Implementation Setup

Getting Started #

When downloading a Table, you receive the full database column layout, where required and necessary fields may be scattered throughout. These templates are specifically designed to simplify the setup process by grouping the required and essential columns at the beginning, making it easier to review and load your configurations efficiently.

By using these templates, you can quickly structure your data for a smoother and more accurate implementation.

Available Templates #

• Implementation Setup – HQ Company Setup
• Implementation Setup – HQ Materials
• Implementation Setup – HQ Tax Codes
• Implementation Setup – HQ Contacts
• Implementation Setup – HQ Units of Measure
• Implementation Setup – GL Accounts
• Implementation Setup – GL Fiscal Years
• Implementation Setup – CM Accounts
• Implementation Setup – JC Cost Types
• Implementation Setup – JC Phases
• Implementation Setup – JC Departments
• Implementation Setup – JC Insurance Template
• Implementation Setup – JC Liability Template
• Implementation Setup – JC Project Managers
• Implementation Setup – JC Contracts
• Implementation Setup – JC Contract Items
• Implementation Setup – JC Jobs
• Implementation Setup – JC Job Phases
• Implementation Setup – JC Job Phase Cost Types
• Implementation Setup – AP Payable Types
• Implementation Setup – AP Pay Categories
• Implementation Setup – AP Vendors
• Implementation Setup – AP Vendor Compliance
• Implementation Setup – AP Invoice Reviewers
• Implementation Setup – AR Receivable Types
• Implementation Setup – AR Customers
• Implementation Setup – JB Processing Group
• Implementation Setup – JB Billing Groups
• Implementation Setup – PR Earning Codes
• Implementation Setup – PR Occupational Category
• Implementation Setup – PR Overtime Schedule
• Implementation Setup – PR Race Codes
• Implementation Setup – PR Groups
• Implementation Setup – PR Departments
• Implementation Setup – PR Pre-Tax Deduction Groups
• Implementation Setup – PR Deductions/Liabilities
• Implementation Setup – PR Garnishment Groups
• Implementation Setup – PR Federal Information
• Implementation Setup – PR State Information
• Implementation Setup – PR Local Information
• Implementation Setup – PR State Insurance Codes
• Implementation Setup – PR Leave Levels
• Implementation Setup – PR Leave Codes
• Implementation Setup – PR Templates
• Implementation Setup – PR Crafts
• Implementation Setup – PR Craft Classes
• Implementation Setup – PR Craft Templates
• Implementation Setup – PR Craft Class Templates
• Implementation Setup – PR Employees
• Implementation Setup – PR Employees Addl Direct Deposits
• Implementation Setup – PR Employee Leave
• Implementation Setup – PR Employee Dedn Liab
• Implementation Setup – PR Employee Auto Earnings
• Implementation Setup – HR Codes
• Implementation Setup – HR Position Codes
• Implementation Setup – HR Status Codes
• Implementation Setup – HR Benefit Codes
• Implementation Setup – HR Benefit Groups
• Implementation Setup – HR Hiring Locations
• Implementation Setup – HR Resources
• Implementation Setup – HR Resource Benefits
• Implementation Setup – HR Resource Contacts
• Implementation Setup – HR Resource Skills
• Implementation Setup – HR Resource Salary History
• Implementation Setup – HR Approval Groups
• Implementation Setup – HR Asset Tracking
• Implementation Setup – HR Resource Filing Status
• Implementation Setup – PO Compliance
• Implementation Setup – PO Vendor Materials
• Implementation Setup – PO Shipping Locations
• Implementation Setup – SL Compliance
• Implementation Setup – PM Firms
• Implementation Setup – IN Location Groups
• Implementation Setup – IN Locations
• Implementation Setup – IN Location Materials
• Implementation Setup – EM Categories
• Implementation Setup – EM Revenue Breakdown Code
• Implementation Setup – EM Cost Types
• Implementation Setup – EM Cost Codes
• Implementation Setup – EM Component Types
• Implementation Setup – EM Locations
• Implementation Setup – EM Shops
• Implementation Setup – EM Work Order Parts Status
• Implementation Setup – EM Work Order Repair Types
• Implementation Setup – EM Work Order Status Codes
• Implementation Setup – EM Revenue Codes
• Implementation Setup – EM Departments
• Implementation Setup – EM Equipment
• Implementation Setup – EM Equipment Parts
• Implementation Setup – EM Warranties
• Implementation Setup – EM Revenue Rates by Equipment
• Implementation Setup – EM Revenue Rates by Category
• Implementation Setup – MS Vendor Trucks
• Implementation Setup – MS Pay Codes
• Implementation Setup – MS Price Templates
• Implementation Setup – MS Surcharges
• Implementation Setup – MS Haul Codes
• Implementation Setup – SM Call Type Category
• Implementation Setup – SM Call Types
• Implementation Setup – SM Agreement Type
• Implementation Setup – SM Cost Types
• Implementation Setup – SM Frequency Setup
• Implementation Setup – SM Departments
• Implementation Setup – SM Labor Codes
• Implementation Setup – SM Labor Cost Estimate
• Implementation Setup – SM Part Types
• Implementation Setup – SM Work Scopes
• Implementation Setup – SM Customer
• Implementation Setup – SM Customer Contact
• Implementation Setup – SM Technicians
• Implementation Setup – SM Standard Tasks
• Implementation Setup – SM Standard Items
• Implementation Setup – SM Serviceable Item Class
• Implementation Setup – SM Pay Types
• Implementation Setup – SM Rate Templates
• Implementation Setup – SM Service Centers
• Implementation Setup – SM Service Sites
• Implementation Setup – VA User Profile
• Implementation Setup – VA Security Groups