•Launch Sage 300 and select the Company to set up

•Start Service Manager

V/M General

•Set up the company-wide Service Manager default processing Options
 

Note:

Under the Defaults tab you will not yet have set up Job Type, General Sale Type or Job Status. These can be left blank and filled in later.
 

•Set up the company-wide Service Manager G/L Integration options
 

Note:

Most importantly, set up the default general ledger accounts. Refer to the Integration General, Integration WIP and Integration Cover tabs in G/L Integration.
 

•Set up Custom Fields

•Set up Class Types

•Set up Employees

•Set up Work Groups

•Set up Services

•Set up Job Phases

•Set up Job Types

•Set up Schedules

•Set up Subcontractors

•Set up Agreement Plans

•Set up Ship Via codes

•Set up Category Accounts

•Set up Service Centers (if you are using the optional Service Manager Service Center Add-On)

•Complete Company Options Setup

V/M Sites

•Set up Site Profiles

•Set up Site Contacts

V/M Equipment

•Set up Equipment Models

•Set up Equipment Items

•Set up Meter Types

•Set up Meters, including initializing Meter readings

•Set up Item Relationships - link items of Inventory to Service Manager Models and/or Universal Product (Bar) Codes

V/M Faults

•Set up Model Faults

•Set up Fault Symptoms

•Set up Fault Solutions

V/M Documents

•Set up Templates
 
(Refer to the Templates section in the Service Manager User Guide for additional information.)

•Set up Meter Agreement, Site Agreement and Warranty Agreement Contracts
 
(Refer to the Agreements section in the Service Manager User Guide for additional information.)

•Add current Documents - Jobs, Sales and Quotations
 
(Refer to the Jobs, Sales Orders and Quotations sections in the Service Manager User Guide for additional information.)

V/M Reports / V/M Forms

•Review Standard Forms
 
(Refer to the Reports » Forms section in the Service Manager User Guide for additional information.)