This Help File Page was last Modified on 06/03/2016
New Subscriber Form
This Help File Page was last Modified on 06/03/2016
❑The Subscriber Form is the anchor of the Accounts Receivable System just like your Company's Subscribers are the anchor of your Alarm Company.
MKMS STARK Desktop - Receivables Tab
•To access the Subscribers Form, on the MKMS Desktop and Press F3, or Select the Receivables Tab on the MKMS Desktop and Click the Subscribers Icon on the Receivables Tab's Ribbon Menu which also provides Icons for certain Periodic Tasks required in the Accounts Receivable module and access specialized Search Options, plus an Icon to open the Prospects Form (Ctrl+F3).
MKMS Desktop - Receivables Tab - Subscribers Form
✓The Ribbon Menu on the Subscribers Form provides:
▪A Navigation section with Record Movement and Search Icons, the History Options, the Subscriber Options Drop-Down Menus which provides One Click access to most Daily Procedures (e.g., Entering Invoices, Posting Receipts, setting up Auto Billing)
▪An Actions section with special Dial, Documents, External Services, Favorites, Filters and Reports Icons
▪An Information Bar (for Alert Messages such as a Past Due notice)
Subscribers Form - Ribbon Menu (Navigation & Actions Icons) - Information Bar
❑Understanding the Subscribers Form's Navigation section Icons:
Subscribers From - Navigation Menu
•Record Movement - Provides the usual First, Previous, Next, and Last record Icons
•Edit View - This Icon displays the editing format for entry and modification of Subscriber information.
•Search - This Icon activates the Subscriber Search Function (which is also accessible by Pressing F2)
•History Options - This Icon displays the History Options Menus for Turning it On and Off, Filtering, and designating the History Period the Subscribers Form History Grid for what is displayed based on that Filter.
•Subscriber Options - This Icon opens a Subscriber Options Menu which provides access to various Subscriber associated Data Entry Forms, Processing Forms and Reports, plus the Set Layout dialog for configuring the Subscribers Tab on the Subscribers Form.
❑Record Information - A customizable view (see the Layouts for the Subscribers Form chapter) of the Subscriber Information is displayed on the Subscribers Tab
•The Subscriber Information is displayed in Data Sections - some Tabbed - each having its own Title which are:
✓Subscriber - Basic Name, Address, and Contact information
✓Accounting - Balance (displayed in Blue if Current, Red if Past Due), Last Sale and Last Payment information, Salesperson assigned to the Account
✓Monitoring - Primary CSID, Dealer information and On Line (and Off Line) Dates
✓Service - Service Contract and Warranty Expiration date
✓Comments - An Edit Rich Text field where notes, comments and other information may be entered
❖Using the Subscriber Form's Layout dialog (accessible through the Subscriber Options Menu), an Administrator may change the sequence in which information is displayed on the Subscribers Tab, as well as what information is displayed on the Subscribers Tab.
❑Google Maps® - Once the Subscriber record is saved, Click the Icon to the right of the Subscriber's address to open a Digital Map Display showing the exact location of this Subscriber.
Google Maps showing Subscriber location
❑Entering a New Subscriber record
•Open the Subscribers Form by Clicking the Receivables Tab on the MKMS Desktop and Pressing F3 (or Clicking the Subscribers Icon on the Receivables Tab's Ribbon Menu), then Select the Edit View Icon
•The Edit View on the Subscribers Form (shown below) is where a new Subscribers record is entered.
✓Open the Subscribers Form by Clicking the Receivables Tab on the MKMS Desktop and Pressing F3 (or Clicking the Subscribers Icon on the Receivables Ribbon Menu).
✓Select the Edit View Icon and Choose the Subscriber side-tab (which should be the default)
✓Click the Add Icon to start a new Subscriber record entry.
❖See the Subscribers Form Edit View chapter and each of its sub-chapters for complete information on entering new Subscribers.
❑There are two Subscriber Data Entry Tabs offered on the Edit View: The Subscriber and the Monitoring Tabs.
