AAIs
See Automatic Accounting Instructions
activating for supplier recovery claims
activating for warranty claims
attaching schedules to contracts, work orders, and cases
activating adjustment schedules for cases
activating adjustment schedules for supplier recovery claims
activating adjustment schedules for warranty claims
activating adjustment schedules for work orders
attaching adjustment schedules to contracts
attaching adjustment schedules to contracts, work orders, and cases
attaching adjustment schedules to customer records
attaching adjustment schedules to service provider records
attaching adjustment schedules to supplier records
reviewing history and adjustments
setting up adjustment schedules
assessor rules sequence
See assessor defaults and rules sequence
Automatic Accounting Instructions
canceling and suspending detail lines
creating prepayment transactions
generating amortization workfile
hierarchy for responsible business unit
approving journal entries for work orders
creating manually for CRM users
creating manually for non-CRM users
creating records from batch processes
revising parent and component information
serialized and non-serialized items
tracking mean time between failures
updating records from ship confirm
See Also ship confirm
parts
See work orders, assigning parts
PM
See preventive maintenance
portal
See customer self-service portal
reviewing prepayment journal entries
running the AR draft collection program
self-service portal
See customer self-service portal
Service Work Order Labor - Manage [work order description] form
assessor defaults and rules sequence
Automatic Accounting Instructions
hierarchy for responsible business unit
issuing inventory from a single location
issuing inventory from multiple locations
posting cost routing journal entries to the general ledger
processing hours and quantities
reviewing and approving cost routing journal entries
work order setup
See setup, work orders
Work with Prepayment Processing Information program (R004201)