Enrich EMMS Online Help

Customer location recharge authorizations  

This option allows you to work with recharge authorizations for a customer location, mainly identifying whether and when a PO is required. This is only used with Fleetcare.

1. At the EMMS main menu, click the Customer button.
   • The Work With Customers display screen appears.
2. Right-click on the customer and select Locations.
   • The Customer Locations change screen appears.
3. Right-click on the location and select Recharge Request.
   • The Customer Recharge Authorizations change screen appears.
4. Click Add .
   • The Customer Recharge Authorizations add screen appears.
5. Fill in the fieldsfields as required.

   Trans Code is the type of recharge transaction this is. Each customer location can have one record for each recharge type. You can right-click in the field and select Prompt to select the contact type from a list.

   Pics Req identifies whether or not pictures are required for this type of transaction. You can right-click in the field and select Prompt to select the flag from a list.

   Def# Req identifies whether or not a defect number is required. You can right-click in the field and select Prompt to select the flag from a list.

   PO Req identifies whether and when a PO is required. You can right-click in the field and select Prompt to select the flag from a list. Options are:

   1. = Pre - must get a PO from the customer location before commencing work;
   2. = Post - it's okay to get the PO after the full costs are known;
   3. = No - a PO is not required for the customer location.

   Auth Limit is the authorization limit for the recharge type/PO. Anything higher will require re-authorization.

   Contact/Ph# is the name and phone number of the contact.

6. Click Enter to save the authorizations.

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