Service Manager User Guide
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Contents
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Index
Service Manager Core User Guide
Welcome
Legal Notices
Copyright Notice
Trademark Notice
Disclaimer Notice
Confidential Information Notice
Privacy Notice
License Notice
End User License Agreement
Getting Started
Introduction
Benefits
About Technisoft
Contact Technisoft
Sage 300 Solution Providers
Accessing this Guide
Documentation Conventions
Functional Overview
Setup Programs
Document Programs
Management Programs
Periodic Processing Programs
Online Programs
Statistics and History Programs
Reports
Utility Programs
Optional Add-On Modules
Accounting and Integration
Inventory Quantities and Costing
Cost During Posting
The Accounting Hierarchy
Account Types and Purpose
How the General Ledger transactions are generated
Integration Workflow to Accounts Receivable and General Ledger
Taxation
Miscellaneous issues
Examples of Journals Generated by the Service Manager Day End Process
Multicurrency Accounting
Integration to Sage Alerts and Workflow
Integration to Sage Inventory Adviser
What's New in Service Manager?
Frequently Asked Questions (FAQs)
Difference between a Recurring Job and a Normal Job with Recurring Postings
Difference in function between a Job Type and a Phase
Tips & Tricks
Using Service Manager
Service Manager Help
Finding a topic
Copying a topic
Printing a topic
Moving through topics you've seen
Changing the window size
Accessing Service Manager documentation from the Sage 300 Desktop
Common functions
Starting Service Manager
Document Programs
Searching the Database and Document Tree
Document Entry
General Functionality
Document Entry Window
Recently Opened Documents
Expanding and Collapsing the Document Tree
Drag and Drop of Tree Nodes
Toolbar Icons
Fast Icons
Using the Fast Icons
Document Status and Priority
Completing a Document
Document Entry Options
Document Entry ADMIN Utilities
Checking Customer Credit Status
Displaying Copied Documents
Document Price Escalation
Jobs
Document Tree
Creating a Job: a Quick Guide
Ways of Creating a Job
New Toolbar Icon
New and Go
New from Search
Job Header
Inventory Location Defaults
Job Header Functions
Job Phase
Job Phase Functions
Site Equipment
Equipment Details
Equipment History
Equipment Custom Fields
Equipment Maintenance
Transferring Equipment
Equipment Components
Registering an Equipment Fault
Billing Groups
Task Billing Groups
Services
Entering Negative Service Values
Inventory Items
Item Pricing by Weight
Using Manufacturer and Customer Item Numbers
Purchase Orders and Requisitions
Item Refurbishment
Billing Templates
Billing Protection
Delayed Billing
Resources
Assigning Resources
Scheduling Resources / Time Entry
Creating Time Entries
Time Entry Export to Excel
Recording Time Using the Time Recorder
Retrieving Time Entries
Employees
Employee Commissions
Document Totals
Notations
Postings
Invoices
Credit Notes
Cost Adjustments
Cost Only Jobs
Receipts
Recurring Postings
Posted Lines
Orchid Bin Tracking
Consolidated Invoicing
Printing
A Simple Exercise
WIP Jobs
Sales Orders
Quotations
Templates
Agreements
Site Agreements
Creating a Site Agreement
Crediting an Amortization
Meter Agreements
Creating a Meter Agreement
Warranty Agreements
Creating a Warranty Agreement
Entering a Job where the Equipment is covered by a Warranty Agreement
Charging the Vendor/Manufacturer
Maintaining Warranty Claims
Retrieving Warranty Claims for Billing
Exercise
Cancelling an Agreement
Historic Jobs
Recurring Jobs
Rentals
Internal Equipment Whereabouts
Multiple Equipment Rentals
Projects
Copy Documents
Posting Schedules
Multi Posting Documents
Job Budgets
Document Query
Posting Inquiry
Adjusting Pricing
Price Escalations
Quick Document Entry
Searching for Documents
