CM> Utilities> Setup
Summary
The Setup window is used to define which modules the Contact Management module will interface with and define other contact management module options.
Related Links
Click here for information on the Issue Step Search window.
Click here for information on entering AR Invoices.
Click here for information on Issue Type Maintenance.
Click here for information on creating UB Service Requests.
Step by Step
1 Open the CM Setup window (CM> Utilities> Setup).
- The Interfaces section is where you set up which modules will interface with the Contact
Management module.
- Check the Accounts Receivable toggle to create Accounts Receivable invoices from issue steps. Invoices will be created in AR> Invoices> Generate. Click here for information on entering AR Invoices.
- Check the Utility Billing toggle to create service requests from issue steps. Service requests will be created in UB> Service Requests> Input. Click here for information on creating UB Service Requests.
- Check the Work Orders toggle to create work orders from issue steps. Work orders will be created in WO> Work Orders> Work Orders. Click here for information on Work Orders Maintenance.
- Actions taken on issue items are set up with the issue type in CM> Maintenance> Issue Type> Steps tab> Action section. Click here for information on Issue Type Maintenance.
- Specify a Starting Invoice Batch Number.
- Issue steps can be used to create Accounts Receivable invoices in the AR module. The
Starting Invoice Batch Number field is used to define the batch number you want to
use when creating Accounts Receivable invoices in the AR module. This is the first batch
number that will be created in AR> Invoices by the Contact Management module in
every new fiscal period. As you close batches in AR> Invoices created by issues, the
Contact Management module will increment the batch numbers that are created. You can
generate and commit up to 100 AR Invoice batches in a fiscal period from the Contact
Management module.
- Only batch numbers in increments of hundreds can be entered in this field.
- Issue steps can be used to create Accounts Receivable invoices in the AR module. The
Starting Invoice Batch Number field is used to define the batch number you want to
use when creating Accounts Receivable invoices in the AR module. This is the first batch
number that will be created in AR> Invoices by the Contact Management module in
every new fiscal period. As you close batches in AR> Invoices created by issues, the
Contact Management module will increment the batch numbers that are created. You can
generate and commit up to 100 AR Invoice batches in a fiscal period from the Contact
Management module.
- Check the Use Citation Number in Invoices Description toggle to display the citation
number of the issue that generates the AR invoice in the description field of
the invoice. The invoice description field will display the text “Citation Number”
followed by the value entered in the Citation Number field in CM> Issues> Issue Step Search> General tab> Issue section. If the Citation Number field is blank, the issue type
description will print in the AR Invoice description field. Click here for information on the Issue Step Search window.
- If you do not check this toggle, the issue type description will display on the AR
Invoice. You can view the description field of an AR invoice in AR> Invoices>
Enter Invoices> Description field. Click here for information on entering AR Invoices.
- An issues type description is set up in CM> Maintenance> Issue Type> General tab> Type section> Description field. This field will also print on the AR invoice. Click here for information on Issue Type Maintenance.
If you have changed the field label of the citation field in CM> Utilities> Setup CM, the contents of that field will still display on the AR invoice, but the text “Citation Number” will still display on the AR invoice.
- If you do not check this toggle, the issue type description will display on the AR
Invoice. You can view the description field of an AR invoice in AR> Invoices>
Enter Invoices> Description field. Click here for information on entering AR Invoices.
- Check the Enforce Unique Citation Numbers toggle to force all citation numbers to be
unique. If you change the field label of the Citation Number field you can still use this
toggle.
- Checking this toggle will also force you to enter a citation number when you are creating new issues.
- Check the Enable Queue Restrictions toggle to enable the following functionality. Note
that this functionality applies only to actual Issues, and not the maintenance of Issue
Types.
- If you are a Queue Member, you may change anything, including the user, on a step.
- User list will display all users for the current queue.
- Queue list will display all queues for which you are an administrator.
- If you are not a queue administrator, then queue is disabled.
- If you are not a member of the current step's queue, you will not be able to modify anything on that step.
- Click the Save icon
when the setup is complete.
- Click the Audit Trail icon
to open the Audit Trail window. - Use the Search Criteria section to sort the displayed audit trail.
- The Audit Trail History section will provide details about any changes made to the setup window including the date of the change, type of change made, user that made the change, and data table that was edited.
- Click here for information on the Audit Trail window.