Contents | Index
- . -
.dqr files
.tmq files
- A -
Accessories
Examples of Journals generated by the Service Manager Day End Process
General Ledger Account Hierarchy
How the General Ledger transactions are generated
Integration Workflow to Accounts Receivable and General Ledger
Inventory Quantities and Costing
Activities
|
Addresses
ADMIN Utilities
Advanced Maintenance Add-On User Guide
Advanced Scheduling Add-On User Guide
Advanced Scheduling Installation Guide
Advanced Scheduling User Guide
Agreement Plans
Agreements
Displaying Agreement Details in a pop-up window
Displaying an Agreement in Document Entry
Selecting and Viewing Agreements
Aligning Cover to the Billing Cycle
Allow Drag and Drop of Tree Nodes
Amortization
Amortizing a Sale of Agreement
Applying Discounts and Markups
Applying G/L Segment Overrides to IC accounts
Appointment Scheduling
Assigning
Subcontractors to Service Centers
Assigning Resources to Jobs or Phases
Associating
Customer Items with Inventory Items
Manufacturer Items with Inventory Items
Attaching Billing Templates
Audit
Auto Creating
Auto Creating Equipment
Automatically Insert a Time Entry on Employee Assignment to a Job
- B -
Bar Codes
Selecting an Item by scanning its UPC (bar code)
Batch Input
Inserting a Billing Group from a Template into a Document
Inserting a Billing Group into a Document
Loading Billing Groups from Templates
Normal Billing Group with Prorated Group Total
Normal Billing Group with Standard Billing Lines
Billing Modes
Building Equipment and Billing Component Items
Bulk Generate Requisitions/Purchase Orders by Job, Phase or Billing Group
- C -
Calculation Method
Calculator
Displaying the Calculator on Number and Currency fields
Using the Calculator function on Number and Currency fields
Calendar
Using the Calendar function on Date fields
Calendar Grid
Cancelling Maintenance Periods
Category Accounts
Change Records
Charging the Vendor/Manufacturer for a Warranty Claim
Chatting with a Customer Web Portal User
Check Procedure (Task Activity)
Checking Customer Credit Status
Class Types
Commencement Date - Maintenance
Commissions
Common Service Manager functions
Communicating with the service company
Company
Completed Phases
Completing Advanced Maintenance Entities
Completing Jobs after WIP Recognition
Building Equipment and Billing Component Items
Confidential Information Notice
|
Contact details for the service company
Contacts
Associating Contacts with Sites
Disassociating Contacts from Sites
Copying Equipment Custom Fields
Copying Specific Cover from another Agreement Plan
Correcting an Invalid G/L Account on a Service
Cost Only Jobs
Create New Purchase Order from Requisition Manager - Move Order Quantity to Estimate
Creating a Service Requisition/Purchase Order
Creating an Item Requisition/Purchase Order
Creating Models from I/C Items
Currency Rates
Setting up Currency Rates in a Document
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Customer Return Authorizations
Notifying an Employee that a Request has been logged
Publishing Jobs to the Customer Web Portal
Setting Security Rights for Users
Customer Web Portal User Guide
Customers
Customizing Graphics Locations
- D -
Dashboard
Database
Searching the Service Manager database
Databases
Examples of Journals generated by Service Manager
Days in Service
Default Cost Only Lines
Default Service Center for a Site
Deleting a Document
Deleting a line/node in the Document Tree
Deleting an Agreement Document
Deleting Maintenance Calendars
Deleting saved Document Queries
Details pane - Document Entry window
Details tab
Determining Maintenance Commencement Date
Disallowing Modification of Completed Phases
Disassociating Contacts from Sites
Discount
Discount Account
Displaying an Agreement in Document Entry
Displaying Site Comments when entering a Site Number
Distance Travelled Time Entry field
Document Identification and Navigation
Document list
Document Queries
Document Service/Item Line Date
Document Type
Document Types
Document/Direct to Job Billing
Documentation
Accessing Service Manager documentation from the Sage 300 desktop
Documents
Drag and Drop of Document Tree Nodes
Duplicate Contacts
- E -
Employees
Entering Negative Service Values
Adding Multiple Equipment to a Job
Adding Single Equipment to a Job
