: City</div>
 
−
    |-
 
−
    |
 
−
    The city for the mailing address
 
−
    |-
 
−
    | <div id="corep_country">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Representative: Country</div>
 
−
    |-
 
−
    |
 
−
    The country for the mailing address.
 
−
    |-
 
−
    | <div id="corep_repdivision">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Representative: Division</div>
 
−
    |-
 
−
    |
 
−
    If division are in use, the representative division can be assigned.
 
−
    |-
 
−
    | <div id="corep_repemail">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Representative: Email</div>
 
−
    |-
 
−
    |
 
−
    The email address used to contact the representative.
 
−
    |-
 
−
    | <div id="corep_repname">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Representative: Name</div>
 
−
    |-
 
−
    |
 
−
    The name of the representative.
 
−
    |-
 
−
    | <div id="corep_repno">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Representative: Number</div>
 
−
    |-
 
−
    |
 
−
    The representative number can be used to recognize a representative.
 
−
    |-
 
−
    | <div id="corep_repphone">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Representative: Phone</div>
 
−
    |-
 
−
    |
 
−
    The telephone number used to contact the representative.
 
−
    |-
 
−
    | <div id="corep_state">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Representative: State</div>
 
−
    |-
 
−
    |
 
−
    The state for the mailing address.
 
−
    |-
 
−
    | <div id="corep_reptype">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Representative: Type</div>
 
−
    |-
 
−
    |
 
−
    Types are used to organize representatives.
 
−
    |-
 
−
    | <div id="corep_zip">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Representative: Zip</div>
 
−
    |-
 
−
    |
 
−
    The postal code for the mailing address.
 
−
    |-
 
−
    | <div id="job_request">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Request</div>
 
−
    |-
 
−
    |
 
−
    Requests are defined using the Request Management feature. The request defines the work requested.
 
−
    |-
 
−
    | <div id="job_requestnote">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Request Notes</div>
 
−
    |-
 
−
    |
 
−
    Request notes are used to further define the work requested.
 
−
    |-
 
−
    | <div id="costtype_RevAcct">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Revenue Account</div>
 
−
    |-
 
−
    |
 
−
    The sales account that will be assigned to transactions assigned this job type and cost type.
 
−
    |-
 
−
    | <div id="costtype_RevSubacct">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Revenue subaccount</div>
 
−
    |-
 
−
    |
 
−
    The sales sub-account that will be assigned to transactions assigned this job type and cost type.
 
−
    |-
 
−
    | <div id="job_scheduledate">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Schedule Date</div>
 
−
    |-
 
−
    |
 
−
    The date the technician is schedule to do the work.
 
−
    |-
 
−
    | <div id="job_scheduletime">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Schedule Time</div>
 
−
    |-
 
−
    |
 
−
    The time the technician is schedule to do the work.
 
−
 
−
    |-
 
−
    | <div id="servicer_Number">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Servicer</div>   
 
−
    |-
 
−
    |
 
−
    The technician that will perform the work.
 
−
    |-
 
−
    | <div id="servicer_Number">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Servicer: Number</div>   
 
−
    |-
 
−
    |
 
−
    The number used to identify the technician.
 
−
    |-
 
−
    | <div id="servicer_employee">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Servicer: Employee Number</div>   
 
−
    |-
 
−
    |
 
−
    If the servicer is also an employee, the employee number can be stored in this field.
 
−
    |-
 
−
    | <div id="servicer_subcontractor">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Servicer: Subcontractor Checkbox</div>   
 
−
    |-
 
−
    |
 
−
    When checked, indicates that the servicer is a contracted employee or vendor.
 
−
    |-
 
−
    | <div id="svr_Name">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Servicer: Name</div>     
 
−
    |-
 
−
    |
 
−
    The name of the technician.
 
−
    |-
 
−
    | <div id="svr_Vendor">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Servicer: Vendor</div>   
 
−
    |-
 
−
    |
 
−
    If the servicers is a vendor, the vendor can be recorded on this record. 
 
−
    |-
 
−
    | <div id="svr_Address">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Servicer: Address</div>       
 
−
    |-
 
−
    |
 
−
    The technician's mailing address.
 
−
    |-
 
−
    | <div id="svr_BillingRate">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Servicer: Billing Rate</div>   
 
−
    |-
 
−
    |
 
−
    The technicians hourly labor billing rate.
 
