Issue/Symptom/Question

Customers Window Description

Applies To

Penta for Windows

Reference Manual

Billing & Accounts Receivable > Customers > Customers
Service Management > Customer Information > Customers

Resolution/Fix/Answer

A customer is a person or company that purchases goods or services from your organization. PENTA uses customers as the basis for creating accounts receivable invoices for jobs, work orders, sales orders, or other miscellaneous sales activity. By linking Customer Ids to items such as jobs, work orders, employees, OUs etc., you indicate which customer the receivable debits to and whom the Cash Receipt credits against.

The Customers window allows you to create, update, review, or add information for a customer. You must have authorization for the organizational unit where a customer is valid in order to update information in this window.

Upper block

Customer Id

The Customer Id is a unique code you use to identify each customer within your organization. PENTA uses the customer Id in conjunction with jobs, work orders, sales orders, employees, etc. The customer Id is alpha/numeric or just numeric based on the configuration of your database. System Option 2 (“Auto-Assign Customer Id”) controls whether PENTA assigns the Id or you assign it manually.

Entry is required. If System Option 2 is N, this field has no default.

Prospective Customer

Place a checkmark in the Prospective Customer box to indicate this is a prospective. Not placing a checkmark in this box indicates this is an actual customer. PENTA does not allow you to change the status of this field if a job, sales order, non-quote work order, or receivable has this Customer Id.

This box defaults as unchecked.

Name Prefix

Use the Name Prefix field to enter the part of the customer name that you want to appear on invoices and other documents in front of the Name field. PENTA does not display this prefix as the beginning of the name for sorting purposes. PENTA sorts some reports and queries based on the customer name, therefore, a company name starting with “The” would sort alphabetically by the letter T. The prefix allows “The” to appear on official documents but does not affect the sorts and queries.

Entry is optional. No default.

Name

PENTA uses the Name of the customer for identification within other areas of PENTA that uses the Customer Id. This name appears on printed documents and reports like AR Invoices, AR Statements, and Aging reports.

Entry is required. No default. Enter a 1-30 character alphanumeric description.

Employee Id

For customers that relate to employees, for purposes of employee receivables, PENTA links the Employee Id field to the customer and employee records. You can also create an employee customer via a pop-up window in the Employee Payroll Information window’s Miscellaneous tab. System Option 18 (“Customer-Vendor Assignment”) controls this functionality.

Entry is optional. No default.

Status Code

Use the Status Code field to indicate whether the customer is available for assignment to new jobs, work orders, and sales orders. If you mark the Customer as inactive, you can still process billing for existing jobs and work orders.

Entry is required. This field defaults as A.

Customer Type Code

Use the Customer Type Code field to indicate how PENTA should treat this Customer. PENTA defines three types:

Employee – a customer tied to an employee within your company

Regular Customer – a typical customer utilized for billing and Cash Receipts

Inter-company Customer – a customer representing another company associated with your company. If the other company is set up as an organizational unit, PENTA assigns the Customer to that organizational unit through the Organizational Unit window.

Entry is required. This field defaults as Inter-company Customer.

Parent Customer Id

If the Customer is a “child” (or subsidiary) under a larger “parent” customer, use the Parent Customer Id field to identify the parent customer. This field allows you to link multiple customers together. Use this for ad-hoc reporting.

Entry is optional. No default.

Primary Contact

Use the Primary Contact field to identify the Customer’s primary contact person.

PENTA defaults this Contact to newly created Jobs, Work Orders, and Sales Orders and prints this Contact on corresponding documents.

Entry is optional. No default.

Authorized for All OUs (OU Authorization)

If the Customer has authorization for use with all organizational units (OUs), place a checkmark in the Authorized for All OUs box. Not placing a checkmark in this box indicates the Customer does not have authorization for use with all OUs and enables the Edit List button.

This box defaults as checked.

Edit List button (OU Authorization)

Clicking the Edit List button launches the Organizational Unit Validation for Customer pop-up window.

