Difference between revisions of "Agreement Types"
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| Line 67: | Line 67: | ||
| class="headerMainTitles" colspan="4" | Planned Invoice Options Fields | | class="headerMainTitles" colspan="4" | Planned Invoice Options Fields | ||
|- | |- | ||
| − | | class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary# | + | | class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#agreeTypePIO|Billable]] |
| − | | class="fieldGrayBackgrounds" style="width: 467px;" | [[Glossary# | + | | class="fieldGrayBackgrounds" style="width: 467px;" | [[Glossary#agreeTypePIO|Frequency]] |
| − | | class="fieldGrayBackgrounds" style="width: 467px;" | [[Glossary# | + | | class="fieldGrayBackgrounds" style="width: 467px;" | [[Glossary#agreeTypePIO|TaxClass]] |
| class="fieldGrayBackgrounds" style="width: 467px;" | | | class="fieldGrayBackgrounds" style="width: 467px;" | | ||
|- | |- | ||
| − | | class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary# | + | | class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#agreeTypePIO|Allocation]] |
| − | | class="fieldGrayBackgrounds" style="width: 467px;" | [[Glossary# | + | | class="fieldGrayBackgrounds" style="width: 467px;" | [[Glossary#agreeTypePIO|Deferred Revenue]] |
| class="fieldGrayBackgrounds" style="width: 467px;" | | | class="fieldGrayBackgrounds" style="width: 467px;" | | ||
| class="fieldGrayBackgrounds" style="width: 467px;" | | | class="fieldGrayBackgrounds" style="width: 467px;" | | ||
|- | |- | ||
| − | | class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary# | + | | class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#agreeTypePIO|Pricing Method]] |
| − | | class="fieldGrayBackgrounds" style="width: 467px;" | [[Glossary# | + | | class="fieldGrayBackgrounds" style="width: 467px;" | [[Glossary#agreeTypePIO|Price]] |
| class="fieldGrayBackgrounds" style="width: 467px;" | | | class="fieldGrayBackgrounds" style="width: 467px;" | | ||
| class="fieldGrayBackgrounds" style="width: 467px;" | | | class="fieldGrayBackgrounds" style="width: 467px;" | | ||
|- | |- | ||
| − | | | + | | class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#agreeTypePIO_IncludeSiteDetailsonInvoice|Include Site Details on Invoice]] |
| − | | | + | | class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#agreeTypePIO_IncludeEquipDetailsonInvoice|Include Equip Details on Invoice]] |
|- | |- | ||
| − | | | + | | class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#agreeTypePIO_IncludeSiteSummaryonInvoice|Include Site Summary on Invoice]] |
| − | | | + | | class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#agreeTypePIO_IncludeSiteSummaryonInvoice|Include Site Summary on Invoice]] |
|- | |- | ||
| | | | ||
| Line 93: | Line 93: | ||
| | | | ||
|- | |- | ||
| − | | | + | | class="headerMainTitles" colspan="4" | Planned Renewal Options Tab |
| − | | | + | |- |
| − | | | + | | colspan="4" | [[File:AgreeTypesPlannedInvoiceOptions ccexpress.png|AgreeTypesPlannedInvoiceOptions ccexpress.png]] |
| − | | | + | |- |
| + | | class="headerMainTitles" colspan="4" | Planned Renewal Options Fields | ||
| + | |- | ||
| + | | class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#agreeTypePRO_IncludeSiteDetailsonInvoice|Renewable]] | ||
| + | | class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#RenewalText|Renewal Text]] | ||
| + | |- | ||
| + | | class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#agreeTypePRO_Months|Renewal Months]] | ||
| + | | class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#agreeTypePRO_AS|Renewal As]] | ||
| + | |- | ||
| + | | class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#agreeTypePRO_Include Site Details on Renewal Details|IncludeSiteDetailsonRenewalDetails]] | ||
| + | | class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#agreeTypePRO_Include Equip Details on Renewal Details|IncludeEquipDetailsonRenewalDetails]] | ||
| + | |- | ||
| + | | class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#agreeTypePRO_Include Site Summary on Renewal Details|IncludeSiteSummaryonRenewalDetails]] | ||
| + | | class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#agreeTypePRO_Include Equip Summary on Renewal Details|IncludeEquipSummaryonRenewalDetails]] | ||
|} | |} | ||
| − | |||
| − | |||
Revision as of 14:43, 28 March 2022
| Requests ccexpress.png | |||
| Fields | |||
| Type Code | Description | Active | |
| Defaults Tab | |||
| AgreeType Defaults ccexpress.png | |||
| Defaults Fields | |||
| Contact Months | Cover Parts | [[Glossary#agreeType_coverLabor|Cover Labor] | |
| SLA | SLA Priority Code | ||
| Message | |||
| Labor Hours Budget | Parts Dollars Budget | ||
| Percent Used >= | Dollars Used >= | ||
| Settings Tab | |||
| AgreeType Defaults ccexpress.png | |||
| • Auto Number by Type | |||
| • Next Number | |||
| • Enforce Defaults | |||
| Planned Invoice Options Tab | |||
| AgreeTypesPlannedInvoiceOptions ccexpress.png | |||
| Planned Invoice Options Fields | |||
| Billable | Frequency | TaxClass | |
| Allocation | Deferred Revenue | ||
| Pricing Method | Price | ||
| Include Site Details on Invoice | Include Equip Details on Invoice | ||
| Include Site Summary on Invoice | Include Site Summary on Invoice | ||
| Planned Renewal Options Tab | |||
| AgreeTypesPlannedInvoiceOptions ccexpress.png | |||
| Planned Renewal Options Fields | |||
| Renewable | Renewal Text | ||
| Renewal Months | Renewal As | ||
| IncludeSiteDetailsonRenewalDetails | IncludeEquipDetailsonRenewalDetails | ||
| IncludeSiteSummaryonRenewalDetails | IncludeEquipSummaryonRenewalDetails | ||