−
    |-
 
−
    | <div id="svr_PORequired">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Servicer: PO Required Checkbox</div>   
 
−
    |-
 
−
    |
 
−
    When checked, the vendor requires a purchase order for all requested work.
 
−
    |-
 
−
    | <div id="svr_HrlyCost">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Servicer: Hourly Cost</div>   
 
−
    |-
 
−
    |
 
−
    The hourly cost for the technician.
 
−
    |-
 
−
    | <div id="svr_InsCert">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Servicer: Insurance Certificate on File Checkbox</div>   
 
−
    |-
 
−
    |
 
−
    For use with vendors or contract employees only. Indicates that a Certificate of Insurance is on file.
 
−
    |-
 
−
    | <div id="svr_burden">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Servicer: Burden</div>   
 
−
    |-
 
−
    |
 
−
    The hourly burden for the technician.
 
−
    |-
 
−
    | <div id="svr_certFile">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Servicer: Certificate File Name</div>   
 
−
    |-
 
−
    |
 
−
    The file name for the Certificate of Insurance.
 
−
    |-
 
−
    | <div id="svr_city">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Servicer: City</div>   
 
−
    |-
 
−
    |
 
−
    The servicer's mailing address city.
 
−
    |-
 
−
    | <div id="svr_warehouse">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Servicer: Warehouse</div>   
 
−
    |-
 
−
    |
 
−
    The servicer's default warehouse.
 
−
    |-
 
−
    | <div id="svr_terms">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Servicer: Terms</div>   
 
−
    |-
 
−
    |
 
−
    If the servicer is a vendor or contract employee, the terms for payment.
 
−
    |-
 
−
    | <div id="svr_State">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Servicer: State</div>   
 
−
    |-
 
−
    |
 
−
    The servicer's mailing address state.
 
−
    |-
 
−
    | <div id="svr_Zip">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Servicer: Zip</div> 
 
−
    |-
 
−
    |
 
−
    The servicer's mailing address postal code.
 
−
    |-
 
−
    | <div id="svr_Email">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Servicer: Email</div> 
 
−
    |-
 
−
    |
 
−
    The servicer's email address.
 
−
    |-
 
−
    | <div id="svr_Mobile">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Servicer: Mobile Checkbox</div> 
 
−
    |-
 
−
    |
 
−
    When checked, the servicer's jobs will appear on the mobile board.
 
−
    |-
 
−
    | <div id="svr_country">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Servicer: Country</div> 
 
−
    |-
 
−
    |
 
−
    The servicer's mailing address country
 
−
    |-
 
−
    | <div id="svr_estDate">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Servicer: Established Date</div> 
 
−
    |-
 
−
    |
 
−
    The date the servicer relationship was established.
 
−
    |-
 
−
    | <div id="svr_userList">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Servicer: User List</div> 
 
−
    |-
 
−
    |
 
−
    Servicers must be attached to a user login in order to use the mobile system. 
 
−
    |-
 
−
    | <div id="svr_phone">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Servicer: Phone</div> 
 
−
    |-
 
−
    |
 
−
    The telephone number for contacting the servicer.
 
−
    |-
 
−
    | <div id="svr_imgFile">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Servicer: Servicer Image File</div> 
 
−
    |-
 
−
    |
 
−
    The name of the file that contain an image of the technician.
 
−
    |-
 
−
    | <div id="svr_dispatchBatch">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Servicer: Service Dispatch Batch</div> 
 
−
    |-
 
−
    |
 
−
    Mobile jobs can be grouped by batch for posting to the back office.
 
−
    |-
 
−
    | <div id="svr_tomtom">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Servicer: Tom Tom ID</div> 
 
−
    |-
 
−
    |
 
−
    The Tom Tom ID for the servicer. 
 
−
    |-
 
−
    | <div id="svr_userMapPin">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Servicer: User Map Pin</div>   
 
−
    |-
 
−
    |
 
−
    Technicians can be mapped using pins. 
 
−
    |-
 
−
    | <div id="svr_userMapPin">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Software Defaults: New Job Defaults</div>   
 
−
    |-
 
−
    |
 
−
    The values that will be used by default when adding new jobs.  Some of these values can be changed at the job level.
 