The Organizational Unit Validation for Customer pop-up window allows you to indicate which OUs are authorized for use with the Customer.

In the Available OUs column, PENTA lists all organizational units available for authorization with the Customer. The Authorized OUs column lists all OUs authorized for use with the Customer.

Use the arrows in the middle of the window or a drag/drop method to authorize Available OUs and/or unauthorize OUs for use with the Customer. Clicking the “Close” button commits your changes in this window and returns you to the Customers main window.

Note: If you placed a checkmark in the “Authorized for All OUs” box, this pop-up window is unavailable.

textbox

Use the textbox to record free form text about the Customer. These comments are for internal use only and do not appear on the customer invoice.

Entry is optional. No default.

Customer SLAs button

Billings & Accounts Receivable > Customers> Customers > Customer SLAs button

OR

Service Management > Customer Information > Customers> Customer SLAs button

The Service Level Agreements for Customer pop-up window allows you to establish a service level agreement for the customer with an effective date and an expiration date.

Effective Date

Enter a date or use the LOV button to specify the date the SLA goes into effect.

Entry is required. No default.

Expiration Date

Enter a date or use the LOV button to specify the date the SLA ends.

Entry is required. No default.

Service Type

This dropdown menu lists all authorized service types for the customer. The service level agreement is only in effect for work orders with the service type elected here.

Entry is required. Default is (All).

Call Type

This dropdown menu lists all authorized call types for the customer. The service level agreement is only in effect for work orders with the call type elected here.

Entry is optional. Default is (All).

Work Order Priority

Use the Work Order Priority field to select an authorized call priority from the drop-down menu.

Entry is required. No default.

Action

Use the Action field to select an authorized service level agreement action from the drop-down menu.

Entry is required. No default.

Timeframe

Use the Timeframe field to select a specified period of time for the action to be completed. Choosing a specific timeframe will either require a value in the Calendar field, require a value in or disable the Hours/Days field, or enable the If Reported Before or Promised by fields.

Entry is required. No default.

Calendar

Use the Calendar field to select a description of the service level agreement business calendars from the drop-down menu, which specifies the business hours in which the timeline applies.

Entry is required if you select Business Days or Business Hours in the Timeframe field, but is otherwise disabled for entry. No default.

Hours/Days

If you selected a value from the Timeframe field that requires an entry in the Hours/Days field, enter a number for the days or hours for the specific service level agreement, which determines how long you have to complete the action after the work order is reported and prioritized.

Entry is required if you selected “Business Days”, “Business Hours”, “Clock Days” or “Clock Hours” from the Timeframe field. Entry is disabled if you selected “Next Day” or “Same Day” from the Timeframe field. No Default.

If Reported Before

If you selected “Same Day” in the Timeframe field, use the If Report Before field to enter a time for when this service level agreement requires action to be completed the same day.

Entry is optional if you selected “Same Day” in the Timeframe field. For any other selection in the Timeframe field, this field will be disabled. No default.

Promised by

When the timeframe value is “Next Day”, use this field to enter a time for when the service level agreement is promised for completion the following day.

Entry is optional if you selected “Next Day” in the Timeframe field. For any other selection in the Timeframe field, this field will be disabled. No default.

Create from Template button

Billings & Accounts Receivable > Customers> Customers > Customer SLAs button > Create from Template button

OR

Service Management > Customer Information > Customers> Customer SLAs button > Create from Template button

The Create from Template button for Customer SLAs pop-up window allows a user to create a service level agreement from a template existing in the Standard Service Level Agreement Templates window. After clicking on the template and pressing ok, the pop-up will close and will create a customer level agreement based on the data in the templates window.

Template ID

The Template ID field displays the ID of the SLA template.

You cannot edit this field; it is for display only.

Description

The Description field displays the description associated with the SLA template identified in the Template ID field.

You cannot edit this field; it is for display only.

