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--- roles:systems_admin [2023/03/03 17:05] – [Bringing Walt's Septic Service into VP] nates
+++ roles:systems_admin [Unknown date] (current) – removed - external edit (Unknown date) 127.0.0.1
@@ Line 1: / Line 1: @@
-====== Systems Admin ======
-===== Bringing Walt's Septic Service into VP =====
-  - HQ Groups (added #20)
-  - HQ Company Parameters (added #20)
-  - GL Company Parameters (added #20)
-  - GL Journals (Copied names from Company #5)
-  - GL Account Parts (Copied #5)
-  - CM Company Parameters (Added #20) <wrap hi>GL Interface OFF</wrap>
-  - AR Company Parameters (Added #20), no ARRecType, CMAcct, EMCo, EMCo
-  - FIXME Dave did some other setup stuff
-  - Copied __ HQ TaxCodes__ from #5 to #20.
-    - <code SQL>INSERT INTO bHQTX (TaxGroup, TaxCode, [Description], MultiLevel, OldRate, NewRate, EffectiveDate, GLAcct, Phase, JCCostType, ValueAdd, GST, ExpenseTax, InclGSTinPST)
-SELECT 20 AS TaxGroup, TaxCode, [Description], MultiLevel, OldRate, NewRate, EffectiveDate, GLAcct, Phase, JCCostType, ValueAdd, GST, ExpenseTax, InclGSTinPST
-FROM bHQTX WHERE TaxGroup=5</code>
-  - Copied __PR Earnings Codes__ from #5 to #20
-    - <code SQL>INSERT INTO bPREC (
-		[PRCo], [EarnCode], [Description], [Method], [Factor], [SubjToAddOns], [CertRpt], [TrueEarns], [OTCalcs], [EarnType], [JCCostType], [Notes], [StandardLimit], [SubjToAutoEarns], [LimitType], [AutoAP]
-		, [VendorGroup], [Vendor], [TransByEmployee], [PayType], [Frequency]
-		, [GLCo], [GLAcct], [IncldLiabDist], [IncldSalaryDist], [Routine], [IncldRemoteTC], [ATOCategory], [InsurableEarningsYN], [InsurableHoursYN], [ROESeparationYN], [ROECategory], [OtherMonies], [ROESpecialYN], [ROEType], [ROEPeriod], [ACATrackHrsYN], [VacationPayType], [FringeBenefitType], [ATType], [ATOtherType], [IncludeInSTPGross]
-	)
-	Select
-[PRCo], [EarnCode], [Description], [Method], [Factor], [SubjToAddOns], [CertRpt], [TrueEarns], [OTCalcs], [EarnType], [JCCostType], [Notes], [StandardLimit], [SubjToAutoEarns], [LimitType], [AutoAP]
-		, 20 [VendorGroup], [Vendor], [TransByEmployee], [PayType], [Frequency]
-		, 20 [GLCo], [GLAcct], [IncldLiabDist], [IncldSalaryDist], [Routine], [IncldRemoteTC], [ATOCategory], [InsurableEarningsYN], [InsurableHoursYN], [ROESeparationYN], [ROECategory], [OtherMonies], [ROESpecialYN], [ROEType], [ROEPeriod], [ACATrackHrsYN], [VacationPayType], [FringeBenefitType], [ATType], [ATOtherType], [IncludeInSTPGross]
-	FROM bPREC WHERE PRCo=5</code>
-  - Added "cleaner" customers from EXCEL import.
-  - EM Company Parameters (Copied from #5)
-    - Included setting up "S" Revenue Breakdown Code (Standard)
-  - EM Cost Codes<code SQL>INSERT INTO bEMCC (EMGroup, CostCode, RevBdownCode, Description)
-SELECT 20, CostCode, RevBdownCode, Description FROM bEMCC WHERE EMGroup=5</code>
-  - EM Cost Types<code SQL>INSERT INTO bEMCT (EMGroup, CostType, Abbreviation, Description)
-SELECT 20, CostType, Abbreviation, Description FROM bEMCT WHERE EMGroup=5
-</code>
-  - SM Company Parameters (Copied from Co #5)
-  - SM Customers copied from AR Customers. (No auto trigger in place, as that makes SM Call Handler error for new customers)
-  - IN Company Parameters (Similar to Co #5)
-  - IN Location Groups (Copied #5)
-  - IN Location for WW MAIN (Copied #5)
-  - SM Department for "Pumping Department" created.
-  - SM Sites created for all SM Customers (non PO boxes) in OR and WA.
-  - PR Company Parameters (Copied CO #5)
-  - EM Categories (V-PUMP, R-1STD, R-2STD, R-1ADA)
-  - PR Routines <code SQL>INSERT INTO PRRM (PRCo, Routine, Description, ProcName, LastUpdated, MiscAmt1, MiscAmt2, MiscAmt3, MiscAmt4)
-Select 20, Routine, Description, ProcName, LastUpdated, MiscAmt1, MiscAmt2, MiscAmt3, MiscAmt4
-from PRRM WHERE PRCo=5</code>
-We can not set up the following until GL stuff is done:
-  - PR Employees
-  - AR Receivable Types....etc
-===== Testing in Company 120 : in EM =====
-  * Used above steps to create company 120, copying from 20.