Assigning Equipment to Locations
Auto Creating Equipment from Serialized Items
Building Equipment and Billing Component Items
Creating Equipment from Serialized Items
Listing all Equipment at a Client Site
Transferring from another Site
Equipment Faults
Equipment list
Equipment Maintenance
Equipment Search
- F -
Show Equipment Faults in Document Tree
Field Portal App Customizations
Field Portal Installation Guide
Financial Details
Financial Distribution Statistics
Finder button
Finding lines in the Document Tree
Finding related lines in the Document tree by clicking a line in the Summary tab
- G -
G/L Accounts
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G/L Integration
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Apply G/L Segment Overrides to IC accounts
G/L Source Codes
Graphics
Viewing Site Contact and Equipment Graphics
Grouping Worksheets by Service Center
- H -
Help
Hiding
Historic Jobs
Holding
Holding lines to prevent them from posting
- I -
Ignore lines already associated with any Document
IIS Requirements
Importing and Exporting
Inserting a Billing Group into the Document tree
Inserting a Line into the Document Tree
Inserting Billing Lines by Script
Installation
Installation Methods
Integration Workflow to Accounts Receivable and General Ledger
Inventory Location
Inventory Requirements List Report
Item Category
Item Lines
Inserting by Inventory Item Number
Item Pricing
Item/Model Relationship Report
Selecting an Item by scanning its UPC (bar code)
Selecting or entering Item Serial Numbers in Document Entry
- J -
Job
Job Phase
Job Status
Job Type
Job Type In-house Warranty settings
Creating a Job for a Serialized Inventory Item
Creating a Job from a Template
Creating a Job using Service Center information
Entering a Job where the Equipment is covered by a Warranty Agreement
Listing all Jobs for the Site(s) to which you have access
Publishing Jobs to the Customer Web Portal
- K -
- L -
Labels
Labor Rate Cost
Default Labor Rate Cost for Employee
Life Expectancy
Listing Equipment at a Client Site
Lists
Using Lists in the Customer Web Portal
Loading Document Billing Lines on Demand
Loading Tables
Locations
Assigning Contacts to Locations
Assigning Equipment to Locations
Remembering the Last Location used during Document Entry
Logging in
Logging out
- M -
Maintenance
Posting Due Maintenance Tasks to Worksheets
Tracking the Processing Status of Maintenance Periods
Viewing Maintenance Period Statistics and Totals
Maintenance Entities
Determining Maintenance Commencement Date
Publishing Model Maintenance to Equipment
Maintenance Period Groups
Maintenance Periods
Maintenance Tasks
Tracking the Processing Status of Maintenance Tasks
Viewing Maintenance Task Statistics and Totals
Managing
Manually Inserting a Task into the Document tree
Manufacturer Return Authorizations (MRAs)
Manufacturer/Vendor Return Authorizations
Markups
Maximum Tax Allowable for Tax Authority
Meter Types
Adding Equipment Meters to a Meter Agreement
Microsoft Outlook
Creating Email Messages, Tasks and Calendar Appointments from Service Manager Time Entries
Model details
Model Search
Models
Attaching Billing Templates to Models
Creating Models from I/C Items
Monitoring
Most Recent Status
Multiposting Documents due for Billing
- N -
Next Run Date
Numeric Measurement (Task Activity)
- O -
Opening Documents in Read-Only Mode
Options
Setting default processing Options
Original Estimates
- P -
Pacific Technology Solutions Purchasing Workflow
Parts
Performance
Assigning to Maintenance Periods
Disallowing Modification of Completed Phases
Due Maintenance Tasks to Worksheets
Posting Requests to Service Manager Documents
Pre-Requisites
Previous Run Date
Price Checking
Price Lists
Price Overrides
Pricelist
Pricing Adjustment Audit Report
Printing
|
Programs
Promoting a Quotation to a Job or Sales Order
Proration Method
Publishing Meter Reading Usage Values to other Meters
Publishing Model Maintenance to Equipment
Purchase Order/Requisition Quantity
Purchase Orders Add-On
Purchase Orders Add-On User Guide
Purchase Orders and Requisitions
Purchasing Workflow Integration
- Q -
Query Groups
Quotation Costs
- R -
Reading Tolerance
Read-only mode
Opening Documents in Read-Only Mode
Rebuild Online Program Language Resource Tables