Copy from another SLA button

Billings & Accounts Receivable > Customers> Customers > Customers SLAs button > Copy from another SLA button

OR

Service Management > Customer Information > Customers> Customers SLAs button > Copy from another SLA button

The Copy from another SLA button for Customer SLAs pop-up window allows a user to view all customer SLAs and copy any existing data from one SLA to another. After clicking on the SLA and pressing ok, the pop-up will close and will create a customer level agreement based on the data for the customer.

You must first enter an effective date and expiration date before the Copy from Another SLA button is enabled.

Effective Date

The Effective date field displays the date the SLA goes into effect.

You cannot edit this field; it is for display only.

Expiration Date

The Expiration Date field displays the date the SLA no longer applies.

You cannot edit this field; it is for display only.

Customer ID

The Customer ID field displays the customer ID associated with the SLA.

You cannot edit this field; it is for display only.

Customer Name

The Customer Name field displays the customer name associated with the customer ID for the SLA.

You cannot edit this field; it is for display only.

Location Name

The Location Name field displays the location name (if applicable) for the SLA for the customer.

You cannot edit this field; it is for display only.

Cus Categories button

Billings & Accounts Receivable > Customers> Customers > Cus Categories button

OR

Service Management > Customer Information > Customers> Cus Categories button

The Cus Categories for Customer pop-up window allows you to record an entry of an alert code for the customer with an effective date and an optional expiration date.

Customer Contacts button

Billing & Accounts Receivable > Customers > Customers > Customer Contacts button
OR
Service Management > Customer Information > Customers > Customer Contacts button

The Location Customer Contacts pop-up window allows you to enter each customer contact you need to retain for this Customer/Location. This is for informational purposes only.

Note: For defaulting purposes, PENTA first seeks to use the Location Customer Contacts you established at the Customer/Location level. If there are no Location Customer Contacts at that level, PENTA instead uses the Customer level Contacts.

Contact #

PENTA auto assigns the Contact # with the next sequential number for this Customer. For example, if this is the first location you are setting up under the Customer, this field defaults as 1.

You cannot edit this field; it is for display only.

Name (Prefix, First, Middle, Last, Suffix, Nickname)

Enter the Name of the Customer contact you are entering.

Entry is optional. No default.

Title

Use dropdown menu to select the Customer Contact’s Title.

Entry is optional. No default.

Email Address

Use this field to enter the Customer Contact’s Email Address.

Entry is optional. No default.

Preferred Communication Method

Use this dropdown menu to select the Customer Contact’s preferred method of communication.

Entry is optional. This defaults as None Specified.

Date (Status Information)

If you are setting up a new Customer Location Contact, indicate when the Contact’s status becomes effective. This field defaults as the current date.

If you are maintaining an existing Contact for the Customer Location, PENTA displays the date the Contact’s Status took effect and you cannot edit this field. To change the date, click the Edit button.

Status (Status Information)

If you are setting up a new Customer Location contact, indicate whether the Customer Location’s Contact is Active or Inactive.

If you are maintaining an existing Contact for the Customer Location, PENTA displays the current status of the Contact and you cannot edit this field. To change the status, click the Edit button.

Edit button (Status Information)

Billing & Accounts Receivable > Customers > Customers > Customer Contacts button > Edit button
OR
Service Management > Customer Information > Customers > Customer Contacts button > Edit button

The Contact Status History for Customer, Contact pop-up window allows you to record a new Active or Inactive Status and Status Effective Date for the Customer Location’s Contact.

Address tab

Billing & Accounts Receivable > Customers > Customers > Customer Contacts button > Address tab
OR
Service Management > Customer Information > Customers > Customer Contacts button > Address tab

Customer Location

If the Contact’s address is associated with a Customer Location already set up in PENTA, enter the Id of that Customer Location.

If you enter an Id in this field, PENTA defaults the Customer Location’s address information in the fields below and prevents overrides.

Entry is optional. No default.

Date (Status Information)

If you are setting up a new Customer Location address for the Contact, indicate when the address’s Status becomes effective for the Contact. This field defaults as the current date.