-  * Copied random sampling of 11 customers into 120.
-  * Used the __GL Chart of Accounts Copier__ to copy from #20.
-  * Created "EM Company Parameters", all GL interface OFF.
-  * Created "S" "Standard" __EM Revenue Breakdown Code__.
-  * Set "S" in __EM Company Parameters__ : __Usage__ : __Revenue Breakdown Code__
-  * Created __PR Company__ #120 (Clone of #5), all GL interface OFF.
-  * Created 3x __EM Categories__ (R-1STD, R-1ADA, R-1FLD), NO COST RATES
-  * Created __EM Cost Types__ (Clone of #5)
-  * Created 1x __EM Department__ (RESTROOM RENTAL)
-    * COST TYPES tab empty.
-  * Created __JC Company__ (Like #5) all GL interfaces OFF.
-  * Created __JC Cost Types__ (Clone #5)
-    * <code sql>INSERT INTO bJCCT (PhaseGroup, CostType, Description, Abbreviation, TrackHours, JBCostTypeCategory, udDefaultUM)
-SELECT 120, CostType, Description, Abbreviation, TrackHours, JBCostTypeCategory, udDefaultUM
-FROM bJCCT WHERE PhaseGroup=5</code>
-  * Created 3x __EM Equipment__ for each category (R-00001 to R-00009)
-  * Created __EM Auto Useage Posting Template__ (STANDARD)
-  * Added __EM Company Parameters__ :: __Job Templates__ (to match __EM Auto Usage Templates__)
-    * Table: [budEMCOJobTemplates]
-  * Added a simple __PR Craft__ (1, defaults)
-  * Added a simple __PR Class__ (OFFICE)
-  * Added a state __PR Insurance Code__ (WA 000000 EXCEMPT)
-  * Added a __JC Insurance Template__ (1 General)
-  * Create phase in __JC Job Master__ (for Auto Usage Posting).
-  * Cloned __EM Rev Codes__ from #5
-    * <code sql>INSERT INTO bEMRC ([EMGroup], [RevCode], [Description], [Basis], [WorkUM], [TimeUM], [HrsPerTimeUM], [UpdateHourMeter], [Notes], [HaulBased], [MonthlyRevCodeYN], [udRSPeriod])
-SELECT 120, [RevCode], [Description], [Basis], [WorkUM], [TimeUM], [HrsPerTimeUM], [UpdateHourMeter], [Notes], [HaulBased], [MonthlyRevCodeYN], [udRSPeriod]
-FROM bEMRC WHERE EMGroup=5</code>
-  * Added __EM Auto Usage Posting Template__ :: __Category__ :: Add categories.
-    * And the RULES
-  * Configured __EM Rev Rates by Catgy Template__ like following table for the STD unit.
-|               ^ Min     ^ Day      ^ Week       ^ Month   ^
-^ On-Hold       | --      | $5       | $10        | $30     |
-^ Each 1/2 Week | --      | --       | $100       | $300    |
-^ Each Week     | --      | --       | $60        | $250    |
-^ Each Month    | --      | --       | --         | $150    |
-  * Added __JC Department__ (20, clone from co #5) (ALL Cost Types GL's set to 0000)
-  * Added a __JC Liability Template__ (#10, so default still works)
-  * Added a __EM Cost Code__ ("S")
-  * Added __JC Jobs__ - Add button to "Clone job via EM Co Job Templates Style 1"
-  * Added __PR Employees__ - A sample employee to be a "manager'
-  * Added __EM Shops__ to match __EM Auto Usage Posting Templates__, so we can set up maintenance groups to autogenerate WOs.
-===== Testing in Company 120 : SM =====
-  * Created __SM Company Parameters__ (ALL GL turn off, custom fields blank, all audits ON).
-  * Created __SM Customers__ for the matching __AR Customers__.
-  * Created __SM Department__ (Service, all GL ACCTS set to ``` 0000.    .```)
-  * Created __SM Pay Types__ (REG, OT, HOL, like Co #5)
-  * Created __SM Service Center__ (one for WW, address, lat/lng)
-  * Created __SM Service Sites__ for customers that were in cities near WW.
-    * Created random sites for the remaining customers.
-    * Started at ```#1,000,000````.
-  * Created __PR Race Code__. (W, H)
-  * Created __CM Account__ (1)
-  * Created __PR Group__ (1)
-  * Created __PR Department__ (1)
-  * Created __PR Employee__ (#1 Bill Smith)
-  * Created __SM Overtime Template__ (1)
-  * Created __SM Experience Level__ (B)
-  * Created __SM Technician__ (Bill S)