Document and Equipment lists
Quick Document Entry Options
Creating Documents
Editing Documents
Printing the Work Order for a Job
Requests
Using the Request Manager with the Customer Web Portal
Request State Workflow Diagram
A/P Invoice Entry
Management Programs
Time Entry
Time Manager
Time Recorder
Notation Manager
Return Authorizations
Customer Return Authorization (CRA)
Vendor Return Authorization (VRA)
Equipment Exchange Process
Printing RAs
Returns and Refurbs
Item Refurbishment
Fault Analyzer
Monitor
Search Custom Fields
Task Manager
Location Details
Batch Item Entry
Online Programs
Event Manager
Synchronizing Time Entries to Microsoft Outlook
Periodic Processing Programs
Meter Processing
Day End Processing
Work In Progress Recognition
Day End Processing of G/L Segment Overrides
Create G/L Batch
Consolidated Invoice Processing
Clear History
Generate Payroll Timecards
Payroll Additional Codes and Custom Fields
Statistics and History Programs
Financial Statistics
History
Sales History
Setup Programs
V/M Equipment
Models
Equipment
Assigning Equipment to Locations
Norming Fixed Assets Association
Meter Types
Meters
Item Relationships
Auto Create Equipment
V/M Faults
Faults
Symptoms
Solutions
V/M General
Company Options
Custom Fields
Class Types
Employees
Work Groups
Services
Job Phases
Job Types
Statuses
Schedules
Subcontractors
Agreement Plans
Ship Via
Tasks
Service Centers
Audits
G/L Integration
V/M Sites
Site Profile
Setting up Site Locations
Quick Create Sites
Site Contacts
Assigning Contacts to Locations
Auto Create Sites
Reports
Document Reports
Document Listing
Posting List
Aged Documents Report
Outstanding Entries Report
Item Reconciliation Report
Work in Progress Report
Agreement Listing
Agreement Summary Report
Notation Listing
Overhead / Burden Listing
Project Listing
Payment Summary Report
Job Summary Report
Job/Budget Variance Report
Posting Summary Report
Job Analysis Report
Job Listing
Turnaround Time
Job Entry Summary
Posting Schedules
Employee Reports
Time Entry Summary Report
Time Entry Totals Report
Employee Commission Report
Employee Summary Report
Labor Summary Report
Billing Variance Report
Response Tracking Variance Report
Equipment Reports
Model Listing
Equipment Listing
Equipment Transactions Report
Meter Type Listing
Equipment Billing Report
Meter Worksheet
Item/Model Relationship Report
Equipment Task Listing
Equipment MTBF Report
Fault Reports
Fault Listing
Symptom Listing
Solution Listing
Fault Registration Report
Forms
Customer Confirmation
Work Order - Job Card
Work Order - Phase Card
Equipment Labels
Return Authorization
Invoices
Consolidated Invoices
Credit Notes
Quotations
Shipping Labels
Picking Slips
Agreement Contracts
Setup Reports
Custom Fields Listing
Work Group Listing
Employee Listing
Service Listing
Class Type Listing
Job Type Listing
Job Phase Listing
Subcontractor Listing
Agreement Plan Listing
Schedule Listing
Site Listing
Site Contact Listing
Ship Via Listing
Category Account Listing
Service Center Listing
Task Listing
Skills Listing
Company Options Listing
G/L Integration Listing
Transaction Reports
G/L Posting Journal Report
G/L Transactions Report
Service Cost Clearing Audit
Sales History Report
Sales Activity Report
Warranty Claim Report
Amortization Schedules Report
Pricing Adjustment Audit Report
A/P Reconcile
Payroll Postings
Utility Programs
Import/Export
Custom Fields
Notations
Time Actuals Export
Custom Field Integrity
Special
Code Changer
Installing Service Manager
System Requirements
Sage 300 Integration
Installation Procedures
Licensing and Product Registration
Data Activation
Multi-User Data Protection
Databases
Service Manager Security
Setting Up Service Manager
Service Manager Setup Check List
Technical Information
Software Updates
Software Design Limits
Program Design
