General codes
General codes are a series of tables that allow the system administrator to create and maintain pick lists of standardized information for system users such as drop-down boxes. General codes in Q360 are administered in Maintenance > General Codes. For more information about working with general codes, see Manage general codes.
| wdt_ID | FAQ Categories | Name | Description | Added In |
|---|---|---|---|---|
| 1 | General Codes | Activity Result | ACTRESULT | Define various results of the activity. | |
| 2 | General Codes | Activity Status | ACTSTATUS | The various statuses that Activities can have. Code values will have an activity state as code value2. This will determine what status of activities will be visible on the Activities grid when clicking All/Open button. Any ACTSTATUS with activity state of ACTIVE will show by default. Any ACTSTATUS with activity state of POST or PRE will show when All button is selected. | |
| 3 | General Codes | Activity Type | ACTTYPE | Activities that you conduct with customers and vendors. If there is a code value "EMAIL", then emails sent from the Contact record will create a Contact Activity of type EMAIL if the option "Save Sent Outlook Email" has been selected (View menu > Options > Configuration tab). Each code value will have a Sale Score code value2. This is used to determine the weight of the ACTTYPE code value in the Sale Score. | |
| 4 | General Codes | Asset Status | ASSETSTAT | The various statuses that Assets can have. | |
| 5 | General Codes | Billing Method | BILLMETHOD | Specifies the billing method options for quotes, orders, projects, and service calls. | |
| 6 | General Codes | BOM Attribute Type | BOMATTRTYP | Define attributes of BOMs. | |
| 7 | General Codes | BOM Process Type | BOMPROCTYP | Defines various process types such as setup, assembly, packing etc., and a description of the process type (code value2). | |
| 8 | General Codes | Branch | BRANCH | Branch locations of your company. Code value2 is used to define the sub-account for each code value. Code value4 used to define the company no. that the branch code value is associated with. Code value5 is used to define which collection queue each code value is assigned. This can be linked to DISTRICT. | |
| 9 | General Codes | Burden Wage Type | BURDEN | Defines the burden rates for the wage type and their description (code value2). | |
| 10 | General Codes | Call Bill Type | CALLBTYPE | Defines the bill type for the service call. A master no. must be defined in code value2, otherwise the user will receive an error message when billing a service call. | |
| 11 | General Codes | Call Source | CALLSOURCE | Defines the options in the Call Source field in the Call form. | |
| 12 | General Codes | Call Status | CALLSTATUS | Service call statuses in addition to Q360 default statuses. Code value2 defines the call state of the service call. The Status of ALL filters out call state of PRE and POST on the Dispatch Q window. Code value 4 defined what status is used for Closing Entry. Code value 5 defines where the call status will appear on the web portal as an option. Code value 6 is the description of the call status. This will appear in the Status drop-down in the Call form. | |
| 13 | General Codes | Call Type | CALLTYPE | Values to define different types of service calls and their description (codevalue2). Additional filter on the Dispatch Q window. | |
| 14 | General Codes | Caller ID Form Type | CALLERID | Code values to describe the origin of the form, Code value 2 to define the form, Code value 3 is the primary key for the form. | |
| 15 | General Codes | Checklist Type | CHKLSTTYPE | Values for defining check lists options in Projects > Define Project Check Lists. | |
| 16 | General Codes | Code Type | CODETYPE | All general code types with their code value titles (1-10). | |
| 17 | General Codes | Collection Age Groups | COLLAGEGRP | Values that define the Collection age groups and the Min Days (code value2), Max Days (code value3) and Row Color (code value4). | |
| 18 | General Codes | Collection Invoice Types | COLLINVTYP | Values to define the invoice types for the collection queue. | |
| 19 | General Codes | Collection Levels | COLCTLEVEL | Values to define the collection levels with Payment Clear Flag (code value2) and row color (code value3). | |
| 20 | General Codes | Company Calendar Type | COMPCALTYP | Not in use. | |
| 21 | General Codes | Contact Category | CONTCAT | Categories for contacts. | |
| 22 | General Codes | Contact History Category | CHISCAT | Values to categorize a contact log event. Used in conjunction with Update Mail Date button in Contact List Administration in Sales > Manage Contact Lists. | |
| 23 | General Codes | Contact History Sub Category | CHISSUB | Values to sub categorize a contact log event. Used in conjunction with Update Mail Date button in Contact List Administration in Sales > Manage Contact Lists. | |
