Profile Setup Checklist
Profile Setup Checklist
Profile Setup Checklist
Module: System Administration
Overview
This document lists the profile items you must define before you can use SBN. Your company’s setup determines which specific sections you must define, but most are necessary for operating SBN.
Profile Setup Checklist
The following list shows the program name on the left and the associated program number on the right, where applicable. The list is organized by functional sections and subsections.
Program Name |
Program Number |
System Requirements |
|
1739 |
|
q States |
1510 |
1502 |
|
1530 |
|
1537 |
User Profiles |
|
564 |
|
1811 |
|
q The Users Tab |
|
q The Installer Tab |
|
q The Sales Persons Tab |
|
q The Telemarketers Tab |
|
q The Technicians Tab |
|
1740 |
|
1743 |
|
1745 |
|
1502 |
|
1843 |
|
1712 |
|
Commission |
|
1809 |
|
1805 |
|
1806 |
|
1807 |
|
1808 |
|
1810 |
|
1852 |
|
1854 |
|
Payroll |
|
1809 1809 |
|
1821 |
|
1849 |
|
1850 |
|
1720 |
|
1861 |
|
q Skills |
1862 |
Marketing Profiles |
|
q Products |
1583 |
q Programs |
1701 |
q Sources |
1710 |
1704 |
|
q Sales Person Type |
|
q Credit Reason |
|
q Type of Premises |
|
q Reason For Buy |
|
q Square Footage |
|
q Lost Sale Cause |
|
q Install Type |
|
q Reason For Call |
|
q System Type |
|
q Transmitter Type |
|
q Value Range |
|
q Competitor |
|
q Customer Called |
|
q Literature Request |
|
q Work Order Status |
|
q Family Status |
|
q Decide Time |
|
q Sales Type |
|
q Difficulty Level |
|
q Misc 1 Field in WO |
|
q Hot List |
|
q Confirm |
|
q Pending |
|
q DCC |
|
q Title (Mrs., Mr., Etc.) |
|
q Outbound |
|
q Presentation Fail |
|
q Home Type |
|
q Quote Status |
|
1856 |
|
Outbound Telemarketing & Collections |
|
1713 |
|
1714 |
|
1715 |
|
1722 |
|
1792 |
|
1793 |
|
1823 |
|
1879 |
Data Entry Profiles |
|
Data Entry Profiles |
|
1540 |
|
1751 |
|
1742 |
|
1733 |
|
1732 |
|
1541 |
|
1536 |
|
1590 |
|
Inspection Profiles |
|
1827 |
|
1832 |
|
1833 |
|
Subscriber Info |
|
1534 |
|
q Installation Classes |
1555 |
1828 |
|
1829 |
|
1830 |
|
1724 |
|
1791 |
|
Permit Profiles |
|
1575 |
|
1716 |
|
1576 |
|
1589 |
|
Agency Profiles |
|
1546 |
|
1547 |
|
1552 |
|
1717 |
|
q Zip Code Profiles |
1718 |
1746 |
|
1747 |
|
Signal Processing Profiles |
|
1788 |
|
1572 |
|
1776 |
|
1738 |
|
1824 |
|
q Error Accounts |
1794 |
1817 |
|
0567 |
|
1876 |
|
Scheduling Profiles |
|
1526 |
|
1782 |
|
0575 |
|
1795 |
Service Profiles |
|
1522 |
|
1523 |
|
1571 |
|
1524 |
|
1525 |
Communication Profiles |
|
Communications |
|
1517 |
|
1518 |
|
q Keys |
1519 |
1520 |
|
1840 |
|
1841 |
|
1877 |
Scheduling Profiles |
|
Communications |
|
1517 |
|
1518 |
|
q Keys |
1519 |
1520 |
|
1840 |
|
1841 |
|
1877 |
Billing Profiles |
|
1513 |
|
1512 |
|
1538 |
|
q Items |
1535 |
1533 |
|
1771 |
|
1764 |
|
q Carriers |
|
q Purchase Order (PO) Types q 2. Purchase Order (PO) Type |
|
q FOB Point Profiles |
|
q Freight Terms |
|
q Vendor Status |
|
q Vendor Types |
|
q Inventory Groups |
|
q Units of Measure |
|
q Department |
|
q Internal Transaction Comments |
|
q PO Misc 1 |
|
q PO Misc 2 |
|
q Vendor Pay Types |
|
1758 |
|
q Packages |
1777 |
Work Order Profiles |
|
1796 |
|
1783 |
|
1801 |
|
1822 |
|
1544 |
|
1896 |
|
Accounts Receivable Profiles |
|
Contract |
|
1532 |
|
1531 |
|
1580 |
|
1582 |
|
1800 |
|
1803 |
|
1868 |
|
1578 |
|
Taxes |
|
1511 |
|
1515 |
|
1514 |
|
Aging/Collection Profiles |
|
1562 |
|
1825 |
|
1730 |
|
1802 |
|
q Rounding |
0600 |
Payment Profiles |
|
1586 |
|
q Banks |
1736 |
1529 |
|
1528 |
|
1521 |
|
1826 |
Report Profiles |
|
1559 |
|
1509 |
|
1561 |
|
1766 |
|
1898 |
Utilities |
|
Traces |
|
0553 |
|
0554 |
|
0555 |
|
0551 |
|
0550 |
|
1712 |
|
1723 |
|
1819 |
|
1843 |
Modifications and Updates to Profile Setup Checklist
The following table lists modifications and updates to the Profile Setup Checklist.
Mod Number |
Date |
Description |
N/A |
03/06/18 |
Updated Table. |