Data Dictionary
Database Changes
Glossary and Acronym List
Optional Add-On Modules
Advanced Maintenance Add-On
Advanced Maintenance User Guide
Overview
Licensing and Product Registration
Advanced Maintenance Setup
Setting up Site Locations
Assigning Contacts to Locations
Assigning Equipment to Locations
Setting up Maintenance Class Types
Period Groups
Task Disciplines
Maintenance Calendar Setup
Setting up Task Statuses
Setting up Tasks
Maintenance Setup
Maintenance Entities
Conditions
Tasks
Period Groups
Loadings
Publishing Model Maintenance to Equipment
Determining Maintenance Commencement Date
Worksheet Group Setup
Advanced Maintenance Workflow
Maintenance Calendars
Maintenance Calendar Toolbar
Maintenance Calendar Options
Entering Meter Readings
Posting Due Maintenance Tasks to Worksheets
Tracking the Processing Status of Maintenance Periods
Viewing Maintenance Period Statistics and Totals
Maintenance Calendar Graphs
Refreshing Maintenance Loading Tables, Statistics, Totals and Status values
Worksheet Manager
Managing Worksheets
Posting Worksheets to Jobs
Tracking the Processing Status of Worksheets and Maintenance Tasks
Viewing Worksheet and Maintenance Task Statistics and Totals
Viewing Maintenance Jobs
Refreshing Statistics, Totals and Status values
Completing Tasks
Completing Advanced Maintenance Entities
Advanced Maintenance Reports
Maintenance Calendar Listing
Loading Summary Report
Task Requirements List
Inventory Requirements List
Worksheet Listing
Worksheet Summary Report
Worksheet Setup Listing
Advanced Maintenance Security
Day End Processing and Advanced Maintenance
Advanced Scheduling Add-On
Advanced Scheduling Installation Guide
Pre-Requisites
Operating System
Service Manager
Licensing and Product Registration
Other Libraries and Frameworks
Installation
General
Procedure
Location
Post Installation
Rebuild Online Program Language Resource Tables
Operation
Launching
SQL Direct Mode
SQL Connection Creation
Trouble Shooting
Unable to launch - COM Class Factory Startup Error
Unable to Launch - .NET Libraries not Installed
Unable to launch from within Sage 300 Desktop
Login Problems
Load Databases Error
Crash on Open or Close
Data Execution Prevention
Clear Settings Files
Remote App Environment
AS opens then disappears
Security Privileges Check
Installation Checks
Terminal Services
Workstation Setup
Advanced Scheduling User Guide
Overview
Purpose of Advanced Scheduling
Pre-Requisites
Security
Job Related
Custom Field Related
Resource Related
Employees
Sub Contractors
Equipment
Logging in to Advanced Scheduling
Setting SQL Settings after new AS Install
User Interface
Navigation Pane and Views
Calendar View
Calendar Controls
Job Query
Filter
Query
Single
Job List View
Routing View
Menus
Toolbars
Customizing Toolbars
Ribbon
Status Bar
Flyouts and Filters
Actuals List
Billing
Appointment Coloring
Current Selection
Estimates
Finder
Job Filter
Job Tree
Job Equipment
Notification List
Resource Filter
Service Center Filter
Skills Filter
Tasks List
Workgroup Filter
Appointment Transaction History
Docking Window
Scheduling
Creating a Time Entry
Job Related Appointments
Job Details Tab
Dispatch Tab
Time Entry Tab
Actuals
Recurrence Tab
Notations Tab
Non Job Related Appointments
Assigning / Unassigning Resources
Modifying and Deleting Appointments
Rescheduling a Job
Resource Routing
Options Application
General Tab
Scheduling Tab
Calendar Tab
Gantt Tab
Routing Tab
Labels Tab
Data Tab
List Setup Tab
Appointment Coloring Tab
File Locations Tab
Troubleshooting
Appointments snapping back to original location after move
Insufficient Data For an Image
ActiveX Component Cant Create Object
Job Data Truncated
Technisoft Cloud Portal
Technisoft Cloud Portal Installation and Systems Admin Guide
Licensing and Product Registration
General Information
