Setting Up Partners

A partner is a resource (employee, customer, or vendor) who can resolve incidents or SROs. Partners can be specified as the SSR and/or as the "owner" of an incident. Partner IDs can be linked to employee IDs, customer IDs, vendor IDs, and/or user IDs.

Use the Partners form to specify information about your company's partners:

1. In the header area of the Partners form, specify this information:

   Partner

   Specify an abbreviated version of the name of the partner.

   Type

   Select the category that a partner belongs to:

   • Employee
   • Customer
   • Vendor

   Ref Num

   Select the partner reference number. This is the associated customer, employee, or vendor.

   Ship To

   Select the ship to location to associate with the partner. This field is enabled only for partners with the type Customer.

   Name

   Specify the name of the partner.

   Active

   Select this check box if the partner is currently active.

   Supervisor

   Select the supervisor of the partner.

   Schedule Button

   Click this button to launch the Service Scheduler.

2. On the General tab, specify this information:

   Email

   Specify the email address.

   Warehouse

   Select the warehouse that a partner may issue inventory out of while working on a SRO.

   Labor Cost

   Specify the hourly cost for a partner.

   Hourly Rate

   Specify the hourly rate of a partner for the type of work being performed.

   Default Misc Code

   Select the unique alphanumeric code that represents a particular type of expense that is charged to a SRO. These codes can be used to ensure that the expenses are charged to the proper general ledger account. These codes are set up on the Miscellaneous Codes form.

   Default Work Code

   Select the code used to represent the type of work that is being recorded to a SRO. Codes are set up and maintained on the Work Codes form.

   Default Payment Type

   Specify the payment type to be used by default for miscellaneous SRO transactions that are submitted from the Reseller Portal. Available selections are set up and maintained on the Payment Types form.

   Department

   Select the department out of which the partner works.

   User

   Select a User ID from the list. The list is populated from the Users form.

   Reimbursement Method

   Select the method to be used or the type of payment to be included for partner reimbursements. Valid options are voucher, credit memo, other, and all.

   Reimburse Material

   Select this check box to reimburse the partner for material transactions on incidents that the partner is assigned to. If this field is not selected, costing is not affected for associated transactions.

   Reimburse Labor

   Select this check box to reimburse the partner for labor transactions on incidents that the partner is assigned to. If this field is cleared, costing for the associated transactions is not affected.

   Currency

   Select a default currency code to associate with the partner. This will be used for reimbursement currency conversion.

3. On the Scheduling tab, specify the availability and location of this partner:

   Weekly Available Hours

   Specify the maximum block of time that a partner is to be scheduled for a task or tasks on any given day.

   Display On Schedule Board

   Select this check box to display the partner on the board within the Service Scheduling module.

   Exchange Integration Enabled

   This check box is selected if the Exchange Integration service is enabled for the user.

   Exchange Folder

   Optionally, specify a destination folder for the Exchange Integration service. In most cases, this field can be left blank and the appointments will be synchronized with the user’s default Inbox Calendar based on the email address setup in Exchange.

   In the Last Known Location section of this tab:

   • Click History to launch the Partner Location History form.
   • Click Map Current to send the current partner location to MapPoint.
   • Click Map All to send all partner last-known locations to MapPoint.
   • Last Timestamp displays the date and time that the last GPS coordinates were collected.
   • Latitude and Longitude display the values from the last time a coordinate was collected.
4. On the Certifications tab, select any certifications acquired by the partner. (Certification codes are defined on the Certifications/Licenses form.) These certifications are matched with any required certifications for a certain item (in the Items form) to determine if a partner has the necessary qualifications to work on a SRO or on an incident involving a particular item. The description of the certification displays after you select the code.
5. On the Skills tab,select any skills acquired by the partner. (Skill codes are defined on the Skills form.) These skills are matched with any required skills for a certain item (in the Items form) to determine if a partner has the necessary qualifications to work on a SRO or on an incident involving a particular item. The description of the skill displays after you select the code.:
6. On the Areas tab, specify where this partner can be used:

   Region

   Select the region code for the partner.

   Description

   The description of the region is displayed.

   Country

   State

   County

   City

   Postal Code

7. On the Team tab, set up partners as teams. Service scheduling uses this information to dispatch partners as a group. The system creates individual appointments for each team member as new appointments are created and assigned to the team. Specify this information:

   Partner

   For partner records that are set up as a team, select the partners that make up the team.

   NOTE: Partners can be members of more than one team.

   Name

   The partner name is displayed.

   Team

   Select any team(s) to which the partner belongs.

   NOTE: A team record is set up in the same way as a partner record using the Partners form.

   Name

   The partner name is displayed.

   Team Substitutions Button

   Click this button to launch the Partner Substitutions form, filtered for the selected partner/team record and the current system date.

   Refresh Skills Button

   Click this button to delete all the skills currently associated with a team and rebuild the list by adding skills currently held by any partner on the team. The new skill set is stored on the Skills tab of the team record.

   Refresh Certifications Button

   Click this button to launch the SRO Quote form, linked for the current SRO.

Click the Schedules button to display the Service Schedules form, where you can see scheduled appointments related to service work.

Related Topics

About Partners

Setting up the System for Incidents

Setting Up the System to Work with Exchange