Form Names

This Help File Page was last modified on 09/21/2018

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Form Names

This Help File Page was last modified on 09/21/2018

Almost every Screen Page within the Micro Key Millennium Series (MKMS) - whether used for data entry, look-up, or printing a report - also has an associated Form Name.

The associated Form Name may, or may not, be displayed as the Form's Title, when the Form is viewed within the MKMS program.

Why is this important?  

Form Names are used to assign Security & Access Management Rights to Employees by using the Employee Groups and/or the User Access Rights Forms,

 

HelpFilesUserAccessRights

User Access Rights Form with Available Forms, Assigned Forms, and Field List sections

 

HelpFilesEmployeeGroupsNewEntry

Employee Groups Form with the Form Selection tab containing the Available Forms & Assigned Forms sections, and the Field Access tabs

 

Form Names, along with the permitted Forms Based Access Rights, are used to identify the specific assignment of Access Rights (Create, Read, Update, Delete, and/or Audit) to Screen Pages.

Based on selected Form Names and the permitted Forms Based Access Rights, the Employee Groups Form allows you to define specialized sets of Form Names and associated Access Rights which may then be assigned to specific Employees (by assigning the Employee to the appropriate Employee Group on the Security tab of the Employees Form).

So, knowing the actual Form Name, and for what, and where the associated Form is used, allows the System Administrator to accurately permit or deny specific types of Forms Based Access Rights to each of these Forms.

Important Note:  Several of the Form Names listed below have "No longer used" in the Reference Link, Purpose and/or Function column.

oIn many cases you will not have these Form Names listed in either the User Access Rights or Employee Groups Maintenance Forms.  

oHowever, in other cases you may find that one or more of these "No longer used" Form Names are included in those Forms.  

oIt does no harm to provide, or exclude, Access Rights to these Form Names if any are included in your installation.

 

All of the Form Names the system's Context ID #, the Module(s) in which they are found, and a Reference Link plus their Purposes or Function are identified in this chart.

These Form Names are also listed in the User Access Rights and Employee Groups Forms.

 

Form Name

Context ID #

Module

Reference Link, Purpose and/or Function

About

 

Micro Key Millennium Series applications and utility programs

The About box is accessed from the Main Menu of all applications by Choosing Help and then Selecting About and provides Version Numbers and other application related information (see Introduction for a sample).

Access Activity Report

tbd

Access Control Systems

There are many Form Names that begin with the word Access, all of which pertain to Access Control Systems which are Under Development.

Access Control Card Format Maintenance

tbd

Access Control Systems

Under Development

Access Control Card Set Maintenance

tbd

Access Control Systems

Under Development

Access Control Class Code Maintenance

tbd

Access Control Systems

Under Development

Access Control Door and Readers Maintenance

tbd

Access Control Systems

Under Development

Access Control Holiday Maintenance

tbd

Access Control Systems

Under Development

Access Control Holiday Maintenance (Main)

tbd

Access Control Systems

Under Development

Access Control Input/Output Maintenance

tbd

Access Control Systems

Under Development

Access Control IO Rules

tbd

Access Control Systems

Under Development

Access Control IO Rules Encoder

tbd

Access Control Systems

Under Development

Access Control Keypad Maintenance

tbd

Access Control Systems

Under Development

Access Control Logicals

tbd

Access Control Systems

Under Development

Access Control New Controller Definition

tbd

Access Control Systems

Under Development

Access Control Output Group Maintenance

tbd

Access Control Systems

Under Development

Access Control Schedules Maintenance

tbd

Access Control Systems

Under Development

Access Control Subscriber Card Sets

tbd

Access Control Systems

Under Development

Access Control Systems

tbd

Access Control Systems

Under Development

Access ControlDoor Groups Maintenance

tbd

Access Control Systems

Under Development

Access Groups Maintenance

tbd

Access Control Systems

Under Development

Account Approval Types

1560

Accounts Receivable System

Prospect Tracking System

 

This is the Account Approval Types Maintenance Form used to define those Action Steps that will/may be required when a Proposal is reviewed in the New Account Approval Form.

Account Register

129

General Ledger System

This is the Account Register dialog which allows a User to filter and select a range of General Ledger System Financial Transactions posted to one specified General Ledger Account Number, and - based on a specified Date Range, various User definable Filters, and/or Search By criteria - look up the original document (e.g., Invoice, Receipt, Bill, Payment, Refund) that created the Transaction and then print (or export) a report of those specifically selected General Ledger AccountTransactions.

Account Templates

101

Central Station Monitoring

This is the Account Templates Form used in the Mass Account Creation process.

Account Testing

90400

Central Station Monitoring

This is the Account Testing Form used to define a Subscriber's Recurring System Test Signals requirement.

Account Testing Lookup

538

Central Station Monitoring

This is the Account Testing Lookup dialog accessed from the Panel Connections Menu on the Sub Info (F2) Form in MKMSCS

Account Type

102

Central Station Monitoring

This is the Account Type (maintenance) Form used to classify the Types of Subscriber Accounts each premises represents (e.g., Commercial, Residential, Industrial) and is primarily used by Operators within the Central Station Monitoring module.

Accounting Audit Report

112

Accounts Receivable System

Accounts Payable System

This is the Accounting Audit Report dialog which provides a selectable list of any (or All) changes made to Sales Invoices, Receipt Allocations, Vendor Bills and Payment Allocations, after the initial posting process was completed.

Accounting Information

943

Accounts Receivable System

This is the Accounting Receivable Info Section on the Subscribers Form which may be opened as an unattached, separate Form, if needed.  This is useful when the User needs to simultaneously view more than one of the tabs on the Subscribers Form.

Accounts Payable Summary

nlu

Accounts Payable System

No longer used.

Accounts Payable Summary Report

nlu

Accounts Payable System

No longer used.

Accounts Receivable Funding

nlu

Accounts Receivable System

No longer used.

Accounts Receivable Report Summary Dialog

nlu

Accounts Receivable System

No longer used.

Accounts Still Opened or Closed

92500

Central Station Monitoring

This is the Accounts Still Opened or Closed report dialog that lists those Accounts that are still opened, or still closed, beyond their predefined supervised Events time "window"?

Acquisition Form

tbd

Accounts Receivable System

This is the Acquisitions Form which is an optional feature provided for those companies that want to record detailed information relating to Accounts that were acquired through a buy-out or direct purchase agreement.

Action Plans

144

Central Station Monitoring

This is the Action Plans Maintenance Form which is used to define custom - step-by-step - Alarm Processing procedures replacing the standard Operator Guided Responses.

Active Alarm Groups Widget

1182

Micro Key Millennium Series

Central Station Monitoring

This is the Active Alarm Groups Widget Form which provides a list of each Alarm Processing Group (Alarm Group) and the number (Count) of Operators (Users) currently available to process Alarm Signals for each of those Groups.

Active Operator Skills Widget

1183

Micro Key Millennium Series

Central Station Monitoring

This is the Active Operator by Skills Group Widget Form which displays a list of all of the Operator Skills sets which have been previously defined (see Operator Skills in the Central Station Monitoring section), and shows the Number (Count) and Names (Users) of Operator(s) who are currently Processing Alarm Signals and who have been assigned to those Operator Skills sets within the Operator Skills tab of the Employee Form.

Active/Passive Accounts

195

Central Station Monitoring

This is the Active Accounts report dialog (the report is required from those companies that are providing UL® Grade Monitoring Services) which lists the Total of all Active Account, and/or the detailed listing of those Accounts.

Add Document

21201

Accounts Receivable System

Accounts Payable System

Prospect Tracking System

This is the actual Add Documents dialog opened from within the Documents Form which allows certain types of electronic documents (and or the location of those documents) to be selected and linked to a Subscriber, Prospect, Job Costing and/or Vendor record.

Add Employee Rates

tbd

Service Tracking System

Job Costing System

No longer used.

Add New Account

426

Central Station Monitoring

This the Add New Account dialog accessed from within the Panel Tests dialog used to place an Account on Test.

Add/Delete Users

559

Security & Access Management

This is the Add/Delete Users Form which is used to identify which Form Names each User may access and the Access Rights they will have when they do. This Add/Delete Users Form may only be accessed by the User known as Admin.

Additional Restoral Information

96401

Central Station Monitoring

Any number of Additional CSID Restoral Zone Information records may defined in the Restoral Information section of both the CSID Zones and the CSID Zone Overrides Forms.

ADI Parts Import

227

Accounts Receivable System

Accounts Payable System

Inventory Tracking and Job Costing System

This is the ADI Parts List Import Form which allows those companies, using ADEMCO® as a major Parts and Inventory supplier, to selectively import that Inventory List directly into their Sale-Purchase Items Form.

Alarm Activity

91800

Central Station Monitoring

This is the Alarm Activity Report dialog which provides many options to selectively Choose the Alarm Signal Activity that will be listed.

Alarm Conditions Codes

Maintenance Form

117

Central Station Monitoring

This is the Alarm Conditions Codes Form that is used to define the reasons or purposes for which Alarm Signals are transmitted from a Subscribers Control Panel to the Central Station's Receiver(s).

Alarm Group Maintenance

119

Central Station Monitoring

This is the Alarm Group Maintenance Form that is used to transfer selected monitored Subscribers from, and/or to, one of the Alarm Processing Groups.

Alarm Groups

121

Central Station Monitoring

This is the Alarm Processing Groups Form which is used to define each of those that are assigned within the Alarm Group Maintenance Form.

Alarm History

tbd

Central Station Monitoring

User Access Rights to this Alarm History Form Name is required to view the results of an Alarm History Summary report (see below).

These User Access Rights may be made available in the User Access Rights Form, or may be inherited by being a member of an Employee Group that has the rights to this Form - that Employee Group assignment having been made within the Security tab of the Employees Form.

Alarm History Lookup

120

Central Station Monitoring

This is the Alarm History Lookup dialog which allows a User to locate (based on several search method options), view, and Manually Add Detail to the Alarm History Detail, as required.

Alarm History Summary

92300

Central Station Monitoring

This is the Alarm History Summary report menu option which provides access to the many options to selectively choose the Alarm Activity data that will be listed.  The User must also have User Access Rights to the Alarm History Form to view the results of an Alarm History Summary report.

Alarm History Summary by Dealer

101000

Central Station Monitoring

This is the Alarm History Summary by Dealer report dialog which is intended for those companies that provide Central Station Monitoring Services for other Alarm Dealers.

Alarm Signal Detail

tbd

Central Station Monitoring

For users of the special MKMSCS application that simply provides reports of Alarm Activity without providing the means to respond to Active Signals, this is the Alarm Signal Detail Form that provides a similar functionality to that of the Alarm History Lookup dialog.

Alarm Stack List Form

tbd

Central Station Monitoring

This is the Operator Skills Form that allows you to define the various types of Operator Skills which can then be assigned to Employees, who are Operators, on the Operator Skills List tab.

Alarm Stack List Report

104000

Central Station Monitoring

This is the Operator Skills List Report dialog that provides a list of  each of the monitoring related Operator Skills which have been recorded in the Employee Form's Operator Skills List tab for all of the Company's Operators.

Alarm Tickets

91900

Central Station Monitoring

This is the Alarm Ticket report dialog which is used to produce a detailed report of exactly what was done while an Operator processed an Alarm Signal.

All Events

90370

Central Station Monitoring

This is the All Events Report dialog which can list every Alarm Signal received by the Central Station - within the specified Date Range - and with the special Formatting options you may select.

AP Credits Issued Report

54700

Accounts Payable System

This is the Credits Issued report used within the Accounts Payable System to see what Credits were Applied to which Bills within the Date Range you've specified.

Appointment Editor

128

Service Tracking System

This is the Appointment Editor Form accessed from within the Technician Scheduling Form.

Appointment Status

330

Service Tracking System

This is the Appointment Status Form (accessed from the Service Options tab on the Users Options Form) used to define various Status Categories for Service Appointments and to Color Code the description of each Appointment Status.

AR Widget

1179

Accounts Receivable System

This is the AR Chart Widget Form which displays a Summary of the Monies - the Accounts Receivable - that Subscribers Owe to your Company.

Area Codes Maintenance Form

nlu

Central Station Monitoring

No Longer in Use.

Areas

129450

Central Station Monitoring

This is the Areas Form (found in the Monitoring Tab as an Areas tab in the Subscriber Panels section) which is used to define an Area or Partition within a Subscriber's Alarm System.

As Of Accounts Payable

nlu

Accounts Payable System

No Longer in Use

As Of Accounts Receivable

nlu

Accounts Receivable System

No Longer in Use

As Of Accounts Receivable By Division

 

Accounts Receivable System

No Longer in Use.

Asset Breakdown Widget

1184

General Ledger System

This is the Asset Breakdown Widget Form which provides a Bar Chart that displays the 5 General Ledger Accounts with the greatest Asset value - based on the Department(s) selected in its Configuration Option Form.

Assign Contracts

343

Contract Tracking System

This is the Assign Contract Form which will be displayed - (if the Contract Tracking System has been activated (the AssignInvoiceToContract option is set to True ("T") in the Company Settings Form) - when Converting a Proposal to an Invoice and/or are Generating an Invoice for a Service Request (Work Order).

Assign SaleItem Groups

133

Accounts Receivable System

This is the Sale Item Group Assignment Form which is used to facilitate the assignment of Sale Item Groups to Sale-Purchase Items.

Attrition Report

134

Accounts Receivable System

This is the Attrition Report dialog which will provide clear, valuable and up to the minute information about your Recurring Revenue and account base stability.

Attrition Types

135

Accounts Receivable System

This Attrition Types Form is used to codify the type of reasons why Recurring Revenues are acquired and/or lost.

Audit Report

350

Micro Key Millennium Series

This is the Audit Report which allows you to specify the Date Range to be reported, the data entries, processes, and changes that occurred (e.g., Forms, Employees, Accounts), and the Type of the Data Related Events that are to be included in the report

Auto Draft

12840

Accounts Receivable System

This is the Auto Draft Setup Form that is used to define how a Subscriber's Recurring Revenue Invoices may be paid automatically using a Credit Card, or Bank Electronic Funds Transfer (see EFT and see Auto Draft Pre-Approved Payments).

Auto Draft Accounts Report

127000

Accounts Receivable System

The Auto Draft Accounts Report dialog provides access to a list of whichever types of these Auto Drafts you need to see.

Auto Draft Preprocessing

347

Accounts Receivable System

This is the Auto Draft Pre Processing Form that provides the means to validate, and if necessary Correct, then Update the predefined Auto Draft information before executing the Auto Draft Pre-Approved Payments process.

Auto Draft Preview

377

Accounts Receivable System

This is the Auto Draft Preview Form which is used to inspect the predefined Auto Draft information associated with Recurring Revenue Invoices before actually executing the Auto Drafting of Pre-Approved Payments procedure.

Auto Service

141

Service Tracking System

This is the Auto Service dialog which is used to automatically create the Service Request Work Orders for the Subscribers who have a Recurring Service Requirement defined.

Average Recurring Revenue

142

Accounts Receivable System

This is the Average Recurring Revenue Report dialog which is designed to help track your Recurring Revenues by amount and category.

Balance Sheet Report Dialog

410

General Ledger System

This is the Balance Sheet report dialog provides a Balance Sheet (i.e., a report listing the Assets, Liabilities and the resulting net Equity for a specified As Of Date, Month and/or Year for any Financial Transactions that were posted after the Set-Up Wizard for the General Ledger System was successfully executed.

Balance Sheet Comparison

1191

General Ledger System

This is the Balance Sheet Comparison report provides a Balance Sheet (i.e., a report listing the Assets, Liabilities and the resulting net Equity for a User specified Month and/or Year for any Financial Transactions that were posted after the Set-Up Wizard for the General Ledger System was successfully executed.

Bank Account Balance Widget

1185

Accounts Receivable System

General Ledger System

This is the Bank Balance Widget Form which displays a Grid showing the Current Balance as listed in of the Bank's Transaction Register Form (Balance may also be found in each Bank Account record defined in the Bank Maintenance Form).

Bank Deposits

145

Accounts Receivable System

General Ledger System

This is the Bank Deposits From which is used to identify which Receipt(s) have been/will be deposited into which Bank(s).

Refer to the Bank Deposits - Depositing Receipts in the Bank and the Receipts chapters for those recommended procedures.

