Difference between revisions of "Defaults"

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| class="headerMainTitles" colspan="4" | Invoicing Defaults Fields
 
| class="headerMainTitles" colspan="4" | Invoicing Defaults Fields
 
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|-
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| colspan="2" |  
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| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#sd_Invoice_RequireSalesTax|Require Sales Tax]]
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| colspan="2" |  
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| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#sd_Invoice_Non-TaxSchedule|Non-Tax Schedule]]
 
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|-
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| colspan="2" |  
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| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#sd_Invoice_IncludeRequest|Include Request]]
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| colspan="2" |  
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| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#sd_Invoice_IncludeRequestNotesInclude Request Notes]]
 
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|-
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| colspan="2" |  
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| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#sd_Invoice_IncludeSolution]|Include Solution]]
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| colspan="2" |  
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| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#sd_Invoice_IncludeSolutionNotes|Include Solution Notes]]
 
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|-
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| colspan="2" |  
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| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#sd_Invoice_IncludeJobNotes|Include Job Notes]]
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| colspan="2" |  
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| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#sd_Invoice_NextBatchNumber|Next Batch Number]]
 
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|-
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| colspan="2" |  
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| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#sd_Invoice_|]]
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| colspan="2" |  
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| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#sd_Invoice_|]]
 
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| colspan="2" |  
 
| colspan="2" |  
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| colspan="2" |  
 
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Revision as of 10:34, 29 March 2022

Defaults ccexpress.png
Request Override Job No Send Job Email
Job Type Service Type
Priority Est Hours
  Next No Length Leading Characters
   
Inventory Defaults Tab
SoftwareDefault Inv ccexpress.png
• Update Item Short Description
Inventory Fields
Short Desc Size  
   
Status Code Defaults Tab
SoftwareDefault SC ccexpress.png
Status Code Defaults Fields
New Dispatched
Departure Arrival
Field Completed Cancelled
On Hold Back Office Completed
   
   
   
Equipment Defaults Tab
SoftwareDefault EQ ccexpress.png
Equipment Defaults Fields
Warranty Based On Allocation Based On
Auto No/EQ Defaults Options
   
Site Defaults Tab
SoftwareDefault SD ccexpress.png
• Use Customer Name and Address
Site Defaults Fields
Auto No/Site Type Tax Schedule
   
Transaction Assignments Defaults Tab
SoftwareDefault TA ccexpress.png
Transaction Assignments Defaults Fields
Warehouse Tax On Customer
Multi-Branch Segment
Default Sales Account Default Cost Account
   
Invoicing Defaults Tab
SoftwareDefault Invoice ccexpress.png
Invoicing Defaults Fields
Require Sales Tax Non-Tax Schedule
Include Request Glossary#sd_Invoice_IncludeRequestNotesInclude Request Notes
[[Glossary#sd_Invoice_IncludeSolution]|Include Solution]] Include Solution Notes
Include Job Notes Next Batch Number
[[Glossary#sd_Invoice_|]] [[Glossary#sd_Invoice_|]]
   
   
   
Planned Maintenance Defaults Tab
SoftwareDefault PM ccexpress.png
Planned Maintenance Defaults Fields
   
   
   
   
   
Agreements Defaults Tab
SoftwareDefault Agree ccexpress.png
Agreements Defaults Fields
   
   
   
   
   
   
   
   

 

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