SM Agreements (vSMAgreement)

SM Agreements - Table vSMAgreement

Columns that are typically used for importing are in yellow

Column Name

Type

Importable

Default Available

Length & Scale

Required

Comments

SMCo

company

Yes

No

### - 0 to 999

Yes

Service Management Company number. Must exist in HQCO.

Agreement

char

Yes

No

15 Characters

Yes

Agreement Number (Alphanumeric)

AgreementType

char

Yes

No

15 Characters

Yes

Agreement Type. Must exist in SMAgreementType.

Revision

int

No

Yes

###

Yes

Only new Agreements can be imported so Viewpoint import will always set the revision number to 1.

RevisionType

tinyint

No

Yes

###

Yes

Viewpoint Import will always set this value to "0" for new.

Description

char

Yes

No

60 Characters

No

Description of the agreement.

CustGroup

tinyint

Yes

No

###

Yes

Viewpoint import will always set this to the Customer Group assigned in HQ Company Setup for the SMCo value in the Headquarters module

Customer

int

Yes

No

##########

Yes

Customer number. Must exist in the SMCustomer table.

CustomerPO

varchar

Yes

No

30 Characters

No

Customer purchase order number. A value here will be put on all PM Work Order Scopes created from the agreement, and will appear on the customer invoices.

EffectiveDate

bDate

Yes

No

MM/DD/YY

Yes

The date the Agreement becomes effective. The service dates for the PM Work Orders will be calculated from this date using the scheduling pattern specified on the Agreement Service.

ExpirationDate

bDate

Yes

No

MM/DD/YY

Yes

The date the Agreement ends. PM Work Orders will be scheduled using the scheduling pattern defined on the Agreement Service up to an din cluding this date.

AutoRenew

bYN

No

Yes

1 Character

Yes

The Auto Renew flag is currently not used and defaults to N.

RateTemplate

varchar

Yes

No

10 Characters

No

The Rate Template will be used to calculate the billable rate for any add-on T&M work orders that have a Pricing Method of T&M and are marked to Use Agreement Rates.

AgreementPrice

bDollar

Yes

No

##########.##

No

Phase Group used to qualify Phase code. Pulled from bHQCO based on JC Co#. Not editable.

ReportID

int

Yes

No

#####

No

The Report ID overrides that default Agreement Invoice report.

DateCreated

bDate

Yes

Yes

MM/DD/YY

No

Must be a valid date. Defaults to the current date.

RevenueRecognition

bYN

Yes

Yes

1 Character

Yes

Must be a Y or N. Defaults to N.

Notes

varchar

Yes

No

500 Characters

No

Table Guidelines

The definition of each of the table’s columns is outlined below.

  • Column Name – The name of the column/field in the database table.

  • Type – The column’s SQL data type. Types starting with a “b” are Viewpoint defined data types.

  • Importable – The field is available for import.

  • Default Available – Indicated if a programmatic default value is available for this field. Defaults use the same logic as a posting program to determine a value.

  • Length and Scale – Indicates the format of the field.

  • Required – Indicates if the data is required.

    A hard coded default value can be specified in IM Template; when importing files this value overwrites the imported value.

    Note:

    Use the Template Detail tab in the IM Template form to add any additional fields for importing.