Bank Maintenance Form

146

Accounts Receivable System

Accounts Payable System

Accounts Payable System

This is the Bank Form where you identify the Bank Accounts into which your Receipts will be deposited, from which Payments will be made, and where you define the Electronic Funds Transfer information for any Banks where these types of transactions are used.

Bank Transaction Form

148

Accounts Receivable System

Accounts Payable System

This is the Bank Transaction Form which allows for entries that do not normally have a Sales Invoice or Bill for documentation.  Although General Ledger users can enter these transactions via General Journal Entries, this Bank Transaction Form makes it easier and faster to accomplish - while still creating the appropriate General Journal Entries automatically.  

Bill Form

34000

Accounts Payable System

This is the Bill Form through which the Invoices are recorded for the Purchases, that were made from your Vendors.  Unless you also have User Access Rights to the Vendors Form, you will only be able to View and Search for a specific Invoice, but not add, modify or delete any  of them.

Bill Payer Groups

10100

Accounts Receivable System

This is the Bill Payer Groups Form which allows you to view all Service Locations for the Bill Payer displayed in the Billing Address Form

Billing Address Change Form

tbd

Accounts Receivable System

This is the Bill Payer Form used to identify the appropriate Billing Address of the currently selected Subscriber's Service location.

Billing Cycles Report

152

Accounts Receivable System

This is the Billing Cycles Report dialog which will list those Subscribers that are billed within each of the Recurring Revenue Billing Cycles and for what they are being billed. To be able to access this report, you must have access to at least one other Accounts Receivable System report.

BillPayer Listing

149

Accounts Receivable System

This is the Bill Payer Listing report dialog which provides many options to  specify which Subscribers may be included in the list of Bill Payers.

Bills Due Widget

1176

Accounts Payable System

This is the Bills Due Widget Form which lists those Invoices for Purchases from Vendors which are currently Unpaid and that have a Due Date within  a selected Date Range.

Bills on Payment Hold

54000

Accounts Payable System

This is the Bills on Payment Hold report dialog which provides a list of the Vendors and the Invoices that have been placed on Payment Hold.

Bills -vs- Payments Widget

1186

Accounts Payable System

This is the Bills -vs- Payments Widget Form which provides a Pie Chart view  that compares the Dollar Value of the Bills (Invoices from Vendors) that were received and recorded, versus the Dollar Value of Payments (Paid to Vendors) that were made and recorded - in the Current Calendar Month.

Budget Adjustment

nlu

General Ledger System

This is the discontinued Budget Adjustment Form which is used to modify Budget Line Item(s), as needed, to refine the Budget Calculations that were created using the Budget Declaration Form.

Budget Declaration

nlu

General Ledger System

This is the discontinued Budget Declaration Form which is used to initialize, and subsequently produce the Budget Calculations required to create the Budget Declaration.

Budget Report

nlu

General Ledger System

This is the discontinued Budget Report which provides a summarized Budget versus Actual listing of Sales and Expenses related General Ledger Transactions for the Current, the Quarter To Date and Year To Date Periods, based on the Options that are selected.

Calculate Inventory Item Cost

495

Inventory Tracking System

This is the Calculate Inventory Item Average Cost procedure which is used with the Average Cost of Inventory option is implemented (see the Inventory Valuation Methods chapter for detailed information), for all items identified as an Inventory Item, when the Price In (Average Cost) and (total in stock) Value displayed on the Sale-Purchase Item Form - must be (re-)calculated.

Call Info Lookup

 

Central Station Monitoring

No longer used.

Call List Conditions

634

Central Station Monitoring

This is the Conditions Call tab available on the Subscriber Panel(s) area of the Central Station Data section of the Monitoring tab in the Edit View of the Subscribers Form.

It allows a User to identify an Alarm Condition Code which - when sent by the Selected Subscriber Panel(s) CSID - will utilize a customized People To Call List previously defined as such in the CSID Zone record that has the special combination of Signal ID and Panel Zone dfined here.

Call List by Municipality

10000

Central Station Monitoring

This is the Call List by Town Code report which shows all the various  Municipalities that are providing Emergency Responses to Alarm Signals.

Call List Verification Report

156

Central Station Monitoring

This is the Call List Verification Report used to notify Subscribers of the information currently on file at you Company's Central Station and request from those Subscribers any additions, updates and/or changes as may be appropriate.

Call Listing Report

515

Accounts Receivable System

Accounts Payable System

Prospect Tracking System

This is the Calls Report dialog which allows you to view the time, date, comments and results of Account related Calls to Subscribers, Calls to Vendors, as well as Calls to Prospects - reporting both Incoming and Outgoing contacts.

Call Order Form

157

Central Station Monitoring

This is the Call Order tab in the Subscriber Panels section and is used to revise the sequence in which the People To Call should be contacted during the Notification process.

Call Types

158

Accounts Receivable System

Accounts Payable System

Prospect Tracking System

This is the Call Sources Form that is used to define the various kinds of Telephone Contacts you want to track when documenting Calls to Subscribers, Calls to Vendors, and Calls to Prospects.

Calls Form

180460

Accounts Receivable System

Accounts Payable System

Prospect Tracking System

This is the Calls Form used to create, update and complete the Telephone Calls made to, or by, Subscribers, Prospects and/or Vendors, and to view the history of those Calls.

Cash Flow Report

1478

General Ledger System

There is the Cash Flow Report which provides a Statement of Cash Flow which reports the Description and Amounts of what increased/decreased the Value of your Company's Cash Assets.

To implement this Cash Flow Statement, certain General Ledger Accounts may be assigned to a Cash Flow Group (i.e., Financial, Investing, Operating)

Thereafter, the Cash Flow Report may be created for a designated Period (i.e., most recent Month, Quarter, Year); for the entire Company, or for a specified Division or Division Group.

Cash Receipts Allocation By Division

nlu

Accounts Receivable System

No longer used.

Cash Receipts By Employee

545

Accounts Receivable System

This is the Cash Receipts by Employee Report which provides the detail as to the Type of each Receipt (e.g., Check, Credit Card), the Date and Batch number used when those Receipts were posted, the actual Day they were Posted (if the Receipts entry were back or forward dated), from whom those Receipts came, and the Employee who Posted the Receipt.

Cash Receipts by Sales Category

161

Accounts Receivable System

This is the Cash Receipts by Sales Category report dialog which lists the  paid and allocated dollar volume, and unit volume, of each Sales Category.

Cash Receipts by Salesman

579

Accounts Receivable System

This is the Cash Receipts by Salesman report that is produced based on a selected Date Range, Bank (into which the Receipts were deposited), and/or Division; and lists those Paid Sales by (selected or all) Salesperson(s), by Sales Category and provides other Sales Invoice, Receipt and Allocation information, as well.

Cash Receipts Report

163

Accounts Receivable System

This is the Cash Receipts Report Preview tab which lists when and where your Receipts come from.

Cash Receipts Report Dialog

163

Accounts Receivable System

This is the Cash Receipts Report options tab which allows you to specify exactly which Receipt(s) will be included in the detailed listing of when and where those Receipts were posted.

Cash Receipts Summary By Month

587

Accounts Receivable System

This is the Cash Receipts Summary by Month report which lists each (or a specified) Batch Number and Amount, and the Total Amount received for the specified Month and Year

Cash Receipt Search

938

Accounts Receivable System

This the the Receipt Search Form that provides the ability to look up a Receipt based on the Amount posted, Date posted, or the Check Number recorded.

Cash Receipts Totals

541

Accounts Receivable System

This is the Cash Receipts Totals report which creates a spreadsheet like list of (up to) the past five full years plus the current year for the value of the Receipts that were posted for each Month/Year.

Cash Requirements Report Dialog

42000

Accounts Payable System

This is the Cash Requirements Report dialog which lists each of the outstanding Vendor Bills that must be Paid before a specified Date.

Cash Requirements Widget

1187

Accounts Receivable System

Accounts Payable System

This is the Cash Required Widget which displays the Bills Due, Receipts, and Required Amount (Bills - Receipts = Cash Required) for Today (the default date), the current Week and the current Month.

Central Station Form

10820

Central Station Monitoring

This is the Central Station Data section on the Monitoring tab within the Edit View of the Subscribers Form where a monitored Account is initialized - below which the CSIDs and related information for this Subscriber may be entered in the Subscriber Panels section..

Central Station Off-Line Date

tbd

Central Station Monitoring

This is the Central Station Off-Line Date dialog which, if the User has Access Rights, allows them to take an Account Off-Line, or to return an Account to an On-Line status.

Change Expiring Password

614

Micro Key Millennium Series

This is the Change Expiring Password dialog which is presented if thePasswords Expire? box is Checked in the Company Options tab on the User Options Form, and the allowable number of days to use the current Password has expired.

Change User Password

168

Micro Key Millennium Series

This is the Change Passwords Form in which a User may change their Password.

Chart of Accounts

nlu

General Ledger System

No longer used.

Chart of Accounts History

nlu

General Ledger System

No longer used.

Chart of Accounts History Graph

nlu

General Ledger System

No longer used.

Chart of Accounts Report Dialog

nlu

General Ledger System

No longer used.

Check Register

tbd

Accounts Payable System

No longer used.

Check Register Report Dialog

54100

Accounts Payable System

This is the replacement Check Register report dialog which lists all Check Numbers that have been used within a designated Date Range, including Bank Transactions, Hand Written Checks, and those that were Voided - for a selected Bank or for all of the Bank Accounts that you maintain.

Close GL Period Form

174

General Ledger System

This is the Closing an Accounting Period (Period Close) dialog used for (re-)setting the Closing Stage (i.e., Open, Partially Closed, or GJ Only) of an Accounting Period, as needed.

Commission Adjustment Types

231

Commission Tracking System

This is the Adjustment Types Form that is used to define the Types of Commission Adjustments that will be permitted within the Commissions Tracking System.

Commissions Approval (Invoice)

112002

Commission Tracking System

This is the Approve Commissions dialog accessed by Clicking the Approve Commission Icon located on the Ribbon Menu of the Sales Form.

Commissions Adjustments

622

Commission Tracking System

This is the Commissions Adjustment Form which provides several functions related to the Commission Calculation process including the ability to Look Up previously entered Commission Adjustments, to Add a Commission Adjustment, and to Delete a previously entered Commission Adjustment.

Commissions Approval

623

Commission Tracking System

This is the Commissions Approvals Form which is used to do just that - Approve the Commissions, Bonuses and the net "Dollar" Value of the Banked Commission Points that determines the Commission Payment that is owed to the appropriate Salespersons and Technicians.

Communicator Format Form

180

Central Station Monitoring

This is the Communicator Format Form used to define each of the Communicator Formats being sent by your Subscriber's Alarm Systems.  It also provides the only access point to the Panel Zones Form - to access which, the User must have access provided, also.

Communicator Formats Report

692

Central Station Monitoring

This is the Communicator Formats report dialog and provides a list of all of the Communicator Formats that have been defined with options to include, the Panel Zones for each, the Subscriber's CSIDs that are using each format, and any comments entered for each format.

Company Settings

623

Micro Key Millennium Series

This is the Company Settings dialog accessed through the Company tab on the User Options Form where you may turn certain program features on and off.

Complete Signal

nlu

Central Station Monitoring

No Longer Used.

Condition Code History

632

Central Station Monitoring

This is the Condition Code History report which lists the number of Signals by Condition Code in descending order by volume, and offers a Summary or Detail version (which may be sorted by Control Panel Type or CSID), for All, or a Specified set of (one or more) User Selected Condition Codes.

Condition Code Resolutions

633

Central Station Monitoring

This is the Condition Code Resolutions Form found in the Monitoring section of the General Maintenance Menu

Conditions Codes Report

594

Central Station Monitoring

This is the Condition Codes List report dialog which includes all of the Conditions Codes that have been defined including their Reporting rules.

Contract Form

9100

Central Station Monitoring

This is the Contracts Form appearing as an option on the Subscriber's Subscriber Options Menu which allows the user to identify all of the Central Station Monitoring related Contract Types to which the Account has subscribed.

Contract Type Maintenance Form

186

Central Station Monitoring

This is the Contract Type Form which is used to define the types of contracts (for various Central Station Monitoring related services) which Subscribers are eligible to purchase.

Converted Proposals Report

641

Accounts Receivable System

Prospect Tracking System

This is the Converted Proposals Report Grid which provides a Grid (list) of those Proposals which were converted - within a specified Date Range - to an Invoice, Job, and/or Work Order.

Converted Prospects Report

642

Accounts Receivable System

Prospect Tracking System

This is the Converted Prospects Report provides a Grid (list) of those Prospects which have been converted - within a specified Date Range - to a Subscriber.

Convert Prospect

188

Accounts Receivable System

Prospect Tracking System

This is the Prospect Conversion Form (see this Convert Prospect dialog discussion) that is used to identify certain required Dates, Codes and Settings which are not entered on the Prospect Information Form but are required for a Subscriber record.

Credit Card Payment

22601 (Anchor)

Accounts Payable System

This is the Pay Bill Credit Card dialog accessible from the Bills Form Actions Menu (see the "Credit Card Pay" section in the Bills - Understanding the Bills Form chapter for more information).

Credit Card Balance Widget

1202

Accounts Payable System

This is the Credit Card Balance Widget which provides a summary list in the form of a Grid with all of the identified Credit Cards in use (and their associated Balances)

Credit Card Reconciliation

1477

Accounts Payable System

This is the Credit Card Reconciliation which provides a comprehensive Credit Card Reconciliation dialog with:

i.Two sections at the top: 1) Statement Date and Amount plus Last Reconciled Balance, and 2) Totals for selected Charges and Payments and a Reconcile Now button; and

ii.Two Transaction Lists: 1) the all open Charges for Bills and 2) the Payments made to the Credit Card Company (populated based on the specified Statement Date).

Credit Card Register

648

Accounts Payable System

This is the Credit Card Register dialog accessible from the Register option on the Vendor Options Menu of the Vendors Form that contains a Grid with a list of all the previously posted Payments made on Bills using to the currently selected Credit Card (or Credit Card Company); and any Statements (entered as Bills to the Vendor) from the currently selected Credit Card Company.

Credit Cards

649

Accounts Payable System

This is the Credit Cards Form accessible on the Payables section of the General Maintenance Menu which is used to identify those Credit Cards that will be used to make Payments for Bills,

Credits Issued Report

193 ??

Accounts Payable System

This is the Credits Issued Report dialog which is used to report Credits that have been issued within the Accounts Payable System Receivable System.

Credits Issued Report

54700

Accounts Receivable System

This is the Credits Issued Report report of the Accounts Receivable System that lists what Credit Notes (aka Credit Memos) which have been Applied - within a specified Date Range - to Invoices

CSID Generator

653

Central Station Monitoring

This is the CSID Generator Form accessed from the Create Mass Accounts Form which is used to create the starting point for a numerical series of new CSIDs.

CSID Zone Lookup

 

Central Station Monitoring

No Longer Used.

CSID Zones

12800

Central Station Monitoring

This is the CSID Zone (and CSID Zone Override) Data Entry Form found on the Subscriber's Central Station Data Form's menu.  It is used to define specific details for handling Signals differently than what is defined in Panel Zones when a Communicator Format is assigned, or to define  the Physical Zones pertaining to this Subscriber.

CSID Zones Lookup

nlu

Central Station Monitoring

No Longer Used.

Custom Fields

197

Accounts Receivable System

Prospect Tracking System

This is the Custom Tabs & Fields dialog which allows a User to add an additional tab  with new fields to the Subscriber and/or Prospects Forms.

Custom Pay Increase

196

Accounts Receivable System

This is the Custom Pay Increase Form which allows you to modify the Pay Rate entered as a Custom Pay Amount on the Recurring Revenue Form used to define the Recurring Revenue fees for each Subscriber.

Custom Reports

659

Accounts Receivable System

Central Station Monitoring

This is the Custom Reports creation option.

With access to this Form assigned, the User is able to create new Custom Reports when printing Proposals, Statements, Invoices, and Service Requests.  

Without access to this Form assigned, the User is only able to print the Custom Reports that have already been defined.

Customer Deposit Report

662

Accounts Receivable System

This is the Customer Deposit Report dialog displays a Grid with all of the designated Receipts listed (based on the Option selected) which may be Printed and/or Exported, as needed.

