Account |
Company |
The default term is Organization or, in the Client Portal, Client. It may also appear in the UI as Company, Account, Business Unit, Client, or Site. |
Reasons for difference: Terminology change in the UI and, in English, selection of alternate local term.
Company replaces Account in most usage. For Client Portal, Client replaces Company (Client Portal client instead of Client Portal account).
In the interface, Account remains Account in word pairings where account means sales account, financial account, or login account; for example, Account Manager, Synchronization Account, User Account.
To change the term used in the UI, go to > Admin > Features & Settings > Your Organization > Local Terms & Symbols.
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AllocationCode |
BillingCode
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Billing Code |
Reason for difference: Terminology change in the UI.
A code used to categorize labor and other items for billing and reporting purposes. It determines if the item is billable and which Tax Category is applied. Billing Codes include Work Types, Internal Time Codes, Material Codes, Service Codes, Milestone Codes, and Expense Categories.
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BillToAddress |
BillToAddress
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Billing address |
Reason for difference: Terminology change in the UI.
This field represents that address of the company to bill.
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ContractFactor, BlockHourFactor |
ContractBlockHourFactor
|
Block Hour Multiplier |
A factor that determines how many block hours one hour of labor will consume. |
Cost |
Cost
|
Charge |
Reason for difference: Terminology change in the UI.
This field refers to any billable or non-billable monetary amount for an inventory item, product, or material cost associated with a project, ticket, or contract.
In the interface, Cost appears only when referencing a Unit Cost or amount charged by the vendor.
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Business Division |
OrganizationalLevel1
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The default term is Division. It may also appear in the UI as Branch, Business Unit, Sector, or Segment.
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Reason for difference: A user has selected an alternate term. To change the term used in the UI, go to > Admin > Features & Settings > Your Organization > Organizational Structure. |
BusinessSubdivision |
OrganizationalLevel2
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The default term is Line of Business. It may also appear in the UI as Application, Core Competency, Function, Line, Offering, Product Line, Product/Service Line, Service Line, Subdivision. |
Reason for difference: A user has selected an alternate term. To change the term used in the UI, go to > Admin > Features & Settings > Your Organization > Organizational Structure. |
Equote |
Equote
|
Quote |
Reason for difference: Terminology change in the UI.
Used for all references to a quote, including eQuote.
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GeneralLedgerCode |
GeneralLedgerCode
|
General Ledger Account |
Reason for difference: Terminology change in the UI.
Also previously referred to as GL Account, GL Code, and General Ledger Code.
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InstalledProduct |
ConfigurationItem
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The default term is Device. It may also appear in the UI as Asset, Configuration Item, Installed Asset, or Installed Product. |
Reasons for difference: Terminology change in the UI and, in English, selection of alternate local term.
To change the term used in the UI, go to > Admin > Features & Settings > Your Organization > Local Terms & Symbols.
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KeyAccountIcon |
KeyAccountIcon
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The term in the UI is Classification. |
Reason for difference: Terminology change in the UI.
This field replaces the Key Account Icon classifications.
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Labor |
Labor
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The default term in the UI is Labor. It may also appear in the UI as Arbete or Labour.
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Reason for difference: In English, selection of alternate local term. |
LeadReferral |
LeadSource
|
Lead Source |
Reason for difference: Terminology change in the UI. |
Location |
Location
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The default term in the UI is Location. It may also appear in the UI as Branch or Site.
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Reasons for difference: In English, selection of alternate local term.
To change the term used in the UI, go to > Admin > Features & Settings > Your Organization > Local Terms & Symbols. |
Miles |
Miles
|
Kilometer Kilometre Mile |
Reason for difference: In English, selection of alternate local term. The selected term in the UI depends upon the language and whether the country follows the metric system.
To change the term used in the UI, go to > Admin > Features & Settings > Your Organization > Local Terms & Symbols.
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ParentAccount |
ParentAccount
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The default term in the UI is Parent Organization. It may also appear in the UI as Parent Company, Headquarters, Parent Account, or Parent Client. |
Reason for difference: In English, selection of alternate local term.
To change the term used in the UI, go to > Admin > Features & Settings > Your Organization > Local Terms & Symbols.
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ProjectedLiveDate |
ProjectedLiveDate
|
Promised fulfillment date |
Reason for difference: Terminology change in the UI.
Used with Opportunities; the date you expect to deliver goods and services
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PromisedDueDate |
PromisedFulfillmentDate
|
Promised fulfillment date |
Reason for difference: Terminology change in the UI.
Used with Sales Orders; the date you expect to deliver goods and services.
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State |
State
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The default term in the UI is State. It may also appear in the UI as County, Emirate, Island, or Province. |
Reason for difference: In English, selection of alternate local term.
To change the term used in the UI, go to > Admin > Features & Settings > Your Organization > Local Terms & Symbols.
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Title |
Title
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The term in the UI is Name. |
Reason for difference: Terminology change in the UI.
The following entities now have Names instead of Titles: Reference, Attachment, Opportunity, Appointment, Project, Sales Order, Issue, Item, Activity, Milestone, Phase, Wizard.
Note: In the UI, Contacts have both a name and a title.
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PostalCode |
PostalCode
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The default term in the UI is Zip Code. It may also appear in the UI as City Code, Post Code, or Postal Code. |
Reason for difference: In English, selection of alternate local term.
To change the term used in the UI, go to > Admin > Features & Settings > Your Organization > Local Terms & Symbols.
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