Results for “agents”

11 documents in BMS Cloud.

Overview

About Agents

agents/overview.md

# Agents An agent is a party that earns from business you process — a finance company behind a leased machine, or a service business that does the work in a territory you do not co…

Explanation

Agents Are Not Engineers

agents/explanation/agents-are-not-engineers.md

# Agents are not engineers The word *agent* appears all over BMS and means something specific that is easy to confuse with something else. **An agent is a party in a commercial rel…

Reference

Agent Types

agents/reference/agent-types.md

# Agent types **Agents → Agents.** The register is tabbed by what kind of agent each is. | Tab | Holds | |---|---| | Finance | Finance companies and funders | | Internal Service | …

How to

Generate And Approve A Reconciliation

agents/how_tos/generate-and-approve-a-reconciliation.md

…ent's current and arrears positions for a month is two runs, not one. ## Steps 1. Go to **Agents → Reconciliations** and click **New Reconciliation**. 2. Set the entity, the agent,…

Reference

Reconciliation States

agents/reference/reconciliation-states.md

# Reconciliation states A reconciliation starts as **draft** and moves through its own lifecycle. | State | Meaning | |---|---| | Draft | Created. Items can be generated,...

Reference

Reconciliation Types

agents/reference/reconciliation-types.md

# Reconciliation types A reconciliation is run for one **type**, and the type decides what it goes looking for. The Reconciliations screen is tabbed by them. | Type | Finds |...

Reference

Contract charges and rates

billing/reference/contract-charges-and-rates.md

…stomer's invoice to be settled across several parties without the customer seeing it. The Agents area reconciles and pays out the finance and service portions. ## Reconciliation fi…

How to

Correct a period that was billed wrong

billing/how_tos/correct-a-billed-period.md

…recalculate them. - **Agent settlements.** If the charge splits across finance or service agents, their share moves with it. Check the Agents area for the affected period. - **The …

Overview

overview.md

… warehouses, suppliers and carriers — getting equipment and consumables in and out. | | **Agents** | Reconciliation and payout of finance and service agents — settling with the par…

Reference

Users Roles And Licences

admin/reference/users-roles-and-licences.md

How to

Work The Unallocated Queue

service/how_tos/work-the-unallocated-queue.md

…ice desk. ## Before you start You need a Service role that can edit jobs, and the service agents and engineers you intend to assign to must already exist. ## Steps 1. Go to **Servi…