| Table of Contents | ||||
|---|---|---|---|---|
|
Customer
When a 'Contact' is set with a 'Type' of 'Customer' the 'Customer' tab will be made available and become required. There are two required fields in the 'Customer' tab, 'Customer Number' and the 'Billing Group'. The Customer Number will import from your Shibboleth or LDAP feed. Additional information related to the Customer can be added here.
...
The 'Allow Coordinator Bill Email' flag allows Coordinators to opt out of the Coordinator emails sent using the Coordinator email processes like on the Bills grid.
Remarks
The 'Remarks' tab provides the User the ability to add comments and Remarks to the record. By default a Remark cannot be edited or deleted once it is added; to alter this behavior see the Configuration Option: REMARKS_EDITABLE .
Adding Remarks
After clicking the 'Add' button , the data-entry form opens (see above example) which provides the User with a free-form field used for entering Remarks. Click the 'Save New' button
to add the Remark.
...
The 'Worker Workgroup' tab will be made available when a Contact is assigned a 'Type' of 'Worker'. Adding a Contact here will associate the Worker with the chosen Workgroup. The 'Hourly Rate' here is what the organization will charge for the Worker's labor, not necessarily what the Worker makes. The association will also show up in the '''Workers & Rates''' tab. To add follow these steps:
...
The 'Workers & Rates' tab will associate a Worker with a Workgroup and define their 'Hourly Rate' for billing purposes. The 'Hourly Rate' here is what the organization will charge for the Worker's labor, not necessarily what the Worker makes. The association will also show up in the ''Worker Workgroup'' tab.
- Click the 'Add' button.
- This will open the 'Add New Worker Rates' form.
- Set the 'Worker' to assign to the Workgroup.
- Enter values for the 'Hourly Rates'. All three fields, 'Regular', 'Overtime', and 'Double Overtime' are required fields.
- Click the 'Save New' button.
...