Glossary

Account Manager

Account managers are responsible for the customer relationship.

Active Status

Indicates that the record can be used to produce results.

Agreement Billable

When checked, indicates that the agreement can be billed.

Agreement Billing Total

The total contract amount.

Agreement Commission Rate

The commission rate that will be used when billing the agreement.

Agreement Contact

The customer or site contact that handles the agreement.

Agreement Deferred Revenues Total

The total deferred revenues posted to date.

Agreement Frequency

The agreement frequency indicates the frequency used when billing the agreement.

Agreement Number

Agreement numbers are used the identify agreements.

Agreement Price Level

The price level that will be used when billing the agreement.

Agreement Pricing Method

Agreements can be priced based on the different methods. 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.

Agreement Purchase Order

The purchase order provided by the customer for the agreement.

Agreement Renewable

Indicates that the agreement is eligible for renewal.

Agreement Renewal Method

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. Fixed Amount: The renewal will use the exact amount in this field. Change Percent: Increases the contract amount by the percent in the Renewal Amount field.

Agreement Renewal Months

The contract months to use on the renewal.

Agreement Renewal Text

The text that will be displayed on the agreement renewal invoice.

Agreement Renew As

Used to indicate the type of invoice that will be created upon renewal.

Agreement Revenues Total

The total amount billed for the contract to date.

Agreement Salesperson

The salesperson that should be assigned to the invoices when billing occurs.

Agreement Status Code

The status code is used to track the agreements progress through the renewal process.

Agreement Tax Class

The tax class that will be used when billing the agreement.

Assigned Button

When clicked, displays all items assigned to the selected record.