<< Click here to display Table of Contents >> Navigation: Service Manager Core User Guide:

What's New in Service Manager?

Contents

(released October 29, 2021)

Service Manager 2022 (6.9A) is fully compliant with Sage 300 2022 and includes many new features.

Note: Service Manager is written inside the SDK of Sage 300 100/200/500 so version matching is critical. Service Manager 6.9A is not compatible with any Sage 300 5.5 or earlier modules. Refer Version Compatibility.

The following is a list of new features and items addressed in Service Manager 2022:

•Extensive work has been applied to developing Service Manager for Web Screens. This has been a huge undertaking and is still ongoing. 90% of our development effort has been applied to this project and we are very excited about the progress and features in the solution. We expect to release Service Manager with Web Screens later in 2021 (release date is subject to change without notice).

•A new field has been added to Site setup “Default Documents to Publish in Customer Portal”. This field will be set off by default. If checked on, all Documents (Jobs, Sales, Quotes, and Historic Jobs) for that customer will be set to publish in Customer Portal (CP) so they are visible.

•A lot of work was done in the document system internally to help support routines required in the Web Screen product for Service Manager. The existing Document Entry program has many rich features which are difficult to implement in a Web application so these functions have been engineered into the business logic that the Web Screens can consume.

•A new field has been added to Contacts Setup “Allow Request for Job Creation”.

This field governs whether the contact has the authority to be the contact for the job during the job creation process. If this option is checked “off”, the user creating the job will not be permitted to create the job. However, once the job is created, that contact can be applied. This feature serves simply as a warning to the user that the contact requesting the job does not have authority to request work.

•Postings (invoices and credit notes), can now be marked to state whether they are visible in the Customer Portal (visible by default).

•The 3 custom date fields in Equipment setup are now presented and editable in the Document Equipment forms. If modified, the master equipment record will be updated.

•It is now possible to specify a default Cost Only option at the phase level in a document. A default is also available in the master Phase setup which will become the default for the document phase line. All services and item will consider this setting when being added. This compliments the existing ability to set the entire document to be cost only.

(released October 1, 2020)

Service Manager 2021 (6.8A) is fully compliant with Sage 300 2021 and includes many new features.

Note: Service Manager is written inside the SDK of Sage 300 100/200/500 so version matching is critical. Service Manager 6.8A is not compatible with any Sage 300 5.5 or earlier modules. Refer Version Compatibility.

The following is a list of new features and items addressed in Service Manager 2021:

•Retainage option added to Documents. Within the Document Header’s “Bill To” tab under the A/R Details section, there is a new option “Apply Customer’s Retainage”. This checkable value is copied to the subsequent postings and the Day End process will simply turn on the Retainage option in the A/R Invoice Entry. The A/R Customer must be set to use Retainage, have valid default value populated, and A/R processing option must allow processing of External Batches for the retainage option to be allowed in the Service Manager document.

•All email related fields in every table have been increased in size from 50 characters to 150 characters.

•Improvements have been made to the way the outstanding payment amount is calculated and defaulted when you add a new payment to the document in Service Manager. This takes into account both the Service Manager and Accounts Receivable existing payments.

•A Non-Stock Clearing Account can now be specified for Non-Stock items on the Item form in Document Entry. The account value from the item’s Account Set will be defaulted to the field. When supplying Purchase Orders or Receipts to the job, the PO detail lines stated Non-Stock Clearing Account specified in the Purchase Order or Receipt line will be considered and loaded into the document lines field if applicable.

•Several significant improvements have been made to several views in the document system to speed up the reading of data from the tables. Basically, many lookup fields are only loaded on demand rather than every time the view is read. This results in significant load time improvements on large documents.

•Significant load time efficiencies have been applied to the Time Manager program. Basically, the results should load almost instantaneously.

•Significant performance gains applied to the transaction save process of the document system. This will be very apparent on large documents with gains of several hundred percent.

•New controls are in place to prevent users from crediting more than what was originally shipped on a line.

•Improvements have been made to the Time Manager program including new Retrieval options and the ability to modify the Service details and cost only flag for a selection of time entries prior to Retrieval.

•Time Entries can now specify the default Billing Group level. Previously, only the Task Billing level was available. New radio buttons have been added to the Time Entry window to filter the Document’s by Billing Groups and Tasks or both.

•The WIP Reconciliation report has been enhanced with more options including the ability to show the G/L transactions for the Recognition of both expenses and revenue.

