AP, A/P

Sage 300 Accounts Payable module

AR, A/R

Sage 300 Accounts Receivable module

Billing Template

A Billing Template provides a means of defining reusable Billing Groups which include Services, Items, Notations, etc. Billing Groups from the Template can then be inserted into a Document. Billing Templates are used to avoid repetitive data entry, improving both accuracy and efficiency.

CRA

Customer Return Authorization A CRA can only have that customer's Equipment on it. Related Topics: RA, VRA

Document Template

A Document Template is a "master" Document from which new Documents can be created, e.g., you can create a Job or Quotation from a Template that contains a set of frequently used Phases, Billing, Notations, etc.

IC, I/C

Sage 300 Inventory Control module

GL, G/L

Sage 300 General Ledger module

LT, L/T

Sage 300 Lot Tracking module

Meter Agreement

Meter Agreements can be used to process the automatic billing of Meter readings. Meters are often read on a recurring basis and the Meter Document is processed based on the meter values logged at the time of reading. Service and Item detail lines on a Meter Agreement can be set up to allow for many different types of calculations based on the usage or reading value. These can then be used to raise an Invoice document based on these calculations.

PO, P/O

Sage 300 Purchase Orders module

RA

Return Authorizations (RAs) are tracking documents generally used to return Equipment requiring service from your Customer to your service company (a CRA) or from your service company to the Equipment Vendor/Manufacturer (a VRA).

Site Agreement

Site Agreements are Contracts sold to Customers in advance. They allow you to cover Services or Items that may be billed to Jobs covered by an Agreement during the term of that Agreement. i.e., the Customer will not be charged for the Services or Items provided, effectively having prepaid for them when purchasing the Agreement in advance.

SM, S/M

Sage 300 System Manager module

SN, S/N

Sage 300 Serialized Inventory module

UPC

Universal Product Code (bar code)

VM, V/M

Service Manager

VRA

Vendor Return Authorization (also known as an MRA - Manufacturer Return Authorization) A VRA can have many customers' Equipment on it going back to the one Vendor/Manufacturer. Related Topics: RA, CRA

Warranty Agreement

Warranty Agreements relate to agency arrangements you have with Manufacturers or Vendors of Equipment you service. They cover Equipment only, and can be used to maintain claims to the Manufacturer of the Equipment for service work and parts used to repair the Equipment covered under Manufacturer warranty.