| 24 | General Codes | Contact History Type | CHISTYPE | Values to define the type of contact log. Used in conjunction with Update Mail Date button in Contact List Administration in Sales > Manage Contact Lists. | |
| 25 | General Codes | Contact Method | CNTCTMTHD | Not in use. | |
| 26 | General Codes | Contact Relation | CONTREL | Values to define contact relationships and a description (code value2). | |
| 27 | General Codes | Contact Sub Category | CONTSUB | Values to define a contact's sub-category. | |
| 28 | General Codes | Contact Type | CONTYPE | Labels to classify different contact types. | |
| 29 | General Codes | Contractor Announcements Acknowledge Type | ANNACKTYPE | Values define the acknowledge types for the contractor announcements. | |
| 30 | General Codes | Contractor Announcements Category | ANNOUNCAT | Values define the categories for contractor announcements. | |
| 31 | General Codes | Contractor Announcements Status | ANNOUNSTAT | Values define the statuses for contractor announcements. Code value2 defines the announcement state. | |
| 32 | General Codes | Contractor Insurance Type Category | INSTYPCAT | Values define the categories for the contractor insurance. | |
| 33 | General Codes | Contractor Insurance Type Sub-Category | INSTYPSCAT | Values define the sub-categories for the contractor insurance. | |
| 34 | General Codes | Contractor Insurance Types | INSTYPE | Values define the types of contractor insurance. | |
| 35 | General Codes | Contractor Insurance Type Status | INSTYPSTAT | Values define the statuses for the types of contractor insurance. Code value2 defines the state of the insurance type. | |
| 36 | General Codes | Contractor License Types | LICTYP | Values define the types of contractor licenses. | |
| 37 | General Codes | Contractor License Type Category | LICTYPCAT | Values define the categories for the types of contractor licenses. | |
| 38 | General Codes | Contractor License Type Sub-Category | LICTYPSCAT | Values define the sub-categories for the types of contractor licenses. | |
| 39 | General Codes | Contractor License Types Status | LICTYPSTAT | Values define the statuses for the contractor license types. Code value2 defines the state of the license types. | |
| 40 | General Codes | Contractor Rate Category | RATECAT | Values define the categories for the contractor rates. | |
| 41 | General Codes | Contractor Rate Status | RATESTAT | Values define the statuses for the contractor rates. | |
| 42 | General Codes | Contractor Rate Sub-Category | RATESCAT | Values define the sub-categories for the contractor rates. | |
| 43 | General Codes | Contractor Rating Category | RATINGCAT | Values define the categories for the contractor rating. | |
| 44 | General Codes | Contractor Rating Status | RATINGSTAT | Values define the statuses for the contractor rating. Code value2 defines the state of the rating status. | |
| 45 | General Codes | Contractor Rating Sub-Category | RATINGSCAT | Values define the sub-categories for the contractor rating. | |
| 46 | General Codes | Contractor Skill Category | WORKTPCAT | Values define the categories for the contractor skills. | |
| 47 | General Codes | Contractor Skill Sub-Category | WORKTPSCAT | Values define the sub-categories for the contractor skills. | |
| 48 | General Codes | Contractor Skill Type Status | WORKTPSTAT | Values define the statuses for the contractor skills. Code value2 defines the state of the skill type. | |
| 49 | General Codes | Country | COUNTRY | Values define a country list. Code value2 define the telephone format using the number 9 as a number field and other characters literally. | |
| 50 | General Codes | Courier Company | COURIER | Values to show various couriers and their services (code value2) available for shipping. | |
| 51 | General Codes | Credit Check Result | CREDCHKRES | Values define the results of the credit check. Code value2 define whether they have passed or not (Y/N). | |
| 52 | General Codes | Credit Check TYPE | CREDCHKTYP | Values define the types of the credit check. | |
| 53 | General Codes | Credit Reason Code | CREDITREAS | Values define reasons for crediting an invoice. Code value2 defines the GL account number associated with that code value. The code value will appear in the Comment field of the AR journal entry. The GL account will be the default account for that reason in the Credit Info window. | |
| 54 | General Codes | Customer Relation | CUSTREL | Values to define company relationships and their description (code value2). | |
| 55 | General Codes | Customer Sub Type | CUSTSUBT | Values further define customers, vendors and prospect types. This is linked to CUSTSUBT2.Note: During the upgrade to 7.03.081 or higher, Q360 will install default code values if there are no code values defined for this code type. | |