−
        [[Glossary#job_request|Request]]
 
−
        [[Glossary#ss_OverrideJobNo|Override Job No]]
 
−
        [[Glossary#ss_SendJobEmail|Send Job Email]]
 
−
        [[Glossary#jobType|Job Type]]
 
−
        [[Glossary#servicetype|Service Type]]
 
−
        [[Glossary#Priority|Priority]]
 
−
        [[Glossary#ss_EstHours|Est Hours]]
 
−
        [[Glossary#ss_JobNextNo|Job Next No]]
 
−
        [[Glossary#ss_JobLength|Job Length]]
 
−
        [[Glossary#ss_JobLeadingCharacters|Job Leading Characters]]
 
−
 
−
    |-
 
−
    | <div id="ss_OverrideJobNo ">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Software Defaults, New Job Defaults: Override Job No Checkbox</div>
 
−
    |-
 
−
    |
 
−
    When checked, users are allowed to alter the job number.  Warning! This could interrupt the job numbering system.
 
−
    |-
 
−
    | <div id="ss_SendJobEmail ">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Software Defaults, New Job Defaults: Send Job Email Checkbox</div>
 
−
    |-
 
−
    |
 
−
    When checked, the send email form will be displayed when a new job is saved.
 
−
    |-
 
−
    | <div id="ss_EstHours">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Software Defaults, New Job Defaults: Est Hours</div>
 
−
    |-
 
−
    |
 
−
    The hours estimated to complete the job. This value will be added to the primary work order.
 
−
    |-
 
−
    | <div id="ss_JobNextNo">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Software Defaults, New Job Defaults: Job Next No</div>
 
−
    |-
 
−
    |
 
−
    The number that will be assigned to the next job.
 
−
    |-
 
−
    | <div id="ss_JobLength">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Software Defaults, New Job Defaults: Job Length</div>
 
−
    |-
 
−
    |
 
−
    The number of characters in the job number.
 
−
    |-
 
−
    | <div id="ss_JobLeadingCharacters">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Software Defaults, New Job Defaults: Job Leading Characters</div>
 
−
    |-
 
−
    |
 
−
    The character(s) that will lead the job number. This is not required.
 
−
    |-
 
−
    | <div id="ss_ShortDescSize">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Software Defaults, Inventory Defaults</div>
 
−
    |-
 
−
    |
 
−
    The defaults that affect the inventory feature.
 
−
    |-
 
−
    | <div id="ss_ShortDescSize">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Software Defaults, Inventory Defaults: Short Desc Size</div>
 
−
    |-
 
−
    |
 
−
    The number of characters to use for the short description for items. 
 
−
    |-
 
−
    | <div id="ss_ShortDescSize">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Software Defaults, Inventory Defaults: Button: Update Item Short Descriptions</div>
 
−
    |-
 
−
    |
 
−
    When clicked the system will copy the first characters, based on the Short Desc Size field, to the Short Description field for all items. Warning! This cannot be reversed.
 
−
    |-
 
−
    | <div id="ss_SiteCodeDefaults">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Software Defaults, Status Code Defaults</div>
 
−
    |-
 
−
    |
 
−
    Status codes are used to move jobs through the work flow process.  Each status code on this form has a purpose.  Assign a status code to each slot.  *These are required.
 
−
    |-
 
−
    | <div id="ss_ed">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Software Defaults, Equipment Defaults</div>
 
−
    |-
 
−
    |
 
−
    Default values for new equipment records.
 
−
    |-
 
−
    | <div id="sd_ed_warrantyBasedOn">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Software Defaults, Equipment Defaults: Warranty Based On</div>
 
−
    |-
 
−
    |
 
−
    Warranties can be set based on the Sale Date or the installation date.
 
−
    |-
 
−
    | <div id="sd_ed_allocationBasedOn">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Software Defaults, Equipment Defaults: Allocation Based On</div>
 
−
    |-
 
−
    |
 
−
    General ledger allocations can be based on the inventory item, or the model.
 
−
    |-
 
−
    | <div id="ss_SiteCodeDefaults">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Software Defaults, Equipment Defaults: Auto No/EQ Defaults Checkbox</div>
 
−
    |-
 
−
    |
 
−
    When checked, the system will automatically number new equipment records.
 
−
    |-
 
−
    | <div id="ss_SiteCodeDefaults">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Software Defaults, Equipment Defaults: Options</div>
 
−
    |-
 
−
    |
 
−
    Auto-numbering can be defined using a prefix or a matrix.
 
−
    |-
 
−
    | <div id="ss_SiteCodeDefaults">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Software Defaults, Equipment Defaults: Prefix Missing Grid Column</div>
 
−
    |-
 
−
    |
 
−
    The number of records that do not contain a prefix for the matrix to work properly.
 