Customer Ranking Report

661

Accounts Receivable System

This is the Customer Ranking Report which provides a Bar Chart and Legend identifying the Top 5 (10, or 20) Customers based on one of three User selected criteria (Recurring Revenue, Invoices, or Receipts) within a User designated Date Range.

Database Backup

143

Micro Key Millennium Series

This is the Backup Database Form within MKMS which facilitates the copying of the database and log files used by this application to a separate location on your network.

Database Validation

1074

Micro Key Millennium Series

This is the Validate Database Form that is used to check that your database has no errors.

Dealer

118

Central Station Monitoring

This is the Dealer Form which is used to identify each Alarm Dealer for whom you are providing Contract Monitoring Services.

Dealer Breakdown Report

92000

Central Station Monitoring

This is the Dealer Breakdown Report dialog:

Summary format lists the number of Accounts that are on-line for each Dealer, and how many that are new, were canceled, reported, and did not report, within a specified Date Range.

Detail format includes the CSID, Subscriber, Report Frequency, Town Code, Date On Line and Last Signal Received information, also.

Dealer Code Listing

596

Central Station Monitoring

This is the Dealer Code Listing report dialog which is a simple report that itemizes each Dealer entered in the system.

Dealer Technicians

10401

Central Station Monitoring

 

This is the Dealer Technicians Form (which offers the same functionality as the Tech Details button on the Security tab of the Employees Form and on the Dealers Form) where the Names and related Password and Contact information of the Dealer Technicians who are employed by an Alarm Dealer, and are therefore allowed to perform service work on that Dealer's Accounts.

Dealer Users

204

Central Station Monitoring

Dealer Module

This is the Dealer User Maintenance Form where the Dealer's Authorized Persons, who are to be permitted access to the Dealer Access Connection, must be identified.

Deferred Revenue

667

Accounts Receivable System

This is the Deferred Revenue (Daily View) which provides a listing in a Grid format of the pending Deferred Revenue records including the associated General Ledger information (those Recurring Revenue Sales Invoices that have yet to be recorded as fully Earned) which may be Printed as a report, and/or Exported to a Spreadsheet file.

Deferred Revenue Report

217

Accounts Receivable System

This is the Deferred Revenue Report dialog that provides a list of the pending Deferred Revenue records which may be Printed as a report, and/or Exported to an Excel style Spreadsheet.

Deferred Revenue Start Up

678

Accounts Receivable System

General Ledger System

This is the Deferred Revenue Start Up dialog is used to properly initialize the Deferred Recurring Revenue feature within MKMS Accounts Receivable module and - if the General Ledger module is Registered - in the General Ledger System.

This option that only appears if the DeferRecurringRevenue option is set to False ("F") in Company Settings dialog which is accessible from the Company tab of the User Options Form.

Deleted Entities

968

Accounts Receivable System

Accounts Payable System

This is the Review Deleted Entities Form (Only available to the System Administrator i.e., ADMIN) which offers a dialog that allows for the selection by Date Range - based on either the Deletion Date or the Document's Creation Date - of a List of those Entities (e.g., Invoices, Receipts) which have been manually deleted by an authorized User from within MKMS.

Departments

208

General Ledger System

This is the Departments Form This is the Departments Maintenance Form used to create new Departments utilized by the General Ledger System where each Department's Names and their Department Numbers are defined.

Determine Excessive Services

18810

Service Tracking System

This is the Determine Excessive Services report dialog that, based on the parameters you enter, lists those Subscribers who have had an excessive number of Service Requests within a specified time period and includes each Subscriber, the Work Orders, the Technicians who performed the services, the Charges (or Costs) of providing that service and, optionally, the description of the Services Performed.

Disbursements Form

210

Accounts Payable System

This is the Disbursements Form which is used to globally review all outstanding Invoices and then Check off those to be paid thereby completing both the Payments and the Allocation process in one step.

Dispatched Alarms Widget

1188

Central Station Monitoring

This is the Dispatched Alarms Widget which provides a list of the most recently Dispatched Alarms from your Central Station based on the selected Configuration Options for Dispatch Type and Date Range.

Division Groups

9200

Accounts Receivable System

This is the Division Groups dialog which allows you to identify those Divisions that belong to each of these Division Groups.

Each Division may belong to one or more Division Groups

Each Division Group may have any number of Divisions as members within that Group.

Certain Accounts Receivable System Reports allow for filtering, or for  record selections, based on what Division Code is assigned to the Subscriber and the Division Group to which that Division Code belongs.  These reports are:

oAccounts Receivable (As Of) Report

oAttrition Report

oAverage Recurring Revenue Report

oAccounts Receivable Funding Report (discontinued)

Divisions

18880

Accounts Receivable System

This is the Divisions Form which is used to create new Divisions, and optionally, Custom Invoice Headers for each of those Divisions which may  then be used within Accounts Receivable System to allow for the identification of Multiple Offices within the same Company, and/or for implementing Dealer Billing.

Documents

212

Accounts Receivable System

Accounts Payable System

Prospect Tracking System

This is the Documents Form which allows certain types of electronic documents (and or  the location of those documents) to be linked to, or attached to, a Subscriber, Prospect, Job Costing and/or Vendor record.

Additionally, there are several other places the Documents Form is available such as the Installed Equipment, Employees and Sale-Purchase Items Forms.

E-mail Invoices

699

Accounts Receivable System

This is the E-mail Invoices dialog which is presented when E-mail is selected as a Print Option on an Invoice Form, or from within the Print Invoices report dialog.

Additional information pending.

Earned Commissions

694

Commissions Tracking System

This is the Earned Commissions Report which provides a list of the Sales Commissions, Bonuses, the Value of the Commission Points that have been Earned during a specified Date Range for All or a specified set of (one or more) Salespersons or Technicians.

Earned/Deferred Revenue

217

Accounts Receivable System

This is the Deferred Revenue report dialog which lists the Earned and Deferred Revenues that are automatically calculated as part of the Recurring Revenue Billing procedure.

Edit Pending/On Hand Values

218 ??

Inventory Tracking/Job Costing System

This is the Edit Warehouse Inventory Values Form allows you to (Re-)Set the rules for Re-ordering Inventory Items, and allows you to Adjust one or more of the Inventory Count(s) displayed in the Warehouse Inventory Form for an Inventory Item based on the results from taking a physical Inventory count.

Electronic Contracts

697

Micro Key Millennium Series

The is the Electronic Contracts maintenance Form which is used to define various Types of Electronic Documents (e.g., W-9 Form, Employee Alarm Installer License Application, Income Tax Organizer)  that will be stored as a PDF file and be available, as needed, for providing  information to Prospects, Subscribers, Vendors, Governments, etc.

Electronic Payments

709

Accounts Receivable System

The is the E-Payments Form with which the User may Validate and/or Authorize an E Check and/or Credit Card Payment for the currently selected Subscriber, Sales Invoice, and/or Service Request.

Electronic Signature

90301

Security & Access Management

This is the E-Signature field and associated dialog located on the Personal tab of the Employee Form.

Eligible for Service Contract

219

Service Tracking System

This is the Eligible for Service Contract report which has not pre-dialog (except a simple Y/N question) and then displays the report on-screen of all those Subscribers that may be sold a Service Contract.

Employee Appointment Editor

702

Micro Key Millennium Series

This is the New Appointment editor Form that is used to schedule an appointment which is to be included in the Employee Calendar.

Employee Appointment Widget

1177

Micro Key Millennium Series

This is the My Appointments Widget which lists - based on the selected Configuration Option - the Appointments for Today or the current Work Week (Mon - Fri) that have been previously entered for the current User.

Employee Codes

221

Micro Key Millennium Series

This is the Employee Codes List dialog which provides a list of all of your Employees and includes their Employee Type, Telephone Number and optionally, their Social Security Number.

Employee Group Report

223

Security & Access Management

This is the Employee Group Report which provides a list of all Employee Groups and optionally, the Form Names to which each are assigned access, the Access Rights for each Form and the Employee Members of each group.

Employee Groups

493

Security & Access Management

This is the Employee Groups Form which is used to define the Security and Access Rights for groups of Employees based on areas of responsibility and/or their specific job.  

Once the Employee Groups are defined, assigning that Employee Group to the appropriate Employee record (within the Employee Form's Security tab) will allow that Employee to inherit all of the Security  and Access Rights assigned to that Employee Group.

Note: This task can only be performed by the ADMIN User.

Employee Hired/Terminated

1550

Micro Key Millennium Series

This is the Employee Trace dialog which is a fully functioning Grid dialog - accessed using the Employee Hired/Terminated option on the Reports Menu - provides a list of the Employees based on their Hire, Termination, or original Entry Date, and may then be viewed, sorted, filtered, reconfigured, printed, emailed, and/or exported.

Employee Maintenance Form

225

Security & Access Management

Accounts Receivable System

Accounts Payable System

Central Station Monitoring

Prospect Tracking System

Service Tracking System

This is the Employee Form, including all of its tabs, used to define your Company's Employees, assign certain Security settings, and enter data relating to each Employee's acquired Skills, their Hourly Pay Rates, work Schedule, etc.  

Each module has its own unique data entry tab(s) that are filled in as part of the start-up procedures for that module.

Employee Schedules

220

Micro Key Millennium Series

This is the Employee Calendar Form which provides an easy to use interface that shows Employee Appointments and Tasks in the familiar Daily, Multi-Day or Monthly appointment calendar format, with Recurring Appointments and automatic Appointment Reminder functions included.

Employee Teams

974

Accounts Receivable System

Commission Tracking System

This is the Sales Teams Form which is used to identify the "Sales Teams" that may exist within your Company.

If this Team concept is used within your Company, each Commission Eligible Salesperson or Technician must be assigned to a Sales Team (Employee Team) using the Drop-Down Selection List provided on the Security tab of the Employee Form.

Encrypted Data Edit/Entry

708

Accounts Receivable System

Central Station Monitoring

Security & Access Management

These are the Encrypted Data Edit/Entry sub-forms that are used in the Personal tab of the Employee Form, the Medical Information Form, the Auto Draft Setup form, the Acquisitions Form and the Bank Maintenance Form, etc., throughout MKMS to enter specific types of data in Secure Fields.

Equipment Form

18870

Service Tracking System

This is the Installed Equipment Form which is used to identify all of the major components of a Subscriber's Alarm System (and other special features that are installed) including serial numbers, warranty expiration, description, location and the system type of each component.

Equity Breakdown Widget

1189

General Ledger System

This is the Equity Breakdown Widget which provides a Bar Chart that displays up to a maximum of 5 General Ledger Accounts with the greatest Equity value - based on the selected Configuration Option.

Event Lookup

237

Central Station Monitoring

The is the Events Lookup dialog accessed from the Panel Information Menu on the Sub Info (F2) Form and is used by Operators who need to view the History of Events plus the supervisory information previously defined for the currently selected Subscriber in the Events Form (see below)

Events Form

19020

Central Station Monitoring

This is the Events sub-tab in the Subscriber Panels section of the Monitoring tab on the Subscriber Form's Edit View which is used to enter supervisory information for each Subscriber whose CSID is an Active (Supervised or not) Account.

Excessive False Alarms

597

Central Station Monitoring

This is the Excessive False Alarms report dialog which provides a detailed analysis of who, what, and when these False Alarms occurred.

Excessive Signal

714

Accounts Receivable System

Central Station Monitoring

This is the Excessive Signal data grid which is used to:

1.Filter by Date/Time Range with certain Exclusions, and set parameters for Locally Monitored (In-House) Accounts to identify which Accounts which will be subject to Invoicing based on the pre-established allowed Maximums.

2.Create Invoices for those Dealers (or those Dealer's individual Subscribers) who have exceeded their allotment for the allowable number of Signals (i.e., Active, Passive and/or Total) transmitted to your Company's Central Station within a designated Date/Time Range.

3.Optionally, Export the Excessive Signals data to a Spreadsheet.

Excessive Signals

92100

Central Station Monitoring

This is the Excessive Signals report dialog which will create the report based only on those Alarm Signals received within the Date Range specified, and either all Accounts that are not being monitored for an Alarm Dealer (or are being monitored for an Alarm Dealer but do not have signal count limitations set in their Dealer Form) and have exceeded the signal count limitations established in the Excessive Signals Report dialog for Active and Passive Accounts; or only those Accounts being monitored for a specific Dealer, based on the signal limitations that have been established on its Dealer Form.

Expenses Breakdown Widget

1190

Accounts Payable System

General Ledger System

This is the Expense Breakdown Widget which provides a Pie Chart and Legend that displays up to the 5 General Ledger Accounts with the greatest Expense value - based on the Department(s) selected in Configuration Option.

Expiring Contracts

9300

Accounts Receivable System

Central Station Monitoring

This is the Expiring Contracts report dialog which lists all of the Subscribers whose monitoring related Contracts are about to, or have already, expired based on the Date Range specified.

External Services

717

Accounts Receivable System

Prospect Tracking System

This is the External Service Form which allows a User to identify a Web Site address they want to be directly accessible from within the Subscribers and/or Prospects Form.

Failed To Test Report

244

Central Station Monitoring

This is the Failed to Test Report which lists the Accounts which have their automatic system test requirement currently in a Failed State.

False Alarm Tracking

Account Maintenance

245

Central Station Monitoring

This is the False Alarm Tracking Account Maintenance Form that allows you to designate which Subscribers are to be specifically tracked for the number of False Alarm Signals they may transmit before being subject to a Fine or No Alarm Response.

False Alarm Dispatch Tracking

246

Central Station Monitoring

This is the False Alarm Dispatch Tracking Form which provides an easy to use interface to retrieve, review and properly identify - as to whether or not an Alarm Signal was False - all of the Alarm Signals for which an Operator has initiated an actual Dispatch.

Financial Summary Report

724

General Ledger System

No longer used.

This was the Financial Summary report which graphs the Year-End General Ledger Account Balance for one selected General Ledger Group for a specified Year, or for up to a specified Date within the Current Year.

Fix Term Recurring Revenue

726

Accounts Receivable System

This is the Fix Term Recurring Revenue Report which lists those Subscribers who have Fix Term Recurring Revenue record(s) defined that are still Active (or all Fix Term Recurring Revenue records, including those that are now Inactive) and shows the details of those Fix Term Recurring Revenue records - including any outstanding Balance - with this data presented as a Grid

Floor Plans

728

Central Station Monitoring

Located within the the Subscriber Panels section of the Monitoring Tab this is the Floor Plan tab where User may attach a Floor Plan image file to the Selected Subscriber Panel CSID.

FmLabelDlg

320

Accounts Receivable System

This is the Labels printing dialog, the basic purpose of which is to create mailing Labels for (selected) Subscribers.  In its more advance format, it provides several tools to help you create customized label sets based on your own specifications.

FmLaserCheck

nlu

Accounts Payable System

No longer used.

Form 1099 Report

247

Accounts Payable System

This is the Form 1099 Report dialog which provides a list of the Vendors whose Payments dollar volume threshold was exceeded within a specified Date Range.

General Journal Form

251

General Ledger System

This is the General Journal Entries Form where individual Transactions may be entered manually, when required.

General Journal Report Dialog

77000

General Ledger System

This is the General Journal Listing report dialog which provides - on a month by month basis, a report of all transactions that were manually entered using the General Journal Form.

General Journal Templates

736

General Ledger System

This is the General Journal Templates Form provided to expedite your repetitive General Journal adjustment entries, and thereby ensures they are posted in the same manner each time.

General Ledger Detail Report

254

General Ledger System

No longer used.

This was the General Ledger Detail report dialog which provides a detailed listing of the transactions that were automatically created by the Accounts Receivable and Accounts Payable modules as well as entries made through the General Journal.

General Ledger Report Dialog

262

General Ledger System

No longer used.

This was the General Ledger report dialog which offers no options.  It is what it is - your Company's General Ledger.

Generate Passcodes

746

Central Station Monitoring

This is the Generate Passcodes Form which allows an authorized User to overwrite existing, or create new, Passcodes for a selected Subscriber's People To Call, or the People To Call for all Subscribers assigned to a specific Dealer.

GL Account Maintenance Form

253

General Ledger System

This is the General Ledger Accounts Form in which your Company's Chart of Accounts are defined.

GL Default Setup (deprecated)

743

General Ledger System

This is the General Ledger Setup Wizard opening dialog that will prompt the Accounting Administrator to Click the Next button.

