Use the Sites screen to maintain important information about the site that may differ from the billing information entered in Accounts Receivable.
This feature is only used for non-job cost work orders. When a new site identification is entered in Work Order Entry, the site address file is automatically created so that duplicate entry is not required. If the site ID will be used frequently for recurring service or routine maintenance, your operator may want to use the telephone number as the site ID.
Click the New button to open the New Site window and enter a site code and site name before proceeding with entering customer information. Once entered, the Site Main Properties window will open.
If this screen is accessed in context to a customer, the customer code will be displayed in the screen header, and all sites for the customer will be displayed in the listbox. If the selected customer's status is set to Not Used in the Accounts Receivable module, entry is not allowed. If the customer's status is set to Inactive in the Accounts Receivable module, entry is allowed in this screen, however the software will warn you of the customer's status.