Frequently Asked Questions (FAQs)

Billing Protection

How do I set up Billing Protection?

Employee Commissions

How do I set up Employee Commission tracking?

Exchanging Faulty Equipment

How do I process an Equipment Exchange?

Rentals

How do I process Rentals?

Returning Equipment for Repair using Return Authorizations (RAs)

1.How do I process the Return of Equipment from our Customer to our Service Company?

2.How do I process the Return of Equipment from our Service Company to the Equipment Vendor/Manufacturer?
 

Transferring Equipment

How do I Transfer Equipment to another Site?

Security

How do I implement Service Manager Security?

 


General

1.What is the difference between a Recurring Job and a Normal Job with recurring Postings?

2.What is the difference in function between a Job Type and a Phase?

3.Why is the Service Manager system prefix VM rather than the more logical SM?
 
The SM prefix is reserved for the Sage 300 System Manager.