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Votes
1
In Service Management Daily Processing, let us Roll ECards for a ...
We have multiple DBoards, and only want to roll the ECards for a specific DBoard.by: Mary Kay C. | over a year ago | Last activity over a year ago | Status changed over a year ago | 3 Service Management
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Votes
1
Allow for a default selection for billing option in agreements. ...
Please allow us to select with Billing option we would like for it to default to.by: Tricia K. | over a year ago | Last activity over a year ago | Status changed over a year ago | 3 Service Management
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Votes
1
SM customer PO # on reports
a report show customer invoice, invoice amount and customer PO #. Thank youby: Cindy W. | about a year ago | Last activity about a year ago | Status changed about a year ago | 3 Service Management
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Votes
3
Reopen purchase orders
Please allow us to reopen purchase orders in SM to correct any issues. We can then repost to Accounting, and it will update in Sage.by: Nancy C. | over a year ago | Last activity over a year ago | Status changed over a year ago | 3 Service Management
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Votes
2
Multiple Billing Rates in SM
We bill our Technicians services based on the skill level required. For Example, we charge a lower rate for someone just picking up trash than we do for HVAC services. ...by: Elizabeth H. | over a year ago | Last activity over a year ago | Status changed over a year ago | 3 Service Management
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Votes
1
SM - Inventory Sales Price to Override Mark Up in Table
Why wouldn't Inventory items with a sales price attached to it override a mark up table %? What is the point of putting in a sales price amount in inventory if it going ...by: Elizabeth H. | over a year ago | Last activity over a year ago | Status changed over a year ago | 3 Service Management
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Votes
2
work orders would auto update instead of manually open the work-orders ...
work orders would auto update instead of manually open the work oders inorder for it to update cost.by: Cindy W. | over a year ago | Last activity over a year ago | Status changed over a year ago | 3 Service Management
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Votes
3
Service Management work order numbers should be able to use alpha ...
service management set up should allow for alpha characters. Between jobs, purchase orders, cost codes and service module there are only so many numbers usable before ...by: sonjia w. | over a year ago | Last activity over a year ago | Status changed over a year ago | 3 Service Management
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Votes
1
Flat rate part setup in Service Management
When flat-rate parts are setup or amounts are changed, the user has to manually calculate and enter the Total sale amount. If the Total sale amount entered is not the ...by: Bill C. | over a year ago | Last activity over a year ago | Status changed over a year ago | 3 Service Management
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Votes
1
Don't allow transfer of inactive parts in Service Managment
Even though the part # is not on the list, you can manually enter an inactive part # and it will allow you to do a transfer. The user should get an error message like ...by: Beth K. | over a year ago | Last activity over a year ago | Status changed over a year ago | 3 Service Management
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Votes
2
I would like the ability to enter reimbursements into service ...
Our technicians often purchase material or have to pay for parking and need to be reimbursed but there is no spot for entering a reimbursement in posting time for service ...by: sonjia w. | over a year ago | Last activity over a year ago | Status changed over a year ago | 3 Service Management
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Votes
1
Default Center when creating a new Location in Service Management
We only have one Center that we use, so it would save us time if we had the ability to create a default value for Center when creating new locations, similar to how that ...by: Bill C. | over a year ago | Last activity over a year ago | Status changed over a year ago | 3 Service Management
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Votes
3
In Service Management, give a warning when entering a work order if ...
Please give a warning when the customer reaches thir credit limit. Also allow us to see the credit limit along with the Customer Balances on the work order screen.by: Mary Kay C. | over a year ago | Last activity over a year ago | Status changed over a year ago | 3 Service Management
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Votes
2
SM add reference column to the receipts screen.
SM - PO - Properties - Receipts On the PO properties register tab you have description and reference. Description pulls to the receipts screen. The reference column ...by: Desiree C. | over a year ago | Last activity over a year ago | Status changed over a year ago | 3 Service Management
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Votes
2
Make it so you can post from any module to any module. Eg CM to AP ...
This would save time and allow for greater accuracy. Our old software allowed us to post from any module to any module. After selecting a control account in the entry ...by: Erin A. | over a year ago | Last activity over a year ago | Status changed over a year ago | 3 Service Management
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Votes
8
Make a canned report showing by work order the revenue, cost for ...
It is a very basic and mandatory accounting need to tie out totals by SM work order (just like we need to do by job) to the GL and financials. There is no accurate ...by: Erin A. | over a year ago | Last activity over a year ago | Status changed over a year ago | 3 Service Management
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Votes
13
Service Management option to include sales tax in cost basis for parts ...
1. For our customers working in Kansas and some other Midwest states, the sales tax laws consider the construction/service company as the end consumer. The state will ...by: Kris L. | over a year ago | Last activity over a year ago | Status changed over a year ago | 3 Service Management
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Votes
12
Service Management Use/Sales Tax accrual
Currently unable to accrue tax liability from SMby: Kris L. | over a year ago | Last activity over a year ago | Status changed over a year ago | 3 Service Management
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Votes
6
Service Management - Need to restrict Vendor Order # to 10 digits to ...
Service Management - Need to restrict Vendor Order # to 10 digits to coincide with AP record. Will error out record on post to AP.by: Michael F. | over a year ago | Last activity over a year ago | Status changed over a year ago | 3 Service Management
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Votes
13
Small jobs - need to be able to provide a detail invoice with parts ...
Some clients want a one line invoice and other want more detail on the invoice from service management ie - labor and materialby: Debra C. | over a year ago | Last activity over a year ago | Status changed over a year ago | 3 Service Management
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