List of Figures

• 2-1 Mobile Configuration Revisions Form
• 3-1 Use Single Sign On Option
• 3-2 Enter User Credentials
• 5-1 Create Equipment Work Orders Home Screen
• 5-2 Work Order Add Screen, Work Order Details Tab
• 5-3 Status Update Screen
• 5-4 Work Order Update Screen
• 5-5 Equipment Work Order Photos: Tablet
• 6-1 Equipment Work Order Time Entry
• 6-2 Equipment Work Order Time Entry - History
• 6-3 Equipment Work Order Time Entry - Edit
• 6-4 Equipment Work Order Time Entry - Add
• 6-5 Work Order Time Entry
• 6-6 Equipment Work Order Time Entry - Edit
• 6-7 Equipment Work Order Time Entry - Add
• 6-8 Add Screen
• 7-1 Condition-Based Maintenance - Alert Details Tab
• 7-2 Condition-Based Maintenance - Response Details Tab
• 7-3 Condition- Based Maintenance - Response Details Tab
• 7-4 Condition- Based Maintenance - Alert Tab - Smartphone
• 7-5 Condition-Based Maintenance - Response Tab - Smartphone
• 7-6 Add Condition- Based Maintenance Smartphone - Alert tab
• 7-7 Add Condition- Based Maintenance Smartphone - Response tab
• 8-1 Manage Equipment Tablet: Equipment Details
• 8-2 Manage Equipment Tablet: Meter Reading
• 8-3 Manage Equipment: Select Equipment
• 8-4 Manage Equipment Smartphone: Equipment
• 8-5 Manage Equipment Smartphone: Photo List
• 9-1 My Work Orders - Work Order Tab: Tablet
• 9-2 Work Order Tab: Tablet Disconnected
• 9-3 Parts Tab: Tablet Disconnected
• 9-4 Order Details Tab: Smartphone
• 9-5 Site Details Tab: Smartphone
• 9-6 My Work Orders: Phone Disconnected
• 10-1 Template Name: Tablet
• 11-1 Manage Work Orders - Home screen: Tablet
• 11-2 Work Order tab: Tablet
• 11-3 Parts tab: Tablet
• 11-4 Labor Tab: Tablet
• 11-5 Equipment Photos: Tablet
• 11-6 Manage Work Orders - Home screen: Smartphone
• 11-7 Order tab: Smartphone
• 11-8 Site tab: Smartphone
• 11-9 Equipment Photos: Smartphone
• 12-1 My Service Orders Screen
• 12-2 Service Order Details: Default
• 12-3 Status Update Screen
• 12-4 Service Order Details
• 13-1 Search for Cases
• 13-2 Case Detail Screen - 1
• 14-1 Setting User Preferences in a Tablet
• 14-2 Setting User Preferences in a Smartphone
• 14-3 Service Equipment Tablet: Customer Equipment Details
• 14-4 Include Proximity
• 14-5 Service Equip: Select Equipment
• 14-6 Service Equipment Smartphone: Equipment
• 14-7 Service Equipment Smartphone: Site Coordinates
• 14-8 Filters Screen
• 15-1 Manage My Service Orders Home Screen: Tablet
• 15-2 Service Order Tab: Tablet
• 15-3 Parts Tab: Tablet
• 15-4 Labor Tab: Tablet
• 15-5 Manage My Service Orders Home Screen: Smartphone
• 15-6 Order Tab: Smartphone
• 15-7 Customer Tab: Smartphone
• 16-1 My Cases Screen
• 16-2 Enter Case Screen
• 16-3 Case Detail Screen
• 17-1 Review Cases Home Screen
• 17-2 Case Detail Tab
• 17-3 Customer Tab
• 18-1 Review Team Service Orders Home Screen: Tablet
• 18-2 Service Order Tab: Tablet
• 18-3 Parts Tab: Tablet
• 18-4 Labor Tab: Tablet
• 18-5 Manage Service Orders: Smartphone
• 18-6 Order Tab: Smartphone
• 18-7 Site Details Tab: Smartphone
• 19-1 Service Order Time Entry
• 19-2 Service Order Time Entry - History
• 19-3 Service Order Timecards
• 19-4 Service Order Time Entry - Days