Recalculating Document Posting Totals
Recalculating Document Totals
Recognition Date
Recording Actual Time Using the Time Recorder
Recurring Appointments
Refresh Currency During Posting
Refreshing Maintenance Loading Tables
Refreshing Statistics, Totals and Status Values
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Reloading Service Line G/L Accounts
Renaming
Renumbering a Document
Reordering Document Tree nodes
Report Settings
Inventory Requirements List Report
Item/Model Relationship Report
Pricing Adjustment Audit Report
Response Tracking Variance Report
Service Manager History Report
Reprinting an Invoice/Credit Note
Using the Request Manager with the Service Manager Customer Web Portal
Request State
Creating new Requests using the Request Manager
Posting Requests to Service Manager Documents
Requirements
Response Time
Response Tracking Variance Report
Retrieval Status
Retrieve Comments/Instructions
Retrieve Existing Purchase Order to Job or Sales Order
Reversing a Previously Supplied Quantity
Review Date
- S -
Sage 300
Sales
Sales History
Sales Phase
Sales Type
Saved Queries
Scheduling
Searching
Searching the Service Manager database and Document Tree
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Setting Security Rights for Customer Web Portal Users
Security Settings
Configuration Utility Settings
Segment Overrides
|
Selecting or entering Item Serial Numbers in Document Entry
Selling Serialized Inventory Items
Serial Numbers
Serialized Inventory Add-On User Guide
Service Billing
Service Center Add-On
Use Service Center Functionality
Service Center Add-On User Guide
Service Centers
Enabling Service Center Functionality
Service Lines
Service Manager
Service Manager Security
Service Manager software for Notebooks
Service Manager software for smart phones
Service Manager software for Windows Phones
Correcting an Invalid G/L Account
Entering Negative Service Values
Services Settings
Set Latitude/Longitude Settings
Setting Security Rights for Customer Web Portal Users
Setting up
The Default (primary) Service Center for a Site
Setup tab
Ship Via
Site
Site Agreement
Aligning Cover to the Billing Cycle
Amortizing a Sale of Agreement
Assigning Contacts to Locations
Associating Contacts with Sites
Disassociating Contacts from Sites
Locating and Merging Duplicate Contacts
Site details
Sites
Associating Contacts with Sites
Disassociating Contacts from Sites
Skills
Software
Attaching Billing Templates to Solutions
Standardizing Queries across all users
Starting
|
Statistics and History Programs
Status
|
Status and Priority Highlighting
Subcontractors
Summary tab
Synchronizing Time Entries to Microsoft Outlook
- T -
Attaching Billing Templates to Tasks
Tax
Tax Authority
Taxation
Setting up Tax Rates in a Document
Tax Calculation Methods for Agreements
Technisoft Cloud Portal Installation Guide
Templates
Creating a Document from a Template
Time Actuals
Automatically Insert a Time Entry on Employee Assignment to a Job
Showing Time Entries on an Employee "Calendar"
Time Entry
Printing the current Time Entry list
Time tab
Toolbar
Total Cost of Ownership
Totals
|
Totals tab
Track Response Document Entry option
Tracking
Financial Distribution Statistics
The Processing Status of Maintenance Periods
The Processing Status of Worksheets and Maintenance Tasks
Transferring Equipment from another Site
|
- U -
Uncancelling Maintenance Periods
Unconditional Document Deletion
Universal Product Code (UPC)
Selecting an Item by scanning its UPC (bar code)
Updates
Upgrade
Upgrade from Version 6.0A, 6.0B, 6.2A
Use Service Center Functionality
- V -
Vendor Return Authorizations (VRAs)
Vendor/Manufacturer Return Authorizations
Viewing Maintenance Period Statistics and Totals
Viewing Worksheet and Maintenance Task Statistics and Totals
- W -
Warnings
Warranty
Displaying Jobs Covered by In-house Warranty
What's New in Service Manager?
Windows Server 2012 Essentials
Work Groups
Work in Progress (WIP) Jobs
Auto Completing after Recognition
Inventory Quantities and Costing
Posting WIP Journals to GL for Jobs with WIP balance due
Recognizing Revenue and Expenses
Work Orders
Workflow
Purchasing Workflow Integration
Workflow Indicators
Worksheet Manager
Worksheets
Posting Maintenance Tasks Due to Jobs
Tracking the Processing Status of Worksheets