| 56 | General Codes | Customer Sub Type 2 | CUSTSUBT2 | Values that further define customer, vendors and prospect types. This is linked to CUSTSUBT. | |
| 57 | General Codes | Dispatch Check List Result Code | DCHKLSTRC | Specifies the Results drop-down box options in the following locations Service > Help Desk > open service call > Check List tab > open check list item | |
| 58 | General Codes | Dispatch Event | DISPEVTTYP | Values that define the type of call event on the web portal. Code value2 will determine if the code value is visible. | |
| 59 | General Codes | Dispatch Q | DISPATCHQ | Create different service call dispatch queues for larger volume service centers. | |
| 60 | General Codes | Dispatch Zone | DISPATCHZO | Create dispatch zones that will be made up of various customer zones. | |
| 61 | General Codes | District | DISTRICT | Values are used to define the grouping of Branches (BRANCH is used as its sub-category). This is linked to code type BRANCH. | |
| 62 | General Codes | Document Category | DOCCAT | Values to define document categories in the Document tab in various forms. | |
| 63 | General Codes | Document Status | DOCSTATUS | Values define the status of the document. Code value2 is a description of the status. | |
| 64 | General Codes | Document Sub Category | DOCSUBCAT | Values to further define documents sub-categories located in the Documents tab in various forms. | |
| 65 | General Codes | Email Template Type | EMLTMPLTYP | Defines the email template types in Maintenance > Email Template Admin. | 21.01 |
| 66 | General Codes | Employee Activity Type | EMPACTTYPE | Values defines various activities involving employees such as first interview, criminal check, offer, 3 month review. Code value2 is a description of the employee activity type. | |
| 67 | General Codes | Employee Articles | EMPARTICLE | Values define what company articles have been given to an employee i.e. keys, blackberry, laptop. Code value2 is a description of the employee article. | |
| 68 | General Codes | Employee Benefits Frequency | EMPBENEFRQ | Values define the frequency of the benefits. | |
| 69 | General Codes | Employee Company | COMPANY | Not in use. | |
| 70 | General Codes | Employee Labor Type | EMPLABTYPE | Specifies the types of employees used in sections such as service and HR. Types can include entries such as contract, full-time, and part-time. | |
| 71 | General Codes | Employee Relationship Type | EMPRELAT | Values are used in the Human Resource component in Q360 to indicate relationship types of personal contacts. Code value2 is a description of the employee relationship type. | |
| 72 | General Codes | Employee Schedule Status | EMPSCHSTAT | Values define the employee schedule statuses in the HR module. This code type currently consists of the following options: blank, SICK, VACATION, TRAINING, NOSHOW, LATE, and RESCHED. Code value2 is a description of the schedule status. | |
| 73 | General Codes | Employee Schedule Type | EMPSCHEDT | Values are used in employee schedules to indicate various schedule types; i.e. after hours, standard, on call, etc. Code value2 is a description of the schedule type. Code value3 also determines if that code value classifies the employee as available. If "Y" then the employee will appear on the Vacation/Leave Schedule screen when type = ALL ON. | |
| 74 | General Codes | Employee Skill | EMPSKILL | Define various skills of employee and their description (code value2). | |
| 75 | General Codes | Employee Status | EMPSTATUS | Defines employee status i.e. full time, part time, contract, sick leave. Code value2 defines whether the employee record is deemed ACTIVE and will appear on the workflow item Employee List. | |
| 76 | General Codes | Equipment Category | EQUIPCAT | Used in Resource Management to indicate groupings of equipment; i.e. computers, projectors, meeting rooms, etc. Code value2 is a description of the category. | |
| 77 | General Codes | Equipment Profile Name | EQUIPPROF | Not in use. | |
| 78 | General Codes | Equipment Sub Category | EQUIPSUB | Used in Resource Management to indicate sub-groupings of equipment. Code value2 is a description of the sub-category. | |
| 79 | General Codes | Expense Claim Category | EXPENCAT | Values are used to define the types of expense claims. Code value2 is the master number that is used to link the code value (in particular the Sales Asset account which will be used in processing the expense claim). | |
| 80 | General Codes | Expense Payment Method | EXPENPAY | Defines the method of payment types that can be processed by the system. This can include payment by an employee (i.e. out of pocket), or the use of a company purchase card (PCard) such as a credit card. | |
| 81 | General Codes | Fixed Asset Category | FIXEDCAT | Custom | |
| 82 | General Codes | Fixed Asset Sub Category | FIXEDSUBCT | Custom | |
