Open the 
Outside Service Provider Card window.
Outside Service Providers
Outside Service Providers (OSPs) may be established in TAG to be utilized when scheduling services to maintain, inspect or repair equipment or for acquiring Consumable Inventory. Utilize the functions provided to setup and maintain OSPs through the Outside Service Provider main menu option.
General Tab
No. – The value in this field is either a user entered number or a system generated number for the OSP established in TAG. It becomes the identifier and the "key" for the OSP throughout the TAG applications and database.
Name – Use this field to record the name or to describe the OSP.
Address and Address 2– In these fields, record the mailing address for the OSP.
City, State / Zip Code – Use these fields to record the city, state and specific mailing information for the OSP.
Contact – For purpose of reference, record the name of a person at that location who is meaningful for this OSP.
Search Name – Use this field to establish a meaningful set of letters, numbers or words to help find this OSP through a search. The default is the value entered in the Name field and may be overridden by the user if the default value is not adequate for search purposes.
Our Account No. – Record the account number, if it exists, established with this OSP for reference.
Type – There are three (3) OSP types; they are Inventory, Service or Both. Only OSPs with a Service or Both type designations will be shown in the selection list when assigning an OSP to an Order.
Last Date Modified – The date the OSP Card was last updated.
Blocked – When you want to temporarily stop the use of an OSP, select how you want this OSPs blocked.
No. Planned Orders – The number of Planned Orders to which this OSP has been assigned.
No. Released Orders – The number of Released Orders to which this OSP has been assigned.
Assigned Date Meters – The number of Date Meter Polices to which this OSP has been assigned.
Communications Tab
Phone No. – Record the OSP telephone number in this field.
Fax No. – If this OSP has a FAX number, record it in this field.
E-Mail – For future reference, record the email address for this OSP.
Home Page – If your OSP has a web site URL, use this field to record it.
Tax Tab
1099 Code – Use this field to record, through selection from a drop down list, the 1099 code for this OSP.
Federal ID No. – If known, use this field to record the OSP tax ID number.
Cost Tab
Charge Type – The value in this field is either Hour or Flat.
Flat Rate Charge – If Flat Rate is selected above, this is the amount that will be used to cost work orders assigned to the OSP.
Hourly Rate – If Hourly is selected above, this is the hourly rate used for the OSP.
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For more information about how to navigate in the user interface, see Work with Microsoft Dynamics NAV. For more information about how to find specific pages, see Search. |