GL Setup Wizard (deprecated)

743

General Ledger System

This is the continuation of the General Ledger Setup Wizard.

GL Group Maintenance From

255

General Ledger System

This is the General Ledger Groups Form used to define Group Names which allow you to sub-divide the five basic Account Types for financial transactions into sub-groups.  These General Ledger Group names will appear as sub-headers - shown with their own individual sub-totals - when any of your financial statements are printed.

GL Checkpoints

742

General Ledger System

This is the General Ledger Checkpoints dialog that is used to create and track manually and system created Checkpoints data, as needed or when a Month or Year is Closed.

Global Phone Replacement Form

269

Central Station Monitoring

This is the Global Phone Replacement Form that allows the User to change a Telephone Number anywhere it is entered either in the People To Call and/or Town Codes Form.

Global Search

2270

Micro Key Millennium Series

Accessed by Pressing Ctrl+F2, this is the Global Search dialog within which an authorized User may view the contents of any Table within the MKMSDefault.db database file.

Group Access Rights

nlu

Security & Access Management

No longer used.

HID Firmware

tbd

Access Control

This is HID's Access Control system's Firmware Form.

History By Resolution

 

Central Station Monitoring

This is the History By Resolution report dialog which provides a list of any Signal Activity based on a selected Resolution Code.

Holiday Report

5903

Central Station Monitoring

This is the Holidays report dialog which provides a listing of all the user defined Holidays that have been entered.

Holidays

275

Central Station Monitoring

This is the Holidays Form in which you define all of the Holidays that your Company's Subscribers celebrate - and therefore may require a change in their normally scheduled supervised Events.

Identity Theft/Extended Services

nlu

Central Station Monitoring

No longer used.

This set of Extended Service features were being developed for specific Companies and will generally be unavailable until they become "generic" enough to be made available to all MKMS users.

Income and Expense Report

nlu

General Ledger System

No longer used.

This is the Income -vs- Expense report that graphs the Income and Expense totals by comparing the results of selected Years, or comparing a range of Months spanning one or more selected Years.

Income -vs- Expense Widget

1192

Accounts Receivable System

Accounts Payable System

General Ledger System

This is the Income -vs- Expenses Widget which provides a Bar Chart that compares Income (Sales Invoices to Subscribers) to Expenses (Bills for Purchases from Vendors) entered within the most recent three months, based on the Department(s) selected in Configuration Option.

Initialize GL Balance

74302 (Anchor)

General Ledger System

This is the Initialize GL Balances dialog within the General Ledger Setup Wizard.

Initialize GL Setup

743

General Ledger System

This is the Initialize Setup dialog within the General Ledger Setup Wizard.

Installed Equipment

1500

Service Tracking System

This is the Installed Equipment dialog which is a fully functioning Grid dialog that provides a list of the Installed Equipment previously identified for each Subscriber which may then be viewed, sorted, filtered, reconfigured, printed, emailed, and/or exported.

Installed Equipment Codes

218

Central Station Monitoring

Service Tracking System

This is the Installed Equipment Codes Form which is used to define each major component that could be used during the installation of a Subscriber's Alarm System. The following may be added, when appropriate:

The instructions for HOW TO DISARM A SYSTEM

The instructions for HOW TO BYPASS A ZONE

 

Once these Installed Equipment items are defined, you will be able to:

Select these items for each Subscriber while using the Installed Equipment Form to enter what was actually installed in their system.

Choose to list the Installed Equipment in each Subscriber’s Alarm System as an option on the Subscriber Information Forms report.

Automatically enter the Installed Equipment Code into a Subscriber's Installed Equipment Form when an Inventory Item is Installed for that Subscriber and recorded in the Job Costing System.

Insurance Form

283

Accounts Receivable System

Service Tracking System

Central Station Monitoring

This is the Insurance information Form that is used to identify the Insurance Company(s) used by the Subscriber for property and casualty protection coverage, and to print Alarm Certificates.

Invalid Phone Numbers

603

Central Station Monitoring

This is the Invalid Phone Numbers report dialog which provides a list of each Telephone Number that was identified as an Invalid Phone Number by an Operator as they were Verifying an Alarm Signal during Signal Processing through the assignment of a Verification Response code which, when defined in the Verification Response Form, had the Response Type of Invalid Phone # Checked.

Inventory Adjustments Report

9010

Inventory Tracking System

This is the Inventory Adjustments Report dialog which provides a printed record of changes made in the Edit Warehouse Inventory Values Form which allows you to adjust one or more of the Inventory Count(s) displayed in the Warehouse Inventory Form for an Inventory Item.

Inventory Delivery Report

769

Inventory Tracking System

This is the Inventory Delivery report which provides a list of Inventory Items that are expected to be received within a specified Date Range, and may be limited to a specific Part and/or a specific Warehouse.

Inventory Kits Reorder Report

9020

Inventory Tracking System

This is the Inventory Reorder - Kits report (the report dialog's title is Kits Reorder Report) found on the Inventory Tracking Reports menu which provides a list of each User Defined Kit, its component parts, and - based on the available number of components required for each Kit - the actual Quantity On Hand of each Kit.

Inventory Kits Report

9030

Inventory Tracking System

This is the Inventory Kits report (the report's dialog is titled Kits List with Components) provides a list of the Kits, and all of the components  required to make up those Kits.

Inventory Listing Report

9040

Inventory Tracking System

This is the Inventory Listing report dialog which provides a complete list of your Inventory Items - customized based on the choices you make

Inventory Price Sheet Report

9050

Inventory Tracking System

This is the Inventory Retail Price Sheet report dialog which provides a list of all Inventory Items with retail pricing, part number and description, and preferred Vendor.

Inventory Purchased/Pending Report

9060

Inventory Tracking System

This is the Inventory Purchased/Pending Report dialog which provides a list of all Inventory Items purchased (optionally, limited to the Date Range specified) with Cost, Quantity and Purchase Date information.

Inventory Reorder Report

9070

Inventory Tracking System

This is the Inventory Reorder Report which provides a list of all Inventory Items that should be reordered based on the Quantity On-Hand versus the Reorder Level quantity.

Inventory Replacement Value

7270

Inventory Tracking System

Accounts Receivable System

This is the Inventory Replacement Value dialog which lists those Sale-Purchase Items identified as Inventory Items with the associated On Hand quantities, Warehouse, replacement Cost, and Total (current) Value - presented as a Grid

Inventory Tracking Reports

299

Inventory Tracking System

This Inventory Tracking Reports chapter which provides a description and access to all of the Inventory Tracking Reports menu's options.

Inventory Transfer

775

Inventory Tracking System

This the Inventory Transfer Report which lists the details of those Inventory Items which have been Transferred from one Warehouse to another, within a Date Range specified by the User, with this data presented as a Grid.

Inventory Usage

771

Inventory Tracking and Job Costing System

Service Tracking System

 

This is the Inventory/Materials Drop-Down Info Box, accessible from the Service Request Form, that is available if the Work Order that was created had Inventory recorded.

Inventory Usage Report

9000

Inventory Tracking and Job Costing System

This is the Inventory Usage report dialog which lists all Inventory Items used within the Dates specified.

Inventory WIP

9080

Inventory Tracking and Job Costing System

Service Tracking System

This is the Inventory WIP report which lists all Inventory Items' Counts that were transferred to Work In Progress via a Job or Work Order entry, executed within the Date Range specified, and subject to certain filtering and selection options.

Inventory Worksheet

9090

Inventory Tracking System

This is the Inventory Worksheet report dialog which provides an Inventory List that is designed to facilitate a manual inventory count.

Inventory/Job Costing Setup

298

Inventory Tracking and Job Costing System

This is the initial Setup Wizard used to initialize the Inventory Tracking & Job Costing systems.

Invoice Comments Search

303

Accounts Receivable System

Use this Search Invoice Comments Form to locate any Invoice containing a specific phrase in its Comments field.

Invoice Export

304

Accounts Receivable System

Use this Invoice Export Form to create a text file with selected Recurring Billing Invoices to have a sub-contractor perform the necessary printing, stuffing and mailing.

Invoice Line Item Detail

777

Accounts Receivable System

The Invoice Line Item Detail dialog - accessed on the Subscriber Options Menu's Invoices sub-menu - displays a list of all Detail Line Items entered for Invoices associated with the currently selected Subscriber.

Invoice Listing

305

Accounts Receivable System

This is the Invoice Listing Form which allows the User to view all, or a designated set, of the Invoices (Sales) made to a Subscriber, based on a selected Date Range, and their Paid or Unpaid status, and includes the Invoice header information, the detail line items of those Invoices, and the ability to print this information.  

User must also have access rights to the Invoice Listing by Subscriber Form.

Invoice Listing by Subscriber

tbd

Accounts Receivable System

This is the printed Invoice Listing by Subscriber available using the Print button on the Invoice Listing Form noted above.

User must also have access to the Invoice Listing Form.

Invoice/Bill History

11201 (Invoice Anchor)

48102 (Bill Anchor)

 

Accounts Receivable System

Accounts Payable System

This is the the View History option provided on Subscriber's Invoices Form and the View History option provided on Vendor's Bills Form, which - in both cases - lists what has been modified since the Bill/Invoice was initially entered and saved.

Invoices -vs- Collected Widget

1193

Accounts Receivable System

This is the Invoiced -vs- Collected Widget which provides a Pie Chart view  that compares the Dollar Volume of Sales that were Invoiced versus the Amount of Receipts that were Collected within the Current Calendar Month.

Invoices Form

10200

Accounts Receivable System

This is the Sales Form used to enter new sales to Subscribers and also provides access to the Subscriber Search By Invoice feature.

Invoice Statements

778

Accounts Receivable System

This is the Invoice Statements report which provides a list of Open Invoices (only Invoices with a Balance that is Unpaid), printed using its own unique Format, and available for either the currently viewed Subscriber or All Subscribers.

Issue Refunds

949

Accounts Receivable System

This is the Refunds Form that is accessible (using the Refunds button) from within the Receipts Form which allows you to Issue a Refund for a previously recorded Deposit.

Itemized Receipt Allocation

11610

Accounts Receivable System

This is the Itemized Receipt Allocation Form which allows you to specifically Allocate a Receipt to designated Line Items on an Invoice.

The User must also have the Receipt Allocations Form assigned in their Employee Group or with User Access Rights.

ItsPayd Account Assignment

784

Accounts Receivable System

This is the ItsPayd Account Maintenance Form which is used to identify the Subscribers (Accounts) whose data will be exported to the ItsPayd system for collection.

ItsPayd Export

786

Accounts Receivable System

This is the ItsPayd Submit Export File dialog which is used to generate a spreadsheet (".csv") file containing the Invoices data that is to be exported and used by the ItsPayd collection system.

ItsPayd FTP Configuration

787

Accounts Receivable System

This is the ItsPayd FTP Configuration dialog which is used to do just that - define the appropriate FTP configuration for transmitting a large data package to ItsPayd (see ItsPayd Submit Export File below).

ItsPayd Submit/Receive File

785

Accounts Receivable System

Under Development - This is the ItsPayd Import Payment File dialog

 

 

 

Job Aging

1281

Inventory Tracking and Job Costing System

This is the Job Aging As Of fully functioning Grid dialog which pprovides a listing of the Balances still owed on Job Costing records, based on a User specified As Of Date, and may be Printed as a report, and/or Exported to an Excel style Spreadsheet.

Job Cost Info

nlu

Inventory Tracking and Job Costing System

No longer used.

This is the Legacy menu's Job Cost Information Form which is no longer supported for creating new Jobs but may be used to view and update older Job Costing records.

Job Costing

502

Inventory Tracking and Job Costing System

This is the master Job Costing Form which contains several tabs that allow the Job to be defined, estimated, updated, expensed, installed, and billed.

Access to this Form must be assigned when using the Reserved Inventory Report.

Job Costing Reports

nlu

Inventory Tracking and Job Costing System

No longer used.

This is the Job Cost Reports dialog used for reporting the Legacy menu's Job Cost Information Form which is no longer supported for creating new Jobs but may be used to view and update older Job Costing records.

Job Inventory Usage

nlu

Inventory Tracking and Job Costing System

No longer used.

Job Inventory Multi Usage

78201 (Anchor)

Inventory Tracking and Job Costing System

This is the Job Invoice Multi Usage dialog - When the Use Inventory option is selected on the Item List sub-tab of the Inventory tab of the Job Costing Form, the Job Invoice Multi Usage dialog will be displayed.  The User may identify each Inventory Item that has been used on a Job, the Warehouse from which is was taken, how many were used, and whether that item should be inserted into the Subscriber's Installed Equipment Form.

Job Invoice Schedules

nlu

Inventory Tracking and Job Costing System

No longer used.

This is the Job Invoice Schedules Form accessible from within the Legacy menu's Job Cost Information Form which is no longer supported for creating new Jobs but may be used to view and update older Job Costing records.

Job Listing Aging As Of

1282

Inventory Tracking and Job Costing System

This is the Job Listing Aging As Of dialog which provides a listing in a Grid format of the Job Costing records which have not been Completed. The records are initially sorted by their Start Date, and for each Job Costing record It shows the number of days between the Estimated Completion Date and an As Of date enter by the User.

Job Listing Report

311

Inventory Tracking and Job Costing System

This is the Job Listing report dialog which provides a complete list of all Jobs that have been entered in the Version 2.0 Job Costing Form.

Job Listing Summary

nlu

Inventory Tracking and Job Costing System

No longer used.

However, access to this Form must be assigned when using the Reserved Inventory Report.

Job Profit Summary

312

Inventory Tracking and Job Costing System

This is the Job Profit Summary report dialog which is configurable in many ways, and provides a Profit & Loss type of report for One or All Jobs.

Job Task Invoicing

788

Inventory Tracking and Job Costing System

This is the Job Task Invoicing dialog access that allows you to select the Job Tasks with an unbilled balance to be Invoiced automatically by using the Generate Invoices button on that Job Task tab.

Job Tasks Aging As Of

1479

Inventory Tracking and Job Costing System

This is the Job Tasks Aging As Of report which provides an Open Job Task listing (an Open Job Task does not have a Completed date entered) in a Grid format with (among much other data) the Age (in Days) of those Job Tasks, based on the number of Days between the Estimated Completion Date (entered on the Job Task line item) and a User specified As Of Date, and may be Printed as a report, and/or Exported to an Excel style Spreadsheet.

Job Task Report

4078

Inventory Tracking and Job Costing System

This is the Job Tasks Report dialog which provides a list (in a Grid format) of Job Tasks which may be filtered based on the Job Task's (1) Start Date, (2) Estimated Completion Date, or (3) Completed Date; and the list may include All Job Tasks, only Completed Job Tasks, or only Not Completed Job Tasks; and it may be Printed as a report, and/or Exported to an Excel style Spreadsheet.

Job Types Maintenance

315

Inventory Tracking and Job Costing System

This is the Job Types Form where each type of Job that you install may be defined.  When starting a new Job using the Job Costing Form, the Job must be assigned one of these Job Types.

Job Work Sheets

316

Inventory Tracking and Job Costing System

This is the Job Work Sheets report dialog which provide a detailed (selectable) listing of all Job Costing entries for a selected Job, or All Jobs.

Job Work Sheets Grid

1280

Inventory Tracking and Job Costing System

This is the Job Work Sheets (New Grid) dialog which provides a listing in a Grid format of the Job Costing records based on a User specified status of the Start and End Date fields, and may be Printed as a report, and/or Exported to an Excel style Spreadsheet.

Jobs Not Invoiced

nlu

Inventory Tracking and Job Costing System

No longer used.

Labels

320

Accounts Receivable System

Central Station Monitoring

This is the Labels printing dialog that is used to create mailing Labels for (selected) Subscribers, and in its more advance format, it provides several tools to help create customized label sets based on User specifications.

Late Fee Generation Form

154

Accounts Receivable System

This is the Late Fee Invoice Generation Form that charges Late fees automatically based on a selected Late Fee Group where the percentage rate, grace period, minimum charge is defined.

Late Fee Group Maintenance

322

Accounts Receivable System

This is the Late Fee Group Maintenance Form which allows selected filtered sets of Subscribers to be assigned to a specified Late Fee Group.

Late Fee Groups

179460

Accounts Receivable System

This is the Late Fee Groups Form where the percentage rate, grace period, minimum charge for Late fees are defined.