If you are maintaining an existing address for the Contact at the Customer Location, PENTA displays the date the Status of the Contact’s address took effect and you cannot edit this field. To change the date, click the Edit button.

Status (Status Information)

If you are setting up a new address for the Customer Location’s Contact, indicate whether the Contact’s address is Active or Inactive.

If you are maintaining an existing address for the Customer Location’s Contact, PENTA displays the current status of the Contact and you cannot edit this field. To change the status, click the Edit button.

Edit button (Status Information)

Billing & Accounts Receivable > Customers > Customers > Customer Contacts button > Address tab > Edit button
OR
Service Management > Customer Information > Customers > Customer Contacts button > Address tab > Edit button

The Contact Status History for Customer, Contact pop-up window allows you to assign a new Active or Inactive status and Status Effective Date to the Contact at this address.

Name Prefix (Address)

Enter the Prefix of the Contact (e.g., Mr., Ms., etc.)

Entry is optional. No default.

Name (Address)

Create a name that will appear on mailing addresses for the Contact.

Entry is required. No default.

City, State/Province, Postal Code, Country Code

If you did not enter a Customer Location, identify the city, state/province, postal, and country information for the Customer Location’s address.

If you entered a Customer Location, PENTA defaults the Location’s address information in these fields and prevents overrides.

Physically Located At This Address

Place a checkmark in this box if the Contact is physically located at the Customer Location. No checkmark in this box indicates the Contact is physically located elsewhere.

PENTA looks to this value when a process requires a physical address. PENTA selects the Active address with a checkmark in this box. If there are multiple qualifying addresses, PENTA selects the address with the most recent Status Date.

Mailing Address

Place a checkmark in this box if this is the Contact’s mailing address. No checkmark in this box indicates this is not the Contact’s mailing address.

PENTA looks to this value when a process requires a mailing address. PENTA selects the Active address with a checkmark in this box. If there are multiple qualifying addresses, PENTA selects the address with the most recent Status Date.

Phone Numbers tab

Type

Categorize the Contact’s number for the Customer.

Entry is required to enter a phone number. No default.

Area Code

Enter the Contact’s Area Code for the Customer.

Entry is required. No default.

Phone Number

Enter the Contact’s number for the Customer.

Entry is required. No default.

Extension

Enter the Contact’s Extension for the Customer.

Entry is required. No default.

Primary Voice?

This box is applicable if the Type field’s value indicates a “voice” number (as opposed to a fax number, for example).

Place a checkmark in this box if this is the number you primarily call to speak with the Contact person. No checkmark indicates the Contact has a different primary “voice” number.

This box defaults as unchecked.

Primary Fax?

The Primary Fax? box is applicable if the Type field’s value indicates a “fax” number (as opposed to a cell phone number, for example).

Place a checkmark in this box if this is the number you primarily use to send faxes to the Contact person. No checkmark indicates the Contact has a different primary fax number.

This box defaults as unchecked.

Description

Use this field to enter any special notes related to the number (e.g., “Don’t call after 9 PM”).

Entry is optional. No default.

Roles tab

Location

Identify the Location for which the Contact has some level of authority.

Entry is required. This field defaults as All; however; you can override the default.

Service Type

Identify which Service Type the Contact deals with for the Customer.

Entry is optional. This field defaults as All; however; you can override the default.

Call Type

Identify the Call Type the Contact deals with for the Customer.

Entry is optional. This field defaults as All; however, you can override the default.

Contact Type

Identify the Role the Contact plays at the Location (and, if entered, Call Type and Service Type).

Entry is optional. This field defaults as None; however, you can override the default.

Rank

Identify the Contact’s Rank relative to other contacts set up for the exact same role.

Entry is optional. No default.

Preference List button

Billing & Accounts Receivable > Customers > Customers > Customer Contacts button > Preference List button
OR
Service Management > Customer Information > Customers > Customer Contacts button > Preference List button

The Preferred Contacts for Customer, Location pop-up window allows you to view the preferred Contact for a particular Service Type/Call Type combination.

You cannot edit this pop-up window; it is for display only.