•A new Security option has been added to view and edit signatures attached to notations.

•A new option has been added in Document Query to the ‘Update Document Header Information’ program. It is now possible to reset the “Detail Line Date” on all detail lines for all selected Documents.

•Notation upload folder paths can now be configured in order to specify unlimited upload paths. This is set in Class Type which are then available at the point of adding Notation Attachments. Each Class Type can be securitized at user level and provides the ability to state whether the user can upload or download files. These changes have been implemented primarily to support the new Web Screen process of managing attached files from remote systems across the Internet.

•The Code Changer program includes a new Notation Paths Record Type to enable the updating of existing Notation File Paths to the new File Paths as specified in the new Class Type Notation method above.

•Pre-Authorizations for PAYA transactions are now supported in Documents.

•Active flag added and considered for Contacts. This was primarily added in support of the Customer Portal solution that is a Contact driven system.

•Meter Reading source fields have been added for the purpose of allowing Customers to enter their own meter readings via the Customer Portal web-based application.

(released October 24, 2019)

Service Manager 2020 (6.7A) is fully compliant with Sage 300 2020 and includes many new features.

Note: Service Manager is written inside the SDK of Sage 300 100/200/500 so version matching is critical. Service Manager 6.7A is not compatible with any Sage 300 5.5 or earlier modules. Refer Version Compatibility.

The following is a list of new features and items addressed in Service Manager 2020:

•Item Category overrides may now also be specified at the Phase and Task levels. Default Item Category overrides can be set in the master Phase and Task setup records. When a Phase or Tasks is added to a document, the default Item Category code will be loaded for the Phase or Task if specified. Users with security “Document Entry- Allow Item Category Change” can change these settings.

•In Options there is a new setting to specify if the document numbers that the system automatically generates can be overridden by users.

•In Options there is a new setting to 'Show User who Locks Doc'. This will display the user code who is currently editing a Document when the ‘Open as Read-Only’ warning is displayed.

•Company Options includes a new Purchase Order option to state where the Purchase Requisition quantity and costs are sourced from. Quantity may now be sourced from the Posted quantity as well as Supply, Estimate or Backorder. A new setting for defaulting the Purchase Requisition “cost” is available with options to use the lines supply cost or estimate cost.

•Document Query results can now be set to auto refresh after a specified period in seconds. This means Document Query can now be used as I live Dashboard Monitor.

•The size of the Task Activity Measurement text field has been increased from 90 to 250 characters.

•All notation comment records are now formatted with auto word wrapping so text resizes to any width without affecting the format of the text. If the requirement is to wrap text at a particular point, then select “enter” at a specified point during editing.

•Each detail line in the document now records the creation date and time along with the user code who created the line as an additional audit function.

•Several performance improvements were implemented to speed up the load of larger data sets in the Financial Statistics program. Column sorting was also implemented on the “Totals” list view to sort ascending/descending on the column clicked.

•New options have been added to both Model and Equipment setup to enable the equipment to be available when logged into the Customer Portal. The Model value is purely a default for when new Equipment are created. This 2020 upgrade sets the default as on for all models and equipment in order to display in the Customer Portal.

•Important - All Time Entry Estimate, Actuals and Billing field changes are now available in the Audits program. All changes are logged to the audit table. A ‘View Audits’ button appears in the Time Entry Appointment form in order to view changes made to records.

•Critical notes that have been specified for both equipment and models will now pop automatically when entering equipment to a job.

•Changes were made to the way Posting Schedules, Multi Post and Meter Processing functions are managed by the User Interface programs. These changes were introduced to accommodate the new browser-based Web Screens which are currently in development for Service Manager.

(released Aug 22, 2019)

(released July 3, 2019)

Please review the Readme file associated with this Product Update for further information.

Updates include:

6.6A PU1 Build 2 (66A.1.2) (July 3, 2019)

•Addition billing in Time Entries will now default to the Service default quantity for services and 1 for items.

•Fixed an issue with saving equipment when multiple site locations are in play.

•Fixed an issue with Item Lots not being fully updated when posting via Multipost.

•Improvements made to the Equipment Transaction report VM7070.RPT.

•Fix applied to a revenue formula in the Aged Documents report VM5030.RPT.

•Change made to how the Item Picking Sequence number is reloaded. It is now only reloaded if the Location changes.

•Change made to Item Location finder on the Document Entry item form to correct filtering not working on the location name.

