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Region Screen
- 29 May 2023
- Impresión
- PDF
Region Screen
- Actualizado en 29 May 2023
- Impresión
- PDF
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The Region screen allows you to configure each individual region. It is accessed by clicking the New icon or by clicking an existing region in the list on the Regions Search List screen.
The screen consists of two tabs, one for basic details and the other for invoicing information for companies that invoice at the regional level.
Basic Details Tab
The screen elements on the Basic Details tab of the Branch screen are described in the following table.
| Screen Element | Description |
|---|---|
| Region Name | Commonly used name to define a region. |
| Legal Name | The legal name that is used to define a region. |
| Region Manager | Name of the regional manager. This drop-down list allows you to choose from contacts whose contact type is Employee. |
| Address 1 | Address line 1 of the branch being defined. |
| Address 2 | Address line 2 (if any) of the branch being defined. |
| City | City of the branch being defined. |
| State | State of the branch being defined. |
| Zip | Zip code or postal code of the branch being defined. |
| Region Phone Number | Phone number of the regional office. |
| Region Fax Number | Allows you to specify a telephone number for the fax machine at the regional office. |
| District | For larger organizations, you can specify the district into which the region is assigned (see Company Organization). For companies with only a few regions, establishing districts in Aspire is not necessary. |
Invoicing
If provided, specifies the parameters Aspire uses when sending invoices to customers via email provided parameters are not also specified at the branch level. Invoices are attached as PDF to the emails.
Aspire allows you to specify invoice parameters at three different levels – branch, region, and system. Aspire will use the most specific invoicing parameters available when emailing invoices – that is, if the branch invoicing information is available, it will use that. If not and if invoicing information is available on the Region screen, it will use that. Finally, if neither branch nor region invoicing parameters are specified, Aspire will use invoicing parameters specified on the Application Configuration screen.
The screen elements on the Invoicing tab of the Region screen are described in the following table.
| Screen Element | Description |
|---|---|
| Billing Email From | When Aspire sends invoices to the customer, the value you specify here determines from whom the email will be sent. They may choose for invoices to be sent from the employee marked as the account owner for the associated property or specify a specific employee contact. This value on the Region screen takes precedence over the Billing Email From value specified at the system level but is overridden if a value is specified at the branch level. |
| Invoice Email CC | Allows you to specify a semicolon-separated list of email addresses that should also receive invoice emails. |
| Invoice Email Subject | Allows you to specify the subject of invoice emails. This value on the Branch screen takes precedence over the Invoice Email Subject value specified at the system level but is overridden if a value is specified at the branch level. Aspire enables you to insert context-sensitive tokens into the subject as described in, Inserting Expandable Tokens. These tokens allow invoice-specific information (i.e. property name, invoice number, opportunity number, etc.) to be inserted into the subject of each email. |
| Invoice Email Body | Allows you to specify the body of invoice emails. This value on the Branch screen takes precedence over the Invoice Email Body value specified at the system level but is overridden if a value is specified at the branch level. Aspire enables you to insert context-sensitive tokens into the body as described in, Inserting Expandable Tokens. These tokens allow invoice-specific information (i.e. property name, invoice number, opportunity number, etc.) to be inserted into the subject of each email. Images may also be added to the email body. |
| Invoice on Completion Description | For invoices on services marked for invoice upon completion (T&M or fixed price), allows you to specify the line-item that will be displayed on the invoice. This value on the Branch screen takes precedence over the Invoice on Completion Description value specified at the system level but is overridden if a value is specified at the branch level. This field allows them to insert expandable tokens that are replaced with specific values for the invoice. |
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