Lead Sources

324

Accounts Receivable System

Prospect Tracking System

This is the Lead Source Form which allows you to define the Sources of Sales Leads that you want to be able to track.  

A Lead Source code is assigned to each Prospect and Subscriber record.

Lead Type

325

Accounts Receivable System

Prospect Tracking System

This is the Lead Type Form which allows you to define the Sources of Sales Leads that you want to be able to track.  One of these Lead Type codes is assigned to each Prospect and Subscriber record.

Leads Analysis Report

5964

Accounts Receivable System

Prospect Tracking System

This is the Leads Analysis Report dialog which provides a list of all (or by specific categories) of your Lead Categories based on the Sales Leads that were received within a specified Date Range.

Leads by Source

795

Prospect Tracking System

This is the Leads by Source Report dialog which provides a Summarized (or Detailed) listing of the Value of the Sales made to Subscribers based on each Account's identified Lead Source(s) (optionally by specified Lead Source(s), specified Company Division(s), and/or within a specified Date Range), and which may include or exclude any associated Recurring Revenues Sales in that Value calculation.

Leads by Salesperson

129350

Accounts Receivable System

Prospect Tracking System

This is the Leads by Salesperson report dialog which provides a list sorted by Salesperson, then listed with the Subscribers and/or Prospects and, optionally, with the Proposals and actual Invoices that were created.

Leads Report

6069

Accounts Receivable System

Prospect Tracking System

This is the Leads Report dialog which provides a list of which Subscribers and/or Prospects were produced from all (or a selected portion) of your Leads that is sorted by Lead Sources, sub-divided by Lead Type, and includes the number of Proposals and actual Invoices that were created as a result of these Leads.

Ledger Card Report Dialog

329

Accounts Receivable System

 

This is the Ledger Card report dialog, only available from within the Subscriber Information Form via the Reports button, that provides either a Contemporary or Traditionally formatted Ledger Card for the currently selected Subscriber.

Liability Breakdown Widget

1194

Accounts Receivable System

Accounts Payable System

General Ledger System

This is the Liability Breakdown Widget which provides a Bar Chart that displays the 5 General Ledger Accounts with the greatest Liability value - based on the Department(s) selected in Configuration Option.

Loss Prevention Disposition Maintenance

1116

Central Station Monitoring

Loss Prevention

This is the Violation Disposition Form which was initially developed for a specific Company and may be unavailable until it becomes "generic" enough to be accessible to all of our users.

The Violation Disposition Maintenance Form is used to define the Disposition of an incident recorded using the Loss Prevention feature.

Loss Prevention Incident Categories

762

Central Station Monitoring

Loss Prevention

This is the Incident Categories Form which was initially developed for a specific Company and may be unavailable until it becomes "generic" enough to be accessible to all of our users.

The Incident Categories Maintenance Form is used to define the Category of an incident recorded using the Loss Prevention feature.

Loss Prevention Violations Maintenance

308

Central Station Monitoring

Loss Prevention

This is the Alcohol/Tobacco Violations Form which was initially developed for a specific Company and may be unavailable until it becomes "generic" enough to be accessible to all of our users.

It will be in the Alcohol/Tobacco Violations Maintenance Form that will used to define the Type of Violation of an incident recorded using the Loss Prevention feature.

Manual Alarm Entry

813

Central Station Monitoring

This is the Manual Alarm Entry dialog used for practicing, training, or actually processing signals from Receivers that are or are not yet connected to SPA (or SPA is off line for service), you will need the capability to initiate an Alarm Signal or any other event manually.

Manual Contact

638

Communications Module

This is the Manual Contacts feature dialog which provides the ability to contact a person on the Call List, an Employee, a Dealer or a Subscriber immediately via a Pager or Email message when the Communications Module is active.

Manual Signal Detail

812

Central Station Monitoring

This is the Manual Signal Detail Form which allows you to enter additional information relating to a select Alarm Signal in the Alarm History Lookup Form.

Marketing Areas

338

Accounts Receivable System

Prospect Tracking System

This is the Marketing Area Form which allows you to define the Originating City or Region that you want to be able to track.  A Marketing Area code is assigned to each Prospect and Subscriber record.

Mass Account Creation

189

Central Station Monitoring

This is the Mass Account Creation Form used to create a block of new accounts for an Alarm Dealer.

Medical Information

341

Central Station Monitoring

This is the Medical Information section - located at the bottom of the Monitoring tab on the Subscriber record's Edit View - where a Client's Medical Information is entered for each Subscriber that is being Monitored for this purpose.

Missing Checks

819

Accounts Payable System

This is the Missing Checks dialog that is used for Identifying, Listing, and Printing a list of Missing Check Numbers for a Selected Bank.

MKMS GL Setup Wizard - Mandatory Account Declaration

808

General Ledger System

This is the Mandatory Account Declaration Form which is initially completed when using the Set Up Wizard to start the General Ledger System, or later to Modify those Account Declarations.

Modify Package Points

tbd

Accounts Receivable System

Prospect Tracking System

This is the Modify Package Points is defined as a separate Form but is actually used so that specific Access Rights may be individually granted to the Package Points field on the Proposal Packages Form.

Monitored Accounts List

604

Central Station Monitoring

This is the Monitored Accounts List report dialog which lists the Monitored Accounts you have in each Account Type, and totals, calculated based on the total number of Subscribers, or the total number of Subscriber Panels (CSIDs) that are defined.

Month Close - Accounts Payable

173

Accounts Payable System

This is the Month Closing dialog for the Accounts Payable System -

This AP Month Closing Process is only required when the General Ledger System is not active (i.e., the General Ledger Setup Wizard has not been successfully executed)..

Month Close - Accounts Receivable

172

Accounts Receivable System

This is the Month Closing dialog for the Accounts Receivable System - This Accounts Receivable System - Month Closing Process is only required when the General Ledger System is not active (i.e., the General Ledger Setup Wizard has not been successfully executed).

Month Close - General Ledger

nlu

General Ledger System

No longer used.

This is the old General Ledger System Month Closing Menu Option.

Multi Field Search

847

Accounts Receivable System

Service Tracking System

Central Station Monitoring

The is the special Subscriber Multi-Field Search dialog which is accessible from anywhere within both MKMS and MKMSCS by Pressing Ctrl+Alt+F, and provides a powerful and amazingly fast Subscriber record locator, coupled with the ability to open the associated Subscriber Form (or the Sub Info (F2) Form in MKMSCS)

Net Worth Report

853

General Ledger System

No longer used.

This was the Net Worth report which graphed the Assets and Liabilities for a selected Date Range and displayed the Company's Net Worth for each reported Month and/or Year.

New Account Approval

1565

Accounts Receivable System

Prospect Tracking System

This was the New Account Approval Form (with a Form title of Account Approval) that provides a list of those Proposals entered by a Salesperson via MKSales or from within MKMS, which need to be reviewed/approved/rejected by your Company's Sales Manager.

New Appointment Form

128

Service Tracking System

This is the Appointment Editor Form used in the Technician Scheduling Form to enter a new, or modify an existing Service related Appointment.  The User must also have access to the Technician Schedules (New) Form to access the Appointment Editor.

New AP As Of

131

Accounts Payable System

This is the new Accounts Payable As Of Form which provides an anytime "look-back" Listing of Vendors (and the Aging information for any Outstanding Balance owed to those Vendors) the results of which may be produced (i.e., Viewed, Printed, Exported) for any As Of Date  in the past for which Purchase and Payment records have been entered in the MKMS Accounts Payable System module.

New AR As Of

137

Accounts Receivable System

This is the new Accounts Receivable As Of Form which provides an anytime "look-back" Listing of Subscribers (and the Aging information for any Outstanding Balance owed by those Subscribers) the results of which may be produced (i.e., Viewed, Printed, Exported) for any As Of Date (i.e., Today, or any previous Date in the past for which Sales Invoice and Receipt records have been entered in the MKMS Accounts Receivable System module).

No Service Since

18940

Service Tracking System

a)This is the No Service Since report dialog which provides a list of Those Subscribers with an active extended Warranty/Service Agreement, or

b)All Subscribers, who have had No Service Since a date you specify (usually one year ago).  

This No Service Since list may also be produced as Mailing Labels.

No Signals Since Report

373

Central Station Monitoring

This is the Panels with No Signals Since report dialog which provides a list of all Subscribers (or just the Subscriber's being monitored for a specific Alarm Dealer) from whom you have not had an Alarm Signal transmitted since a date of your choosing.

Non Restored Accounts

356

Central Station Monitoring

This is the Non-Restored Accounts function that is accessed from the Central Station Maintenance Menu option which is used to View and, if appropriate, Clear any Signals that are known to have restored, but were not automatically removed from the Non Restored Signals Drop-Down Information Box.

Non-Restored Alarms

90500

Central Station Monitoring

This is the Non Restored Alarms report dialog which will list those Alarm Signals that reported Alarm Conditions that need to be reported as having been corrected, but have not yet done so.

Notification List

1280004 (Anchor)

Central Station Monitoring

This is the Notification List dialog - used by Companies who have implemented the Communication Module - which allows each CSID Zone (and CSID Zone Override) to have an additional Notification List for Paging and/or Emailing a notification of this event, if needed.

Online/Offline Report

199460

Central Station Monitoring

This is the Online/Offline Report dialog which provides an up-to-date calculation of how many accounts came on line, and how many went off line, in the Date Range you specify.

Open Service Requests

18950

Service Tracking System

This is the Open Service Requests report dialog which provides a clear, comprehensive and selective method to view all of your pending Service Requests.

Open/Close Report

93100

Central Station Monitoring

This is the Open and Close Report dialog which provides selectable detailed information for Openings and Closings which may be selected based on a Date Range, selected Subscribers and Dealers.

Operator Activity

608

Central Station Monitoring

This is the Operator Activity report dialog which provides a list of each Alarm Signal to which an Operator had to respond, limited to a specific Date Range, plus Stack Maintenance and MKMSCS Security Log In/Log Out actions.

Operator Activity Crosstab

883

Central Station Monitoring

This is the Operator Activity Crosstab report dialog which provides two views (i.e., Operator Activity Count Crosstab, Operator Activity Seconds Crosstab) based on Date Range filtered Operator Activity data.

Operator Activity New

884

Central Station Monitoring

This is the Operator Activity New report dialog which provides two views based on a Date Range, and selected Alarm Code(s), and/or Operator(s) filtered Operator Activity data; and Grouped by the Operator, Alarm Condition, or Load Type (e.g., Stack, Auto, Related).

Operator Efficiency Report

880

Central Station Monitoring

This is the Operator Efficiency Report dialog which provides the means to track Alarm Signal processing efficiency based on how long, on average, that an Operator takes to actually process Alarm Signals or re-processing signals that were previously placed On Hold.

Operator Polling

885

Central Station Monitoring

This is the Operator Polling report which provides analysis based on a Date Range, and optionally selected Operator(s) filtered Operator Activity data to evaluate their work load and efficiency.

Order Job Inventory

78202 (Anchor)

 

Inventory Tracking and Job Costing System

This is the Order Inventory dialog which, after identifying the Vendor and Warehouse to which this Ordered Inventory should be shipped, Creates a Purchase Order for the Selected Inventory Item(s) and, once ordered, automatically Transfers that information to the Inventory Reserved tab

Pager Service

371

Central Station Monitoring

Communications Module

To Page Events within the Communications Module you must identify the Pager Services that will be used for this purpose. This is the Pager Service Form where you identify those service providers.

Panel Connection Maintenance

890

Central Station Monitoring

This is the Panel Connections Maintenance Form that is used to assign Panel Connections to groups or sets of Subscribers based on selectable common characteristics (all having the same type of Control Panel, same Town Code, same Receiver, are being monitored for the same Alarm Dealer, etc.).

Panel Connections

891

Central Station Monitoring

This is the Panel Connections Form which allows you to define all of the Types of Connections that your Subscribers' Alarm System's Control Panels use to Communicate with your Receiver(s).  One of these are assigned to each CSID in Subscriber Panels.

Panel Connections Report

889

Central Station Monitoring

This is the Panel Connections Report which provides a list of each Type of Panel Connection that is identified as being in use (on the Subscriber Panel(s) section of the Central Station Data Form), and the quantity of those Subscriber Panel CSIDs that are assigned to each.

If required, a detailed list of each Subscriber and CSID combination that is assigned to each Panel Connection Type may be printed.

Panel Zones

372

Central Station Monitoring

This is the Panel Zones Form which is used to document the generic set of Alarm Signals can be sent by the associated Communicator Format, and the Operator Guided Responses or Action Plans that specify the appropriate Signal Processing Procedure.

Access to the Communicator Formats Form is also required.

Panel Zones Lookup

 

Central Station Monitoring

No longer used.

Parts List Warehouse Transfer

89305

 

 

 

Service Tracking System

Inventory Tracking and Job Costing System

This is the Parts List Warehouse Transfer dialog which is used to Transfer one or more Inventory Item(s) previously identified on a Work Order's Parts List tab from its current Warehouse location to a different Warehouse.

Pass Code Labels

375

Central Station Monitoring

This is the Pass Code Labels dialog which are created to identify each Pass Code assigned to an individual entered in People To Call Form for each Subscriber being monitored for an Alarm Dealer, and, if All Dealers is selected, for the Company's own Subscribers that are not being monitored for a Dealer.

Passcode Search

894

Central Station Monitoring

This the Passcode Search dialog which allows an Operator to quickly validate a Password provided by a Subscriber, someone on the Call List, an Alarm Dealer, or an Alarm Dealer's Technician.

Pay Bill by Credit Card

22601 (Anchor)

Accounts Payable System

This is the Pay Bill Credit Card dialog which is for making a Payment to a Vendor from within the Bills Form using a Credit Card by accessing the Credit Card Pay option on that Bills Form's Action Menu

Pay Groups Maintenance Form

11800

Accounts Receivable System

This is the Pay Groups maintenance Form which allows you to establish the pre-set Pay Rates for the Recurring Revenue records defined for each Subscriber's Recurring Revenues.

Pay Import (Generic)

761

Accounts Receivable System

This is the generic Payment Import Form use to accommodate custom designed payment import file field definitions.

PayGroup Change

129200

Accounts Receivable System

This is the Pay Group Change Form which allows you to globally reset one or more of the Pay Rates established in the Pay Groups Form.

Payment Allocations

127

Accounts Payable System

This is the Allocations Form for the Accounts Payable System and is used to Apply Payments and/or Credits to specific Vendor Bills.

Payment Gateways

899

Accounts Receivable System

This is the Pay Integrator Gateways Form, the information from which is used to identify the appropriate Login Names, Passwords, and Special Instructions required to be predefined before using the E-Payments Form to charge E-Checks and Credits Cards for a selected Subscriber.

Payment Import

278

Accounts Receivable System

This is the Regulus Import Payment Form which is used to import a file containing Receipts provided in the Regulus Import file format.

Payments Form

36000

Accounts Payable System

This is the Payments Form accessed by the Payments option on the Vendor Form's Vendor Options Menu.  

The Payments Form is - used when Paying Bills - to request that a Check be printed, and also to record previously created Hand Written Checks.

Payroll Import

279

General Ledger System

This is the Import Payroll dialog that allows you to import the transactions required to post your Payroll expenditures into the General Ledger System as a batch of transactions contained in one, specially formatted, text file.

Payment List

 

Accounts Payable System

No longer used.

People To Call Maintenance Form

12700

Central Station Monitoring

This is the People To Call Form which allows you to enter the contact and password information for individuals who are available for Notification purposes.

Pipeline Analysis Report

1278

Prospect Tracking System

This is the Pipeline Analysis Report dialog which is a fully functioning data grid that lists Subscribers and/or Prospects who have a Lead Date and Status identified, and/or who have a Proposal enter which has not been converted.

Pipeline Snapshot

1276

Accounts Receivable System

Prospect Tracking System

This is the Pipeline Snapshot Widget which lists information on up to 10 Proposals to Prospects and/orSubscribers and is displayed as a Tabular List or Bar Chart, based on selected Configuration Options.

Place Accounts On Test

386

Central Station Monitoring

This is the Panel Tests dialog used to enable an Operator in MKMSCS, or any authorized User within the MKMS application to Place an Account on Test.

PO Line Items To Bill

456

Accounts Payable System

When using the Bill It Icon on the Purchase Order Form, to create a Bill for the Items that were Received, this is the PO Line Items To Bill dialog - opened using the Bill It Icon - that displays what is to be billed and has a Generate Bill option to create the Bill for the selected PO Line Items.