Cus Reference Codes button

Billing & Accounts Receivable > Customers > Customers > Cus Reference Codes button
OR
Service Management > Customer Information > Customers > Cus Reference Codes button

The Reference Codes for Customer pop-up window allows you to record additional information for this Customer. This information works in relation with work orders only and must be set up in the Customer Reference Codes window prior to assigning reference codes to the Customer. When you associate a work order with the Customer, PENTA makes these Reference Codes available for entry.

Reference Codes

Use the Reference Codes field to associate a reference code(s) with the Customer.

Entry is optional. No default.

Value

Use the Value field to enter the value for the associated Reference Code. For example, if you had a Reference code for “Customer PO #,” the value you enter for that reference code is the Customer PO #.

Entry is optional. No default.

Description

In the Description field, PENTA displays the description of the Value you entered.

You cannot edit this field; it is for display only.

Customer Notes button

Billing & Accounts Receivable > Customers > Customers > Customer Notes button
OR
Service Management > Customer Information > Customers > Customer Notes button

The Notes for Customer pop-up window allows you to create a note for the Customer and indicate how the note should default to other windows.

Note Type

Use this field to categorize the Customer note.

Entry is required. No default.

Default to Work Orders

A checkmark indicates PENTA should default the note to Work Orders associated with the Customer. No checkmark indicates PENTA should not default this note to Work Orders associated with the Customer.

If you place a checkmark in this box, choose a radio button to indicate:

Based on work customer – PENTA should default the note only to Work Orders where the work customer is this Customer.

Based on Invoice Customer – PENTA should default the note only to Work Orders where the invoice customer is this Customer.

Always – PENTA should default the note to the Work Order any time the work OR invoice customer is this Customer.

This box defaults as unchecked.

Default to Maintenance Contracts

A checkmark indicates PENTA should default the note to Maintenance Contracts associated with the Customer. No checkmark indicates PENTA should not default this note to Maintenance Contracts associated with the Customer.

This box defaults as unchecked.

Allow Update of Text

A checkmark indicates users can update the note’s text later. No checkmark indicates users cannot update the note’s text later.

This box defaults as unchecked.

Applies to All Locations

A checkmark indicates PENTA should default the note to all Locations (for this Customer) that are added to a Work Order and/or Maintenance Contract, also subject to the defaulting rules (“Default to Work Orders”) defined above.

Edit List button

Note: PENTA only enables this button if the Applies to All Locations box does not contain a checkmark.

Billing & Accounts Receivable > Customers > Customers > Cus Reference Codes button > Edit List button
OR
Service Management > Customer Information > Customers > Cus Reference Codes button > Edit List button

The Locations for Note pop-up window allows you to indicate which Customer Locations are authorized for use with the Note.

In the Available Locations block, PENTA lists all Locations available for authorization with the Note. The Applies to Locations block lists all Locations authorized for use with the Note.

Use the arrows in the middle of the window or a drag/drop method to authorize Available Locations and/or unauthorize Locations for use with the Note. Clicking the Close button commits your changes in this pop-up window and returns you to the main window.

Applies to All Service Types

A checkmark indicates PENTA should default the note to all Service Types (for this Customer) that are added to a Work Order and/or Maintenance Contract, also subject to the defaulting rules (“Default to Work Orders”) defined above.

Edit List button

Note: PENTA only enables this button if the Applies to All Service Types box does not contain a checkmark.

Billing & Accounts Receivable > Customers > Customers > Cus Reference Codes button > Edit List button

OR

Service Management > Customer Information > Customers > Cus Reference Codes button > Edit List button

The Service Types for Note pop-up window allows you to indicate which Customer Service Types are authorized for use with the Note.

In the Available Service Types block, PENTA lists all Service Types available for authorization with the Note. The Authorized Service Types block lists all Service Types authorized for use with the Note.

Use the arrows in the middle of the window or a drag/drop method to authorize Available Service Types and/or unauthorize Service Types for use with the Note. Clicking the Close button commits your changes in this pop-up window and returns you to the main window.

