Summary
The Setup window is used to define which modules the Contact Management module will interface with and define other contact management module options.
Step by Step
1 Open the CM Setup window (CM> Utilities> Setup).
2 Complete the Interfaces section.
- 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.
- Check the Utility Billing toggle to create service requests from issue steps. Service requests will be created in UB> Service Requests> Input.
- Check the Work Orders toggle to create work orders from issue steps. Work orders will be created in WO> Work Orders> Work Orders.
- Actions taken on issue items are set up with the issue type in CM> Maintenance> Issue Type> Steps tab> Action section.
3 Complete the Settings section.
- 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.
- 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.
- 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.
- 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.
- 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.
4 Track any changes made to the CM Setup window.
- 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.