−
    |-
 
−
    | <div id="ss_SiteCodeDefaults">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Software Defaults, Site Defaults</div>
 
−
    |-
 
−
    |
 
−
    Defaults values for new sites.
 
−
    |-
 
−
    | <div id="ss_SiteCodeDefaults">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Software Defaults, Site Defaults: Site Type</div>
 
−
    |-
 
−
    |
 
−
    The default site type for new sites.
 
−
    |-
 
−
    | <div id="ss_SiteCodeDefaults">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Software Defaults, Site Defaults: Tax Schedule</div>
 
−
    |-
 
−
    |
 
−
    The default tax schedule for new sites. This value is only used if the tax schedule is not filled from the customer record.
 
−
    |-
 
−
    | <div id="ss_SiteCodeDefaults">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Software Defaults, Site Defaults: Use Customer Name and Address Checkbox</div>
 
−
    |-
 
−
    |
 
−
    When checked, the customer’s name and address automatically fill the site form when adding a new site.
 
−
    |-
 
−
    | <div id="ss_tad">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Software Defaults, Transaction Assignments</div>
 
−
    |-
 
−
    |
 
−
    The defaults and settings for new transactions.
 
−
    |-
 
−
    | <div id="ss_tad_Warehouse">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Software Defaults, Transaction Assignments: Warehouse</div>
 
−
    |-
 
−
    |
 
−
    The warehouse to assign to any transaction for which a warehouse has not been assigned.
 
−
    |-
 
−
    | <div id="taxOnCustomer">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Software Defaults, Transaction Assignments: Tax on Customer Checkbox</div>
 
−
    |-
 
−
    |
 
−
    When checked, invoices will automatically use the customer's tax schedule.
 
−
    |-
 
−
    | <div id="multiBranch">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Software Defaults, Transaction Assignments: Multi-branch Checkbox</div>
 
−
    |-
 
−
    |
 
−
    When checked, the multi-branch feature becomes active and its rules applied.
 
−
    |-
 
−
    | <div id="multiBranchSegment">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Software Defaults, Transaction Assignments: Segment</div>
 
−
    |-
 
−
    |
 
−
    When the Multi-Branch checkbox is checked, this field becomes active. Use it to set the default branch segment to use when a branch segment is missing.
 
−
    |-
 
−
    | <div id="salesAcct">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Software Defaults, Transaction Assignments: Default Sales Account</div>
 
−
    |-
 
−
    |
 
−
    The sales account to assign to any transaction for which a sales account has not been assigned. 
 
−
    |-
 
−
    | <div id="costAcct">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Software Defaults, Transaction Assignments: Default Cost Account</div>
 
−
    |-
 
−
    |
 
−
    The cost account to assign to any transaction for which a cost account has not been assigned. 
 
−
    |-
 
−
    | <div id="ss_inv">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Software Defaults, Invoicing</div>
 
−
    |-
 
−
    |
 
−
    The defaults and settings for new transactions.
 
−
    |-
 
−
    | <div id="sd_Invoice_RequireSalesTax">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Software Defaults, Invoicing: Require Sales Tax Checkbox</div>
 
−
    |-
 
−
    |
 
−
    When checked, sales tax will be required on all invoices.
 
−
    |-
 
−
    | <div id="sd_Invoice_Non">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Software Defaults, Invoicing: Non-Tax Schedule</div>
 
−
    |-
 
−
    |
 
−
    Certin ERP system require a tax schedule on all invoices, even those that are non-tax.  This schedule fills that requirement.
 
−
    |-
 
−
    | <div id="sd_Invoice_NextBatchNumber">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Software Defaults, Invoicing: Next Batch Number</div>
 
−
    |-
 
−
    |
 
−
    The next batch to use when invoices are created automatically.
 
−
    |-
 
−
    | <div id="sd_Invoice_NextNumber">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Software Defaults, Invoicing: Next No</div>
 
−
    |-
 
−
    |
 
−
    The next invoice number.
 
−
    |-
 
−
    | <div id="sd_Invoice_Length">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Software Defaults, Invoicing: Length</div>
 
−
    |-
 
−
    |
 
−
    The invoice number length.  This value cannot be shortened.
 
−
    |-
 
−
    | <div id="sd_Invoice_LeadingCharacters">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Software Defaults, Invoicing: Leading Characters</div>
 
−
    |-
 
−
    |
 
−
    The leading character for invoice numbers.  This is not required.
 