Security Considerations
Installation and First Launch Checklists
Preparation Checklist
Multi Server Checklist
Installer and Configuration Checklist
First Launch Checklist
Upgrade Checklist
Home Page
Admin Settings
Companies
Common Settings
General (Common) Tab
Security Tab
Email Tab
About Page Settings
Login Page Settings
Company Settings
General (Company) Tab
Contact Notification Tab
Payment Gateway Tab
Users
User Access Types
Customer Portal User Security
Performing User Approvals
Admin Approval
Customer Portal Approval
Notification Log
Audit Log
Download Log File
Installation Detailed Information
IIS Features
Application Initialization
Sage 300 Connection Account
Upgrading from old Customer Portal
UI Customization
Customer Web Portal User Guide
Logging in to the Customer Web Portal
Common functions
Home
Requests
Request State
Workflow Indicators
New Requests
General Site Request
Specific Equipment Request
Maintaining Requests
Chat
Quotes
Jobs
Invoices
Pay Invoice
Meters
Find functions
Equipment Search
Model Search
Site Search
Analysis
Equipment Service Cost
Equipment Faults
Equipment details
Model details
Site details
My Account
Logging out of the Customer Web Portal
About
Field Portal
Field Portal Installation Guide
Licensing and Product Registration
General
Introduction
Limitations
Server and Network Requirements
Client Requirements
LanPak Usage
Windows Server 2012 Essentials
Preparation
Enable Web/IIS Features
Windows 7 and 8 IIS Example
Windows Server 2008 and 2012 IIS Example
Installation Types
Default Installation
Advanced Installation
Mulit Server Installation
Security
Dedicated User
Shared Data Folder Rights
Installation
Default Installation
Advanced Installation
Post Installation
Run Configuration Utililty
Create IIS Virtual Directory
Other Configurations
IIS Settings
IIS Authentication
Assign Physical Path User
Application Pool Identity
Report Settings
Employee Settings
Security Settings
Services Settings
Dispatch Settings
Location Settings
Template Settings
Test Installation
Configuration Utility
Optional Settings
Notation
2020 (67A) and Earlier Attachment Settings
2021 (68A) and Later
Signature
Mapping
Location Services
Create Job
Create Equipment
Team Recorder
Quotes
Document Tree
Reports
Invoicing
Employee Schedule
Recorder Favourites
Local User Management
Upgrading
Upgrading from Version 1.0
Upgrading from 6.0A to 6.0B or 2014/6.2A
Manual Customizations
Status and Priority Coding
Alert Services
Customized Search
Search Definition
Filter
SQL Sentence
Detail Section
Date and Number Formats
Specify Report File
Translation
Troubleshooting
Report Printing AccessViolationException
Report Generation Issues
Crystal Reports Error
Reactivate ASP.NET 4.0
Missing ACCPAC.Advantage Assembly
Service Unavailable
Extended Error Code 129
Extended Error Code 49153
IIS 6.0 Management Missing
COM Error on Startup
ManagedPipelineHandler Error
Signature License File
Manual Configuration of IIS
Geolocation Issues Using Chrome
No Access to Admin Services
Field Portal User Guide
Licensing and Product Registration
General Information
Clients
Important Notes
Common User Interface Features
Page Layout
Date and Time
Start, Stop and Duration Fields
Timeout
Cancel Edit/Insert Mode
Collapsible Sections
Lists
Touch Screens
Email and Phone Link
Multi Select Options
Home Screen
Logon Screen
Schedules
Daily Schedule
Weekly Schedule
Employee Schedule
Dispatched Jobs
Response Due Today
Search
Standard Searches
All Jobs
My Assigned Jobs
Equipment on Jobs
Jobs Managed By Me
Recording Time Entries
My Tasks
Jobs by Site and Priority
Timesheet Grid
Timesheet Actuals
Equipment List
Location Quantity
Items at Location
Non Job Related
New Job
Quotes
New Quote
New Equipment
Location Services
Job Details Screen
Appointments
Scheduled/Estimate
Recorder
Actuals
Items/Services