Applies to All Call Types

A checkmark indicates PENTA should default the note to all Call Types (for this Customer) that are added to a Work Order and/or Maintenance Contract, also subject to the defaulting rules (“Default to Work Orders”) defined above.

Edit List button

Note: PENTA only enables this button if the Applies to All Call Types box does not contain a checkmark.

Billing & Accounts Receivable > Customers > Customers > Cus Reference Codes button > Edit List button

OR

Service Management > Customer Information > Customers > Cus Reference Codes button > Edit List button

The Call Types for Note pop-up window allows you to indicate which Customer Call Types are authorized for use with the Note.

In the Available Call Types block, PENTA lists all Call Types available for authorization with the Note. The Authorized Call Types block lists all Call Types authorized for use with the Note.

Use the arrows in the middle of the window or a drag/drop method to authorize Available Call Types and/or unauthorize Call Types for use with the Note. Clicking the Close button commits your changes in this pop-up window and returns you to the main window.

Cus Technician Pref button

Billing & Accounts Receivable > Customers > Customers > Cus Tech Pref button
OR
Service Management > Customer Information > Customers > Cus Tech Pref button

Clicking the Cus Technician Pref button opens the Customer Technician Preference main window, which allows you to track and maintain the Customer’s preferences for a particular technician. You can identify “Preferred” or “Do Not Assign” service technicians for the Customer and associate a preference ranking with each technician.

See Service Management’s Customer Technician Preference Window Description for additional information.

Cus Invoice Cus button

Clicking the Cus Invoice Cus button launches the Invoice/Customer Location pop-up window.

The Invoice Customer/Location pop-up window allows you to define the Customer’s default Invoice Customer(s) and Invoice Customer Location(s). You can also associate a Service Type and/or Call Type with the Invoice Customer and Invoice Customer Location.

View All Customers button

Clicking the View All Customers button launches the Active Customers pop-up window.

The Active Customers pop-up window allows you to view all Customer Ids and their descriptions, including those you currently have no authorization to use. The Authorized column provides a checkmark indicator of whether you have authorization for at least one of the OUs associated with the corresponding Customer Ids. PENTA does not allow you to use Customer Ids with no checkmark in the Authorized column.

You cannot edit this pop-up window; it is for display only.

Locations tab

The Locations tab allows you to identify different locations for the Customer and record default information for each location.

Billing & Accounts Receivable > Customers > Customers > Locations tab
OR
Service Management > Customer Information > Customers > Locations tab

Location Code

Use the Location Code field to create an alpha and/or numeric code to identify a location belonging to the Customer. This field is especially useful for differentiating different locations belonging to the Customer (if applicable).

Entry is required. No default.

Description

Use the Description field to name/describe the Location.

Entry is required. No default.

Loc Tax Jurisdictions button

Clicking the Loc Tax Jurisdictions button launches the Tax Jurisdictions for Customer pop-up window.

The Tax Jurisdiction pop-up window allows you to enter tax information applicable to the Customer/Location.

Tax Type

Identify the type of taxes PENTA should apply to the Customer Location. PENTA uses this information when producing invoice calculations.

Entry is optional. No default.

Jurisdiction Id

Identify the Customer Location’s taxing Jurisdiction. PENTA uses this information when producing invoice calculations.

Entry is optional. No default.

Description

In the Description field, PENTA displays the name associated with the Jurisdiction Id.

Entry is optional. No default.

Location SLAs Button

Billings & Accounts Receivable > Customers> Customers > Location SLAs button

OR

Service Management > Customer Information > Customers> Location SLAs button

The Location SLAs for Customer pop-up window allows you to record an entry of a service level agreement for the customer location with an effective date and an expiration date.

Effective Date

Enter a date or use the LOV button to specify the date the SLA goes into effect.

Entry is required. No default.

Expiration Date

Enter a date or use the LOV button to specify the date the SLA is no longer in effect.

Entry is required. No default.