• 19-5 Service Order Time Entry - Edit
• 19-6 Service Order Time Entry - Add
• 19-7 Service Time Entry
• 19-8 Service Time Entry - Edit
• 19-9
• 20-1 Setting User Preferences (Release 9.1 Update)
• 20-2 Setting User Preferences (Release 9.1 Update)
• 20-3 Contact Customer Screen, Customer Information Tab
• 20-4 Include Proximity in Search
• 20-5 Maps screen
• 20-6 Contact Customer Home Screen
• 20-7 Include Proximity in Search
• 20-8 Maps screen
• 21-1 Setting User Preferences
• 21-2 Contact Supplier Home screen
• 21-3 Supplier screen
• 21-4 Contacts screen
• 21-5 Details screen - Contacts tab
• 22-1 Cust Account User Preferences
• 22-2 Cust Account User Preferences
• 22-3 Customer Financial Facts Home Screen
• 22-4 Customer Financial Facts, Contacts Tab
• 22-5 Customer Financial Facts, Contact Details
• 22-6 Customer Financial Facts, Account Tab
• 22-7 Customer Financial Facts Screen
• 22-8 Customer Screen, Basic Tab
• 22-9 Customer Screen, Address Tab
• 22-10 Customer Screen, Account Tab
• 22-11 Contacts Screen
• 23-1 Expense Approval Home
• 23-2 Confirm Approval
• 23-3 Expense Detail
• 23-4 Split Detail
• 23-5 Photo Options
• 23-6 Detail Photos
• 23-7 Rejection Confirmation
• 23-8 Expense Approval
• 23-9 Report
• 23-10 Action Menu Options
• 23-11 Detail
• 23-12 Split Detail
• 23-13 Rejection Confirmation
• 24-1 Add Expense Report Header
• 24-2 Add Basic Expense
• 24-3 Charge To Business Unit
• 24-4 Split to Multiple Work Orders
• 24-5 Split Details
• 24-6 Job Search and Select
• 24-7 Add Summary Expense Item
• 24-8 Select Credit Card Expenses
• 24-9 Confirm Credit Card Expense
• 24-10 Submitting an Expense Report
• 24-11 Add Report
• 24-12 Add Expense
• 24-13 Split Details
• 24-14 Add Expense
• 24-15 Confirm Expense
• 24-16 Edit Expense Menu Item
• 25-1 G/L Batch Approval Home Screen: Tablet
• 25-2 General Journal Review Screen: Tablet
• 25-3 G/L Batch Approval Home Screen: Smartphone
• 25-4 List of Documents: Smartphone
• 25-5 Document Details: Smartphone
• 26-1 Invoice Batch Approval Home Screen: Tablet
• 26-2 Invoice Journal Review - Invoice Details Screen: Tablet
• 26-3 Invoice Journal Review - G/L Distribution Screen: Tablet
• 26-4 Invoice Batch Approval Home Screen - Smartphone
• 26-5 List of Invoices: Smartphone
• 26-6 Invoice Details Screen: Smartphone
• 26-7 G/L Distribution Screen: Smartphone
• 27-1 Payment Batch Approval Home Screen: Tablet
• 27-2 Payment Journal Review: Tablet
• 27-3 Payment Details - Voucher Details Screen: Tablet
• 27-4 Payment Batch Approval Home Screen: Smartphone
• 27-5 List of Payments in a Batch: Smartphone
• 27-6 Payment Details Screen: Smartphone
• 27-7 Payment Details - Voucher Details Screen: Smartphone
• 28-1 Receipt Batch Approval Home Screen - Tablet
• 28-2 Receipt Journal Review: Receipt Details Screen - Tablet
• 28-3 Receipt Journal Review: Domestic Amounts Screen - Tablet
• 28-4 Receipt Batch Approval Home Screen - Smartphone
• 28-5 List of Receipts: Smartphone
• 28-6 Receipt Screen: Smartphone
• 28-7 Domestic Details Screen: Smartphone
• 29-1 Voucher Batch Approval Home Screen: Tablet
• 29-2 Voucher Journal Review Screen: Tablet