•Improvements made to how payment details are displayed in Document Entry totals so they are visible as applied.

•Adjustment made to the Document Entry Summary calculation. Posted value from Held lines were not being considered in totals.

•Invoice entered by employee is now shown on the detail line view postings list view.

•Corrected an issue in the function that checks if a job can be completed based on WIP balances that prevented setting a Job to a complete state.

•Resolved an issue on delete of Document Statuses that would remove other status options.

•Attempt to Complete a document when PO was not active in the data would result in errors and prevent completion.

•Adjustment made to the Credit Note process for Delayed billing based invoices. If the invoice is a delayed billing based invoice, the source documents posted cost quantity is now used for the credit rather than the invoices cost quantity which in most cases would be a zero value when delay billing is in use.

•Corrected and issue where the Invoice printing form was not opening the Picking Slip report after printing.

•Fixed Task Activities to support longer Activity captions and resulting messages.

•Fixed issues with Min/Max and Default Quantities on Service Records when entered via the Time Entry.

(released March 27, 2019)

Please review the Readme file associated with this Product Update for further information.

Updates include:

6.6A PU1 Build 1 (66A.1.1) (March 27, 2019)

•The unit price and estimate unit price for the Service line when posting AP details will be ignored if the price value specified in the AP Detail line is zero.

•Adjustments made to the Multi select Equipment in Document Entry for Agreement Selection.

•Fix applied to the ADMIN Tools Recalculate totals option where Billing Group Refurbishment State was being reset to "In Progress" when the state was "Complete".

•Corrected an issue with Time Retrieval where the Model of the related equipment was not being considered in the Service Rate lookup.

•Fix applied to Resource Schedule VMRESS view in the calculation of earliest and latest Actuals. The process was not operative.

•Correction applied to the Payment Summary report. The report was failing if SPS was not active in the data.

•Adjustments made to the Data Integrity Checker to override the test for whether the user can modify a document line for the current status. If the document would not allow modification and the Fix option was used, invalid errors may result.

•New feature added in Document Entry to allow user to right click a time entry and highlight all service and items in the job tree that were generated by retrieving that time entry.

•Fix to an TSButton OCX issue in the Credit Note post process.

•Posting of Full Invoice credit on documents with a closed status is now permitted.

•Fix applied to the Time Entry appointments where changing the resource code was not updating all existing actual records.

•Fix process where Time Entries were being auto created when resources were assigned to Recurring Job. Time entries are not permissible on Recurring Jobs.

•Fix applied to the setting of WIP line to be ready for Recognition via right click option. This process would ignore lines added prior to the job being set to a WIP job.

•Added Qty On Hand and Unit Of Measure to the Batch Item Entry screen.

•Fix applied to correct the completion date not being set when the complete after posting option is used in Document Entry.

•VM Location Details can hold an instance of the IC Option view open which at time can prevent some other programs from perform some task. The resource is no longer held open.

•Set line date and apply to highlighted only option added to the Set Supply utility in Document Entry.

(released November 22, 2018)

Service Manager 2019 (6.6A) is fully compliant with Sage 300 2019 and includes many new features.

Note: Service Manager is written inside the SDK of Sage 300 100/200/500 so version matching is critical. Service Manager 6.6A is not compatible with any Sage 300 5.5 or earlier modules. Refer Version Compatibility.

The following is a list of new features and items addressed in Service Manager 6.6A:

•The entire process of determining if a document can be set to a “Complete” status has been re-engineered. Messages indicating the state of the document and why it cannot be completed are far more intuitive. Options have been added in the Options table on a new tab called “Completion” to enable automation of a Complete status to be set. For example, it is possible to select options to auto complete outstanding tasks and clear outstanding back orders values. There are also options to be able to ignore certain events such as ignore unsupplied requisitions. These new options now enable Document Query to be used to change the status of multiple jobs to a “Complete” status.

•An option has also been added to the Options table on the Completion tab to state when completing a document, whether the Activities in Tasks should be automatically marked as complete, prevent task completion if incomplete, or simply allow the task to complete with incomplete activities.

•Task Activity History is now available when viewing an Activity in a Task. That means it is now possible to quickly see previous values entered against an Activity for the associated site or equipment. For example, if taking a measurement for swimming pool chemical level you can now see the previous history of those measurements for comparison purposes.

•The Price List discount value determined from the pricing lookup can now be applied as a direct discount in the discount field rather than simply showing a net discounted value in the price field. This offers better display accountability of discount values.

