Barbara Key
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Recent activity by Barbara Key-
Work Orders Overview
What is a work order? A work order is created automatically by the system whenever a service order or registration order is created. The work order contains all the items (called work order items) ...
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Using Final Submissions for Bulletins in BUM
By default, all Bulletins in BUM have a final submission check-box. Once the submitter of a bulletin in iEBMS has decided that no further changes should be made to the bulletin, the Final Submiss...
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Creating the Bulletin Coordinator Relationship Type for BUM
In order to be able to use the online Bulletin Management feature in iEBMS, a new relationship type will have to be utilized. The Bulletin Coordinator is the only contact for a property that will b...
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Work Orders Screen
The Work Orders screen shows all work orders across events and service orders. The Work Orders screen is often used to view all the upcoming work orders for a department. You can access the Work Or...
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Work Order Items Screen
The Work Order Items screen shows a line for each work order item across all events and all service orders. The Work Order Items screen is often used to: Complete large groups of work order items ...
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Work Order Item Actuals
Actuals are created when a work order item or an entire work order is completed. You can have actuals that are the same amount as the ordered units or you can have actuals that are more or less tha...
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Approving a Bulletin
Approving a Bulletin: If Bulletin Approvals are activated, bulletins will not be able to be viewed in online Bulletin Management (BUM), until the bulletin is approved. Users have to be granted the ...
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Account Designations and Statuses
You can assign an account to different designations and can also have a different status in each of the designations. Account/Contact Designations Momentus Enterprise categorizes accounts and cont...
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Issue a Work Order vs. Print a Work Order
Printing a work order and issuing a work order are very similar processes; both result in printing the work order. However, when you select the Issue Work Orders action, the Printed Date, Printed T...
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Manage Relationships Between Accounts and Contacts
You can connect a contact to an account to create a relationship between that account and the contact. You can create different relationship types, such as bill-to or executive, that help organize ...