Masters menu
This topic describes the available options under the Masters menu.
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Depending on your application permissions, you may not see all menu options listed in this section. For details, see your company’s system administrator. |
Company
| Field | Definition |
|---|---|
Menu path |
Masters > Company |
ASPX page name |
CompanyMaster.aspx |
Page description |
Creating the company master record is one of the first tasks you must complete when setting up the system. It provides general information about your company, such as company name, current address, general contact information (phone numbers and email address), and company’s accounting (fiscal) year(s). The information you add to the company master record appears on any SSRS report that displays the company name, contact information, or address. You use the Company page to view or make changes to your company master record. |
Associated topic |
Customers
| Field | Definition |
|---|---|
Menu path |
Masters > Customers |
ASPX page name |
CustomerMaster.aspx |
Page description |
The customer master record is an important part of the invoicing system. In order to generate an invoice on a repair order, you must assign a customer to a unit. Before you begin a repair order, that customer must have an existing customer master record in your system. You use the Customers page to create customer records, update customer information, and remove customer records. |
Associated topic |
Employees
| Field | Definition |
|---|---|
Menu path |
Masters > Employees |
ASPX page name |
EmployeeMaster.aspx |
Page description |
The employee record identifies an employee who performs work on orders. You use the Employees page to create, update, and remove employee records. |
Associated topic |
Parts Catalog
| Field | Definition |
|---|---|
Menu path |
Masters > Parts Catalog |
ASPX page name |
PartsCatalogMaster.aspx |
Page description |
The Parts Catalog is the master repository of part records. You use the Parts Catalog page to create and maintain uniform inventory records for all shops. |
Associated topic |
Shop Inventory
| Field | Definition |
|---|---|
Menu path |
Masters > Shop Inventory |
ASPX page name |
ShopInventoryMaster.aspx |
Page description |
The Shop Inventory is a repository of local part records that are unique to a specific shop. The parts are not synchronized with the Parts Catalog. They do not appear in other shop inventories, unless you add them to that shop’s inventory. You use the Shop Inventory page to create, update, and remove local part records. |
Associated topic |
Shops
| Field | Definition |
|---|---|
Menu path |
Masters > Shops |
ASPX page name |
ShopMaster.aspx |
Page description |
Shops are your repair facilities or the places where you perform work on units. A shop master record is one of the fundamental building blocks for setting up the system. A shop number is required to create employee, unit, fuel inventory, or part inventory master records. You use the Shops page to:
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Associated topic |
Units
| Field | Definition |
|---|---|
Menu path |
Masters > Units |
ASPX page name |
UnitMaster.aspx |
Page description |
The Unit master record is an important part of the system. When you create a repair order, you must assign a unit to the order. You use the Units page to:
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Associated topic |
Vendor Parts
| Field | Definition |
|---|---|
Menu path |
Masters > Vendor Parts |
ASPX page name |
VendorPartMaster.aspx |
Page description |
A vendor-supplied part is provided and installed by a third-party vendor during a repair process. You can use the Vendor Parts page to create and maintain records for vendor-supplied parts. |
Associated topic |
Vendors
| Field | Definition |
|---|---|
Menu path |
Masters > Vendors |
ASPX page name |
VendorMaster.aspx |
Page description |
The vendor master record is an integral part of the purchase order system. You use the Vendors page to create, update, and remove vendor records. A vendor master record is required if your company:
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Associated topic |