»

Overview

The Auto Create Sites program allows you to quickly initialize a new Service Manager database by copying Accounts Receivable Customer information to Site and Contact records in Service Manager. This is an automated process and is on a one to one basis, record for record.

There are several default settings and filters that can be specified when creating new Sites.

Select Create from Ship-to Locations (Auto Number) to create Sites from A/R Ship-to Locations. One Site will be created for each Ship-To Location. The Site Name will be the Ship-To Description.

Note:

If a Site has already been created for the Ship-To Location, it will not be created again.