•The credit note process has been reengineered to ensure the credit note fully matches the original values on the invoice or cost entry. Previously some values like currency rates or dates could differ between the time of invoicing and the time of crediting the invoice.

•A new date field "Next Maintenance Due” has been added to the Equipment record. It is automatically set by the Advanced Maintenance calculation routine so it is easy to see when the next expected service is due based on the maintenance schedule. This improves reporting ease ability as well.

•The caption for the field in the Equipment master table – “Asset Number”, is now editable in Options. The default value is set to “Asset Number”.

•Three new customizable dates have been added to Equipment. They are available in the equipment profile tab. The caption associated with these dates is customizable and can be specified in Options. If the caption is left blank, the related date will not be shown for the equipment.

•New fields have been added to Document Entry Options > Detail Display under the Resource Time Estimates section to show the user, date and time when assigning employees to a job. This allows the identification of who assigned the resource to the job.

•There is now a new Security option called “Change Entered By Details”. If that security is provided ‘Entered By’ and ‘Posted By’ details can be modified in a document.

•The methods used internally for Outlook Integration have been re-engineered so they are handled more reliably.

•The “Printed” flag to reprint previously printed Consolidated Invoices is now available on the Consolidated Invoice print form.

•The Print Delivery Method for Consolidated Invoices now includes email functions.

•There is a new option to allow a Recurring Schedule to be added to a Meter Billing Agreement for billing purposes. The Posting Schedules Program now includes Meter Agreements so that scheduled meter billing can be processed in batch. This enables meter billing to be billed at regular intervals rather than when the meter is processed. For example, the reading might be taken on the 5th of the month but billing occurs on the 24th of the month. This method can be used as another means of displaying entries in Meter Processing only when Billing is due.

•The automatic creation of time entry appointments when a resource is assigned to a job has been enhanced. Assignments made in a Recurring Job can be set to automatically create an appointment/time entry when the Recurring job is created. The appointments will then display in Advanced Scheduling and will appear in Field Portal on an employee’s mobile device. The appointment can be set to start at the commencement of business hours, phase start time, or sequentially on the day the appointment is due.

•A new Sample data company is available in the installer. The standard sample data supplied is based off the Sage sample data for both the single VMI66A and multicurrency VML66A companies. The single currency company has been completely rebuilt from scratch with more modern, relevant and complete values. A third sample company database VMX66A is also available. This new company database VMX66A is based off the Single Currency VMI66A company however it does not have the Notes, Payroll and PJC modules active.

•The Service Manager Code changer utility can now change Model numbers throughout the data.

•Notation objects that have fixed server links in their object paths can be updated to reflect an alternative server address if the database is moved or a new server is installed.

•Default Assignments for all resource types (employees, internal equipment, sub-contractors) can now be selected in the tree. The default assignment is bolded so it can be identified easily. The change to the default assignment means it is now possible to have different default assignments in different Phases. The default is used when entering services or items to a Billing Group as well as when entering a time entry.

(released October 15, 2018)

(released July 26, 2018)

(released June 20, 2018)

Please review the Readme file associated with this Product Update for further information.

Updates include:

6.5A PU1 Build 3 (65A.1.3) (June 20, 2018)

•Corrected Contact name finder visibility in Contact Setup.

•Purchase Order detail line Optional Fields will be auto created if they are setup to do so during PO Creation from Service Manager.

•Correction made to the Document Copy process. Invalid Supply Quantity message was causing failure of the copy when copying documents that contain Negative Entries.

•Fix applied to conversion factor calculation when moving from a Vendor with contract costs to one that does not have a contract cost.

•Change made to the Item price lookup process so that the default Unit of measure is defaulted from the Item Price List correctly. Previously it was set to the Stocking Unit of measure.

•Corrected a possible issue when moving historic jobs to current where a Record Modified by another process may be displayed.

•Corrected an issue where Document Entry details region split position was not being restored on startup when the form was in a maximized state.

•Progress state is now shown in the Price Adjustment status bar during the collection of what lines are to be updated phase.

•Relaxed the restriction to change the item location code in document entry items if the line is posted and Lots or Serials are in play.

•Significant performance enhancements applied to the Price Adjustment UI when loading what lines will be modified.

•Change made to the loading of Task billing groups from other documents that the Task type was of the correct type. Only Equipment type task can be inserted under equipment or site type task when not under equipment.

•It is no longer possible to post Cost debit or credit adjustments at the item line level if the item is a serialized or lot tracked item.

