Glossary
Revision as of 11:14, 21 December 2022 by Ascentadmin (talk | contribs)
Account Manager
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Account managers are responsible for the customer relationship. |
Active Status
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Indicates that the record can be used to produce results.
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Agreement Billable
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When checked, indicates that the agreement can be billed.
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Agreement Contact
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The customer or site contact that handles the agreement.
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Agreement Frequency
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The agreement frequency indicates the frequency used when billing the agreement.
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Agreement Number
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Agreement numbers are used the identify agreements.
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Agreement Pricing Method
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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.
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Agreement Salesperson
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The salesperson that should be assigned to the invoices when billing occurs.
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Agreement Status Code
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The status code is used to track the agreements progress through the renewal process.
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Agreement Tax Class
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The tax class that will be used when billing the agreement.
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Assigned Button
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When clicked, displays all items assigned to the selected record.
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