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Service Types |
  
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Service Types |
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Within EnergySteward.com you are able to setup various services to any given contract or set of contracts. Typically, these services will represent a relative categorization of the type of contract. A few examples could include the following:
| • | Marketing - Those purchase, sale, transport, gathering, etc. contracts which relate to your "marketing" business |
| • | Pass Thru - Those contracts where you might manage back office accounting (but not marketing) |
| • | End User - Those contracts which you might manage direct end user sales |
| • | etc. |
This configuration screen provides you with a method to setup services. When working with your contracts, these services will be listed in various pull down list boxes when adding or updating contracts into EnergySteward.com. In addition, you can run queries and reports based on service (ie.. pull up a list (then maybe export to Excel) of all "Marketing" contracts, for instance). When you setup a contract, the contract can cover more than one service.
Important note: These configuration screens provide you with the mechanism for populating a standardized list for the actual contract setup screen. You assign these service associations to various contracts at the time you add or update the contract within EnergySteward.com.
The screen shot below shows the initial screen which lists out your available services:
Add Contract Service Type (button) - Click this button to add a new service type.
View/Edit Grid Button (pencil) - Click this next to the applicable service type in order to change the information about this type.
Delete Grid Button (red x) - Click this next to the applicable service type that you want to permanently delete. When you delete a service type, then all contract associations to this service will be removed (contracts will still be there, just their association to this type will be permanently deleted). However, any deals specifically associated to this service will be permanently deleted. Important note: You will be presented with a confirmation ("Are you sure...?") dialog box prior to deletion.
Contract Service Name - This can be any name for the service which you want to define. It is suggested that you make this name relatively descriptive for the service in question. The name you post here is what will show up within the pull down list box when setting contracts/deals.
Notes - This is required and should just be a brief description for the service type.
Is Contract Service Available (checkbox) - If checked, then this service type is considered active and will therefore show up in the pull down list boxes when setting up contract information. If unchecked then historical service information is maintained BUT when assigning new services to contracts, the item will be unavailable (will not show up in the pull down list box).
Automatically Post This Service for New Contracts ? (checkbox) - If this is checked then then a this particular service will AUTOMATICALLY be posted on a contract without it explicitly being entered. All of this done, during actual contract setup. This is beneficial in those situations where a company primarily deals with a single service. Every new contract which gets entered can be automatically 'tagged' with the service which is checked via this checkbox.