Case Classes

A check box that indicates (if selected) that a customer ID must be selected for a case of the class.

This check box is selected and unavailable if the Billable or the Enable Billable Option Override check box is selected, because a customer is always required for case billing.

A check box that indicates (if selected) that for a case of a class, in the Contact box of the Cases (CR306000) form, the user can select a contact of the Employee type.

If a contact of this type is selected for a case, the system will insert the name of the employee's company in the Business Account box of the form. If the company has multiple branches, the name of the branch will be inserted instead of the company name.

A check box that indicates (if selected) that a contract ID must be selected for a case of the class.

This box is available only if the Contract Management feature (in the Advanced Financials group of features) is enabled on the Enable/Disable Features (CS100000) form.

This check box is selected and unavailable if the Per Activity billing mode is selected, because a contract is always required in such cases.

A check box that indicates (if selected) that a case of the class is marked as billable by default.

If the Billable and Enable Billable Option Override check boxes are cleared on the current form, the Billable and Manual Override check boxes on the Cases (CR306000) form are cleared and cannot be selected.

This check box is available only if the Per Case billing mode is selected on this tab.

A check box that indicates (if selected) that for a case of the class, a user can override the default selection of the Billable check box on the Cases (CR306000) form.

If the Billable and Enable Billable Option Override check boxes are cleared on the current form, the Billable and Manual Override check boxes are cleared and cannot be selected on the Cases (CR306000) form.

This check box is available only if the Per Case billing mode is selected on this tab.

The mode of case billing.

The following options are available:

• Per Case: A case of this class can be billed after it is closed, and the total includes all the activities.
• Per Activity: The cases of this class are billed on a per-activity basis. For example, you can use this option for large cases that cannot be closed by the end of the billing period so that you can bill activities associated with an ongoing case.

This setting is available only if the Time Management feature is enabled on the Enable/Disable Features form; otherwise, the Per Case billing mode is automatically assigned to every new case class and cannot be changed.

The non-stock inventory item (of the Labor type) used as the source of accounts to be used for labor of the type, as well as the source of labor cost and prices.

This box is available only if the Per Case billing mode is selected on this tab.

The non-stock inventory item (of the Labor type) used as the source of accounts to be used for overtime labor of the type, as well as the source of labor cost and prices.

This box is available only if the Per Case billing mode is selected on this tab.

The number of minutes (00 hours are specified for all options) to which the total billable time for all related activities in the case will be rounded up if the result of dividing the total billable time by the value in this box is not an integer. One of the following predefined options can be selected from the list: 00:05, 00:10, 00:15, 00:20, 00:25, or 00:30. Alternatively, you can enter your own value. The time will always be rounded up to the next billable interval—that is, to a multiple of the value specified in this box.

For example, suppose that 00:15 (15 minutes) is specified in this box, and 01:00 (1 hour) is specified in the Min. Billable Time box. If you have spent 40 minutes on an activity, the total billable time of the activity is rounded up to 1 hour (because the minimum billable time is 1 hour). And with the same Round Time By and Min. Billable Time settings, if you have spent 1 hour and 20 minutes on an activity, the total billable time of the activity is rounded up to 1 hour and 30 minutes (because the system rounds up the total billable time to the next 15-minute interval).

The number of hours and minutes that is used as the minimum interval for billing when the system calculates the billable time of a case of the class (or activity associated with a case of the class). One of the following predefined options can be selected from the list: 00:05, 00:10, 00:15, 00:20, 00:25, 00:30, 00:35, 00:40, 00:45, 00:50, 00:55, or 01:00. Alternatively, you can enter your own value.

For example, if your company's minimum billable time is a quarter of an hour, you should specify 00:15, and if it is an hour, you should specify 01:00.

The number of days during which Customer Portal users may reopen the case.

Leave the box blank if you want to give the users the ability to reopen the cases at any time.

A check box that indicates (if selected) that the attribute is available for all cases of the class.

You can deactivate an obsolete attribute by clearing the check box—in this case, the deactivated attribute will no longer be displayed for cases of the class, but all attribute values that have already been specified for existing records still will be stored in the database, so if you re-activate the attribute, its values will become visible in the system again.

The type of control to be used for the attribute.

The type is one of the following: Text, Combo, Multi Select Combo, Lookup, Checkbox, or Datetime.