PENTA Learning Center is an evolving tool. Additional content is added as soon as it is available.

Customer Reference Codes

Owned by Evan P. Petroff [X] (Unlicensed)
Last updated: 06 21, 2022 by Claire Aleman

Overview:

The Customer Reference Codes window allows you to make customer specific information available for billing and reporting purposes. This results in greater accuracy in tracking costs and presenting invoices. You can assign Customer Reference Codes at the Work Order level or Task level.

Benefits:

  • Useful for defining additional customer specific information for billing that is not a normal standard field

Roles:

  • Service Management Setup Manager

Location:

  • Service Management > Customer Information > Other Customer Attributes > Customer Reference Codes

Video:

Have feedback? Copy URL for this page and click here: https://www.surveymonkey.com/r/SBZKYY7

Confidential Proprietary Information - For Penta Customer Use Only
Penta Technologies continuously strives to improve customer content, therefore, information is subject to change at any time.