The Facility tab contains general information about the Facility that is being added, viewed, or modified.

·         Facility Name (required) – The name of the Facility. We recommend the name be unique.

·         Tax Number – The Facility’s state or local tax number.

·         Facility Number – The number issued to the Facility. This number could be a lab code, customer number, or other identifier.

·         Fed Number – The Facility’s federal tax id number.

·         Industry Code – The code identifying this location within an industry, such as CAGE code.

·         Account Number – The account number that can be linked to a bookkeeping system.

·         Company Code – The code used to identify this Facility within a company.

·         Shipping Method – The desired mode of shipment (user definable).

·         Facility Web Site – The Facilities URL address on the internet.

·         Recall Rule – The default recall rule used for this customer, standard choices include; Standard, End of Month, Beginning of Month, Previous Sunday. The recall rule will set the due date as described by the standard choices.

o   Standard – uses the interval only.

Example: If the Service Date is 10/11/2012 and the interval is 12 months, the Due Date should be 10/11/2013.

o   Standard/No Print – uses the interval only. Does not print the Due Date on the certificate report.

o   End of Month – extends the calibration due date to the end of the month.

Example: If the Service Date is 10/11/2012 and the interval is 12 months, the Due Date should be 10/31/2013.

o   Beginning of month – reduces the calibration cycle to the beginning of the month.

Example: if the Service Date is 10/11/2012 and the interval is 12 months, the Due Date should be 10/1/2013.

o   Previous Sunday – reduces the calibration cycle to the previous Sunday.

Example: if the Service Date is 10/11/2012 and the interval is 12 months, the Due Date should be 10/6/2013.

·         Customer – Check if this Facility is a customer of the service facility. Enables the Tax Rate field. This checkbox cannot be customized because the functionality is associated with the Tax Rate field on this screen.

·         Manufacturer – Check if this Facility is a manufacturer of equipment.

·         Sub Contractor – Check if this Facility is a valid sub contractor.

·         Lab – Check if this Facility is another calibration lab. This checkbox cannot be customized because the functionality is associated with the Inspect All field on this screen.

Note: A minimum of one Facility Type (Customer, Manufacturer, Sub Contractor, or Lab) must be selected prior to saving the Facility.

·         Active – Check if this is an active Facility. If unchecked, this Facility is considered inactive and is not displayed in pick lists.

·         Optional 1 – Optional check box to be used for tracking Facility data.

·         Inspect All – Check if this Facility requires inspection of all Assets.

·         No Tax – Check if this Facility is exempt from tax application. This checkbox cannot be customized because the functionality is associated with the Tax Rate on this screen.

·         Lab Type – System defined list of laboratory types (only used if the Facility is a lab).

·         Category (Fac) – The general category of the Facility.

·         Sub Category (Fac) – The sub category of the Facility.

·         Total Assets – Displays the total number of Assets currently being tracked by MET/TEAM assigned to this Facility. This number includes active and inactive Assets. S

o   Selecting the View button displays a Crystal Report inventory list.

·         Tax Rate – The rate of tax charged for services and goods sold. This field is enabled only when the facility is classified as a customer.

·         Hourly Rate – Hourly Rate charged toward this Facility.

·         Discount– Discount applied to this Facility.

·         Expedite Fee– Fee charged per Asset to expedite for this Facility.

Note: Concerning Hourly Rate, Discount and Expedite Fee fields:

The Facility screen overrides the Lab Defaults. If any of the Hourly Rate, Discount and Expedite Fee fields are blank or set to “0” the Lab Defaults are used.