| 83 | General Codes | Fixed Property Tax Code | FIXEDTAXCD | Custom | |
| 84 | General Codes | Funnel Type | FUNNTYPE | Values define types of Sales for the Funnel i.e. New Sale, Repeat Sale. Code value2 is a description of the types of funnel. | |
| 85 | General Codes | GL Link | GLLINK | Used to link the GL account to another item (i.e.project, asset or timebill) | |
| 86 | General Codes | Global Comments Category | GCCAT | Used to organize like global comments together. | |
| 87 | General Codes | Global Comment Sub Category | GCSUBCAT | Used to further define the categories of the global comments. | |
| 88 | General Codes | HR Event Category | HREVNTCAT | Values are used to define the HR event. | |
| 89 | General Codes | HR Event Grade | HREVNTGRAD | Values are used to define the HR event grade. Code value2 is used to define the status of the grade. | |
| 90 | General Codes | HR Event Registration | HREVNTREG | Values are used to define the HR event registration. | |
| 91 | General Codes | HR Event Status | HREVNTSTAT | Values are used to define the status of the HR event. | |
| 92 | General Codes | HR Event Sub Category | HREVNTSCAT | Values are used to further define the categories of the HR event. | |
| 93 | General Codes | HR Event Sub Type | HREVNTSTYP | Values are used to define the sub types for the HR event. | |
| 94 | General Codes | HR Event Type | HREVNTTYP | Values are used to define the types of HR event. | |
| 95 | General Codes | Job Candidate Status | JOBCANSTAT | Values used to define the status of a job candidate i.e. first interview, second interview. Code value2 defines whether the candidate record is deemed ACTIVE (i.e. will appear on the workflow item Candidate List). | |
| 96 | General Codes | Job Cost Class | JOBCOSTCLS | Values used for defining the Job Cost Class drop-down box in Accounting > Admin > GL Accounts. This is used when recognizing revenue method job costs class in Q360Admin > System Config > Accounting tab. | |
| 97 | General Codes | Users can have very special roles to play within Q360. For example, TECHNICIAN is a special role. Only those users with a role of TECHNICIAN can have calls dispatched to them. Only people with the role of SALES can be assigned as sales reps to a customer. | ||
| 98 | General Codes | Kit Detail Category | MDETCAT | Used to define the Kit details. | |
| 99 | General Codes | Kit Detail Sub Category | MDETSUBCAT | Used to further define the Kit Details. | |
| 100 | General Codes | Knowledge Base Category | KBCATEGORY | Used to organize like Knowledge Base entries. | |
| 101 | General Codes | Knowledge Base Status Code | KBSTATUS | Controls which articles are displayed in search results and which ones are hidden based on the status of the individual article. The default options are APPROVED, APPROVEQ, and DELETE. | |
| 102 | General Codes | Knowledge Base Sub Category | KBSUBCAT | Used to further define the categories of Knowledge Base. | |
| 103 | General Codes | Language | LANGUAGE | Specifies the language preference for your customer. | |
| 104 | General Codes | Master Attributes | MSTATT | Used only with the MRP attribute costing module. These are the attributes of a master from which the cost may be derived. | |
| 105 | General Codes | Master Attribute | MSTATT | Used only with the MRP attribute costing module. These are the attributes of a master from which the cost may be derived. | |
| 106 | General Codes | Master Invoice Group | MINVGROUP | Values are used to group items that apply to managing Job Costing in Projects. | |
| 107 | General Codes | Master Part Category | MGROUP | Classifications to group products on your master part list. This is linked to MCLASS. | |
| 108 | General Codes | Master Part Sub Category | MCLASS | Sub classifications to group products on your master part list. These values are dependent on the category. This is linked to MGROUP. | |
| 109 | General Codes | Master Product Units | PRODUNIT | Define the types of units that you buy and sell your goods in. | |
| 110 | General Codes | Master Profile Name | MPNAME | Defines the names you can assign to profile groups. | |
| 111 | General Codes | MRP Order Color | MRPORDCOLR | Custom | |
| 112 | General Codes | NSF Reason Code | NSFREAS | Define reasons for check or credit card non sufficient funds. Code value2 is used to define the GL account no. associated with that code value. | |
| 113 | General Codes | Order Location | ORDLOCAT | Define the various physical locations in your organization where orders can be kept in your processes. Code value2 is a description of the location. | |
| 114 | General Codes | Order Sub Location | ORDSUBLOC | Defines the various physical sub-locations in your organization where orders can be kept in your processes. Code value2 is a description of the sub location. | |
| 115 | General Codes | Part No. Detail | MDETAIL | Custom | |
