Navigation: Accounts Receivable System: Receivables - Miscellaneous Options This Help File Page was last Modified on 09/30/2023

❑This chapter will provide information about other Forms which may be used with the Receivables and other modules.

•To access the Maintenance Menu:

a)From the Backstage Menu System Select Maintenance and Choose General and Click the General Maintenance option which displays the Maintenance Menu, or

b)From the Quick Access Menu, Select Maintenance and Choose General Maintenance to display the Maintenance Menu.

 

•Locate the Miscellaneous sub-section and complete the Miscellaneous options that are outlined below.

➢Note: Several options on the Miscellaneous sub-section are used by other Modules and will be explained in the chapters associated with those modules.

 

Maintenance Menu - Miscellaneous options

 

A.Account Approval Types - Used by the Prospect Tracking and Accounts Receivable Systems, this Account Approval Types Form is used to identify the Action Steps to be taken for each case outlined below

1.Accepted - When assigned to a Proposal on the in the New Account Approval Form:

a.Indicates that this Proposal has been reviewed and accepted by the Sales Manager and will be processed as defined.

b.The Conversion, Document, and Email Action Steps established by your Company in this Account Approval Type record will be executed.

2.Pending - Initially assigned to any Proposal indicating it is still subject to review by the Sales Manager for acceptance or rejection.

3.Rejected - Indicates that this Proposal has been reviewed, and determined by the Sales Manager to be unacceptable

B.Call Sources - The Calls Form allows any User to enter the time, date, comments and results of an Account related Telephone Call - both Incoming and Outgoing.  

1.As part of the documentation process, each Call's Source or Purpose is identified.

C.Contact Mail Types - Contact Mail Types are specific categories of Contacts which are used to categorize the type Email or URL for an existing Contact within MKMS.

D.Contact Phone Types - Contract Phone Types are specific categories of Contacts which are used to identify the type of Phone for an existing Contact within MKMS.

E.Contact Relation Types - Contract Relation Types are specific categories of Contacts which are used to identify the Company department or person for an existing Contact within MKMS.

F.Electronic Contracts - The Electronic Contracts Form is provided to establish and store your Company's contracts in a PDF format which can then be populated and distributed, as appropriate to Prospects, Subscribers, Vendors, etc.

G.External Services - The External Service Form allows a User to identify a Web Site address they want to be directly accessible from within the Subscribers and/or Prospects Form using the External Services Icon on the Subscribers Form.

H.Installed Equipment Codes - Used by the Service Tracking System to predefine Installed Equipment Codes which identify those components that are (will be) part of each system installation.

I.Job Status - The Job Status Form - used within the Job Costing System - is used to define the Progress of Job Costing records (e.g., Status of the Job as it progresses from creation to completion)

1.The Job Status of a Job Costing entry is initially assigned when it is created, and then periodically updated as that Job progresses toward completion.

2.Some Job Status definitions are already created but any number of additional definitions may be added based on your Company's business model.

J.Job Task Templates - A Job Task Template - used within the Job Costing System - is an optional feature for use when identifying a Job Task entry by making that process easier, faster and more consistent.

1.A Job Costing record will typically have many Job Task entries.

2.A Job Task Template definition represents a specific set of one or more Job Tasks which your Company frequently is required to perform when installing and/or upgrading specific types of systems.

K.Job Types - A Job Type - used within the Job Costing System - is a mandatory requirement for a Job Costing entry and an optional assignment for a Proposal  

1.Job Type definitions should represent the (general) categories of the types of systems which your Company normally installs.

2.These Job Type assignments may then be used for sorting, filtering, tracking and reporting Jobs (see the list below) within the Inventory Tracking & Job Costing System which are:

a.Job Listing Aging As Of which provides a listing in a Grid format of the Job Costing records which have not been Completed.  

b.Job Aging As Of which provides a listing in a Grid format 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.

c.Job Tasks Aging As Of 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.

d.Job Work Sheets Grid 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.

L.Screen Layouts - This Screen Layouts Form is used for defining Screen Layout Names for the Administrator

M.States - The States Form comes populated with all the States and Territories and:

1.Identifies which of the United States and its Territories are and are not permitted to assess a Credit Card Surcharge  

a.It comes comes populated with all of those States and Territories and their current Surcharge Exempt Status  

b.Additional States and/or Territories that were not included in the initial set, may be defined, as needed

c.The Surcharge Exempt Status may be updated, as needed.

2.Provides a master list of the United States and its Territories for use State field within the Tax Rates Form to identify the actual State or Territory in which each Tax Rate rule set will be (is) used.

a.Additional States and/or Territories that were not included in the initial set, may be defined, as needed

N.Task Types - Task Types are used in the MKMS Web Tech™ Service module to identity a specific Task that is to be performed for a Work Order by a Technician.

1.The Web Tech™ Service module offers anywhere/anytime access by a Technician to his/her assigned Work Orders by using almost any Computer or Mobile Device with a standard Web Browser installed, and provides the ability to:

a.Put an Account on Test,

b.Look up Alarm History and Service History,

c.Record Time Sheet information,

d.Identify Inventory and Materials used on a Work Order,

e.Complete their assigned Work Orders - as long as the Technician has access to the Internet

O.Zip Codes - (Being Redeveloped) The Zip Codes Form is pre-populated with over 35,000 United States Zip Codes.

1.Use Zips - By default the UseZips option is set to False ("F") in the Company Settings Form accessible from within the Company tab on the User Options Form:.  

a.The Zip Codes Form is activated when the UseZips option is set to True ("T") in the Company Settings Form accessible from within the Company tab on the User Options Form:

b.The Zip field in the Subscribers, Prospects, and Vendors Forms will then have a Drop-Down Selection List

c.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 automatically be inserted into those related fields.

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