• 29-3 Voucher Batch Approval Home Screen: Smartphone
• 29-4 List of Vouchers in a Batch: Smartphone
• 29-5 Voucher Details Screen: Smartphone
• 30-1 Incident Scoreboard: Home
• 30-2 Recent: Tablet
• 30-3 Incident Scoreboard: Smartphone
• 30-4 Injury/Illness: Smartphone
• 30-5 Detail: Smartphone
• 31-1 Report an Incident Home Screen: Tablet
• 31-2 New Incident Screen: Tablet
• 31-3 New Incident Location Screen: Tablet
• 31-4 Person Window Displayed on People Screen: Tablet
• 31-5 Report an Incident Home Screen: Smartphone
• 31-6 New Incident Screen: Smartphone
• 31-7 Person Screen: Smartphone
• 32-1 Contact Employee - Search
• 32-2 Contact Employee - Contact
• 32-3 Contact Employee - Work Location
• 33-1 Report Time
• 33-2 View Time
• 33-3 View Chart
• 33-4 Enter Time
• 33-5 View Time
• 33-6 View Chart
• 34-1 Change Request Approval: Header Tab
• 34-2 Change Request Approval: Details Tab
• 34-3 Change Request Approval: Detail Line Updates
• 34-4 Change Request Approval Details: Header Tab
• 34-5 Change Request Approval Line Details: Cost Tab
• 35-1 Change Requests: Add
• 35-2 Change Requests: Cost Tab
• 35-3 Change Requests: Search Results
• 35-4 Change Requests: Details Tab
• 35-5 Change Request Line Details
• 35-6 Change Request Entry Header
• 35-7 Change Request Entry Detail
• 35-8 Change Request Entry Details
• 35-9 Change Request Entry Line Details
• 36-1 Field Progress Entry
• 36-2 Field Progress Entry: Labor Tab
• 36-3 Field Progress Entry: Equipment Tab
• 36-4 Field Progress Entry: Account Progress Tab
• 36-5 Labor
• 36-6 Equipment
• 36-7 Account Progress
• 37-1 Search & Select Job Status Inquiry Columns
• 37-2 Search & Select Job Status Inquiry Columns
• 37-3 Field Status Review
• 37-4 Field Status Review: Details Tab
• 37-5 Add Cost Code
• 37-6 Account: Values Tab
• 38-1 Job Progress Entry: Details
• 38-2 Job Progress Entry: Update
• 39-1 Cost Code Schedule
• 40-1 Amounts tab
• 40-2 Job Details
• 40-3 Additional Details
• 40-4 Filters
• 40-5 Job Details Tab
• 41-1 Project Time Entry Home Screen
• 41-2 Project Time Entry: Add New Timecard
• 41-3 Project Time Entry: Non-Project Timecard
• 41-4 Timecard Detail
• 41-5 Summary Chart
• 41-6 Project Time Home Screen
• 41-7 Timecard Detail
• 41-8 Timecard List
• 42-1 Customer Order Overview: Home Screen
• 42-2 Customer Order Overview: Customer Information tab
• 42-3 Customer Order Overview: Contacts Tab
• 42-4 Customer Order Overview: Backorders
• 42-5 Customer Order Overview: Customer Screen - Smartphone
• 42-6 Customer Order Overview: Backorders
• 42-7 Customer Order Overview: Order Detail tab
• 42-8 Customer Order Overview: Line Detail tab
• 43-1 Inventory Availability: Basic tab - Tablet
• 43-2 Inventory Availability: Availability Filters - Tablet
• 43-3 Inventory Availability: Availability Details - Smartphone
• 43-4 Inventory Availability: Availability Filters - Smartphone
• 43-5 Inventory Availability: Inventory Details - Smartphone
• 43-6 Inventory Availability: Total Availability - Smartphone
• 43-7 Inventory Availability: Dual Item Availability - Smartphone
• 44-1 Price and Availability - Availability Screen: Tablet