•Resolved an issue in Event Manager with the Equipment Service Date option not correctly sending emails.

•Performance improvements made to the document header view read and fetch method that will improve performance in programs like Multipost and Posting schedules.

•Performance improvements made to the Time Entry view read and fetch method that will improve performance in programs that fetch lots of Time Entry records.

•Both Phase and Tasks setup will default the G/L accounts specified in the company options. Previously they were left blank.

•Invoice Consolidation is no longer part of the Day End UI but in its own dedicated UI that can be run without exclusive access. It does however still hold exclusive access to the posting lock which may prevent others from posting while the consolidation is in progress.

•Adjustment made to the process of posting an AP Credit to an existing posted service line. No credit was being applied to the job side.

•Fix applied to all UI EXE files Manifest component which will prevent the requirement to run the ACCPAC.EXE as Administrator.

(released March 21, 2018)

Please review the Readme file associated with this Product Update for further information.

Updates include:

6.5A PU1 Build 2 (65A.1.2) (March 21, 2018)

•Removed a debugging message that appears when select the view picture button in Equipment setup. Harmless but annoying.

•Removed a "View must be assigned" message that could appear when drilling down to the History program. Harmless but annoying.

•Added new "Save Options" button to the Copy Documents form.

•Jobs with outstanding unbilled delayed billing will now not be able to be completed.

•Change made to the global resource lock used when posting so user has exclusive rights and locks only the company in use. The company ID is now included in the lock resource code.

•Improvements made to the Requisition Manager gather and load functions when dates are used in the filter.

•Added ability to bulk Approve Time entries in Time Manager via the right click menu. You can select multiple rows.

•When creating a new document from a template, if a time based service line is copied, the Start and stop dates will be set to the entry date.

•Drill down to Posting Inquiry from the equipment setup UI was not working when the posting was a Cost Only. This has been corrected.

•When copying a Quote to another document, the Price Override switch will be set for service and item lines when the use source pricelist option is chosen. This will prevent the reloading of the Unit Price if the quantity in the destination document is changed.

•Adjustments made to UI remembering vertical splitter position on close for Agreement and Maintenance setup.

•Change made to document service view where, at times, the default quantity was being reloaded over existing line value.

•Added the ability to choose a document status when moving jobs from history to current.

•Corrected issue with Invoice print UI where the minimize button was not available.

•Corrected issue with several programs that would report an "Unexpected Error" on startup. This was due to an incompatible form icon on some resolutions.

•New vastly improved complete Single Currency Sample Data has been supplied. It will be placed in a sub folder located under the "SAMDATA" as a dump set of VMI65A. Please review the "Service Manager 2018 Sample Data.pdf" installed into the Sage 300 Docs folder for details on key aspects of this data.

•Drag of a row from both Multipost and Posting Schedules transaction list and Drop onto Document entry will loads those documents in document entry.

•Multipost now has an option to clear outstanding and backorder values if you choose to complete the document. Options include None, Automatic or Prompt.

•The View Postings menu option in Document Entry was not being shown if the job was complete. This will now show regardless of status if there are postings to show.

•When pre-creating equipment from serial numbers, if you select a particular item line first, you can create just for that item line.

•A new feature added to Document Entry via the Tool bar allowing you to hide any service or items lines that have nothing to bill.

•Added a new option to Posting Schedule to allow both the Posting and Document date to be set to the schedule date.

•Added ability to review the Document Tree quickly in Notation Manager so you can see exactly where the note resides on the job.

•Significant performance improvements made to the Clear History process along with the addition of a progress meter with a cancel option.

(released January 22, 2018)

(released November 23, 2017)

Service Manager 2018 (6.5A) is fully compliant with Sage 300 2018 and includes many new features.

Note: Service Manager is written inside the SDK of Sage 300 100/200/500 so version matching is critical. Service Manager 6.5A is not compatible with any Sage 300 5.5 or earlier modules. Refer Version Compatibility.

The following is a list of new features and items addressed in Service Manager 6.5A:

•The User Interface has been modernized including the full replacement of all icons and a new visual appearance and redesigned buttons.

•A new “Cost Plus” facility has been incorporated into the existing billing proration options. This enables “Revenue” values to be a set dollar value or marked up to a margin percentage (%) based on costs.

•A new “Export Declaration” field has been added to Document Invoice posting screens to support some international requirements. This value is posted to the A/R Invoice batch during day end processing.

