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Votes
4
The screen in which we view the work order within SM (huge problem)
Why is the screen so small in SM? i have to cycle through all the tabs to get around "register, costs, invoice, notes" etc.. but the screen is so small! you cant maximise ...by: Chris R. | over a year ago | Last activity over a year ago | Status changed over a year ago | 3 Service Management
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Votes
4
Alternate Work Order
Service Manager Module If you open up a work order, under the location tab, there is a category labeled Alt Work Order# which only allows us to put in 8 digits. I was ...by: Kyle 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
4
SM - Need a way to automatically assign part pricing on certain parts ...
For example, we charge a set price for a "nozzle" every time we invoice customer "A". The system currently can't perform this function.by: KELLY 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
4
Display work-order line number on register screen.
Our review reports are configured to print the line number for each line of a given work-order. It would greatly expedite our editing for a given work-order if the line ...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
4
Make it optional in Service Management to set a predetermined time ...
We would like the ability to tell the system to roll the e-cards automatically at a specific time. This would eliminate the issues of the uncompleted cards from Friday ...by: Damian 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
4
Have all "Unassigned" ecards viewable regardless of the Dboard date.
You should not have to change the assignment date on each ecard in the "Unassigned" queue each day to move them forward to the next day. If they exist in the ...by: Sharon G. | over a year ago | Last activity over a year ago | Status changed over a year ago | 3 Service Management
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Votes
4
Service Management Dashboard
We have inspections technicians that have large volumes of assignements daily. It would be helpful if when creating the dashboard view we had the options to set it up by ...by: Damian 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
3
Call Type Interchangeable
When setting a work order up as "quoted", sometimes as that work order develops it moves into T&M, the software does not allow you to switch between the 2 and it should, ...by: Chris R. | 9 months ago | Last activity 9 months ago | Status changed 9 months ago | 3 Service Management
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Votes
3
In SM, Nothing should be greyed out should have full control, need to ...
Sometimes we change a work order from "quoted" to "T&M" and vise versa, in SM we have to create a whole new work order to do this and get our accounting team to transfer ...by: Chris R. | over a year ago | Last activity 9 months ago | Status changed over a year ago | 3 Service Management
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Votes
3
Service Management Invoices - print multiple at same time
Allow for multiple invoices to be printed at the same time instead of waiting to print one at a time.by: Frank S. | 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
3
E-mail report as PDF file - Edit Auto-Fill in E-mail Body
** Sage 300 CRE - Service Management - Invoice Preview - E-mail report as PDF file ** When the above option is selected, the system opens up a new e-mail with the invoice ...by: Sue O. | 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 - Notes Formats Expanded to Full Tables
Formatted notes are extremely useful. Reporting on them, however, can be a nightmare. Using arrays to parse out the data is complex. Similar to custom logs in PJ or ...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
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
3
Provide option to bill certain line items on register - to allow ...
Being able to specifically choose the line items that will print on the invoice gives the option to delete entry errors that would show up as a zero line item or provide ...by: Beverly P. | 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
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
3
Increase character limit for work order descriptions in Service ...
We are using the SSC Customer Portal very regularly. We have had several customers ask that the character limit on the work order description be increased (currently 200 ...by: Nicole 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
record and store SM transactions in JC job trans table (like JC trans ...
Record and store SM transactions in JC job trans table (like JC trans currently works - without the dummy entries created by SM). As it is you have no controls or canned ...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
3
Auto credit hold when it hits 60 days
Put an account on credit hold automatically when it hits 60 days in SMby: jamie p. | 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
WO Register functions - ability to view more than 4 lines
We need the ability to view more than 4 lines when viewing the work order register. I currently have 1 WO open that has over 400 lines, and it takes lots of scrolling to ...by: Teresa M. | over a year ago | Last activity over a year ago | Status changed over a year ago | 3 Service Management
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