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Setup Questions for Property Policies

Questions in this section are intended to help you make decisions about your setup.

1. Read the Policy Concepts and Processes.
2. Print this questions list (as many copies as you need). To do so, right-click on this topic, and then click Print.
3. Answer the questions and use your answers to complete the set up on the Property Policies Tab.

Questions for the Property Policies Tab

Code

What code do I want to use to identify this property policy?

Enter a code: _____________________________

Is this policy the default policy for eService?

Circle one: Yes or No.

If YES, then on screen, select the policy on the Global Policies Tab. Only one property policy can be selected as the global Default Property Policy Code.

Description

What description do I want to use to identify this property policy?

Enter a description: _________________________

Default email for inventory in need of reorder

To what email address should reorder notification be sent? Refer to Property Policies Tab for details.

Enter an address: ___________________________

Default Materials Income Code

To what income code should material charges post?

Enter a materials income code: ________________

Default Labor Income Code

To what income code should labor charges post?

Enter a labor income code: ____________________

Print recurring work orders during BOD process

Do I want to print recurring work orders during the begin of day processing automatically?

Circle one: Yes or No.

On screen, check the box to cause automatic printing.

Automatically reorder warehouse items during BOD process

Do I want the reorder of Warehouse Items triggered by the BOD process? Refer to Property Policies Tab for details.

Circle one: Yes or No.

On screen, check the box to cause automatic reorder of Warehouse Items.

See Also

Setup Guide Introduction