Service Type

This dropdown menu lists all authorized service types for the customer location.

Entry is required. Default is (All).

Call Type

This dropdown menu lists all authorized call types for the customer location.

Entry is optional. Default is (All).

Work Order Priority

Use the Work Order Priority field to select an authorized call priority from the drop-down menu.

Entry is required. No default.

Action

Use the Action field to select an authorized service level agreement action from the drop-down menu.

Entry is required. No default.

Timeframe

Use the Timeframe field to select a specified period of time for the action to be completed. Choosing a specific timeframe will either require a value in the Calendar field, require a value in or disable the hours/days field, or enable the If Reported Before or Promised by fields.

Entry is required. No default.

Calendar

Use the Calendar field to select a description of the service level agreement business calendars from the drop-down menu, which specifies the business hours in which the timeline applies.

Entry is required if you select Business Days or Business Hours in the Timeframe field, but is otherwise disabled for entry. No default.

Hours/Days

If you selected a value from the Timeframe field that requires an entry in the Hours/Days field, enter a number for the days or hours for the specific service level agreement, which determines how long you have to complete the action after the work order is reported and prioritized.

Entry is required if you selected “Business Days”, “Business Hours”, “Clock Days” or “Clock Hours” from the Timeframe field. Entry is disabled if you selected “Next Day” or “Same Day” from the Timeframe field. No Default.

If Reported Before

If you selected “Same Day” in the Timeframe field, use the If Reported Before field to enter a time for when this service level agreement requires action to be completed the same day.

Entry is optional if you selected “Same Day” in the Timeframe field. For any other selection in the Timeframe field, this field will be disabled. No default.

Promised by

When the timeframe value is “Next Day”, use this field to enter a time for when the service level agreement is promised for completion the following day.

Entry is optional if you selected “Next Day” in the Timeframe field. For any other selection in the Timeframe field, this field will be disabled. No default.

Create from Template button

Billings & Accounts Receivable > Customers> Customers > Location SLAs button > Create from Template button

OR

Service Management > Customer Information > Customers> Location SLAs button > Create from Template button

The Create from Template button for Location SLAs pop-up window allows a user to create a service level agreement from a template existing in the Standard Service Level Agreement Templates window. After clicking on the template and pressing ok, the pop-up will close and will create a location level agreement based on the data in the templates window.

Template ID

The Template ID field displays the ID associated with a template.

You cannot edit this field; it is for display only.

Description

The Description field displays the description of the template identified in the Template ID field.

You cannot edit this field; it is for display only.

Copy from another SLA button

Billings & Accounts Receivable > Customers> Customers > Location SLAs button > Copy from another SLA button

OR

Service Management > Customer Information > Customers> Location SLAs button > Copy from another SLA button

The Copy from another SLA button for Location SLAs pop-up window allows you to view all customer and location SLAs and copy any existing data from one SLA to another. After clicking on the SLA and pressing ok, the pop-up will close and will create a location level agreement based on the data in the pop-up window.

Effective Date

The Effective Date displays the date the SLA goes into effect.

You cannot edit this field; it is for display only.

Expiration Date

The Expiration Date field displays the date the SLA is no longer in effect.

You cannot edit this field; it is for display only.

Customer ID

The Customer ID field displays the customer ID for whom the SLA is put into effect.

You cannot edit this field; it is for display only.

Customer Name

The Customer Name field displays the name of the customer associated with the ID displayed in the Customer ID field for the SLA.

You cannot edit this field; it is for display only.

Location Description

The Location Description field displays the customer location description (if applicable) for the SLA.

You cannot edit this field; it is for display only.

Loc Categories button

Billings & Accounts Receivable > Customers> Customers > Loc Categories button

OR

Service Management > Customer Information > Customers> Loc Categories button

The Loc Categories for Customer pop-up window allows you to record an entry of an alert code for the customer’s location with an effective date and an optional expiration date.

Location Contacts button

Clicking the Location Contacts button launches the Contacts for Customer, Location pop-up window.

