Online Documentation

Work Location/Department Maintenance

Details

The Work Location/Department screen ties departments to each work location.  A business representative can be assigned to just this department of the work location as an override to the work location business representative.  This screen is also used to tie the work location and department combination to a contract.  The Trust and Fee payment method can also be entered.  This fee payment method will override the company setting.  The Standard Industry Code for this work location and department can be entered.

Contacts

The Contacts Tab provides a means of keeping track of contacts for the work location and department combination.  The buttons on this screen allow the user to launch the Contact Maintenance Screen to “Create” a new contact in the Contact Database, “Add” an existing contact in the Contact Database to this work location and department, “Edit” the highlighted contact, “Delete” this contact from being connected to this work location and department or “View” the details on the selected contact.

BA History

The Business Representative History Tab provides a list of every time a different business representative has been assigned to this work location and department combination.   This is a view only screen and this information is updated each time the business representative is changed at the top of this screen and saved.

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