−
    |-
 
−
    | <div id="sd_PM">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Software Defaults, Planned Maintenance</div>
 
−
    |-
 
−
    |
 
−
    The defaults and settings for planned maintenance jobs.
 
−
    |-
 
−
    | <div id="sd_PM_Priority">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Software Defaults, Planned Maintenance: Priority</div>
 
−
    |-
 
−
    |
 
−
    The default priority for new planned maintenance jobs.
 
−
    |-
 
−
    | <div id="sd_PM_StatusCode">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Software Defaults, Planned Maintenance: Status Code</div>
 
−
    |-
 
−
    |
 
−
    The defaults status code for new planned maintenance jobs.
 
−
    |-
 
−
    | <div id="sd_PM_IncludeSiteinfoascomment">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Software Defaults, Planned Maintenance: Include Site info as comment</div>
 
−
    |-
 
−
    |
 
−
    When checked, the site information will appear on planned maintenance invoices.
 
−
    |-
 
−
    | <div id="sd_PM_IncludeEquipmentinfoascomment">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Software Defaults, Planned Maintenance: Include Equipment info as comment</div>
 
−
    |-
 
−
    |
 
−
    When checked, the equipment information will appear on planned maintenance invoices.
 
−
    |-
 
−
    | <div id="sd_AG">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Software Defaults, Agreements</div>   
 
−
    |-
 
−
    | The settings and defaults for new agreements.
 
−
    |-
 
−
    | <div id="sd_AG_AutoNo">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Software Defaults, Agreements: Auto No Checkbox</div>   
 
−
    |-
 
−
    | When checked, the system will automatically number any agreements that are created using an agreement type that is not also set to auto number.
 
−
    |-
 
−
    | <div id="sd_AG_AgreementNoLength">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Software Defaults, Agreements: Next Agreement No</div>   
 
−
    |-
 
−
    | The next number that will be used when creating agreements.
 
−
    |-
 
−
    | <div id="sd_AG_AgreementNoLength">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Software Defaults, Agreements: Agreeement No Length</div>   
 
−
    |-
 
−
    | The maximum length of the agreement numbers.
 
−
    |-
 
−
    | <div id="sd_AG_AgreementNoLength">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Software Defaults, Agreements: Default Agreement Type</div>   
 
−
    |-
 
−
    | The agreement type that will be automatically assigned to new agreements.
 
−
    |-
 
−
    | <div id="sd_AG_PB_autoProcess">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Software Defaults, Agreements: Planned Billing Auto Process Checkbox</div> 
 
−
    |-
 
−
    | When checked, the planned billing nightly auto-processing feature is active.
 
−
    |-
 
−
    | <div id="sd_AG_PB_ProcessingDate">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Software Defaults, Agreements: Processing Date</div>   
 
−
    |-
 
−
    | Indicates the date to use when processing planned billing. 
 
−
    |-
 
−
    | <div id="sd_AG_DR_autoProcess">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Software Defaults, Agreements: Deferred Revenue Auto Process</div> 
 
−
    |-
 
−
    | When checked, the deferred revenues nightly auto-renewal feature is active.
 
−
    |-
 
−
    | <div id="sd_AG_AR_autoProcess">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Software Defaults, Agreements: Agreement Renewals Auto Process</div>
 
−
    |-
 
−
    | When checked, the planned billing nightly auto-renewal feature is active.
 
−
    |-
 
−
    | <div id="sd_AG_AR_IncludeSiteDetailsascomment">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Software Defaults, Agreements: Agreement Type PRO Include Site Details on Invoice</div>
 
−
    |-
 
−
    | When checked, the site details will appear on the invoices.
 
−
    |-
 
−
    | <div id="sd_AG_AR_IncludeEquipDetailsascomment">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Software Defaults, Agreements:Agreement Type PRO Include Equipment Details on Invoice </div>
 
−
    |-
 
−
    | When checked, the equipment details will appear on the invoices.
 
−
    |-
 
−
    | <div id="sd_AG_AR_IncludeSiteSummaryascomment">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Software Defaults, Agreements: Agreement Type PRO Include Site Summary on Invoice</div>
 
−
    |-
 
−
    | When checked, the site summary information will appear on the invoices.
 
−
    |-
 
−
    | <div id="sd_AG_AR_IncludeEquipSummaryascomment">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Software Defaults, AgreementsAgreement Type PRO Include Equipment Summary on Invoice: </div>
 
−
    |-
 
−
    | When checked, the equipment summary information will appear on the invoices.
 