•A new feature has been added to enable the posting of cost only document lines into separate cost only postings based on the Fiscal period derived from the line date.

•The “Cost Only” option for items and services has been merged with the “Delayed Billing” option to provide a single setting.

•A new option has been added to Document Entry’s General Options to “Auto Load the Time Entry List”. With this disabled it is possible to notice an improvement in the Document’s performance especially for Documents with many Time Entries.

•In Document Entry the insertion of a “Kitting Item” from inventory control, will now ask the user if they wish to also load the components of the Kitting Item. Components are marked as hidden by default so they do not appear on the printed posting forms.

•Posted and Completed Refurbishments can now have further cost and quantity adjustments made to them.

•The “Reference” field has been added to the Document Entry Search form. This supports the feature in site setup to disallow document creation if the “Reference” field is not populated.

•The Agreement popup information page has been cleaned up including formatting of money fields, removal of Days Cover if the agreement is continual or aligned to billing.

•A new Start Date field has been added to Task properties and Task Start Date has been added as a filter in criteria options in Task Manager.

•New fields for Date and Time entered, have been added to the Display Options in Posting Inquiry so they can be seen on the Details tab.

•The Document Date field has been added to the Multi Post and to Posting Schedules programs.

•The Posting Type selection options in Multi-post have been moved to the primary tab so clearly visible and available.

•A/P Batch detail lines now considers the Service Manager Services’ Purchase Tax Class.

•The A/P Vendor Code has been added as a Segment available to display in the G/L Detail Reference and G/L Detail Description for the Posting Service Detail Transaction Type.

•Changes have been made to the Email Layout screen including the addition of a Cancel button to stop printing at any time, and new special layout tag for Company Name.

•During a single report run multiple reports can be selected by separating report file names with a : or ; or select Browse and then multi-select reports using Ctrl +. Each report will print using the individual form specified.

•The Work Order report in 2018 now includes the Task section with Activities and their values. This was erroneously removed in 2017 and reinstated.

•The ability to audit budget changes at Budget Header and Budget Details levels have been added to the Audit tables.

•Audit settings are now maintained between database upgrades.

•The Document Query program now has new criteria “Documents for Site Profile” added as a single level query.

•Document Requests now have Custom Fields available.

•Internal Equipment and Subcontractors now have an option which determines whether the resource can be assigned to Jobs and therefore have time entries/appointments. Resources that are not allowed will not appear in the Resource List of Advanced Scheduling which greatly improves loading times and general performance.

•Latitude and Longitude fields for Employee’s Home Address has been added to Employee setup for routing purposes.

•Employee Setup now includes ‘Load Map’ to display Employee’s Home Address in Google Maps

(released March 21, 2018)

Please review the Readme file associated with this Product Update for further information.

Updates include:

6.4A PU1 Build 1 (64A.1.6) (March 21, 2018)

•.Fix applied to the internal composition from the document phase view to the work group.

•Productivity enhancements made to Document Entry to improve load time for large jobs with a large number of time entries. Option to load Time Entries on demand via load button also improves load times.

•Change made to the A/P Batch entry process. Any Service Manager related details will only allow documents that are in an Open state.

•Jobs with Refurbishments that were not yet complete were still allowed to be completed. This has been prevented now. The refurbishment must be fully processed and posted to IC before the job will allow a complete status.

•Adjustments made to the way the Completion of documents is handled during posting. This was an improvement change to accommodate the clearing of backorder values for both document entry and multi post.

•Adjustments were made to the Employee Summary data extraction view relating to how it accounted for Credits.

•A modification was made to the way Service Manager interpreted the Allocated Tax values on a PO Receipt when you have the option to include the allocated tax in the jobs cost.

•Jobs with outstanding unbilled delayed billing will now not be able to be completed.

•Change made to the global resource lock used when posting so user has exclusive rights and locks only the company in use. The company ID is now included in the lock resource.

•Improvements made to the Requisition Manager gather and load functions when dates are used in the filter.

•Added ability to bulk Approve Time entries in Time Manager via the right click menu. You can select multiple rows.

•When creating a new document from a template, if a time based service line is copied, the Start and stop dates will be set to the entry date.

•Drill down to Posting Inquiry from the equipment setup UI was not working when the posting was a Cost Only. This has been corrected.

•Added the ability to chose a document status when moving jobs from history to current.

•Added ability to review the Document Tree quickly in Notation Manager so you can see exactly where the note resides on the job.