PO Line Items List

4200

Accounts Payable System

This is the PO Line Items List report which is a fully functioning Grid dialog provides a list of the Purchase Order Detail Line Items listed with their Purchase Category, Date of Purchase,Vendor, Warehouse, etc.,  and may then be viewed, sorted, filtered, reconfigured, printed, emailed, and/or exported.

Positive File Export

1172

Accounts Receivable System

This is the Wells Fargo Positive File Export utility.

Post Auto Drafts

389

Accounts Receivable System

This is the Post Auto Drafts Form that will Automatically Draft Pre-Approved EFT and Credit Card Payments for previously billed Recurring Revenues.

See the Auto Draft Pre-Approved Payments chapter for a complete explanation.

Post Deferred Revenue

907

Accounts Receivable System

General Ledger System

This is the Post Earned Revenue dialog which is used to periodically calculate, distribute, and post Deferred and Earned Revenues to the appropriate General Ledger Accounts' balances in the Transaction File and Account Register

Post Pending Credits/Deposits

391

Accounts Receivable System

This is the Post Pending Credits & Deposits Form that is used to automate the process of locating each Deposit (a Receipt that has yet to be Allocated to an Invoice) and unused Credit Memo, and applying those to the appropriate unpaid Sales Invoices.

Predefined Messages

394

Central Station Monitoring

Communications Module

This is the Predefined Messages Form where Text Messages incorporating macro substitution methodology (similar to a Mail Merge document) are defined.  These are sent via Email through the Communications Module for special Notifications.

Pricing Mark Up Group Maintenance

909

Accounts Receivable System

Prospect Tracking System

This is the Pricing Mark Up Groups Form which is used to create any number of Mark Up Percentages, and then assign each a Description and a system ID number.  These are then, optionally, assigned to Prospects and/or Subscribers.

When a Prospect and/or Subscriber is assigned to a Pricing Mark Up Group, these Mark Up Percentages are then used, in lieu of the default Price defined on the Sale-Purchase Item Form, to calculate the amount to be charged on a Proposal, or the price being billed on a Sales Invoice.

Print Checks Dialog

44000

Accounts Payable System

This is the Print Checks dialog which allows you to specify the Bank from which these Checks will be paid, whether you'll make Disbursements for  one or all Vendors, and the starting Check Number.

Print Invoices

12200

Accounts Receivable System

This is the Print Invoices report dialog which allows you to (selectively) (Re-)Print (Unprinted) Invoices, as needed.

Print Proposals

6095

Accounts Receivable System

Prospect Tracking System

This is the Print Proposals dialog which allows you to selectively print Proposals, as needed.

Print Purchase Orders

nlu

Accounts Payable System

No longer used.

Print Schedules

1043

Service Tracking System

This is the Print Technician Schedules dialog is accessible from within the Technician Scheduling form, or from the Service Tracking Reports menu, and provides for All Technician's Schedules or a specific Technician's Schedule for the Date(s) you select.

Print Time Sheets

542

Service Tracking System

This is the Time Sheets report dialog which provides a "pay-week" style report for each Technician for your selected dates including hours, Work Orders that were Completed, W.O. # and Daily Totals.

Profit And Loss Comparison

920

General Ledger System

This is the Profit & Loss Comparison report which compares Revenue to Expenses for All or a selected set of (one or more) Departments, and/or a selected set of (one or more) Divisions, for a chosen Custom Date Range, or for one of the predefined Accounting Periods; reporting the net difference between each of those Periods (or the Month within those Years) as the Profit (or Loss - if those Expenses are greater than the Revenue) for each of the reported Years/Months.

Profit & Loss w/Budget Comparison

nlu

General Ledger System

No longer used.

This is the discontinued Profit & Loss with Budget Comparison report (also referred to as an Income Versus Budget Report) which compares Revenue to Expenses for All or a selected set of (one or more) Departments, for the Current Month and Year to Date, or optionally for a selected Month and Year to Date; reporting the Budget Variance for each General Ledger Account and/or Account Group.

Profit & Loss Report Dialog

764

General Ledger System

This is the Income Statement (a.k.a.Profit & Loss Statement report) dialog, which provides a comparison between your Revenue and your Expenses showing the net difference as the Profit (or Loss, if the Expenses are greater than the Revenue).

Profit and Loss Yearly  View

4150

General Ledger System

This is the Profit & Loss Yearly View report that is presented in a grid format for a User chosen Year and includes:

1.A list of each Sales and Expense Account (with or without a balance) for the entire Company  

2.Each Account's Balance and Net Profit/Loss are shown for each month.

3.A YTD Totals column is also included for each Account along with the net Profit/Loss for the Company's whole Year .

Progressive Billing Reports

nlu

Inventory Tracking and Job Costing System

No longer used

This was a Job Costing related Report used by the Legacy Job Costing System that is no longer available.

Proposal Approval

854

Prospect Tracking System

Accounts Receivable System

This is New Account Approval dialog which provides a list of those Proposals which have been entered by a Salesperson via MKSales

Proposal Expiration Report

6098

Prospect Tracking System

Accounts Receivable System

This is the Proposal Expiration report dialog which will provide a list of any Proposal (for a Prospect and/or a Subscriber) that will expire within the specified Date Range.

Proposal Packages

405

Prospect Tracking System

Accounts Receivable System

This is the Proposal Packages dialog which allows the creation of set system installation packages that are used to speed the entry of Proposals for Prospects and/or Subscribers.

Proposal Paragraphs

406

Prospect Tracking System

Accounts Receivable System

This is the Proposal Paragraphs Form that is used to create Headers and/or Footers that may easily be inserted into a Proposal.

Proposal Recurring Billing

437

Prospect Tracking System

Accounts Receivable System

This is the Proposed Recurring Revenue Form accessible on the Recurring Items tab of the Proposals Form which is used to define the Recurring Monitoring & Services that may be purchased along with the proposed system.

Proposal Report

1279

Prospect Tracking System

This is the Proposals (Grid) dialog is a fully functional data grid which lists all existing Proposals (for Subscribers and Prospects) within a User specified Date Range with those Dates based on a User Selected Type of Date (i.e., Creation or Expiration Date).

Proposals

6093

Accounts Receivable System

Prospect Tracking System

This is the Proposals Form used to enter a Proposal for a Prospect and/or a Subscriber.

Prospect

228

Prospect Tracking System

Accounts Receivable System

Because the Prospect Information and the Subscriber Information Forms are strongly linked together internally (Prospects may be instantly converted to Subscribers), both of these Forms are assigned the same internal Form Name.

Prospect Address

923

Prospect Tracking System

This is the Prospect Addresses Form used to define an additional "Billing" or "Home Office" address for an existing Prospect.

Prospect Filters

tbd

Prospect Tracking System

This is the Prospect Filters dialog - accessible from several Forms and reports - which establishes a User Defined selection of Prospects.

Prospect Information Report

928

Prospect Tracking System

This is the Prospect Information report dialog which provides two report formats (Full Information and Short List), and additional options to limit which Prospect(s) will be listed by using a Prospect Filter.

This report is available on the Quick Access Menu on the Prospects Form, and as a Prospect Tracking Reports menu option.

Prospect Listing

6094

Prospect Tracking System

This is the Prospect Listing report dialog which provides a list of Prospects that you may view or print (to paper or a file) at will and offers Filtering capability and the advanced Prospect Filters (described above).

Prospect Status Maintenance

929

Prospect Tracking System

This is the Prospect Status Maintenance Form which is used to define a set of descriptions for identifying the Prospect record's current Status within the Sales Cycle.

Purchase Analysis Report

35000

Accounts Payable System

This is the Purchase Analysis Report dialog which provides quick, and easy to understand, Answers to some pretty complex information such as what was purchased, when it was purchased, and from Which Vendors it was purchased, within your specified Date Range.

Purchase Category Codes

418

Accounts Payable System

This is the Purchase Categories Report dialog which lists all Purchase Category Codes that are assigned a Type of either Purchase or Both. and includes its normal price, and if using the General Ledger System, the assigned General Ledger Account.

Purchase Order Form

40000

Accounts Payable System

This is the Purchase Order Form which enables you to enter the exact items you wish to Purchase designating the specific Vendor from whom it will be Purchased, at an agreed upon price, and optionally, for a specified Job.

Purchase Order Listing Report

420

Accounts Payable System

This is the Purchase Order Listing report dialog which lists the Purchase Orders for product and service acquisitions allowing you to better track your spending by incorporating this process into a Purchasing Procedure.

Purchases by Month by Year

932

Accounts Payable System

This is the Purchases by Month by Year Report which provides a graphic analysis and tabular (spreadsheet like) chart summarizing the value of those Purchases made each month for the last five years.

Purge Alarm History

423

Central Station Monitoring

This is the Purge Alarm History dialog that is used to Delete all Alarm Signal History recorded prior to a specific Date.

Purge Appointments

424

Service Tracking System

Accounts Receivable System

This is the Purge Appointments Form is where you may delete certain Appointments from the Appointments History table.

This function purges all Appointments  - both those created using the Technician Appointment Editor and the Employee Calendar.

Purge Audit Data

933

Micro Key Millennium Series

This is the Purge Audit Data dialog which is used to Delete all Audit History recorded prior to a specific Date.

Purge Reminders

425

Accounts Receivable System

Accounts Payable System

Prospect Tracking System

The Purge Reminders Form is used to purge Reminder records based on a selected Date Range, and/or a Reminder Type, and/or a specific Employee.

Quarterly Budget Comparison

nlu

General Ledger System

No longer used

This was the Quarterly Comparison Budget report which provided Budget versus Actual listing of Sales and Expenses related General Ledger Accounts for the selected Year and optionally, filtered for a Specific set of (one or more) Departments, based on the Options that are selected.

Quality of Sales Report

934

Accounts Receivable System

The Quality of Sales report provides a Bar Chart along with a detailed Legend that provides an analysis of the Quality of the Accounts Receivable being added - viewed over a one year period ending in a specified Month and Year.

Quick Data Entry Selections

936

Central Station Monitoring

As part of the Quick Data Entry procedure, this is the Select a Template dialog used to Select a previously defined Quick Subscriber Data Entry Template using the Drop-Down Selection List provided.

Quick Data Entry Templates

807

Central Station Monitoring

This is the Manage Templates Form used to define the generic setup of an account when using the Subscriber Quick Data Entry feature.

Quick Note Form

427

Central Station Monitoring

This is the Quick Notes Form that is used to pre-define commonly used Notes and/or Phrases that Operators use to document a specific action taken or completed for an Operator Guided Response or Action Plan step.

Quick Work Orders

428

Service Tracking System

Central Station Monitoring

This is the Quick Work Order Form which is used to enter a Service Request with the minimal amount of effort, and is accessible by an Operator from within MKMSCS and by any authorized User from within MKMS.  

Receipt Allocations

126

Accounts Receivable System

This is the Receipt Allocations Form which provides the means to apply Receipts from Subscribersto specific Sales Invoices.

Receipt List

nlu

Accounts Receivable System

No longer used.

Receipt Posting

nlu

Accounts Receivable System

No longer used.  See Receipts Posting(*) below.

Receipts By Payment Method

 

Accounts Receivable System

This is the Receipts By Payment Method report which provides a summary list of all or a selected set of (one or more) Receipts by Date, for each Day within a specified Date Range of All, or filtered for a selected set of (one or more of the 8) Payment Methods

Receipts Posting(*)

390

Accounts Receivable System

This is the new Receipt Posting Form which offers two ways to identify the source of the Receipt (by the Invoice Number that was Paid or by the Subscriber who paid it), then Posts it to the Subscriber's account, and Allocates it to the appropriate Invoice(s) - all in one step!

Receipt Queue Processing

tbd

Accounts Receivable System

This new set of features are currently Under Development.

Receipt Transfer

132

Accounts Receivable System

This Receipts Transfer Form is used to Assign Receipts representing those Regulus Imported Payments sent by a third party collector, bank, lock box service, etc. which did not post automatically.

Receipts By Payment Method

567

Accounts Receivable System

This is the Cash Receipts by Payment Method report dialog which provides  a summary list of Receipts by Date, for each Day within a specified Date Range of All, or a selected set of (one or more of the 8) Payment Methods

Receipts Form

11600

Accounts Receivable System

This is the Receipts Form which is used to post payments from Subscribers and to Bounce Checks and Issue Refunds.

Receiver Distribution Report

10460

Central Station Monitoring

This is the Receiver Distribution Report dialog that lists the CSIDs that are on-line for each Receiver / Receiver Line combination which also groups the information based on the User Defined Receiver Group.

Receiver Groups

435

Central Station Monitoring

This is the Receiver Groups Form that is used to define any number of Groups, and indicate the Receiver IDs and their related Line Card Numbers which are to be included in each Group.  

The Receiver ID, and Line field data entered in the Subscriber Panels section of the Monitoring information Form is used to identify the group's members that are actually attached to each Line Card and Receiver within each of the Receiver Groups.

Reconcile Bank Accounts Form

147

Accounts Receivable System

Accounts Payable System

This is the Bank Reconciliation Form which is used to reconcile the the Receipts, Payments, and other Bank Transactions that have affected your Bank balance.

Recurring Service Preview

445

Service Tracking System

This is the Recurring Service Preview report dialog which allows you to Print and/or View a preview of the list of the Work Orders that will be generated for a specific month when the Auto Service (Automatically Generate Service Requests) function is executed.

Recurring Purchase Preview Report Options

55000

Accounts Payable System

This is the Recurring Purchases Preview report dialog which allows you to list the Recurring Purchases that will need to be paid in the up-coming (selected) month.

Recurring Purchases

31000

Accounts Payable System

This is the Recurring Purchases Form which is used to set up the rules for the automatic creation of the Invoices for the Recurring Purchases representing expenses that repeat on a regular cycle for the same amount.

Recurring Purchases List

440

Accounts Payable System

This is the Recurring Purchases List report dialog which provides a complete list of all of the Recurring Purchases that have been defined.

Recurring Revenue Audit

439

Accounts Receivable System

This is the Recurring Revenue Audit Form which Lists those Subscribers who have had certain actions taken (Inserts, Edits and/or Deletions) associated with the Company's Recurring Revenue data and Auto Billing process which is presented as a Grid

Recurring Revenue Billing Cycles

436

Accounts Receivable System

This is the Recurring Billing Cycles Form which allows you to divide your Subscribers into billing groups so each Billing Group may be Invoiced for their Recurring Revenue at different times of the month and/or for different purposes (such as those that pay automatically with credit cards or whose invoices are to be sent via e-mail).

Recurring Revenue Billing History

1070001

Accounts Receivable System

This is the Recurring Revenue Billing History Grid accessible from the Recurring Revenue Form which displays a Grid List of all Recurring Revenue Billing records for this Recurring Billing item that were Invoiced to (and/or subsequently Deleted form) this Subscriber .

Recurring Revenue Breakdown

441

Accounts Receivable System

This is the Recurring Revenue Breakdown report dialog which provides a list sorted by General Ledger Department, and with each Department, by the Billing Frequency (Monthly, Quarterly, Annually, etc.) of each Recurring Revenue item and may be limited to a specific Department, Billing Frequency and/or Start Date.

Recurring Revenue Form

10700

Accounts Receivable System

This is the Recurring Revenue Form used to define the rules for billing Recurring Revenue to pay for the on-going monitoring and other services that your Company provides for each of your Subscribers.

Recurring Revenue Preview Report Options

442

Accounts Receivable System

This is the Recurring Revenue Preview report dialog which list the Recurring Revenue items that will be billed to Subscribers within the   Specified Billing Period and Billing Cycle.

Referral

449

Accounts Receivable System

Prospect Tracking System

Referral Tracking starts with the Referred By Form. This Referred By Form is used to document when Subscribers, Prospects (or both) have referred an additional Subscriber or Prospect to you.

Referrals

5967

Accounts Receivable System

Prospect Tracking System

This is the Referrals Report dialog which lists those Subscribers, Prospects (or both) who have referred an additional Subscriber or Prospect to you.

Refunds

949

Accounts Receivable System

This is the Refunds dialog opened on the Receipts Form using the Refund button which allows a Refund to be recorded (both on the Receipts Form and in the General Ledger System).