| 116 | General Codes | Payment Method | PAYTYPE | Customer payment methods. Code value2 is used to define if the payment method is tied to a credit card. Code value3 is used to define if the payment method is tied to an ACH (if Y, then the Credit Card button will become the ACH button). ACH refers to Automated Clearing House. | |
| 117 | General Codes | Payment Terms | PTERMS | Customer payment terms. Code value 2 is used to define the number of days that Q360 uses to determine the due date. | |
| 118 | General Codes | Physical Inventory Count Status | PHINSTAT | Used to define the status of physical inventory count. | |
| 119 | General Codes | Physical Inventory Item Status | PHINITSTAT | Used to define the status of the item as part of the physical inventory count. | |
| 120 | General Codes | Preferred Contact Method | CONTACTMET | Defines the preferred method of contact options for sales and service contacts | |
| 121 | General Codes | Price List | PRICELIST | Define different price lists to sort and categorize master parts. | |
| 122 | General Codes | Process Batch Category | PBCATEGORY | Values define the groupings for the process batch. This is linked to PBSUBCATG. | |
| 123 | General Codes | Process Batch Status | PBATCHSTAT | Values define the status of the process batch. Code value2 defines the state of the code value. | |
| 124 | General Codes | Process Batch Sub Category | PBSUBCATG | Values further define the categories for the process batch. This is linked to PBCATEGORY. | |
| 125 | General Codes | Process Batch Type | PBATCHTYPE | Values are defined for the type of process batch. | |
| 126 | General Codes | Product Detail | PDETAIL | Used to define categories where customer product inventory is stored in service customer records. | |
| 127 | General Codes | Productions Quantity Units | QTYPRODUNI | Specifies the values that display in the Prod. Unit drop-down box located in Task and Time Bill forms, for use with the Prod. Budget and Prod. Actual fields. | |
| 128 | General Codes | Project Check List Result Code | PCHKLSTRC | Specifies the values located in the Task and Time Bill form Prod. Units | |
| 129 | General Codes | Project Event Type | PROJETYPE | Defines the type of event i.e. phone call, email. Code value2 is a description of the event type. | |
| 130 | General Codes | Project Invoice Type | PROJINVTYP | Used to define the invoice type when the Task Control field on the project task is "INVOICE". Part of Project Job Costing. Code value2 is a description of the invoice type. | |
| 131 | General Codes | Project Material Grid Hide types | PROJMATHID | Used for controlling which order item types to display in the Project form Material grid, using the ALL/HIDE toggle button. Status types set as Y in the Hidden column will display in the ALL view and not display in the HIDE view. Status types set to N will display in the HIDE view and in the ALL view. | |
| 132 | General Codes | Project Role | PROJROLE | Define various project job roles. | |
| 133 | General Codes | Project Status | PROJSTATUS | Define the status of a project. Code value2 is used to determine the state of the project. The state of the project and its associated tasks will determine if they appear in certain grid views (outlined below). Code value 3 is used to determine the status of the project after processing the closing entry on the project.PREprojects and its associated tasks will appear as green in the GANTT chart. ACTIVE projects and its associated task will appear as blue in the GANTT chart and the Master Console. If the project status is flagged as ACTIVE, the associated tasks will appear in My Task List, Resource Console, Task Console. If the project status is flagged as ACTIVE, the associated tasks will appear in the Task grid of the Project form (default behaviour).POSTprojects will need POST to get Q360 to check the validation in determining whether a project can be closed. | |
| 134 | General Codes | Project Sub Category | PROJSUBCAT | These values further define the project. This is linked to PROJCAT. | |
| 135 | General Codes | Project Task Type | PROJTTYPE | Define various project task types that you can use. Code value2 is a description of the task type. | |
| 136 | General Codes | Project Type | PROJTYPE | Define the type of project i.e. Capital, Marketing, R&D. Code value2 is a description of the project type. | |
| 137 | General Codes | Defines the options for the state of an HR time request submission, located in HR > HR Time Request. | ||
| 138 | General Codes | Q360 Object | TypeQ360OBJ | Values define the object type in Q360. These code values are default. | |
| 139 | General Codes | Quote Status Values | QUOTESTAT | Values are used to define the status of quotations in Q360. Code value2 is a description of the quote status. Code value3 is the state of the quote status. | |
