The following screens – tabs and action items were added:
Contract Templates screen
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Tab |
Action Items available |
Notes/Exceptions |
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Record View |
Copy Contract Template |
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Comments |
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Documents |
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Translations |
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Charge Definitions |
Translate Invoicing Description Batch Copy Organization Batch Update Organization Batch Delete Organization |
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Clauses |
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Discounts |
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Sales Prices |
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WO Criteria |
Customer Contracts screen
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Tab |
Action Items available |
Notes/Exceptions |
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Record View |
Copy Contract |
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Comments |
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Documents |
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Translations |
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Charge Definitions |
Translate Invoicing Description Reset Tax Codes Associate Missing Meters Update Energy Preferences |
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Adjustments |
Create WO |
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Commodities |
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Contract Items |
Translate Invoicing Description Reset All Contract Templates Reset Contract Template Reset All Charge Definitions Reset Charge Definitions Reset All Tax Codes Refresh All Exchange Rates Update Energy Preferences |
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Clauses |
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Discounts |
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Sales Prices |
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WO Criteria |
Categories screen
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Tab |
Action Items available |
Notes/Exceptions |
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Record View |
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Comments |
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Documents |
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Translations |
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eRecords |
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Parts Associated |
Stock Info Substitutes Suppliers Manufacturers Where Used |
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Permits |
Add/Edit Comments Add/Edit Documents |
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Safety |
Add/Edit Comments Add/Edit Documents |
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Test Points |
Update Equipment Update Equipment Configurations Import Test Points |
Departments screen
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Tab |
Action Items available |
Notes/Exceptions |
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Record View |
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Comments |
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Documents |
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Translations |
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Tools |
Meters screen
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Tab |
Actions Items available |
Notes/Exceptions |
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Record View |
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Comments |
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Documents |
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Translations |
Profiles screen
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Tab |
Action Items available |
Notes/Exceptions |
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Record View |
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Comments |
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Documents |
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Translations |
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Parts Associated |
Stock Info Substitutes Suppliers Manufacturers Where Used |
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Permits |
Add/Edit Comments Add/Edit Documents |
Equipment Configuration screen
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Tab |
Action Items available |
Notes/Exceptions |
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Record View |
Copy Configuration Create New Revision |
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Comments |
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Documents |
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Translations |
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Configuration Associated |
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Maintenance Patterns |
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PM Schedules |
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Where Used |
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Depreciation |
Units of Output View Depreciation Details |
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Parts Associated |
Stock Info Substitutes Suppliers Manufacturers Where Used |
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Calibration |
Update Equipment Update Equipment Configurations |
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Meters |
View Meter History Enter Meter Reading |
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Permits |
Add/Edit Comments Add/Edit Documents |
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Safety |
Add/Edit Comments Add/Edit Documents |
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Test Points |
Update Equipment Update Equipment Configurations Import Test Points |
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Warranties |
Workspaces screen
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Tab |
Action Items available |
Notes/Exceptions |
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Record View |
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Comments |
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Documents |
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Translations |
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Furnishings |
Stock Info Substitutes Suppliers Manufacturers Where Used |
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Employees |
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Equipment |