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)
17. IN Company Parameters (Similar to Co #5)
18. IN Location Groups (Copied #5)
19. IN Location for WW MAIN (Copied #5)
20. SM Department for “Pumping Department” created.
21. SM Sites created for all SM Customers (non PO boxes) in OR and WA.
22. PR Company Parameters (Copied CO #5)
23. EM Categories (V-PUMP, R-1STD, R-2STD, R-1ADA)

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

1. PR Company Parameters
2. EM Company Parameters
3. PR Company Parameters
4. PR Employees
5. 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)