| # User Profiles (tsmdm1150m000) Use this session to maintain a list of user profiles. User profiles are attached to a login code, which can be the login code of an individual and/or a service department. The service department that is linked to a login code will have its number groups and series, which are displayed in the Service Departments (tsmdm1100m000) session, used as the default values for the login code. Login Code The login code that the user defaults apply to. Note A service employee can have more than one login code and, therefore, user defaults. A login code with associated user defaults can be created for a service department (without specifying a service employee) so that employees of that department can use the login code and its associated user defaults. Contract Quotations The login code's default number group for contract quotations. This is the number group of the login code's service department, which is defined in the Contract Management Parameters (tsctm0100m000) session. Related topics Number groups in Service To use number groups and series Contract Quotations The login code's default series of the number group that is specified for contract quotations. Selected from the First Free Numbers (tcmcs0150m000) session, which will only display the unblocked series of the number group for contract quotations. Contract Quotations The description or name of the series. Contracts The default number group for contracts. This is the number group of the login code's service department, which is defined in the Contract Management Parameters (tsctm0100m000) session. Related topics Number groups in Service To use number groups and series Contracts The login code's default series of the number group that is specified for contracts. Selected from the First Free Numbers (tcmcs0150m000) session, which will only display the unblocked series of the number group for contracts. Order Quotations The login code's default number group for service-order quotations. This is the number group of the login code's service department that is defined in the Service Order Parameters (tssoc0100m000) session. Related topics Number groups in Service To use number groups and series Order Quotations The login code's default series of the number group that is specified for service order quotations. Selected from the First Free Numbers (tcmcs0150m000) session, which will only display the unblocked series of the number group for service order quotations. Service Order The login code's default number group for service orders. This is the number group of the login code's service department, which is defined in the Service Order Parameters (tssoc0100m000) session. Related topics Number groups in Service To use number groups and series Service Order The login code's default series of the number group that is specified for service orders. Selected from the First Free Numbers (tcmcs0150m000) session, which will only display the unblocked series of the number group for service orders. Calls The login code's default number group for calls. This is the number group of the login code's service department and is defined (to the service department) in the Call Parameters (tsclm0100m000) session. Related topics To use number groups and series Number groups in Service Calls The login code's default series of the number group that is specified for calls. Selected from the First Free Numbers (tcmcs0150m000) session, which will only display the unblocked series of the number group that is specified for calls. Field Change Order The login code's default number group for field change orders (FCOs). This is the number group of the login code's service department and is defined (for the service department) in the Service Order Parameters (tssoc0100m000) session. Related topics To use number groups and series Number groups in Service Field Change Order The login code's default series number for field change orders (FCOs). Selected from the First Free Numbers (tcmcs0150m000) session, which will only display the unblocked series of the number group that is specified for FCOs. Number Group Claim Header The number group of the claim header. Number Group Claim Header The series of the number group that is specified for the claim headers. Work Order The login code's default number group for work orders. This is the number group of the login code's service department, and is defined (for the service department) in the Work Order Parameters (tswcs0100m000) session. Related topics To use number groups and series Number groups in Service Work Order The login code's default series number for work orders. Selected from the First Free Numbers (tcmcs0150m000) session, which will only display the unblocked series of the number group that is specified for work orders. Maintenance Sales Order The login code's default number group for maintenance sales orders. This is the number group of the login code's service department and is defined (for the service department) in the Maintenance Sales Control Parameters (tsmsc0100m000) session. Related topics To use number groups and series Number groups in Service Maintenance Sales Order The login code's default series number for maintenance sales orders. Selected from the First Free Numbers (tcmcs0150m000) session, which will only display the unblocked Series of the number group that is specified for maintenance sales orders. Maintenance Sales Quotation (Number Group) The number group for maintenance sales quotations. This is a display field. Important! The number group is defined in the Quotation Parameters (tsepp0100m000) session. Maintenance Sales Quotation (Series Number) The series number for maintenance sales quotations. Subcontract Agreement The login code's default number group for Subcontract Agreements. This is the number group of the login code's service department, which is defined in the Subcontract Management Parameters (tssbm0100m000) session. Related topics To use number groups and series Number groups in Service Subcontract Agreement Series Number The series for subcontract agreements. Selected from the First Free Numbers (tcmcs0150m000) session, where only the unblocked series of the number group for subcontract agreement are displayed. Service Employee The service employee that the user defaults are applied to when they use the login code. Service Employee The name of the service employee. Service Department The code of the service department that is linked to the login code. The number groups and series of this service department will be the default number groups and series for an employee using the associated login code, which is displayed in the Service Departments (tsmdm1100m000) session. Note You can have a login code with a defined service department but no defined service employee. This means that a service employee with no defined user defaults can use the login code of the service department and assume the user defaults. Therefore, you do not need to create user defaults for every service employee in a department. Service Department The name or description of the service department that is linked to the login code. Automatic Start If this check box is selected, the search engine starts automatically when searching for a cluster or serialized item. Note Only available if the search engine is implemented at the company level. Sales Rep. The default sales representative for employees using the associated login code. Sales Rep. The name of the user's default sales representative. |