Creates a list of coordinators, including details about their name, address, and where they are assigned. Company name To run the report for a specific end customer, specify a company name. Either type the name in the field, or click the find icon to search for and select a company. You may also specify partial […]
Installed Component Report
Generates a list of currently installed activation components for a selected vendor and consumption type. The report criteria include: Vendor The name of the vendor that provided the component. Product line The product line associated with the component. Consumption type How the component is used.
Component Consumption Report
The Component Consumption Report is used to generate a list of activation components from a selected vendor that were activated, returned, or upgraded during a specified time period. Only components that require consumption recording are included in the report. The report criteria include: Start date The start date of the time period for which to […]
Activation Summary Transaction Report (Percentage by Type)
Generates a pie chart showing the percentage of transactions for each summary transaction type over a specified period of time. For example, the report might show that from June 1 to July 31, 50% of the summary transactions were new activations, 20% were add-on activations, 15% were machine edits, 10% were entitlement updates, and 5% […]
Activation Summary Transaction Report (Counts per Time Period)
Generates a line graph showing the number of activation summary transactions over a specified time period. Within that time period, you select the interval at which to show the number of transactions. You also select whether to show the number of transactions for all of the transaction types, or only for a selected transaction type. […]
Viewing and setting company restrictions
Setting order restrictions On the Restrictions tab of the Company Profile Maintenance page: Price class From the Price class dropdown, select the company’s appropriate price category. MDF allowed MDF stands for manufacturer’s discount fund. If the box is checked, the company is eligible for the discount and the system performs the calculation when an order […]