Difference between revisions of "Defaults"

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| class="navigationTitles" colspan="4" | Navigation
 
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| class="headerMainTitles" colspan="4" | Inventory Defaults Tab
 
| class="headerMainTitles" colspan="4" | Inventory Defaults Tab
 
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Define the size of the Item Short Description field
 
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Define the size of the Item Short Description field
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| class="headerMainTitles" colspan="4" | Status Code Defaults Tab
 
| class="headerMainTitles" colspan="4" | Status Code Defaults Tab
 
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| class="headerMainTitles" colspan="4" | Status Code Defaults Fields
 
| class="headerMainTitles" colspan="4" | Status Code Defaults Fields
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| class="headerMainTitles" colspan="4" | Equipment Defaults Tab
 
| class="headerMainTitles" colspan="4" | Equipment Defaults Tab
 
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Warranty based on Sale or Invoice Date
 
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Warranty based on Sale or Invoice Date
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| class="headerMainTitles" colspan="4" | Site Defaults Tab
 
| class="headerMainTitles" colspan="4" | Site Defaults Tab
 
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| colspan="4" | [[File:Defaults5.jpg|Defaults5.jpg]]
 
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Define the default Site type
 
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Define the default Site type
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| class="headerMainTitles" colspan="4" | Transaction Assignments Defaults Tab
 
| class="headerMainTitles" colspan="4" | Transaction Assignments Defaults Tab
 
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| class="headerMainTitles" colspan="4" | Invoicing Defaults Tab
 
| class="headerMainTitles" colspan="4" | Invoicing Defaults Tab
 
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| colspan="4" | [[File:SoftwareDefault Invoice ccexpress.png|SoftwareDefault Invoice ccexpress.png]]
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| colspan="4" | [[File:Defaults7.jpg|Defaults7.jpg]]
 
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Define the next invoice number.
 
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Define the next invoice number.
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| class="headerMainTitles" colspan="4" | Planned Maintenance Defaults Tab
 
| class="headerMainTitles" colspan="4" | Planned Maintenance Defaults Tab
 
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| class="headerMainTitles" colspan="4" | Planned Maintenance Defaults Fields
 
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| class="headerMainTitles" colspan="4" | Agreements Defaults Tab
 
| class="headerMainTitles" colspan="4" | Agreements Defaults Tab
 
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| colspan="4" | &nbsp;
 
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Revision as of 16:04, 11 July 2024

Defaults1.jpg
Navigation
To access Defaults, select the setup COG > Setup > Software Setup > Defaults
Overview
Used to manage software defaults and settings.  Mobile defaults and setting have a separate feature. 
Request Override Job No Send Job Email
Job Type Service Type
Priority Est Hours
  Next No Length Leading Characters
   
Inventory Defaults Tab
Defaults2.jpg
• Define the size of the Item Short Description field
• Update Item Short Description
   
Status Code Defaults Tab
Defaults3.jpg
Status Code Defaults Fields
New Dispatched
Departure Arrival
Field Completed Cancelled
On Hold Back Office Completed
   
Equipment Defaults Tab
Defaults4.jpg
• Warranty based on Sale or Invoice Date
• Allocation based on Inventory Item or Model
• Auto Number Equipment records using a prefix or a Matrix
• Customized Equipment numbering using any combination of Manufacturer, Model and Equipment Type
   
Site Defaults Tab
Defaults5.jpg
• Define the default Site type
• Define the default Site Tax Schedule
• Autofill the Site with the Customer Name and Address
   
Transaction Assignments Defaults Tab
Defaults6.jpg
Status Code Defaults Fields
Warehouse Tax On Customer
Multi-Branch Segment
Default Sales Account Default Cost Account
   
Invoicing Defaults Tab
Defaults7.jpg
• Define the next invoice number.
• Define the invoice number length
• Use invoice number leading characters.
Invoicing Defaults Fields
Require Sales Tax Non-Tax Schedule
Include Request Include Request Notes
Include Solution Include Solution Notes
Include Job Notes Next Batch Number
   
Planned Maintenance Defaults Tab
Defaults8.jpg
Planned Maintenance Defaults Fields
Priority Status Code
Include Site info as comment Include Equipment info as comment
   
Agreements Defaults Tab
Defaults9.jpg
 
• Setup auto-numbering
• Define next numbers
• Define number lengths
• Setup auto-processing
• Set Site and Equipment display on renewals
Agreements Defaults Fields
• Agreement auto-numbering
• Set agreement next number
• Define number length
Default Agreement Type  
Planned Billing Options
• Setup auto-processing
• Set the planned billing Aut0-processing date by Same Day or the Next Day
• Set next invoice number
• Define invoice number length
Deferred Revenue Options
• Setup auto-processing
Agreement Renewal Options
• Setup auto-processing
Include Site Details as comment Include Equip Details as comment
Include Site Summary as comment Include Equip Summary as comment
Allocation Defaults
Revenue Account Deferred Revenue Account Item
   
Back to Setting Up SVCONTHEGO  

 

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