| 140 | General Codes | Rate Type | RATETYPE | Values define the type of rates. | |
| 141 | General Codes | Report Category | REPCAT | Values that will organize reports. This is linked to REPSUBCAT. | |
| 142 | General Codes | Report Sub Category | REPSUBCAT | Values that are used to further define reports. This is linked to REPCAT | |
| 143 | General Codes | Report Type | REPTYPE | A list of reports that can be printed. Code value2 is a description of the report type. | |
| 144 | General Codes | Review Q Reason | RQREASON | Values to define the reasons for the Order Review Queue. | |
| 145 | General Codes | Review Q Rep | RQREP | Values to define the rep for the Order Review Queue. | |
| 146 | General Codes | Role Type | ROLETYPE | Used in orders, invoices, quotes. | |
| 147 | General Codes | Route Calendar Type | ROUTECAL | Not in use | |
| 148 | General Codes | Route Schedule Type | ROUTESCHED | Not in use | |
| 149 | General Codes | Royalty Category | ROYALCAT | Defines the values in the Category field in Accounting > Service Contracts > Royalty Admin | |
| 150 | General Codes | Royalty Status Values | ROYALSTAT | Defines the values in the Status field in Accounting > Service Contracts > Royalty Admin | |
| 151 | General Codes | Defines the values in the Sub Category field in Accounting > Service Contracts > Royalty Admin | ||
| 152 | General Codes | Royalty Types | ROYALTYTYP | Defines the values in the Type field in Accounting > Service Contracts > Royalty Admin | |
| 153 | General Codes | Salary Units | SALUNIT | Defines pay periods. Code value2 defines the number of hours equivalent for each code value (may be used for certain calculations within Q360). | |
| 154 | General Codes | Sales Lead Status | LEADSTATUS | Values are used to process Sales Lead.Note: During the upgrade process of 7.03.091 or higher, Q360 will add default code values for code type LEADSTATUS. | |
| 155 | General Codes | Sale Status Values | SALESTAT | Values are used to define the status of sales orders in Q360. Code value2 is a description of the order status. Code value3 is the state of the order status. | |
| 156 | General Codes | Sale Type | SALETYPE | Define different sales types: i.e. New, Used, MAC, Maintenance etc. GOODS and SERVICES are default code values. Code value2 is used to define the name of the project template used to generate the new project for that particular code value. Code value5 is used to define if users will get a prompt for "Create Project from Template?" and allow the user to select the project from the template list. | |
| 157 | General Codes | Sales Lead Current Product | CURRPROD | Define the products that the Sales Lead is current using. | |
| 158 | General Codes | Sales Lead Current Vendor | CURRVENDOR | Define the vendor that the Sales Lead is current associated with. | |
| 159 | General Codes | Sales Opp Principle - Ticket Partner | PRINCIPLE | Define the principles or distributors that you report sales forecasts to or sales opportunity. Also used for the Ticket Partner field on Service Calls Details tab. Code value 2 defines the customerno associated with that code value (if applicable). | |
| 160 | General Codes | Sales Opp Product Interest | INTEREST | Define the various product and service categories that you sell for sales opportunities. | |
| 161 | General Codes | Sales Opp Source | SOURCE | Define the various lead sources that are sales opportunities. | |
| 162 | General Codes | Sales Opp Status | STATUS | Define the various sales cycle categories that your sales opportunities move through. Note: During the upgrade to 7.03.081 or higher, Q360 will install default code values if there are no code values defined for this code type. | |
| 163 | General Codes | Sales Tax Report Group | STAXREPGRP | Values define the tax group that the tax district is associated with for reporting purposes only. | |
| 164 | General Codes | Sales Team Role | SALESROLE | Define various sales opportunity roles for the sales team. | |
| 165 | General Codes | Salutation | SALUTATION | Define various salutations for contacts (Mr. Mrs. Ms. Dr. etc.) | |
| 166 | General Codes | SC Renewal Pricing Type | RENEWPRICE | The options for service contract renewal pricing. The current options are AUTOPRICING, MULTIPRICING, and STANDARD. | |
| 167 | General Codes | Service Change Reason | SRVCHGREAS | Defines the values in the Change drop-down box in Service > Service Contracts > Products tab. | |
| 168 | General Codes | Service Contract Auto Renewal Pricing | RENEWTYPE | Specifies fixed or percentage options when generating service contract renewal pricing. | |
| 169 | General Codes | Service Contract Coverage | SCCOVG | Define the various levels of service contract coverage. | |
| 170 | General Codes | Service Contract Renewal Type | SCRENEWTYP | Values define the renewal type for the service contract. Default code values are AUTO and NONE. | |
