Reports

Reports

Account Manager

Account managers are responsible for the customer relationship.

Active Status

Indicates that the record can be used to produce results.

Agreement: Auto Renew%

Indicates the amount percent of increase for the renewal.

Agreement: Billable Checkbox

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 billing frequency.

Agreement: Gross Profit Contact Billed to Date

The agreement's gross profit based on billings to date.

Agreement: Gross Profit Contract Term to Date

The agreement's gross profit recorded on the contract to date.

Agreement: Labor Budget Balance %

Percentage of labor budget balance to date.

Agreement: Labor Budget Used %

Percentage of labor budget used to date.

Agreement: Labor Budget Hours Used to Date

The number of budgeted hours billed to date.

Agreement: Labor Hours Balance

The remainder of the budgeted hours to date.

Agreement: Labor Hours Budget

The number of labor hours budgeted for the contract's term.

Agreement: Last Increase

The increase amount from the last renewal.

Agreement: Number

Agreement numbers are used the identify agreements. On the Job forms it indicates the agreement that may be used to cover transactions. On the PM Schedule form it indicates the agreement that is attached to the schedule.

Agreement: Parts Billed to Date

The amount billed to date for parts.

Agreement: Parts Budget

The total amount budgeted for parts on the agreement contract.

Agreement: Parts Budget Balance

The remainer of the amount budgeted for parts to date.

Agreement: Parts Budget Balance %

Percentage of parts budget balance to date.

Agreement: Parts Budget Used %

The amount of the parts budget billed to date.

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 Amount

The amount that will be billed on agreement 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 Type

Used to organize agreements by type. Agreement types are also used to establish setting for agreements by default.

Agreement Type: Code

The code used to identify the agreement type.

Agreement Type: Description

The description used to identify the agreement type.

Agreement Type: Contract Months

The number of months for new agreements.

Agreement Type: Cover Parts Checkbox

When checked, the parts covered by the agreement will have no charge.

Agreement Type: Cover Labor Checkbox

When checked, the parts covered by the agreement will have no charge.

Agreement Type: SLA Checkbox

Check this box, if the agreement qualifies for SLA service.

Agreement Type: SLA Priority Code

The SLA qualified priority code to use for new agreements.