Page Comparison

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Expense Object Codes

The 'Expense Object Codes' tab is specific to the Services Catalog. This allows the User to assign an 'Expense Object Code' directly to the Service within the Catalog.

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1. From the Expense Object Code tab, click the 'Add' button. 
2. This opens the 'Add New Object Code form'.
   
3. Select an Expense Type. These are the Expense Types set up in the Admin section by navigating to Admin > System Tables > List Values.
   Notes: If the Expense type is 'Usage', then a 'Call Type' can be associated with the Object Code.
   
4. Select an Object Code from the picker. These are the Object Codes are set up in the Admin section by navigating to Admin > Billing > Object Codes.
   Notes: The Call Type field will only be visible on this form if the Service Type is Phone. The Call Type field will only be Editable if the Expense Type is set to Usage.
5. Click the 'Save New' button.

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The 'Import From Parent' button  makes adding 'Expense Object Codes' easier by pulling the existing Object Codes of a Parent Service on to the Child record.

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Default Charges

The 'Default Charges' appears on the Equipment and Services Catalogs. This tab allows the User to add any relevant Default Charges to the given Catalog item.

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If a Default Charge is made 'Inactive'' in the Charge Catalog, they will not be removed from the tab. However, they will also not be automatically added to the Service when added through 'Service Desk'.

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Location Permissions

The 'Location Permissions' tab is specific to the Services and Equipment Catalogs. This tab allows an Admin to limit the Locations that can be assigned to a given Service.

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1. Select the line in the Grid that says: "No Contacts entries may be used with this Locations entry." 
2. Click the 'Delete Selected' button. 
3. The Permit None restriction is removed, and it is possible to associate Location(s) with the given Service again.

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Service Host Permissions

The 'Service Host Permissions' tab is specific to the Locations and Services Catalogs. The functionality of this tab allows an Admin to limit the Service Hosts can be assigned to a given Location/Service.

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1. Select the line in the Grid that says: "No Contacts entries may be used with this Locations entry". 
2. Click the 'Delete Selected' button. 
3. The Permit None restriction are removed, and it is possible to associate Service Host Permissions with the given Location/Service again.

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Equipment Permissions

The 'Equipment Permissions' tab is part of the Services Catalogs. The functionality of this tab allows an Admin to limit the Equipment that can be assigned to a given Service.

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1. Select the line in the Grid that says: "No Contacts entries may be used with this Locations entry". 
2. Click the 'Delete Selected' button.
3. The Permit None restriction is removed, and it is possible to associate Equipment Permissions with the Service again.

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Billing Group Permissions

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1. Select the line in the Grid that says: "No Contacts entries may be used with this Locations entry". 
2. Click the 'Delete Selected' button. 
3. The Permit None restriction is removed, and it is possible to associate Billing Group Permissions with the Service/Equipment again.

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Attachments

The 'Attachments' tab is specific to the Equipment and Services Catalog. The Attachments tab allows Users to attach file(s) (.pdf, .jpg, .doc...) to the Service by uploading the file(s) into PCR-360.

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The 'Delete Selected' button removes the file from PCR-360.

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Incident Codes

The 'Incident Codes' tab appears on both the Services and Equipment Catalogs. From here, an Admin can associate Incident Codes that are made available to Users when reporting Incidents related to the Service or Equipment.

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All Incident Codes that the User(s) created are displayed on this form. These Incident Codes are meant to be more specific to the Service or Equipment that they are associated with and overrides the Generic Incident Code when reporting an Incident.

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User Defined Fields

The User Defined Fields tab provides access to any extra fields that are defined for the Services/Equipment. They can be defined to appear for all Services/Equipment or for specific Service/Equipment Catalogs. See Adding User Defined Fields for more information.

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