The Contacts for Customer,Location pop-up window allows you to enter each customer contact you need to retain for this Customer/Location. This is for informational purposes only.

Note: For defaulting purposes, PENTA first seeks to use the Location Customer Contacts you established at the Customer/Location level. If there are no Location Customer Contacts at that level, PENTA instead uses the Customer level Contacts.

Preferred Communication Method

Enter the Contact’s preferred method of communication (e.g., email, fax, etc.).

Entry is optional. No default.

Date (Status Information)

If you are setting up a new Customer Location Contact, indicate when the Contact’s status becomes effective. This field defaults as the current date.

If you are maintaining an existing Contact for the Customer Location, PENTA displays the date the Contact’s Status took effect and you cannot edit this field. To change the date, click the Edit button.

Status (Status Information)

If you are setting up a new Customer Location contact, indicate whether the Customer Location’s Contact is Active or Inactive.

If you are maintaining an existing Contact for the Customer Location, PENTA displays the current status of the Contact and you cannot edit this field. To change the status, click the Edit button.

Edit button (Status Information)

Clicking the Edit button launches the Contact Status History for Customer, Contact pop-up window.

The Contact Status History for Customer, Contact pop-up window allows you to record a new Active or Inactive Status and Status Effective Date for the Customer Location’s Contact.

Customer Location

If the Contact’s address is associated with a Customer Location already set up in PENTA, enter the Id of that Customer Location.

If you enter an Id in this field, PENTA defaults the Customer Location’s address information in the fields below and prevents overrides.

Entry is optional. No default.

Date (Status Information)

If you are setting up a new Customer Location address for the Contact, indicate when the address’s Status becomes effective for the Contact. This field defaults as the current date.

If you are maintaining an existing address for the Contact at the Customer Location, PENTA displays the date the Status of the Contact’s address took effect and you cannot directly edit this field. To change the date, click the Edit button.

Status (Status Information)

If you are setting up a new address for the Customer Location’s Contact, indicate whether the Contact’s address is Active or Inactive.

If you are maintaining an existing address for the Customer Location’s Contact, PENTA displays the current status of the Contact and you cannot edit this field. To change the status, click the Edit button.

Name Prefix (Address)

Enter the Prefix of the Contact (e.g., Mr., Ms., etc.)

Entry is optional. No default.

Name (Address)

Create a name that will appear on mailing addresses for the Contact.

Entry is required. No default.

City, State/Province, Postal Code, Country Code

If you did not enter a Customer Location, identify the city, state/province, postal, and country information for the Customer Location’s address.

If you entered a Customer Location, PENTA defaults the Location’s address information in these fields and prevents overrides.

Physically Located At This Address

A checkmark in this box indicates the Contact is physically located at the Customer Location. No checkmark indicates the Contact is physically located elsewhere.

PENTA looks to this value when a process requires a physical address. PENTA selects the Active address with a checkmark in this box. If there are multiple qualifying addresses, PENTA selects the address with the Status Date that is less than or equal to the current date.

Mailing Address

A checkmark in this box indicates this is the Contact’s mailing address. No checkmark indicates this is not the Contact’s mailing address.

PENTA looks to this value when a process requires a mailing address. PENTA selects the Active address with a checkmark in this box. If there are multiple qualifying addresses, PENTA selects the address with the greatest Status Date.

Primary Voice?

This box is applicable if the Type field’s value indicates a “voice” number (as opposed to a fax number, for example).

A checkmark indicates this is the number you primarily call to speak with the Contact person. No checkmark indicates the Contact has a different primary “voice” number.

This box defaults as unchecked.

Primary Fax?

This box is applicable if the Type field’s value indicates a “fax” number (as opposed to a cell phone number, for example).

A checkmark indicates this is the number you primarily use to send faxes to the Contact person. No checkmark indicates the Contact has a different primary fax number.

This box defaults as unchecked.

Description

Use this field to enter any special notes related to the number (e.g., “Don’t call after 9 PM”).

Entry is optional. No default.