Release Inventory

295

Inventory Tracking and Job Costing System

This is the Reassign Inventory Form which is used to Release Inventory items that were previously Reserved, but are no longer needed for that purpose and so should to be returned to an In-Stock status.

Reminder Item

954

Accounts Receivable System

Accounts Payable System

Prospect Tracking System

This is the Reminder Item Form which is used to Enter, Edit and Complete a Reminder entry.

Reminder Resolutions

451

Accounts Receivable System

Accounts Payable System

Prospect Tracking System

This is the Inactive Reminder Resolutions maintenance form that is used to enter the Definitions of how your Reminders are completed.

Reminder Types

452

Accounts Receivable System

Accounts Payable System

Prospect Tracking System

This is the Inactive Reminder Types Form which is used to define the Categories of the Reminders you want to track.

Reminders

453

Accounts Receivable System

Accounts Payable System

Prospect Tracking System

This is the Reminders Form, an available option on the Subscribers and Prospect Form's General Quick Access Menus, which allows you to view a list (within a specified Date Range) of Reminders for the currently selected Subscriber or Prospect, and quickly enter a Reminder Item related to this Subscriber or Prospect.

Reminders Manager

955

Accounts Receivable System

Accounts Payable System

Prospect Tracking System

This is the Reminders Manager Form which allows the User access to all filtering options used to customize a list of Reminder records enabling that User to selectively add, update, and complete Reminder records, as needed.

The User must have access to the Reminder Item Form to add, update, and complete Reminder records.

The User must also have access to the Reschedule Reminders update  Reminder records.

Reminders Reports

6089

Accounts Receivable System

Accounts Payable System

Prospect Tracking System

This is the Reminders Report dialog which provides a list of all (or a selected set) of the Reminder records.

Report Writer

nlu

Micro Key Millennium Series

Available but No longer actively supported.

Reschedule Reminders

45301 (Anchor)

Accounts Receivable System

Accounts Payable System

Prospect Tracking System

This is the Reschedule Reminders dialog, accessible using the

ReSchedule button on the Reminders Form, that allows you to change the Date of a Reminder, when necessary.

Reserve Inventory

78203 (Anchor)

Inventory Tracking and Job Costing System

This is the Inventory Reservation Form, accessible on the Item List sub-tab of the Inventory tab found on the Job Costing Form, . Once that Inventory is Reserved it is automatically inserted into the Inventory Reserved sub-tab of that Job.

Reserved Inventory Report

 

460

Inventory Tracking and Job Costing System

This is the Reserved Inventory Report dialog which provides a list of all Inventory Items that have been Reserved for Jobs, or specific items reserved for specific Jobs.

The User must also have access to the Job Costing Form, Job Listing Summary, and Job Cost Reports.

Reset Automatic Service Form

59305 (Anchor)

Service Tracking System

This is the Reset Service Start dialog which is displayed when Completing a Service Request if the Work Order being completed represents a Service and/or Inspection Procedure for which that Subscriber has an Auto Service Requirement defined and the service work prefromed also completed that Inspection Requirement..

Resolutions

461

Central Station Monitoring

This is the Resolution Codes Form that is used to provide Operators a set of precisely defined reasons (the Description assigned to the Resolution Code) for halting the Dispatch for, or for indicating the Completion of, an Alarm Signal.

Response Ticket Analysis

nlu

Central Station Monitoring

No longer used.

This was the Response Tickets Analysis Form where you define a selection criteria to specify which Response Ticket(s) you want to subsequently view, update, complete and/or invoice.

Response Time

92400

Central Station Monitoring

This is the Response Time report dialog which provides a calculation of how long - on average - it takes your Operators to respond to an Active Signal for those signals processed within the specified Date Range.

Revenue by Month and Year

204460

Accounts Receivable System

This is the Revenue by Month & Year report dialog which provides a long range view of your Company's Gross Revenues - separated month over month, and year over year, to help identify your strong and weak months (if such a pattern exists); and the growth (or lack of it) of your gross annual revenue.

Revenue by Type and Year

205460

Accounts Receivable System

This is the Revenue by Type & Year report dialog which provides a long range summary of your Company's Revenue Growth - for Recurring Revenues, Sales for non-recurring Sales Categories, All Sales, or a User Defined Set of Sales Categories. summarized annually for each Sales Category Code and for all Years in which sales data has been recorded.

Review Audit

966

Micro Key Millennium Series

This is the Review Audit Form which provides a dialog where the records -  created in Forms that (among others) were assigned the Access Right of A (Audit) in the Employee Groups and User Access Rights Forms - are available for viewing.

Review GJ Transactions

969

General Ledger System

This is the Review GJ Transactions Form which provides a multiple Data Grid interface to Review, Modify, and/or Reverse a set of Financial Transactions previously entered in the General Journal.

RMR Rate Changes

971

Accounts Receivable System

This is the RMR Rate Changes - a fill featured data grid - which lists (based on a User Defined Date Range) When, by Whom, and by what Amount the Rates had been charged for any Recurring Revenue record.

Run Auto Billing Form

10720

Accounts Receivable System

This is the Auto Billing Form that allows you to run the Automatic Recurring Revenue Billing procedure.

Run Automatic Payments Form

388

Accounts Payable System

This is the Auto Payment Form which will Automatically Post & Pay Recurring Purchases (by inserting the necessary Invoices in the Bills Form and Paying them using monies from the selected Bank account and making the appropriate entries in the Payments form) for the selected Payment Period, following the rules set up in the Recurring Purchases Form.

Sale and Purchase Items

Maintenance Form

11400

Accounts Receivable System

Accounts Payable System

This is the Sale-Purchase Items Form where all of your Sales Categories, Recurring Revenue Types, Inventory Items, and Purchase Categories are defined.

Sale Item Check (Auto Billing)

1072001 (Anchor)

Accounts Receivable System

General Ledger System

This is the Unassigned Sale Items (Deferred Revenue) dialog used by General Ledger System Users:

Sale Item Check (Auto Billing) - When the Auto Billing procedure is started, each Recurring Revenue (Auto Billing) record is examined to ensure that each has the an Unearned Revenue GL # General Ledger Account assigned to the associated Recurring Revenue Sale-Purchase Item.

If one or more Auto Billing records are found to not have the recommended Deferred Revenue General Ledger Liability Account identified, an Unassigned Sale Items (Deferred Revenue) dialog (i.e., the Sale Item Check (Auto Billing) Form) will be displayed.

The User must then identify the appropriate GL Number(s).

Sale Item Groups

466

Accounts Receivable System

This is the Sale Item Group Form which allows you to define any number of Group Names that may later be assigned to Sale-Purchase Items.  Once Sale-Purchase Items have been assigned to a Sale Item Group, they are able to be easily located either individually within a Drop-Down Selection List, or - if you have a very long list - more rapidly using the Advanced Sale Item Lookup function.

Sales Analysis

1196

Accounts Receivable System

This is the Sales Analysis Widget which displays Sales (Report and Non-Report) for Today, the Current Week and the Current Month, and which may be filtered by Division and/or Salesperson.

Sales Analysis Report

12400

Accounts Receivable System

This is the Sales Analysis Report dialog which provides a list of Sales by Sales Category Code (summed both by Non-Inventory Sales and Sales of Inventory Items), the Subscribers to whom they were sold, all presented within the specified Date Range.

Sales Breakdown Widget

1197

Accounts Receivable System

General Ledger System

This is the Sales Breakdown Widget which provides a Bar Chart that displays up to 5 General Ledger Accounts with the greatest Sales value -  within the Department(s) selected in Configuration Option.

Sales Category Codes

470

Accounts Receivable System

This is the Sales Category Codes (report) list which has no Options dialog and simply lists all of the Sale-Purchase Items that have been defined.

Sales Taxes Breakdown Report

472

Accounts Receivable System

This is the Sales Taxes Breakdown Report dialog which provides the detailed information for Taxing Authorities that have multiple Local Option Sales Tax Rates.

Sales Taxes Collected Report

19120

Accounts Receivable System

There are two ways to report and pay Sales Taxes: remit the Sales Tax on an "As Collected" or an "As Billed" basis. This is the Sales Taxes Collected Report dialog which provides a list of the Sales Tax that were assessed on an "As Collected" basis.  

Sales Taxes Invoiced Report

19130

Accounts Receivable System

There are two ways to report and pay Sales Taxes: remit the Sales Tax on an "As Collected" or an "As Billed" basis. This is the Sales Taxes Invoiced Report dialog which provides a list of the Sales Tax that were assessed on an "As Billed" basis.  

Schedule View

 

Service Tracking System

No longer used.

Schedule View (New)

387

Service Tracking System

Access Rights for the new Schedule View (New) Form name allows a User to access the Planner View Icon and its associated Form on the Technician Scheduling and Employee Calendar Forms.

Scheduled Reports

976

Central Station Monitoring

Communication Module

The information entered in this Scheduled Reports Form is used by the Communication Module to trigger the transmission (via Fax or Email) of certain Monitoring Reports to Subscribers.

Search Options

tbd

Micro Key Millennium Series

This is the Search option available on

Security Companies

476

Central Station Monitoring

This is the Security Companies Form that allows you to define the private security and response firms that provide security response services for some of your Central Station's Subscribers.

Service Calls By Resolution

987

Service Tracking System

This is the Service Calls by Resolution report, which can analyze the usage

of the Work Order Resolution Codes that are assigned to Work Orders when you Complete a Service Request and/or while using the Work Order Invoicing & Review Form to invoice and complete a Service Request.

Service Contracts Maintenance Form

478

Service Tracking System

This is the Service Contracts Form used to define the types of Service Agreements that your Company offers to your Subscribers.

Service Group Maintenance

988

Service Tracking System

This is the Service Group Maintenance Form where, on the Service Info Section inn the Edit View of the Subscribers Form, you assign each Subscriber to a specific Tech Group to simplify the Technician Scheduling process.

Service Information

489

Service Tracking System

This is the Service Info section in the Edit View of the Subscribers Form.

Service Request (Work Order) Form

2500

Service Tracking System

This is the primary Service Request Form which is used to Enter a Service Request for a work order at a Subscriber's premises.

Service Request Forms

486

Service Tracking System

This is the Service Request Forms report dialog which is accessible using the Print option on the Service Request Form, and as an option on the Service Tracking Reports Menu.

Service Required Report

nlu

Service Tracking System

No longer used.

Service Tickets Widget

1203

Service Tracking System

Widgets

This is the Service Tickets Widget that provides a summary list in the form of a Grid with the status of various classification of Work Orders (e.g., Open, Scheduled by Type [i.e., today's Orders and Installs], recently Completed, and recently Billed)

Service Transfer

nlu

Service Tracking System

No longer used.

See Transfer Service History below.

Service Types Maintenance Form

491

Service Tracking System

This is the Service Types Form where you categorize the various types of Installation and Service Call Tasks you perform.

Services Performed

18960

Service Tracking System

This is the Services Performed report dialog which provides a summary of all Completed Work Orders within a specified Date Range and listed by Service Type.

Shipping Methods Form

993

Accounts Payable System

This is the Shipping Methods Form which is used to predefined the normal ways shipping services are identified for Purchase Orders.

Start Recurring Revenue

64301 (Anchor)

Accounts Receivable System

This is the Proposal Conversion Information dialog which allows the User to identify:

a)The Warehouse from which Parts will be drawn

b)The Technician who will perform the Installation

c)Specify the appropriate Labor Sales category Code

d)Specify:

i.Whether to Convert Recurring Revenue information

ii.Whether to Convert Recurring Service information

iii.Whether to add specified Inventory Items to the Subscribers Installed Equipment table

Still Opened or Closed

92500

Central Station Monitoring

The Accounts Still Opened or Closed Report will provide this information, whenever it's needed, and for a specific Dealer, if required.

Subscriber Addresses

115

Accounts Receivable System

This is the Addresses dialog which is used to identify special mailing Addresses which may be used by the Subscriber for receipt of specific types of system produced documents (e.g., Invoices, Proposals, Work Orders, Statements, O/C Reports).

These Addresses could be a Post Office Box, or a Company office that is "out of town", BUT are not the normal master Bill Payer address established for the Subscriber's account.  

Once defined, these Addresses may then be selected within the Configuration Form to identify the special mailing address that should be used for one or more of these Invoices, Proposals, Work Orders, Statements, O/C Reports documents.

Subscriber Breakdown by Receiver

102000

Central Station Monitoring

The Subscriber Breakdown by Receiver report lists how many Accounts are reporting to which Receivers in your Company's Central Station.

Subscriber Configuration

185

Accounts Receivable System

This is the Subscriber Reports Configuration section within the General section of the Edit View which, once the Addresses are defined, using the Configuration section those Addresses may be assigned to the appropriate Report Types  (e.g., Invoices, Proposals, Work Orders, Statements, O/C Reports) based on the needs of this Subscriber.

Subscriber Filters

tbd

Accounts Receivable System

This is the Subscriber Filters dialog - accessible from several Forms and reports - which establishes a User Defined selection of Subscribers.

Subscriber Form

507

Accounts Receivable System

This is the main Subscriber Information Form and without Access Rights to this Form a User cannot access Subscriber data.

Subscriber Holidays

274

Central Station Monitoring

This is the Subscriber's individual Holidays sub-tab - located below the Subscriber Panels section on the Edit View's Monitoring tab - provides the ability to identify the specific Holidays that each Subscriber will celebrate and therefore affect this noirmal Opening & Closing schedule.  

Subscriber Information Deletion Form

 

Accounts Receivable System

No longer used.

Subscriber Information Form

93300

Central Station Monitoring

This is the Subscriber Information Forms report dialog accessible from the Central Station Reports menu, which provides a variety of Monitoring related data, based on the selected Options, which may be viewed, printed,  emailed, or exported.

Subscriber Ledger Card Report

nlu

Accounts Receivable System

No longer used (see Ledger Card Report Dialog above).

Subscriber Listing

54200

Accounts Receivable System

This is the Subscriber Listing report dialog for which:

The basic purpose is to create a List of Subscribers that you may view or print (to paper or a file) at will.

In its more advance format, it provides several tools to help you manage your database, discover potentially lost revenues, and create customized lists based on your own specifications.

Subscriber Service Labels

512

Service Tracking System

This is the Subscriber Service Labels dialog which allows you to print labels based on upcoming Recurring Services that will need to be Scheduled.

Subscriber Statements

19030

Accounts Receivable System

This is the Subscriber Statements report dialog used to produce account statements.

Access to this Form also allows access to the Subscriber Statements option found using the special Reports Icon on the Subscribers Form.

Subscriber Temp Notes

nlu

Central Station Monitoring

No longer used

See Temp Notes below.

Subscriber with No Contract

518

Central Station Monitoring

This is the Subscriber with No Contract report dialog which provides a list of those Subscribers without a Monitoring Agreement contract.

System Audit Report

1035

Micro Key Millennium Series

This is the System Audit Report dialog which allows you to specify the Date Range of, and the Parameters for listing the system processes and updates that were performed by User(s), and/or the system Event(s) that have been executed, within the specified Date Range and Parameters.

Tax Classification Codes Maintenance Form

473

Accounts Receivable System

This is the Sales Tax Rates Form which is used to define the State (or Province), County and Local Option Sales Tax Rules and Rates required to  properly charge Sales Tax.

Tax Rate Breakdown

472

Accounts Receivable System

This is the Sales Tax - Breakdown report dialog which provides the detailed information for Taxing Authorities who assess Multiple Sales Tax Rates.

Taxes Billed

5090

Accounts Payable System

This is the Taxes Billed report dialog which includes all Vendor Bills that were entered for a specified period (sorted by Vendor Classification Code and within each Vendor Classification by Vendor, then by Invoice Date and within each Date by Invoice Number) listing which, and at what Tax Rate, each of the Bill's Invoice Items were charged Sales Tax.

Technician Activity

530

Service Tracking System

This is the Technician Activity report dialog which provides a list of all of the Status Changes of one, or all, of your Technicians within a specified Date Range.

Technician Groups

1042

Service Tracking System

This is the Technician Groups Form used to define sets, to which Technicians may be assigned.  These sets may be created to recognize Skill sets, Technicians who work within a specific Company Division, their location, specialized language capability, etc. Employees who are Technicians may be assigned to more than one on these Technician Groups.  Throughout MKMS, a Technician Group may also be referred to as a Service Group, Tech Group, or a Technician Group.