−
    |-
 
−
    | <div id="sd_AG_ALL_DefRevAccount">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Software Defaults, Agreements: Revenue Account</div>
 
−
    |-
 
−
    | The default revenue account that will be assigned to new allocations.
 
−
    |-
 
−
    | <div id="sd_AG_ALL_DefRevAccount">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Software Defaults, Agreements: Deferred Revenue Account</div>
 
−
    |-
 
−
    | The default deferred revenue account that will be assigned to new allocations.
 
−
    |-
 
−
    | <div id="Item">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Software Defaults, Agreements: Item</div>
 
−
    |-
 
−
    | Desc here: The default item that will be assigned to new allocations.
 
−
    |-
 
−
    | <div id="servicetype">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Service Type</div>
 
−
    |-
 
−
    |
 
−
    Service Types are used to organize jobs using a job type, service type relationship.
 
−
    |-
 
−
    | <div id="servicetype_Code">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Service Type: Code</div>
 
−
    |-
 
−
    |
 
−
    Used to identify the service type.
 
−
    |-
 
−
    | <div id="servicetype_Desc">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Service Type: Desc</div>
 
−
    |-
 
−
    |
 
−
    Used to describe the service type.
 
−
    |-
 
−
    | <div id="site_Address">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Site: Address</div>
 
−
    |-
 
−
    |
 
−
    The physical address for the site.  This field is used in dispatching.
 
−
    |-
 
−
    | <div id="site_Branch">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Site: Branch</div>
 
−
    |-
 
−
    |
 
−
    The site branch is required if multi-branching is in use.
 
−
    |-
 
−
    | <div id="site_Chain">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Site: Chain</div>
 
−
    |-
 
−
    |
 
−
    The site's chain.  Chains are not required.
 
−
    |-
 
−
    | <div id="site_City">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Site: City</div>
 
−
    |-
 
−
    |
 
−
    The address city for the site.  This field is used in dispatching.
 
−
    |-
 
−
    | <div id="site_CloneAddress">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Site: Clone From Customer Address</div>
 
−
    |-
 
−
    |
 
−
    When clicked, this button will clone the customer's address to the site.
 
−
    |-
 
−
    | <div id="site_CloneShipTo">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Site: Clone From Ship To</div>
 
−
    |-
 
−
    |
 
−
    When an item is selected, the ship to address will be copied to the site address fields.
 
−
    |-
 
−
    | <div id="site_Code">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Site: Code</div>
 
−
    |-
 
−
    |
 
−
    The site code can be used to identify the site.  It is not required.
 
−
    |-
 
−
    | <div id="site_EST">&nbsp;</div>
 
−
    |-
 
−
    | <div class="fieldHeader">Site: Established Date</div>
 
−
    |-
 
−
    |
 
−
    The date the site was added.
 
−
    |-
 
−
    | <div id="site_Fax">&nbsp;</div>
 
−
    |-
 
−
    | <div class="fieldHeader">Site: Fax Number</div>
 
−
    |-
 
−
    |
 
−
    The site's Fax number.
 
−
    |-
 
−
    | <div id="site_Labor1">&nbsp;</div>
 
−
    |-
 
−
    | <div class="fieldHeader">Site: Labor #1</div>
 
−
    |-
 
−
    |
 
−
    Back office labor transaction entry can include two labor quick buttons.  This item will be linked to the first button.
 
−
    |-
 
−
    | <div id="site_Labor2">&nbsp;</div>
 
−
    |-
 
−
    | <div class="fieldHeader">Site: Labor #2</div>
 
−
    |-
 
−
    |
 
−
    Back office labor transaction entry can include two labor quick buttons.  This item will be linked to the second button.
 
−
    |-
 
−
    | <div id="site_Lat">&nbsp;</div>
 
−
    |-
 
−
    | <div class="fieldHeader">Site: Latitude</div>
 
−
    |-
 
−
    |
 
−
    The latitude for the site location.
 
−
    |-
 
−
    | <div id="site_Long">&nbsp;</div>
 
−
    |-
 
−
    | <div class="fieldHeader">Site: Longitude</div>
 
−
    |-
 
−
    |
 
−
    The longitude for the site location.
 
−
    |-
 
−
    | <div id="site_MainNo">&nbsp;</div>
 
−
    |-
 
−
    | <div class="fieldHeader">Site: Main Number</div>
 
−
    |-
 
−
    |
 
−
    The main business contact telephone number for the site.
 