Appointment Notations
Recurring Appointments
Equipment
History on Jobs
Transfer/SN
Edit
Meter
Fields
Map
Set Lat/Long
Faults
Tasks
Task List
Task Detail
Notation
Notation List
Notation Detail
Sign Off and Signature
Sign Off
Signature
Custom Fields
Document Custom Fields
Site Custom Fields
Equipment Custom Fields
Reports
Invoice
Document Tree
Header
Phase
Equipment
Billing Lines
Items and Services
Purchase Order
Field Portal App Installation and Systems Admin Guide
Licensing and Product Registration
General
Introduction
Limitations
Server Requirements
Operating System
Sage 300 Installation
SQL Server
Device Requirements
Platforms
Android
iOS
Windows 10
Sage 300 and LanPak Usage
Preparation
IIS Features
Firewall
Windows 10 Example
Windows Server 2012 Example
Multi Server Installation
Employee Settings
Sage 300 Security Settings
Service Settings
Dispatch Settings
Barcode Scanning Capabilities
Server Installation
Post Installation
Run Configuration Utililty
IIS Settings
Sage 300 User Account
Manual IIS Configuration
IIS Authentication
Configuration Security
Test Web Site
Using Service Manager Sample Data
Device Installation
Android Installation
iOS Installation
Windows 10 Installation
Configure Server URL
Login to Application
Configuration Utility
System Settings
Sync Settings
Initial Sync
Login Sync
System Sync (Full Refresh)
Item Sync
Job Sync
Stored Actions
Customization Options
Notation Settings
Signature Settings
Recorder Favourites
Timeout Settings
IIS Settings
Configuration workflow diagrams and examples
Workflow - Time Entry Centric
Workflow - Labor Actuals Only
Workflow - Job Centric
Workflow - Limit Billing to Equipment
Manual Configurations
Upgrading Process
Troubleshooting
Sage 300 Login or Password Changed
Changing Server URL in Config Page
No Access to Admin Services
Certificate Error Installing on Windows 10
Field Portal App User Guide
Licensing and Product Registration
Common Features
Page Layout
Date and Time
Action Functions
Start, Stop and Duration Fields
Touch Screens
Email and Phone Link
User Interface Pages
Login Page
Config Page
Menu
Home Page
Schedule Page
Dispatched Appointments Page
Job List Page
Equipment Search Page
Add Equipment to Job
Time Sheet Actuals Page
Open Task Search
Job Detail Page
Job View
Content View
Phase View
Equipment View
Task View
Billing Views
Appointment Billing View
Document Billing View
Add/Edit Pages
Add Appointment
Edit Appointment
Create Job
Job Equipment
Meter Reading
Edit Equipment Master
Task
Fault
Item
Service
Labour/Actual
Recording
Notation
Custom Fields
Signature
Stored Actions Page
Purchase Orders Add-On
Purchase Orders Add-On User Guide
Licensing and Product Registration
Overview
Using the Purchase Orders Add-On
Document Entry
Requisition Manager
Purchasing Workflow Integration
Auto Create Requisitions
Requisition List
Practical Examples
Create New Purchase Order from Requisition Manager - Move Order Quantity to Estimate
Bulk Generate Requisitions/Purchase Orders by Job, Phase or Billing Group
Retrieve Existing Purchase Order to Job or Sales Order
Advanced Options
Service Center Add-On
Service Center Add-On User Guide
Overview
Licensing and Product Registration
Using the Service Center Add-On
Company Options
Setting up a Service Center
Assigning Employees to Service Centers
Setting up a Default Service Center for a Site
Assigning Subcontractors to Service Centers
Creating a Job including Service Center information
Serialized Inventory Add-On
Serialized Inventory Add-On User Guide
Overview
Licensing and Product Registration
Using the Serialized Inventory Add-On
Selling Serialized Inventory Items on a Document
Selling Serialized Inventory Items during a "Build" of Equipment
Creating a Job for a Serialized Inventory Item
Auto Create Equipment from Serialized Inventory
Auto Serial Numbering