Systems Admin

1. HQ Groups (added #20)
2. HQ Company Parameters (added #20)
3. GL Company Parameters (added #20)
4. GL Journals (Copied names from Company #5)
5. GL Account Parts (Copied #5)
6. CM Company Parameters (Added #20) GL Interface OFF
7. AR Company Parameters (Added #20), no ARRecType, CMAcct, EMCo, EMCo
8. Dave did some other setup stuff
9. Copied HQ TaxCodes from #5 to #20.

   1. 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

10. Copied PR Earnings Codes from #5 to #20

    1. 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 
       		20 [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

11. Added “cleaner” customers from EXCEL import.
12. EM Company Parameters (Copied from #5)
    1. Included setting up “S” Revenue Breakdown Code (Standard)
13. EM Cost Codes

    INSERT INTO bEMCC (EMGroup, CostCode, RevBdownCode, Description)
    SELECT 20, CostCode, RevBdownCode, Description FROM bEMCC WHERE EMGroup=5

14. EM Cost Types

    INSERT INTO bEMCT (EMGroup, CostType, Abbreviation, Description)
    SELECT 20, CostType, Abbreviation, Description FROM bEMCT WHERE EMGroup=5

15. SM Company Parameters (Copied from Co #5)
16. SM Customers copied from AR Customers. (No auto trigger in place, as that makes SM Call Handler error for new customers)

We can not set up the following until GL stuff is done:

1. CM Accounts
2. PR Company Parameters
3. EM Company Parameters
4. PR Company Parameters
5. PR Employees
6. AR Receivable Types….etc

• 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)

  • INSERT INTO bJCCT (PhaseGroup, CostType, Description, Abbreviation, TrackHours, JBCostTypeCategory, udDefaultUM)
    SELECT 120, CostType, Description, Abbreviation, TrackHours, JBCostTypeCategory, udDefaultUM
    FROM bJCCT WHERE PhaseGroup=5

• 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

  • 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

• 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.

• 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.

• 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)