−
    |-
 
−
    | <div id="site_MapCode">&nbsp;</div>
 
−
    |-
 
−
    | <div class="fieldHeader">Site: Map Code</div>
 
−
    |-
 
−
    |
 
−
    When using Key Maps or Rand McNally's Street Finders this will be the code to associate the location with a particular map page.
 
−
    |-
 
−
    | <div id="site_Name">&nbsp;</div>
 
−
    |-
 
−
    | <div class="fieldHeader">Site: Name</div>
 
−
    |-
 
−
    |
 
−
    The name of the site location. This is used to identify the site.
 
−
    |-
 
−
    | <div id="site_PriceLevels">&nbsp;</div>
 
−
    |-
 
−
    | <div class="fieldHeader">Site: Price Level</div>
 
−
    |-
 
−
    |
 
−
    The price level that should be used when billing jobs.
 
−
    |-
 
−
    | <div id="site_PContact">&nbsp;</div>
 
−
    |-
 
−
    | <div class="fieldHeader">Site: Primary Contact</div>
 
−
    |-
 
−
    |
 
−
    The site's primary contact.  Contacts are management using the Contact Management system.
 
−
    |-
 
−
    | <div id="site_Referral">&nbsp;</div>
 
−
    |-
 
−
    | <div class="fieldHeader">Site: Referral Code</div>
 
−
    |-
 
−
    |
 
−
    The site's referral code.  Referral codes are not required.
 
−
    |-
 
−
    | <div id="site_Servicer1">&nbsp;</div>
 
−
    |-
 
−
    | <div class="fieldHeader">Site: Servicer #1</div>
 
−
    |-
 
−
    |
 
−
    The default primary servicer.  New jobs will be automatically assigned to this servicer. 
 
−
    |-
 
−
    | <div id="site_Servicer2">&nbsp;</div>
 
−
    |-
 
−
    | <div class="fieldHeader">Site: Servicer #2</div>
 
−
    |-
 
−
    |
 
−
    The secondary servicer for new jobs.
 
−
    |-
 
−
    | <div id="site_SLA">&nbsp;</div>
 
−
    |-
 
−
    | <div class="fieldHeader">Site: SLA</div>
 
−
    |-
 
−
    |
 
−
    When checked, the site qualifies for SLA service.
 
−
    |-
 
−
    | <div id="site_State">&nbsp;</div>
 
−
    |-
 
−
    | <div class="fieldHeader">Site: State</div>
 
−
    |-
 
−
    |
 
−
    The address state code for the site.  This field is used in dispatching.
 
−
    |-
 
−
    | <div id="site_StoreNo">&nbsp;</div>
 
−
    |-
 
−
    | <div class="fieldHeader">Site: Store Number</div>
 
−
    |-
 
−
    |
 
−
    The store number for the site.  The store number is directly tied to the Chains feature.
 
−
   
 
−
    |-
 
−
    | <div id="site_StoreType">&nbsp;</div>
 
−
    |-
 
−
    | <div class="fieldHeader">Site: Store Type</div>
 
−
    |-
 
−
    |
 
−
    The store type for the site.  The store number is directly tied to the Chains feature.
 
−
    |-
 
−
    | <div id="site_Type">&nbsp;</div>
 
−
    |-
 
−
    | <div class="fieldHeader">Site: Type</div>
 
−
    |-
 
−
    |
 
−
    Site types are used to organize sites. Site types are not required.
 
−
    |-
 
−
    | <div id="site_Zip">&nbsp;</div>
 
−
    |-
 
−
    | <div class="fieldHeader">Site: Zip Code</div>
 
−
    |-
 
−
    |
 
−
    The address postal code for the site.  This field is used in dispatching.
 
−
    |-
 
−
    | <div id="sitetype_Code">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Site Type</div>
 
−
    |-
 
−
    |
 
−
    Sites can be grouped by site type.
 
−
    |-
 
−
    | <div id="sitetype_Code">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Site Type: Code</div>
 
−
    |-
 
−
    |
 
−
    The code used to identify the site type.
 
−
    |-
 
−
    | <div id="sitetype_Desc">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Site Type: Description</div>
 
−
    |-
 
−
    |
 
−
    The description used to identify the site type.
 
−
    |-
 
−
    | <div id="sitetype_Message">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Site Type: Message</div>
 
−
    |-
 
−
    |
 
−
    The message of the Service Site Type will default into the field or manually type a customer note into the field. If the Service Site Type is changed the message will not change.
 