| 171 | General Codes | Service Contract Status | SCSTATUS | Define the status of service contracts. . Code value2 needs to be defined as "Y" or "N". Q360 will only bill "Y" service contract statuses. | |
| 172 | General Codes | Service Contract Type | SCTYPE | Define the various levels of service contracts offered. | |
| 173 | General Codes | Service End Reason | SRVENDREAS | Values define the reason to end service on the contract item. Code value2 is the description of the reason. | |
| 174 | General Codes | Service End Reason Detail | SRVENDDETA | Values detail the reason for ending service on the contract item. Code value2 is the description of the detail. | |
| 175 | General Codes | Service Fee Category | SRVFEECAT | Defines the values in the Category field in Accounting > Service Contracts > Service Fee Admin | |
| 176 | General Codes | Service Fee Status Values | SRVFEESTAT | Defines define the values in the Status field in Accounting > Service Contracts > Service Fee Admin | |
| 177 | General Codes | Service Fee Sub Category | SRVFEESCAT | Defines the values in the Sub Category field in Accounting > Service Contracts > Service Fee Admin | |
| 178 | General Codes | Service Fee Types | SRVFEETYP | Defines the values in the Status field in Accounting > Service Contracts > Service Fee Admin | |
| 179 | General Codes | Service Solution Code | SOLUTION | Define the service call resolutions that are available. Code value2 is the description of the solution code. | |
| 180 | General Codes | Service Start Reason | SRVBEGREAS | Values detail the reason to start the service on the contract item after it was previously terminated. Code value2 is the description of the reason. | |
| 181 | General Codes | Service Time of Day | SERVTODAY | Values determine the time of day the caller would like the service call to be worked upon. | |
| 182 | General Codes | Ship Method | SHIPMETHOD | Define the various ship methods that you use to deliver goods. | |
| 183 | General Codes | SIC | SIC | Codes used to further define markets of your customers. | |
| 184 | General Codes | Site Sub Type | SITESUBT | Values that further define the site. This is linked to SITESUBT2. | |
| 185 | General Codes | Sub Type 2 | SITESUBT2 | Values that further define the site. This is linked to SITESUBT. | |
| 186 | General Codes | Site Type | SITETYPE | Values that define the type of site. This code type has a default code value of MAINSITE. | |
| 187 | General Codes | State/Province | STATE | A list of all North American states and provinces. Code value2 is the description for the state/province. | |
| 188 | General Codes | Subcon. Announcement Status | SUBCANSTAT | Values define the status of the subcontractor announcement. Code value2 define the state of the announcement status. | |
| 189 | General Codes | Subcon. Insurance Type Status | SUBCITSTAT | Values define the status of the subcontractor insurance type. Code value2 define the state of the insurance type status. | |
| 190 | General Codes | Subcon. License Type Status | SUBCLISTAT | Values define the status of the subcontractor license type. Code value2 defines the state of the status. | |
| 191 | General Codes | Subcon. Rate Status | SUBCRASTAT | Values define the status of the subcontractor rate. Code value2 defines the state of the status. | |
| 192 | General Codes | Subcon. Rating Status | SUBCRGSTAT | Values define the status of the subcontractor rating. Code value2 defines the state of the status. | |
| 193 | General Codes | Subcon. Region Status | SUBCRESTAT | Values define the status of the subcontractor region. Code value2 defines the state of the region status. | |
| 194 | General Codes | Subcon. Work Type Status | SUBCWTSTAT | Values define the status of the subcontractor work type. Code value2 defines the state of the status. | |
| 195 | General Codes | Survey Category | SURVCAT | Values that group the surveys. | |
| 196 | General Codes | Survey Question Type | SURVQTYPE | Different question types that are available to the survey (currently defaults to TEXT, TRUEFALSE, MULTIPLECHOICE). | |
| 197 | General Codes | Survey Respondent Status | SURVRESTAT | Values define the statuses of the survey respondent (currently defaults to NEW, COMPLETED and INPROGRESS). Code value2 defines the state of the respondent status. | |
| 198 | General Codes | Survey Sub Category | SURVSUBCAT | Values that further define the surveys. | |
| 199 | General Codes | Task Category | TASKCAT | Values that group the project task. This is linked to code type TASKSUBCAT. | |
