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Votes
1
Add current month's amortization Expense to Agreement Unearned Revenue ...
It helps to spot the difference between this report and current ledger.by: Stella 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
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 ...by: barb 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
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 ...by: Alexandra M. | 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
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.by: Sandra D. | 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
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.by: Sandra D. | 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
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.by: Sandra D. | 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
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 ...by: John D. | 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
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 personby: JENNIFER Y. | 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
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 ...by: John D. | 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
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 ...by: John D. | 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
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.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
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 ...by: Pam M. | 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
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 ...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
1
It would be nice to be able to add a disclosure statement that would ...
There is a specific part that we use that I would like to have a disclosure statement print with the part number so I wouldn't have to remember to put the statement ...by: Lisa 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
Need to be able to allocated to Agreements monthly from prepaid ...
We sell service contracts or as you call them agreements for a year or longer. On the opposite side, we contract a vendor to supply the actual service to be provided. ...by: Tina M. | 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
Enter payroll time by alternate work-order number.
It would greatly ease the entry of labor hours in the “edit time entries” screen if the "alternate work-order" field can be added to that screen (presumably through the ...by: Mark B. | 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 - Work Orders: Allow all status codes to be available for both ...
Allow all work order status codes, "On Hold" for example, to be available for both Time & Materials and Small Job Work Orders.by: Jordon 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
Service Management - Use Employee ID instead of name when entering ...
We have multiple employees with similar names and use the unique employee ID for each.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
1
SM Module Employee Set-up Pay ID Cost and Sale Multiplier needs 4 ...
Moving to Sage Service Operations SSO Tech Tool and having issues with Sales and Costs Multiplier being limited to 2 spaces after decimal, need to increase to 4 spaces ...by: Diane 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
In Service Management when not using payroll so techs are setup like ...
In Service Management when not using payroll so techs are setup like parts on order, when we roll e cards and with a status of notified is set when the card is rolled, ...by: Kathy L. | over a year ago | Last activity over a year ago | Status changed over a year ago | 3 Service Management