Enrich EMMS Online Help

Customer Master  

Note that customers cannot be created here if you have the Enrich Financials installed, but customer information can be changed using this functionality.

Add a customer

Change a customer

Print a customer list

 

Addresses

Billing groups

Contacts

Equipment

Facility assignments

Forecast billing calendars

• Create a calendar
• Change a calendar
• Change a calendar's header information
• Delete a calendar
• Generate accounting periods for a fiscal year

Incremental hours

Internal descriptions for a single customer

Internal descriptions

Invoice OUTQ overrides

Location

• assigned units
• addresses
• contacts
• recharge authorizations

Package rates

Price books

• Stepped rates
• Item rates
• Activity rates
• Category rates
• Manufacturer rates
• Pay type rates
• PI definitions
• Miscellaneous charges

Recharge authorizations

Repair codes

SIC intervals

Standard billing hours

• add
• add by equipment group
• add by equipment type
• add by manufacturer/model
• copy from another customer
• change

Sub and C&D entitlements for a customer

Tax exemptions

• Facility tax exemptions

Terms overrides