•Subscriber - This tab within the Edit View - contains the six (6) sub-sections listed below - and is used to enter a new Subscriber record and enter the information associated with the Receivables and Service Tracking modules.
1.General - This sub-section contains fields for identifying the following information:
a.System maintained fields displaying certain data that is entered elsewhere (e.g, Subscriber ID, CSIDs, Dealer Name).
b.Basic Data Entry (e.g., Name, Address, Contact fields and certain coding information)
e.Address Configurations to change the default Return Address information on Invoices, Proposals,Statements, and certain Central Station related reports
2.Receivables - This sub-section initializes the Subscriber record for accepting Receivables Transactions.
5.Acquisition This sub-section is used to record detailed information relating to each Account which are Acquired and/or Lost.
❑Defining a new Subscriber record
✓Select the Edit View Icon.
•Edit View Icon (shown above) on the Subscribers Form opens the data entry view where Subscriber's information is initially defined.
✓Categories & Sub-Sections - The Edit View is divided into two Categories (Subscriber and Monitoring), and six Sub-Sections which further segregate information based on its function and/or purpose.
▪See the Subscriber Form: Edit View chapter for basic Subscriber record entry information.
▪Select the Edit View Icon and Choose the Subscriber Tab (which should be the default)
▪Once selected, the Edit View Icon changes to the Browse View Icon.
▪Click the Browse View Icon to return to the regular Browse View.
•Located within the Edit View of the Subscriber Form, this is where Central Station Monitoring related information is entered.
Subscribers Form - Edit View - Monitoring tab displayed
Edit View - Monitoring Tab - Navigation Menu - Alarm History Icon
A.The Central Station Data section is at the top of the Monitoring tab within the Edit View of the Subscribers Form and is used to enter the basic Central Station related information such as Start Date, Coding, Passcodes, Permit Information and certain other information for Monitoring this Subscriber (see the Central Station Data section illustration above).
B.The Subscriber Panels section is where CSID(s) and the associated CSID specific information is entered for each CSID identified there and has sub-tabs that are used to access (and define) all of the ancillary information (e.g., Events, Call List, Zones, People To Call) Forms needed to properly Monitor Alarm Signals from a Subscriber (the Subscriber Panels section and its sub-tabs are shown in the illustration immediately below).
Subscribers Form - Edit View - Monitoring tab - Subscriber Panels section with sub tabs
1.Panel Information - Define each CSID programmed to report from this Subscriber's Premises.
3.Alternate Call List - Assign an Alternate People To Call List which is entered as a CSID in the Alt.Call List field which then attaches that Alternate CSID's People To Call list to this Subscriber Panel's CSID record.
5.Areas - Define each Area within a Subscriber's Premises that needs to be monitored individually, Armed and Disarmed individually, and have Opening, Closing, and other types of Test Events Supervised individually.
7.Conditions Call List - Identify an Alarm Condition Code (and optionally a Signal ID and/or Physical Zone) which, when assigned to an Alarm Signal received from a specified Subscriber Panel(s) CSID, will utilize a customized People To Call List and Calling Order specifically defined for that purpose (in a special CSID Zones record).
9.Dealer Call List - Assign the appropriate Dealer's People To Call List which is entered as a CSID in the Alt.Call List field which then attaches that Alternate CSID's People To Call list to this Subscriber Panel's CSID record.
C.Special Monitoring Info sub-tabs
Subscribers Form - Edit View - Monitoring tab - Special Monitoring Information tabs
1.Action Plans - for the Subscriber
2.Notifications - This sub-tab provides the ability to identify and define one or more specific Alarm Conditions which - when received by SPA - are to be processed internally by sending a Predefined Message via an Email or Pager message (using the Communications Module) to a specific Person.
D.Medical Information - Enter the Medical Information for any individual residing at the currently selected Subscriber's Premises:
Medical Information Form
✓This Medical Info section allows you to define Medical Information for any individual residing at the currently selected Subscriber's Premises - regardless of which Subscriber Panel CSID is currently selected - for whom your Company's Central Station is providing an emergency medical acknowledgment & notification service.