(released October 31, 2017)

(released August 18, 2017)

Please review the Readme file associated with this Product Update for further information.

Updates include:

6.4A PU1 Build 1 (64A.1.4) (August 18, 2017)

•Correction made to the Job Summary report where the Item cost was being overstated when Cost Only delayed billing was in play.

•Fix applied to the Day End process where the base WIP Billings account prior to segment override was being stored in the Posting Journals table.

•Enhancement made to the Requisition Manager totals shown in the status bar. All 3 possible values are now shown. Sum of original VM side values, Sum of PO value, and Sum of Receipted values.

•Employee setup report enhanced to allow the selection of date range test criteria for the various employee skill record.

•Corrections made to the total cost formula on the Worksheet Summary report (VM3696).

•Changes made in posting and EOD for credit notes made against consolidate sub invoices. A credit note applied against a sub invoice will not be process by EOD until the sub invoice has been consolidated.

•Corrected an issue with the Assign form in Document Entry that failed when the Advanced Scheduling license entry was missing.

•Changes made to the Requisition PO Receipt supply to document process to better accommodate multiple receipts, discounts and taxes.

•A new Time Reconciliation report is available from Document Entry. This report lists the correlations between Time Entries and job Labor lines by employee.

•Miscellaneous changes made to improve the AP Reconciliation report.

•Change to maintenance publishing from model for meter based entities so only active meters are considered.

•The line date of the job service is now being set to the AP batch entry posting date when the AP Batch is posted.

•EOD will only attempt to hold an exclusive global lock once you select the proceed button. The lock is also released immediately after the processing but prior to any printing.

•In previous builds, unrecognized WIP postings would disallow the Refurbishment IC adjustment to post. This has now been relaxed.

•Resolved an issue with Document Entry when trying to Post and Complete a Document with no Completed statuses available.

•A/P Invoice Batch entries with a negative transaction value will now set the Service line to a Credit during posting and therefore allow the update of the document.

•A/P Invoice Batch details will no longer allow Inactive services. Previously only the finder was excluding them.

•Update applied to the Maintenance Calculation routine where the Equipment Install date was affecting the previous run date setting

(released April 13, 2017)

(released February 12, 2017)

(released February 16, 2017)

Please review the Readme file associated with this Product Update for further information.

Updates include:

6.4A PU1 Build 1 (64A.1.1) (February 16, 2017)

•Change made to the mode of entry of the discount applied. If you apply a discount amount and there is an extended value, it will calculate the discount percent but if you then zero the qty, the discount amount will now zero and the discount mode will change from amount to percent and the amount will zero.

•Fix applied to correct an error in the Posting Inquiry when a comment has more than one attachment.

•Service Manager Installer no longer installs many of the system VB6 support files as it assumes this would have been performed by the Sage 300 Install and/or Workstation Setup. This was becoming an issue on some Windows 10 installations.

•Fix applied to the Item Location program so both unformatted and formatted item numbers can be accepted. Only formatted item numbers were previously being accepted.

•Enhancement made to the Auto Create equipment routine used when items are sold and equipment are to be created from them. Meters are automatically created using the Models meter type field as the meter code.

•If you are posting an invoice in document entry and have selected the complete after post option, the document will be cleared and placed in NEW mode after successful completion.

•A correction was made to the picking list process to correct the over stating of the quantity to pick when cost only/delayed billing is in use.

•Corrected the process of checking if a user has rights to post an invoice for Customers that are on hold.

•Corrected an issue with posting discounts on a credit note. Items would not permit a discount and services were actually adding the discount amount.

•Outstanding amounts for non-quantity bases services will now be set to zero if the posted to date value is negative. There is no way to clear the outstanding amount when the service line is in this state.

•G/L Account descriptions have been added to the Posting Journal views as on demand calculated fields. You can now access these with the right click, View GL Transactions options in Document entry. You will have to add these fields yourself to the finder via the Settings menu and you can change the order the fields display in the finder so the account description is located next to the account.

•The actual full GL Account descriptions are now used in the Posting Journals report.

•Several distribution Pie Chart graphs have been added to Document Query. Turn the feature on with the view menu option. The graphs will represent the chosen query results.

•Fix made to the Purchase Requisition view to prevent a licensing error from Purchasing Workflow when that module is in use. This was only an issue if the Vendor Catalog facility has not been registered.

(released December 16, 2016)

Service Manager 2017 (6.4A) is fully compliant with Sage 300 2017 and includes many new features.

