Service Contract Installation - Properties
Use this screen to specify what information will be recorded in the new work order. These settings can be changed as needed at any time.
Fields/Buttons |
Descriptions |
|---|---|
Printing options |
|
Use auto-sequenced service contract numbers? |
Select this checkbox to to auto-sequence the contract code. Like when adding customer codes, when a new contract is added to Spectrum, the next unused number will be assigned to the contract, if an alternate code has not been specified by the operator. |
Next contract number |
|
Sort by labor category on work order? |
This is used in the Contract Work Order Process
update. If you select Equipment
parts, the parts from will update to work order. If you select Task parts, the tasks parts
from the New/Edit Schedule
Visit window will update to work order. On the Service Contract Visits Report, the option to include equipment part or task part notes will default based on which option is selected in this field. |
Suppress subtasks in work ordered for repeated tasks on a work order? |
Select this checkbox to suppress repeated subtasks and related notes when work orders are created using Service Contract. |
Default 'as billed' invoice G/L invoice code |
Enter the G/L account code you plan to
title "service contract revenue" (or similar name) in your Spectrum chart of
accounts. Be sure to include this G/L account number when you enter your chart
of accounts. Enter a G/L account code in this field even if you do not have
general ledger module installed on your computer. The system will default the G/L account number entered in this field during Contract Type File Maintenance. There is a field in the contract type file for the sales G/L account code. The code designated in this field will default there, but may be over-written if desired, if multiple service contract sales G/L account codes are desired. For example, some operations may designate different G/L account codes for residential and commercial service contract revenue. If the G/L account code field in the Contract Type File Maintenance screen is blank, the software will use the G/L code specified here as a last resort. |
Default Work Order dispatch status |
Enter a default dispatch status for new work orders, or press F4 or double-click on this field to select from a list of applicable dispatch codes. If a dispatch code is specified in this field, all new work orders created from the Service Contract module will be assigned this status by default. When the dispatch status includes a specified work order status, this will also be set when the work order is created. |
Default Work Order priority |
Enter a default priority for new work orders, or press F4 or double-click on this field to select from a list of applicable priorities. If a priority code is specified in this field, all new work orders created from the Service Contract module will be assigned this priority by default. |
Work order parts list |
This is used in the Contract Work Order
Processing update. If you select Equipment parts, the parts from Service Contracts will update
to work order. If you select Task
parts, the task parts from the Schedule Contract Visits screen
will update to work order. On the Service Contract Visits Report, the Task parts or Equipment parts option will default based on which option is selected in this field. |
