Difference between revisions of "Agreement Types"
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| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#agreeTypePRO_AS|Renewal As]] | | class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#agreeTypePRO_AS|Renewal As]] | ||
|- | |- | ||
| − | | class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary# | + | | class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#agreeTypePRO_Include_Site_Details_on_Renewal_Details|IncludeSiteDetailsonRenewalDetails]] |
| − | | class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary# | + | | class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#agreeTypePRO_Include_Equip_Details_on_Renewal_Details|IncludeEquipDetailsonRenewalDetails]] |
|- | |- | ||
| − | | class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary# | + | | class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#agreeTypePRO_Include_Site_Summary_on_Renewal_Details|IncludeSiteSummaryonRenewalDetails]] |
| − | | class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary# | + | | class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#agreeTypePRO_Include_Equip_Summary_on_Renewal_Details|IncludeEquipSummaryonRenewalDetails]] |
| + | |- | ||
| + | | class="headerMainTitles" colspan="4" | Planned Maintenance Options Tab | ||
| + | |- | ||
| + | | colspan="4" | [[File:AgreeTypesPlannedInvoiceOptions ccexpress.png|AgreeTypesPlannedInvoiceOptions ccexpress.png]] | ||
| + | |- | ||
| + | | class="headerMainTitles" colspan="4" | Planned Maintenance Options Fields | ||
| + | |- | ||
| + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Create a Kpb fpr each Equipment | ||
| + | |- | ||
| + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Create Transactions | ||
| + | |- | ||
| + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Price Transactions | ||
|} | |} | ||
Revision as of 14:48, 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 | ||
| Planned Maintenance Options Tab | |||
| AgreeTypesPlannedInvoiceOptions ccexpress.png | |||
| Planned Maintenance Options Fields | |||
| • Create a Kpb fpr each Equipment | |||
| • Create Transactions | |||
| • Price Transactions | |||
