Applies to: RollMaster (RM) Core
Use this article as a reference for the Time Maintenance module, including setup of short and long "Time" description codes, integration with the interactive Installation Schedule module, and automated drop-down sorting tools.
Menu Path: Sales Processing > Time Maintenance
For other Sales Processing programs, refer to the Sales Processing module documentation.
This module was added to add/edit “time” parameters in the Time drop-down menu field that appears when setting an Install Date on a Job. These “Time” codes will appear in the Installation Schedule module, as well as on the Job. In most cases these will already be created in the system by your RollMaster Trainer, but this module can be accessed at any time to re-sort the order of the drop-down menu or add new Time descriptions. When you enter this module, the screen will appear as follows:
The Add New button will prompt an Edit Time box as follows:
The Short Description is what will display in the drop-down menu in the Job Detail box on the Job and in the Time column of the Installation Schedule and the Add New Install Dates box. The Long Description is for a longer description area and does not currently display or print out. The All Day Time Slot option works in conjunction with the Company Control 4 option that appears as follows: Prevent Double Booking Installer. This control forces use of the Install Date tab screen and will not allow booking an Installer where there is a time conflict. The “Hide If No Records” option can be used on existing records to remove from live display boxes described above. You will need to double-click on an existing record to Edit. Once you begin typing in the Short Description field, a Save button will appear at the bottom right of the box above. Be sure to click Save to keep new records.