• 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.
  • 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 ...
  • 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 ...
  • 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 ...
  • 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 ...
  • Votes

    1

    Technician notes in order from Oldest to newest.. they currently show ...

    When technician enters notes in the work order they show up in the invoice from newest to oldest (top to bottom) this doesnt make sense for the customer to read how they ...
  • Votes

    1

    Bin Location by Center

    Allow for BIN LOCATION by Stocking Location. Currently the Bin Location is only on the Part setup. This doesn't allow for having differing Bin locations at different ...
  • Votes

    1

    Add current month's amortization Expense to Agreement Unearned Revenue ...

    It helps to spot the difference between this report and current ledger.
  • Votes

    1

    Ability to include freight and tax in amount SM uses to bill.

    SM needs to include freight and tax in the amount used when marking up the cost for the sale price. The marked up sale price excludes the freight and tax and needs to be ...
  • Votes

    1

    TO BE ABLE TO CREATE INVOICES AS A BATCH FROM THE QUOTE PAGE

    when you are in the agreements tab to activate quotes ; if multiple invoices are needed there is no way to do a batch for multiple invoices, instead of creating the ...
  • Votes

    1

    Would like to have all covered equipment linked to 1 PM work order and ...

    if you ck 4 months for PMs on the equipment tabs you get a separate work order for each piece of equipment. It's illogical.
  • Votes

    1

    In SM i would like to be able to see a filter under view invoices so ...

    so that I can run a report by open invoices when doing collections.
  • Votes

    1

    In SM i would like to be able to see a filter under view invoices so ...

    so that when working on collections I would not have to see all of the paid invoices. Seems rather basic.
  • Votes

    1

    Service Management - Integration with Equipment application

    Service Management needs two levels of integration with EQ. 1) Revenue: Create a link to equipment that can be charged on a Work Order. This should be a separate table ...
  • Votes

    1

    need more email address's in service management location

    need to be able to track 5 or 6 email address's service site so that SSO can email service reports and invoices to more than one person
  • Votes

    1

    Service Managment - Change material cost code from Problem to Item

    For JC Job-related work orders: Labor cost codes are set with the Repair code, so each line can be different with no additional work involved other than selecting a ...
  • Votes

    1

    Service Management - Allow partial invoices to AP vendors

    In Service Management, it would be helpful to allow partial invoices to be entered against received Purchase Orders, with the ability to enter multiple invoices against ...
  • Votes

    1

    Please give the availability to select check sequence in Service ...

    printing more than one check - service management does not allow for multiple checks in one batch.
  • Votes

    1

    In SM, in Work Order Entry, move the Call Type field to follow the ...

    In work order entry, Call Type field should be moved to follow Equipment Field. Right now, if you have a default set under agreement to inspection for generating ...
  • Votes

    1

    Ability to close a SM Work Order even if the Job is closed

    Currently you cannot close a work order if the job status is closed. Even though no costs have been posted to the work order in months and the work order is marked as No ...