−
    |-
 
−
    | <div id="job_solution">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Solution</div>
 
−
    |-
 
−
    |
 
−
    Solutions are defined using the Solution Management feature.  The solution defines the work done to complete the work.
 
−
    |-
 
−
    | <div id="job_solutionnotes">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Solution Notes</div>
 
−
    |-
 
−
    |
 
−
    Solution notes are used to further define the work performed.
 
−
    |-
 
−
    | <div id="Subclass">&nbsp;</div>
 
−
    |-
 
−
    | <div class="fieldHeader">Subclass</div>
 
−
    |-
 
−
    |
 
−
    The sub-classification is used in sales and cost account assignments.
 
−
    |-
 
−
    | <div id="TaskType">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Tasks: Type</div>   
 
−
    |-
 
−
    | Tasks can be organized by type.
 
−
    |-
 
−
    | <div id="TaskStatus">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Tasks: Status</div> 
 
−
    |-
 
−
    | Tasks can be tracked by status.
 
−
    |-
 
−
    | <div id="TaskDetails">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Tasks: Details</div> 
 
−
    |-
 
−
    | Task details provide a description of the task.
 
−
    |-
 
−
    | <div id="TaskURL">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Tasks: URL</div> 
 
−
    |-
 
−
    | The URL field is used to store the website related to the task.
 
−
    |-
 
−
    | <div id="TaskNotes">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Tasks: Notes</div> 
 
−
    |-
 
−
    | Notes can be stored for each task.
 
−
    |-
 
−
    | <div id="TaskDueDate">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Tasks: Due Date</div> 
 
−
    |-
 
−
    | Task can be tracked by due date.
 
−
    |-
 
−
    | <div id="TaskDueTime">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Tasks: Due Time</div> 
 
−
    |-
 
−
    | Task can be tracked by due time.
 
−
    |-
 
−
    | <div id="TaskAssignmentType">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Tasks: Assignment Type</div> 
 
−
    |-
 
−
    | Tasks can be assigned to individual by type.
 
−
        Account Manager
 
−
        Salesperson
 
−
        Servicer
 
−
        User
 
−
    |-
 
−
    | <div id="TaskAssignedTo">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Tasks: Assigned To</div> 
 
−
    |-
 
−
    | The individual that will handle the task.
 
−
    |-
 
−
    | <div id="TaskEmail">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Tasks: Email</div> 
 
−
    |-
 
−
    | An email can be stored with the task.
 
−
    |-
 
−
    | <div id="TaskTextPhone">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Tasks: Text Phone</div> 
 
−
    |-
 
−
    | A telephone number for texting can be stored with the task.
 
−
    |-
 
−
    | <div id="TaxClass">&nbsp;</div>
 
−
    |-
 
−
    | <div class="fieldHeader">Tax Class</div>
 
−
    |-
 
−
    |
 
−
    The item's task class.
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div id="customertaxexemptno">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Tax Exempt Number</div>
 
−
    |-
 
−
    |
 
−
    If the customer is tax exempt, a value must be used in this field. 
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div id="customertaxschedule">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Tax Schedule</div>
 
−
    |-
 
−
    |
 
−
    The customer's tax schedule.  This information is assigned at the ERP level and cannot be altered when an ERP is in use.
 
−
    |-
 
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    | colspan="1" style="width: 1538px;" | <div id="customerterms">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Terms</div>
 
−
    |-
 
−
    |
 
−
    The customer's terms.  This information is assigned at the ERP level and cannot be altered when an ERP is in use.
 
−
    |-
 
−
    | <div id="TransactionBilledStatus">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Transaction Billed Status</div>     
 
−
    |-
 
−
    | Indicates the transaction's position in the billing process.
 
−
        N = Not billed
 
−
        I = On an unposted invoice
 
−
        Y = On a posted invoice
 
−
    |-
 
−
    | <div id="TransactionDate">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Transaction Date</div> 
 
−
    |-
 
−
    | The date the transaction will post to the general ledger.
 
−
 
−
    |-
 
−
    | <div id="TransactionType">&nbsp;</div>
 
−
    |-
 
−
    | colspan="1" style="width: 1538px;" | <div class="fieldHeader">Transaction Type</div>     
 
−
    |-
 
−
    |
 
−
    The type of transaction.  The type is used to group the transactions by labor, materials or purchases.
 
−
 
−
|}
 

Revision as of 14:41, 27 December 2022

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