Appendix 3 - Reference Data - IRBS_Help

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Appendix 3 - Reference Data


Usage Matrix



Reference Data
Description\Comment
Where Used
1099 Setting
The 1099 Setting will be used as part of the Accounting Feature.  
Activity Status
If the box is checked, the record will be active.  
Activity Type
Activity type is part of the Calendar functionality. This is to set up any types of appointments or meetings that occur in your office.   
Allowance
Allowances will be used in the Proposal Tab.
This is used when you have completed and estimate and you are in the proposal writing stage.The Allowance feature will allow you to keep track of things items that the client has not made a selection on.
 
Asset Category
An Asset Category will be used when you enter any assets into RBS.
 
Asset Service Type

 
Asset Status
If the box is checked, the record will be active.
Behavior Behaviors are used in the General screen of a job to help Sales people when calling on leads. This is a way of describing the demeanor of the potential client.  
Campaign

 
Category Items
 Categories Items are used in the Estimating function of RBS. They are used to describe job tasks within a category.
 
Client Forms
 
Color List of default records are already available.
Commission Type
Commission type is used in the commission tab of the job. If you pay your salespeople a commission you can set up type for them to draw from.
 
Company Type
Company Type will be used when setting up your Vendors, Subcontractors and other contacts. You can use this information if it is needed for accounting purposes. 

Cost Assembly
 
Cost Assembly Type    
Cost Category Cost Categories are used in the Estimating and reporting functions of RBS. They are used for Job Costing and reporting.
 
Cost Center

This will give you the ability to post charges against different parts of your company.

 
Cost Database Cost Database will be used in the Estimating feature of RBS. This gives you the opportunity to load several different databases for estimating.
 
Cost Short Code Cost Short Code is used to link Costs with Categories.
 
Cost Specifier This is used for the HomeTech database.
 
Country Country will be used when you enter any address into RBS. 
 
Credential Types    
Customer Message    
Department

Department types can be selected throughout RBS and then used for reporting purposes.

 
Depreciation Method Depreciation Methods will be used as part of the Accounting Feature
 
Design Agreement Type

Design Agreement Types are used in the Design tab of a job.

 
Document Type Document Types will be used in the Document tab. These are any types of documents you would like to attach to a job.
 
Dumpster Info
 
Employee Type    
Estimate Item Type    
Estimate Phase

Estimate Phases are used in the Estimating tab. You will want to choose type of Estimates you do.

 
Ethnicity
 
Exclusion Items    
Finance Status    
Frequency Frequency is used for Payroll purposes when setting up Users and Employees in RBS. Frequency describes how often the employee will be paid.
 
Gender    
GL Account Type GL Account Type will be used in the Accounting function of RBS.
 
House Type

House Type is used on the General Tab. This will describe the type of house for the sales person. It is gathered at the time of the lead and can be used for reporting purposes.

 
Incident Type
List of default records are already available.
 
Industry

Industry will be used when setting up Vendors, Subs and other companies. It can be used to describe what industry they work in.

 
Item     
Item Type    
Job Class    
Job Role

Job Roles are used in the Estimating tab along with other areas throughout RBS. You will want to set up your job roles accurately because they will affect the estimating process.

 
Job Signage    
Job Size    
Job Status

Job Status is used on the General Tab of a job. Each job starts out as a Potential Client. As you go through each phase of a remodeling project, RBS will update the Job Status based on certain criteria.

 
Jurisdiction The Jurisdiction is used in the Permit tab. If your company works in different Jurisdictions or localities, you can set these up here.
 
Kit Info    
Lead Test Status    
Lead Time Unit Lead Time Unit is used in the Calendar function of RBS. This is used for setting an alarm to alert you of an upcoming appointment.
 
Leave Type    
Location Location is used when entering assets. If you will be tracking your assets in RBS, you will want to set up locations for where they are kept.
 
Lockbox Info    
Marital Status Marital Status will be used for setting up Users/Employees in RBS.
 
Miscellaneous Proposal Type
 
Miscellaneous Proposal Type

Miscellaneous Proposal Types can be used when you need a document other than the templates currently in RBS.

 
Not Awarded Reason 

Not Awarded Reason appears on the General Tab. This is used to track why jobs were lost. This will be used for reporting purposes.

 
Payment Item 
Payment Items will be used for setting up Payment Templates. The items will go into a Template which will be used on the Proposal Tab to determine a payment schedule for a job. 
 
Payment Method 

Payment method is used on the Payment Tab. When you enter a payment you will use the Payment Method to record how payment was made.

 
Payment Template  Payment Template will be used on the Proposal Tab. You can define templates which will be set up with Payment Items for specific job types. The template will be used to create a schedule for payments on a job. 
 
Payroll Item Type
   
Payroll Item Wage
   
Payroll Type  Payroll Type will be used when setting up Users/Employees. This information will be used in the Accounting features of RBS. 
 
Permit Status

 
Permit Type 

Permit Types will be used on the Permit Tab. These will be used to describe the type of Permit needed.

 
PO Status    
Postal Code 

Postal Codes are used in any area where an address is needed. You will need to enter all Postal Codes in the areas where you work and where your employees live. This can also be used for reporting purposes.

 
Priority 

Priority is part of the Calendar functionality. This can be used to define the importance of an appointment.

 
Product Category    
Project Type 

Project Type will be used in the Estimating feature. Enter any types of projects that your company does.

 
Referral Incentive    
Referral Source 

Referral Source will be used on the General Tab. This is used to track leads. This can be used for reporting purposes.

 
Region

Region will be used when setting up Users/Employees. If you have different areas or parts of town that your salespeople are assigned to, you can designate a region and attach this to the salesperson record. This can be used for reporting purposes.

 
Relationship Type 


 
Restroom Info    
Salutation  Salutation is used when setting up Contacts/Customers in RBS. These will appear on letters or forms generated from RBS.  
Ship Destination

Ship Destination is used in the Purchase Order tab. This will allow you to designate where you would like your purchase shipped.

 
Ship Via 

Ship Via is used in the Quote and Purchase order tabs. This will allow you to designate the carrier to ship your order.

 
Site Message    
Staff Action Type 
 
State Code  State codes are used anywhere an address is entered.
 
Storage Location 

Storage Location is used for storing any type of electronic documents on your server. You will see this in the Document tab. You can name the folders to keep records separate or create one folder to hold all documents.

 
Storage Type 

Storage Type is used to designate a type of file for the Document Tab. This tells RBS how a document is stored.

 
Subcontractor Type 

Subcontractor type is used to when entering your subcontractors. You can flag these each with a type.

 
Tax Code    
Timeframe Timeframe is used on the General tab. This information should be collected when a potential client calls. This will be used to determine how soon a client would like to start a job.
 
Time-Off Type    
Trade Term 
 
Transaction Type  Transaction Type will be part of the Accounting feature in RBS. 
 
Unit of Measure  Unit of Measure is used in the estimating feature of RBS.
 
User Note Type
   
Vendor Forms
   
Vendor Type     
Warehouse Location    
Warranty Type    
Workers Comp Rate    

See also

Appendix 1 - Bookmarks
Appendix 2 - Skins
Appendix 4 - Warnings and Errors
Appendix 5 - MS Word Templates
Appendix 6 - Estimate Reports