• 44-2 Lot Availability Details Screen: Tablet
• 44-3 Price and Availability - List Price Screen: Tablet
• 44-4 Price and Availability - Customer Price Screen: Tablet
• 44-5 Price Information - Availability Screen: Smartphone
• 44-6 Lot Details Screen: Smartphone
• 44-7 Price Information - List Screen: Smartphone
• 44-8 Price Information - Customer Screen: Smartphone
• 45-1 Quote Order Review and Release - Order Header Screen: Tablet
• 45-2 Quote Order Review and Release - Order Detail Screen: Tablet
• 45-3 Quote Order - Order Tab: Smartphone
• 45-4 Quote Order - Order Detail Screen: Smartphone
• 46-1 System Preferences for Sales Held Order Display - Tablet
• 46-2 Sales Held Order Release - Home Screen - Tablet
• 46-3 Sales Held Order Release Order Level - Header Tab - Tablet
• 46-4 Sales Held Order Release Order Level - Details Tab - Tablet
• 46-5 Sales Held Order Release Order Level - Credit Info Tab - Tablet
• 46-6 Sales Held Order Release Line Level - Header Tab - Tablet
• 46-7 Sales Held Order Release Line Level - Details Tab - Tablet
• 46-8 Sales Held Order Release - Password Confirmation- Tablet
• 46-9 Sales Held Order Release - Home Screen - Smartphone
• 46-10 Sales Held Order Release - Order-Level Details - Header Tab - Smartphone
• 46-11 Sales Held Order Release - Order-Level Details - Header Tab- Smartphone
• 46-12 Sales Held Order Release - Password Confirmation- Smartphone
• 47-1 Enter Valid Branch/Plant
• 47-2 Orders by Status Tab
• 47-3 Orders by Item Tab
• 47-4 List of Orders by Item
• 47-5 Order Detail Tab
• 47-6 Item Number Drop Down Menu
• 47-7 Enter Valid Branch/Plant
• 47-8 Orders by Status Tab
• 47-9 List of Orders by Item
• 47-10 Order Details: Order Header
• 48-1 Order Entry User Preferences
• 48-2 Order Entry Home
• 48-3 Item Search
• 48-4 Shopping Cart
• 48-5 Check Out
• 49-1 Sales Order Search - Header Tab: Tablet
• 49-2 Sales Order Search - Detail Screen: Tablet
• 49-3 Order Screen: Smartphone
• 49-4 Detail Screen: Smartphone
• 49-5 Line Details Screen: Smartphone
• 49-6 Dates Screen: Smartphone
• 49-7 Notes Screen: Smartphone
• 50-1 Warehouse Availability: Basic tab
• 50-2 Warehouse Availability: Availability Details
• 50-3 Warehouse Availability: Location Details
• 50-4 Warehouse Availability: Basic tab
• 50-5 Warehouse Availability: Availability Details
• 50-6 Warehouse Availability: License Plate Details
• 51-1 Edit Header Information
• 51-2 Inventory Transfer Entry Screen - Tablet
• 51-3 Recent Inventory Transfer Screen
• 52-1 Cycle Count Review Screen
• 52-2 Cycle Count Entry Screen: Update Item
• 52-3 Cycle Count Entry Screen: Add Item
• 53-1 Purchase Order Approval Home Screen: Tablet
• 53-2 Purchase Orders - Order Screen: Tablet
• 53-3 Purchase Orders - Order Details Screen: Tablet
• 53-4 Purchase Order Approval Home Screen: Smartphone
• 53-5 Purchase Orders List for an Order Type: Smartphone
• 53-6 Order Screen: Smartphone
• 53-7 Order Details Screen: Smartphone
• 54-1 Requisition Approval Home Screen
• 54-2 Requisition Approval: Line Detail
• 54-3 Requisition Approval
• 54-4 Requisition Order
• 54-5 Requisition Line