Consider these terms as interchangeable.

Technician Performance

18970

Service Tracking System

This is the Technicians Performance report dialog which shows the  amount of a Technician's Time that you can actually account for, and  how much Revenue a Technician has generated for your Company.

Technician Performance Grid

1044

Service Tracking System

This is the Technician Performance Grid provides a list of Work Orders within a specified Date Range (based on the designated type of Date field) and includes:

The Labor Hours, the Labor Cost, and related explanatory information (e.g., Subscriber, Technician, Service Type, Services Performed, Resolution description) for each Work Order

Totals for the number of Work Orders listed, the total Labor Hours and the Total Labor (retail) Charges.

Print and Export capabilities.

Technicians Schedules

nlu

Service Tracking System

No longer used (see Technicians Schedules (New) below).

Technicians Schedules (New)

528

Service Tracking System

This is the Technician Scheduling Form which provides an easy to use dialog that shows Service Appointments in a familiar Daily, Multi-Day and Monthly appointment calendar format. Appointments for Service Requests (and other reasons) are set using the Drag & Drop method.

Technician Skills

533

Service Tracking System

This is the Technician Skills Form which is used to identify specific Skill Sets which may be acquired by one or more of your Technicians. Your Company's Technicians are then assigned one or more of these on the Skills tab of the Employees Form.

Technician Status

529

Service Tracking System

This is the Technicians Status Form that allows you to maintain an up-to-the-minute view of the work status of each of your Technicians by allowing you to make - in real time - updates to the work status of each Technician.

Temp Notes

537

Central Station Monitoring

This is the Temp Notes Form option on the Central Station Data Form's sub-menu, which allows a user to enter Temporary Notes which then become viewable as Temp Notes by Operators, when needed.

Time Sheets

540

Service Tracking System

This is the Time Sheet Form which allows you to enter - and therefore account for -  each Technician's Time that was used for each Work Order they serviced (or time required to complete some other project).  Time, once recorded, may then be reported using the Time Sheets Report. Time Sheet information may also be entered using the Inventory Tracking & Job Costing module's Job Costing Form's Labor tab.

Tools Setup SubMenu

nlu

Micro Key Millennium Series

No longer available

This is the Tools Menu Setup dialog that allows you to define personalized menu selections to provide immediate access to utilities you often use, such as the Windows® Calculator and Notepad, or other Micro Key Millennium Series modules such as the Central Station Monitoring module.

Top Alarm Groups Widget

1198

Central Station Monitoring

This is the Top 5 Alarm Groups Widget which lists up to 5 Alarm Processing Groups with the number of Alarm Signals received from the Subscribers assigned to each of those Groups - displayed as a Tabular List or Bar Chart, and based on the selected Configuration Options.

Top Customers Widget

1178

Accounts Receivable System

This is the Top 5 Subscribers Widget which lists certain Subscribers rated as the Top 5 in one of three selected transaction types (Sales, Receipts or Recurring Revenue) for transactions dated within the last 12 months.

Top Dealers By Alarms Widget

1199

Central Station Monitoring

This is the Top 5 Dealers Widget which displays the Alarm Count for up to 5 Alarm Dealers of certain specified Alarm Signals which have occurred within the Date Range specified in Configuration Options.

Top Vendors Widget

1200

Accounts Payable System

This is the Top 5 Vendors (Purchases) Widget which shows - based on the selected Configuration Option - those 5 Vendors with the most Purchases, whether Paid or Unpaid, based on Purchases (including Sales Tax) that were dated within the last 12 months.

Town Codes Maintenance Form

548

Central Station Monitoring

This is the Town Codes Form which allows you to define the Police, Fire and Medial response services that Operators must contact to Dispatch on Alarm Signals that require these types of responses.

Transaction File Form

1052

General Ledger System

This is the Transaction File dialog which allows a User to specify a Date Range and view all General Ledger System Financial Transactions (Debits and Credits) which were posted within that Date Range, look up the original document that created the Financial Transaction, and print (or export) a report of those date selected Financial Transactions.

Transfer Service History

544

Service Tracking System

This is the Transfer Service History Form that allows you to move the Service History for a premises from one Subscriber's account to another - used when the premises is sold to a different entity that continues to use the original Alarm System.

Trial Balance Report Dialog

547

General Ledger System

This is the Trial Balance Report dialog which provides a comparison of all of your Debit and Credit transaction entries, made to all of your Debit and Credit accounts, and determines whether your General Ledger is, or is not, in balance.

Unallocated Payments/Credits

550

Accounts Payable System

This is the Unallocated Payments and Credits report dialog which lists the Paymentsand Credit Notes that have not been fully Allocated to Vendor Bills.

Unallocated Receipts/Credits

5965

Accounts Receivable System

This is the Unallocated Receipts/Credits report dialog which lists the Receipts and Credit Memos that have not been fully Allocated to Invoices.

Universal Account History

(Subscriber/Prospect)

nlu

Accounts Receivable System

No longer used

This Universal Account History Form provided a complete and immediate listing of Accounting Transactions (Sales, Receipts, Credits, and Rate Increases), Calls, Proposals, Service Requests, and Alarm History that exists for the selected Subscriber or Prospect.

Universal Salesperson Update

553

Accounts Receivable System

Prospect Tracking System

This is the Universal Salesperson Update Form which is used to replace one selected Salesperson with another (in a Subscriber and/or Prospect record) when a Salesperson is promoted, leaves your Company, or moves to a different department.

Unprinted Checks

554

Accounts Payable System

This is the Unprinted Checks report dialog which lists all of the Payments that have been entered (excluding Handwritten Checks) but have not yet been printed.

Unreconciled Items Report

555

Accounts Receivable System

Accounts Payable System

This is the Unreconciled Items report dialog which lists all financial transactions that have yet to be reconciled in the Bank Reconciliation Form.

Unverified Zones

1065

Central Station Monitoring

This is the Unverified Zones Form which is used to (re-)set the Test Status of an Account (Subscriber Panel) that has been Placed On Test by a Technician working on that system at the Subscriber's premises.

Universal Email Update

1064

Micro Key Millennium Series

This is the Universal Email Update utility which provides an easy to use Email Address Search & Replace dialog.

Update Forms Table

1067

Micro Key Millennium Series

0This is the Update Forms Table function that, as part of an Upgrade Process, installs the form.txt file containing the new Form Names, that are required with the upgrade, into the Available Forms column within the User Access Rights and Employee Groups Forms.

User Access Rights

558

Micro Key Millennium Series

This is the User Access Rights Form which allows the System Administrator  with the ADMIN login to grant additional, or remove certain, Access Rights to specified Form Names for an Employee thereby making their Access Rights different from the Access Rights granted by their Employee Group assignment.

User Login History Report

19700

Micro Key Millennium Series

This is the Users Login History Report (designed and documented to comply with the Third Edition UL® 1981 Standard) which will list those Employees who have attempted to, or successfully Logged Into the MKMS database (mkmsdefault.db).

User Options

562

Micro Key Millennium Series

This is the User Options Form, including all of its Tabs, where key information is entered to properly define various items that are critical to the system.

Validate Documents Form

1075

Micro Key Millennium Series

This is the Validate Documents Form, documented within the Utilities list, that allows the User to Confirm the existence (or lack of the same) of all - or selected type(s) of - Form(s), View the contents of these Form(s) and Remove them from thee List of previously identified and assigned Documents.

Vehicle Information

1076

Vehicle Maintenance System

This is the Vehicle Information Form that is used to identify all of the Vehicles that are to be tracked (for Maintenance requirements), update the mileage for these Vehicles as to when services were performed, and record other critical vehicle related information (insurance, tag info, loan info, etc.)within the Vehicle Maintenance System.

Vehicle Maintenance Options

18990

Vehicle Maintenance System

This is the Vehicle Maintenance Options Form which is used to define the Service Cycles that your Company wants to follow for the Maintenance of your Vehicles.

Vehicle Mileage List

817

Vehicle Maintenance System

This is the Mileage List report dialog which lists each Vehicle and provides a space in which its current mileage may be recorded for updating the Vehicle Information Form in the Vehicle Maintenance System.

Vendor 1099 Pay History Report

83200

Accounts Payable System

This is the Form 1099 Report dialog. If the Vendor has not legally indicated that they are exempt from this requirement (by completing a Form a W-9) , your Company must Check the 1099 Required box in the Edit View Tab on their Vendors Form.

Vendor Classification Codes

41000

Accounts Payable System

This is the Vendor Classification Codes Form used to separate your Vendors into groups that are based on your Sales Tax Payment obligations, or on the Service, Type, Need, or whatever else you deem appropriate.

Vendor History

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Accounts Payable System

No longer used.

This was the Vendor History Form that provided a complete and immediate listing of Accounting Transactions for Bills, Payments, Credits, and Purchase Orders, and the record of the documented Calls to and from the selected Vendor.

Vendors Deletion Form

nlu

Accounts Payable System

No longer used.

Vendors Form

33000

Accounts Payable System

This is the Vendors Form used to enter each of the Vendors from whom you make Purchases and to whom you pay Bills.

Vendor Invoice Notes

 

Accounts Payable System

No longer used.

Vendor Item Identification

1082

Accounts Payable System

This is the Vendor Item ID Form opened through the Sale-Purchase Items Form where you may enter the actual Part Number (the Vendor Item ID) for each of the Vendors from whom you purchase this specific item.  

This Vendor Item ID will be used in place of the Purchase Category code for that item when printing a Purchase Order

Vendor Ledger Card

569

Accounts Payable System

This is the Vendor Ledger Card report dialog which provides a simple to read document containing all of the Accounts Payable related transactions for the selected Vendor.

Vendor Listing Report

1083

Accounts Payable System

This is the Vendor Listing Report which includes their Vendor Name, address information, and contact information including an email address.

Vendor Purchase History Report

19140

Accounts Payable System

This is the Vendor Purchase History report dialog which provides a simple to read document containing all of the Purchase transactions for the selected Vendor.

Verification Response

Maintenance Form

572

Central Station Monitoring

This is the Verification Response Form which allows you to pre-define the types of Verification Responses that an Operator is likely to encounter.

If using an Operator Guided Response, they will be the required steps that the Operator is required to perform.

If using an Action Plan, these Verification Responses (for Verification and Notification purposes) will be available for selection as a Response Steps the Operator may be required to perform.

Virtual Phone Lines

Maintenance Form

575

Central Station Monitoring

This is the Virtual Phone Lines Form which allows you to define where the incoming signals, which are designated as Listen In (Two Way Voice) accounts, are actually being received.

Visible Schedules

576

Service Tracking System

Accounts Receivable System

No longer used (see Visible Schedules (New) below).

Visible Schedules (New)

tbd

Service Tracking System

Accounts Receivable System

This is the Visible Schedules dialog which provides the ability to Choose which Technicians or other Employees are to be displayed in the Technician Scheduling and/or the Employee Calendar Forms.

Void Bad Check

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Accounts Payable System

No longer used (see Void Check below).

Void Check

577

Accounts Payable System

This is the new Void Unused Checks Form which provides the means to identify Check Numbers which should not be used (skipped over) when you Print Checks.

Warehouse

578

Inventory Tracking and Job Costing System

This is the Warehouse Form which allows you to define any number of Warehouses in which Inventory Items are stored.

Warehouse Inventory

1120

Inventory Tracking and Job Costing System

This is the Warehouse Inventory Form, accessed from within the Warehouse Form,   which allows you to Edit Warehouse Inventory Values, execute Warehouse Transfers, and Print  an Inventory by Warehouse lists.

Warehouse Multi Item Transfer

19300

Inventory Tracking and Job Costing System

This is the Transfer multiple items from warehouse dialog which provides the ability to Transfer one or more Inventory Items from the currently selected Warehouse, to another Warehouse of the Users choosing.

Warehouse Transfer

546

Inventory Tracking and Job Costing System

This is the Warehouse Transfer dialog that allows you to move Inventory Items from one Warehouse location to another.

Wells Fargo Positive Files

1172

Accounts Receivable System

This is the Wells Fargo Positive File dialog which is used to create an Export file containing specified Recurring Revenue Invoices for future collection by Wells Fargo Bank.

Wholesale Billing Report

580

Accounts Receivable System

This is the Wholesale Collections Report dialog which lists (by a selected Recurring Billing Cycle and optionally by a selected Division Code) the amounts that were Invoiced, the amounts Collected, and any amounts you are still owed.

Wholesale Group/Rate Report

1174

Accounts Receivable System

This is the Wholesale Groups Report dialog, sorted by Wholesale Groups, lists the Wholesale Rate that was Paid from the Allocations of Receipts from Invoices which were generated for Recurring Revenues, with the listed data based on the specified Date Range of these Allocated Receipts.

Wholesale Group Maintenance Form

1173

Accounts Receivable System

This is the Wholesale Groups Form used to identify the Contract Monitoring Providers which are supplying monitoring services for some or all of your Company's Subscribers.

Widget Dashboard Configuration

1180

Widgets

This is the Widget Dashboard Configuration Form which provides the interface used  to select which Widgets will be displayed, and the order these Widgets will be presented, within the Widgets Dashboard

WO Profit

1213

Accounts Receivable System

Service Tracking System

 

This Work Order Profit report dialog (which is actually presented as a data grid) may be populated based on the Requested On Date entered for Work Orders created within a specified Date Range

The resulting data may be formatted, filtered, sorted and then Printed and/or Exported, as needed. Totals and Grand Totals for those Charges and Costs are also provided.

Work In Progress Report

581

Inventory Tracking and Job Costing System

This is the Work In Progress report that provides a list of all the Jobs and their related Job Tasks that have been defined for those Jobs which are considered a Work In Progress as opposed to Completed.

Work Order Fields

1207

Service Tracking System

Web Tech Service

For Web Tech Service Users only:

This is the Work Order Fields dialog that is used to define up to 40 Custom Work Order Fields which, once defined, will appear on the Work Order Completion section of the Web Tech Work Order Form.

Work Order History Detail

5966

Service Tracking System

This is the Work Order Detail report dialog which provides a printed (or viewable) listing of all Tech Status or Service Request Detail entries made within the Date Range specified.

Work Order Inventory Review

nlu

Inventory Tracking and Job Costing System

Service Tracking System

No Longer Used

Work Order Invoicing/Review

582

Accounts Receivable System

Service Tracking System

Inventory Tracking and Job Costing System

This is the multipurpose Work Order Invoicing/Review Form that is used to "finish" Work Orders (Service Requests) by Reviewing them, recording Labor, Inventory used and Materials costs, marking them as Completed, and creating Invoices for the services that were provided.

Work Order Itemized Invoicing

59302 (Anchor)

Accounts Receivable System

Service Tracking System

This is the Itemized Invoicing dialog used, when Completing a Service Request, to Generate an Invoice to the Subscriber for the Work Order when Inventory Items or Materials are used for, and recorded on, that Service Request.

Work Order Resolutions

1208

Service Tracking System

This is the Work Order Resolution Form which allows you to define Codes used when you Complete a Service Request and/or while using the Work Order Invoicing & Review Form to invoice and complete a Service Request, to assign one of these Work Order Resolution Codes and later analyze their usage using theService Calls by Resolution report.

Yearly Balance Sheet

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General Ledger System

No Longer Used

This Yearly Balance Sheet report is discontinued.

Yearly Income Statement

nlu

General Ledger System

No Longer Used

This is the discontinued Yearly Income Statement report which provided a detailed Profit & Loss Statement for a specified calendar Year for All, or specifically selected set of (one or more) Department(s).

Zip Codes

1216

Accounts Receivable System

Accounts Payable System

Prospect Tracking System

Under Redevelopment

This is the Zip Codes Form which - if the UseZips option is set to True ("T") in the Company Settings Form accessible from within the Company tab on the User Options Form - The Zip field in the Subscribers, Prospects, and Vendors Forms will have a Drop-Down Selection List

In these Zip fields, when the Zip Code (Postal Code) is Selected (and/or entered) for that record's location, the associated City and State (Province) information will be automatically inserted into those related fields.

If that Zip Code (Postal Code) is not defined, the User may enter it at that (or any) time.

Zone Test Verification Report

1217

Central Station Monitoring

This is the Zone Test Verification Report dialog which allows you to view a  selectable list of those Accounts which have been placed On Test, and see the current Test Status of each.