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Tally Categories Purpose and when to use this record Group recurring agency tally definitions into stable operational and reporting sections. At a glance Identify it by: Name. Why care: Use the agency’s approved terminology and access policy. Preserve date...

Tally Definitions Purpose and when to use this record Define a recurring countable agency activity used in logs and performance reporting. At a glance Identify it by: Name. Check its business context: Category. Why care: Use the agency’s approved termino...

Time Tracking Categories Purpose and when to use this record Maintain the categories used to classify officer or staff time. At a glance Identify it by: Name. Why care: Use the agency’s approved terminology and access policy. Preserve dates, responsible pe...

Time Tracking Incidents Purpose and when to use this record Record a block of categorized time associated with an officer, incident, case, or other agency work. At a glance Identify it by: Incident Number, and Date. Check its business context: Category, an...

Transportation Checkpoints Purpose and when to use this record Define a scheduled or required checkpoint along a transportation route. At a glance Identify it by: Checkpoint Date/Time. Check its business context: Transportation Entry, and Officer. Why ca...

Transportation Classes Purpose and when to use this record Classify transportation work for assignment, rate, compliance, or reporting purposes. At a glance Identify it by: Name. Why care: Use the agency’s approved terminology and access policy. Preserve d...

Transportation Entries Purpose and when to use this record Record an actual transport movement, its route, vehicle, personnel, timing, mileage, and completion state. At a glance Identify it by: Date, and Label. Check its business context: Transporter, Vehi...

Transportation Route Audits Purpose and when to use this record Review recorded changes or compliance checks associated with a transportation route. At a glance Identify it by: Review Status. Check its business context: Transportation Entry, and Route. W...

Transportation Routes Purpose and when to use this record Define a repeatable origin, destination, checkpoint, distance, and operating pattern for transports. At a glance Identify it by: Name. Why care: Use the agency’s approved terminology and access poli...

Vehicles Purpose and when to use this record Maintain agency vehicles used for dispatch, mileage, and transportation records. At a glance Identify it by: Car Number, and Description. Why care: Use the agency’s approved terminology and access policy. Preser...

Customer Classes Purpose and when to use this record Group customers so pricing, terms, reporting, or operating policies can be applied consistently. At a glance Identify it by: Name. Why care: These master records supply defaults and choices to later tran...

Customer Tax Codes Purpose and when to use this record Classify how a customer is taxed and which tax rules apply during sales. At a glance Identify it by: Name. Why care: These master records supply defaults and choices to later transactions. Correct dupl...

Customers Purpose and when to use this record Maintain the people and organizations that buy from the business, including billing, tax, pricing, credit, and contact defaults. At a glance Identify it by: Customer #, First Name, Last Name, Tax Code, and Last A...

Departments Purpose and when to use this record Group employees and activity into an operating department for responsibility and reporting. At a glance Identify it by: Name, and Code. Why care: These master records supply defaults and choices to later tran...

Discount Schedules Purpose and when to use this record Define a reusable customer or sales discount arrangement and the rules that determine when it applies. At a glance Identify it by: Name. Check its business context: Unit Of Measure. Why care: These m...

Divisions Purpose and when to use this record Separate business activity into reporting or operational divisions used by employees, customers, inventory, and transactions. At a glance Identify it by: Name, and Code. Why care: These master records supply de...

Employees Purpose and when to use this record Maintain the worker record used for sales, time, payroll, service, approvals, and accountability. At a glance Identify it by: Employee Code, First Name, and Last Name. Check its business context: User, and Depa...

Freight Zones Purpose and when to use this record Define a delivery area and its freight treatment so shipping charges can be applied consistently. At a glance Identify it by: Name. Why care: These master records supply defaults and choices to later transa...