- Customized Enhancements
- New Grid
Entry
- User/Date
Time stamps
- Memo
Manager
- Hyperlinks
- Setup
Wizard
- Security
Flexibility
- Security
Events
Contract Entry
Enhancements
- Provided
hyperlinks for Customer; Contract
Items, Technician Code and Job Site Code
- Added
Documents Path, which allows for specifying a path where the Contract related
documents are stored and view/launch them as need
- View Transactions linked to Contract – Purchase
Orders, Sales Orders, Invoices, RMA
- Technician
Code on the Contract, which is loaded as Preferred Technician in the Task
created for current Contract in the Task Data Entry.
- Flexible
PM schedule setup on Contract header and Contract Items for Tasks being
generated for Preventive Maintenance
Contracts through the Auto Generate Task selection program
- Contract
Renewal Management, which includes:
- Customer Renewal Invoice generation
- Vendor
Purchase Order Generation
- Contract
Extensions
- Renew
Bill Item. Renew Bill Item may be either Regular or Misc. Item. Is used during
renewal order generation
- Renew
Duration
- Renew
Amount
- Renew
Duration. Indicates for how many days, months, year the Contract should be
renewed. Should be specified as follows: 1Y, 3Y, 9M, 365D
- Renew
Amount. The billing amount of a contract for a renewal agreement
- Entry
of components for a Contract Item having PM Code assigned. Automatically loading
of the components into the dispatch transaction generated when Task is
generated for Contract items in the Auto Generate Task selection program
Sales Order Enhancements
- Installation
Order Management
- Sales
Order Tracking Dashboard to enable management of open installation orders
easily