Configuring default values for a miscellaneous entry

Default values for Misc Code and Payment Type are configured on the Partners form in the back office. We recommend that you set up as much default information as possible on the Partners form.

We recommend creating a miscellaneous code that a technician can use when logging entries for items that are purchased while in the field.

In the back office Users form, specify the Misc. Purchase Limit on the Additional Info tab. This value sets the cap on a partner's purchasing ability when they make a purchase in the field using the mobile app. Specify 0 to put no limit on the partner's purchasing amount.