| 200 | General Codes | Task Status | TASKSTATUS | Define the status of Project Tasks. Code value2 determines the state of the task status. The state of the project and its associated tasks will determine if they appear in certain grid views.PREprojects and associated tasks will appear as green in the GANTT chart. ACTIVEprojects and its associated tasks will appear as blue in the GANTT chart and the Master Console. If the project status is flagged as ACTIVE, the associated tasks will appear in My Task List, Resource Console, Task Console. If the project status is flagged as ACTIVE, the associated tasks will appear in the Task grid of the Project form (default behaviour). | |
| 201 | General Codes | Task Sub Category | TASKSUBCAT | Values that further define task. This is linked to code type TASKCAT. | |
| 202 | General Codes | Tax Applicable Category | TAXCATG | Displays the options for tax categories located in Accounting > Admin > Tax Applicable Codes. | |
| 203 | General Codes | Territory | TERRITORY | Used on the site form to define what geographic area the company is in. Code value2 is a description of the territory. | |
| 204 | General Codes | Time Bill Category | TBCATEGORY | Define various time billing categories. Code value2 will determine its usage. This is linked to codetype TBSUBCAT. | |
| 205 | General Codes | Time Bill Sub Category | TBSUBCAT | Define various time billing sub categories. These values are dependent on the category. Code value2 will determine if non-billable flag is selected. This is linked to TBCATEGORY. | |
| 206 | General Codes | Unified Type | UNIFIEDTYP | Specifies the actions to perform when an order of a certain type is approved. For example, a SERVICE type order can automatically trigger the creation of a Call record that will inherit the details of the order. Typically, this is used for the creation of calls, service contracts, and projects. Also note that the configuration setting UNIFIEDTYP must be set to ON to work. v23.02 Sale / Project / Invoice type: Set to PROFIT or COST. Will impact Branch fields available on Project / Quote / Order / Invoice forms. |
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| 207 | General Codes | User Department | USERDEPT | The various departments users can belong to. Code value2 is used to define subaccount that is associated with that code value. | |
| 208 | General Codes | User Form Control Type | USRFRMCTRL | Only available in VAR kit. Code value2 is a description of the control type. | |
| 209 | General Codes | Defines the values for 1099-MISC tax form categories. | ||
| 210 | General Codes | Vendor Pay Method | VENDPAY | Define the vendor payment method options. | |
| 211 | General Codes | Vendor Terms | VENDTERMS | Define the vendor terms that are given to your company. Code value 2 is used to define the number of days that Q360 uses to determine the due date. | |
| 212 | General Codes | Wage Types | WAGETYPE | Define the wage type used for the employee and their description (code value2). The Rate Type (options of VARIABLE, FIXED, PIECEWORK or blank) can be selected as code value3. | |
| 213 | General Codes | Web Access Role | WEBACCROLE | Values define the role type for the web access. | |
| 214 | General Codes | Won/Lost | WONLOST | Defines reasons why you won or lost sales opportunities. Code value2 is used to determine the status of the won lost reason (if blank, then it's deemed to be ACTIVE). If ACTIVE, the sales opportunity will appear by default in the Sales Opportunity grids. | |
| 215 | General Codes | Work Flow Category | WRKFLWCAT | Values that group the workflows. This is linked to code type WRKFLWSUB. | |
| 216 | General Codes | Work Flow Sub Category | WRKFLWSUB | Values that further define the workflows. This is linked to code type WRKFLWCAT. | |
| 217 | General Codes | Zone | ZONE | Define the various customer zones for service dispatch. Code value2 is the description of the zone. | |
| 218 | General Codes | Access Info Category | ACCINFOCAT | Values for defining Access Info form categories. | 21.01 |
| 219 | General Codes | Access Info Sub Category | ACCINFOSUB | Values for defining Access Info form sub-categories. | 21.01 |
| 220 | Employee Activity Result | EMPACTRSLT | Employee activity result code. | 22.02 | |
| 221 | Employee Activity Status | EMPACTSTAT | Employee activity status code. | 22.02 | |
| 222 | Display Priority | DISPPRIOT | Defines default priority level for new service calls. | 22.02 | |
| 223 | Global Schedule Status | GLBSCHSTAT | Values assign State based on Status. Default status / state values are: APPROVED = POST, CANCELED = POST, COMPLETED = POST, HRDENIED = POST, HRSUBMIT = ACTIVE, MGRDENIED = POST, MGRSUBMIT = ACTIVE, SCHEDULED = ACTIVE. | 23.01 | |
| 224 | Recurring Dispatch Billing Cycle | RDBILLCYCL | Define billing cycle for recurring dispatches. Includes "Interval Unit" (codevalue2) and "Interval" (codevalue3). Frequency values included in core are ANNUAL, BIWEEKLY, DAILY, MONTHLY, QUARTERLY, SEMIANNUAL and WEEKLY. Users may define a CUSTOM frequency if desired. |
23.01 | |
| 225 | PSUBCAT | Allows user to define selectable Sub Categories on the Product and Product Detail forms | 24.01 |