Help:DMS-Update Resources Contractor

Update Dispatch Contractor

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This option enables you to add or modify a Dispatch Contractor.

File:DMS-Update Resources Contractor.PNG

ID: Enter a number (1 to 999999) which will uniquely identify this Contractor dispatch resource for the current company.

[X] Active Check this box of this Contractor is active. Un-check this box to prevent this Contractor from appearing in the dispatch selection windows. These resources need to be kept for historical purposes. All new Contractor need to be assigned new ID numbers.

Branch: Use this drop-box to select a specific Company Branch to which this Contractor belongs. If this Contractor can be dispatched in multiple Company Branches, then select "Include All Branches".

Name: Enter the name of the Contractor.

Sort-Locator: Enter the name of the Contractor as it should appear for an alphabetically sorted list. This is usually last name first.

[Reverse Name] Press this button to automatically reverse the name in the Sort-Locator field. For instance, Virginia Wolf will be reversed to Wolf, Virginia.

Home Phone: Enter the home phone number for this Contractor.

Cell Phone: Enter the cell phone number for this Contractor.

Dispatcher: Use this drop-box to select the dispatch whom will assign this Contractor to the various Work Tickets. If this employee can be assigned by multiple dispatchers, then select "Not Determined".

Team Number: Enter the Number of the team to which this Contractor is to be assigned. Not all Contractor need to be members of a team, but this number will group together all Contractorss, Employees and Vehicles with the same Team Number. This feature is for the benefit of the Dispatcher in speeding up the assignments of Personnel and Vehicles which usually work together to a Service.

Billing Rate: Enter the standard rate at which this Contractor's hours are billed. This field will be used for the Billing Rate if the Build Charges from Assignments feature in the Billing Charges section is used. If you will not bill for this Contractor's hours by using this option, then leave this field blank.

Agent: Enter the Commission Agent number to which this Contractor's hours will be credited if the [ Build Charges from Assignments ] feature in the Billing Charges section is used. Press the View button [?] to the right of this field to see the current commission agents. The name of the commission agent will be displayed to the right of this field.

[Add Note in Commission Agent File] This button will be active if an Agent has been selected in the previous field. This enables notes to be added for this Agent.

Memo Tab This displays a text box where specific comments can be made concerning this Contractor. Such information might be useful in assigning specific Contractor.

[Save] Press this button to save the changes made to this Contractor on this window.

[Cancel] Press this button to ignore any changes made on this screen and return to the previous screen.

[Help] Press this button to call the Help Screen.