Note: Service Manager is written inside the SDK of Sage 300 100/200/500 so version matching is critical. Service Manager 6.4A is not compatible with any Sage 300 5.5 or earlier modules. Refer Version Compatibility.

The following is a list of new features and items addressed in Service Manager 6.4A:

•The Price Escalation feature has been moved to its own new tab in Documents.

•The Escalate options have been broadened to now include a new Escalate by Specified Frequency Schedule for Site and Meter Agreements as well as for Recurring Jobs.

•A new Price Escalations program has been added to review and apply price adjustments for Documents with the Escalate Option of Specified Frequency Schedule

•The V/M Posting Schedules program has a new column “Price Escalation After Post” to display the status of the Price Escalation after the next Posting and the % due. If the price escalation due date is less than the posting date for a document then the line will be greyed out and will not be included in the posting of schedules.

•New "Adjust Cost Only" Refurbishment Adjustment Type has been added to allow cost only adjustments, both negative and positive, for Refurbishments.

•Service and Item line discounts now retain whether they are a percent or an amount based discount to prevent possible rounding issues during entry.

•Added G/L Segment Override at Task level

•The base pricelist on Items and Services is now retained so if a line has cover implemented and then cover is removed, the pricelist will revert to the base pricelist prior to cover being applied and not the Item or Service default pricelist.

•A site can now state that population of the Document reference field is mandatory.

•Added Current and Original Estimate Price and Cost to Document Entry Summary page.

•Added a Delayed Billing column to Document Summary (Totals) reports.

•A new Task Report has been added to group and list selected tasks and their activities. The Task Report is available from the Task Manager and Document Entry.

•Added text to existing date label in Posting Inquiry to show GL and AR batch numbers

•Added a validation check for only relevant Item and Service lines in the Posting pre-quantity check.

•All finder field edit controls, on entry, will right trim their text values.

•The Document Entry Assign Resources window has been updated to show Employees, Site Assignments, Internal Equipment, Subcontractors and Work Groups in a more optimal manner. Resource Skills are also shown where applicable.

•New Option to Auto-Retrieve Time Entries into Jobs when saved.

•Improvements have been made to the operation of the Time Recorder.

•Default Service Code can be specified for Sub-Contractors.

•Work groups have been enhanced to allow the inclusion of Internal Equipment and Sub-contractors in addition to Employees.

•Work groups can now be assigned to Task Billing Groups and managed at the task level on a Job by Job basis.

•Added Skills to Subcontractors Setup

•Added properties to Skills during Employee/Subcontractor setup to record:

oCertification Number

oVersion

oLevel

oDate Certified

oExpires

oReview Date

oNext Training Due

oNotations

•A new Skills Listing report has been added to help filter and list Resource Skills.

•A new Number Changer program has been included to aid in changing and merging database record codes for Sites, Equipment, Services, Employees and Documents.

•New Status Workflow/Action items have been added:

oAllow Phase Edits

oAllow Equipment Edits

oAllow Billing/Tasks Edits

oAllow Service Edits

oAllow Item Edits

oAllow Purchase Orders

•New Status Posting Options have been added:

oAuto Approve Credit Check on Posting

oChange Status on Posting

•A new Setup Totals button has been added to the Project Totals display to select which document are to be included in the totals displayed on screen as well as which document totals are to be printed in the Project Listing report.

•Additional Print Options have been added to the V/M Project Manager's print function.

•Several reports have been enhanced to allow for criteria selection by Project.

•The A/P Clearing Account for the A/P Integration UI can now be specified to allow Override.

•The integrity checker now performs a complete document recalculation on all documents being checked regardless as to whether one is required.

•AR Customer Group Code has been added to the Equipment Listing report.

•Posting Schedule Report Enhancements to include more information and offer a wider range of selection criteria.

•A Security level for Allow Price List Change has been added

•A Security level for Allow Edit of the Item Lines Category has been added

(released July 21, 2016)

Please review the Readme file associated with this Product Update for further information.

Updates include:

6.3A PU1 Build 1 (63A.1.1) (July 21, 2016)

•Changes made to the Agreement Recalculate method in Agreement setup in regards to how Credits are managed.

•Fix to the EOD Invoice consolidation method for Consolidate by Site. Basically if chosen, no consolidation was performed.

•Changes made to the Auto Create Sites process. Override Tax settings is applied from the ship to location unconditionally now if the create From Ship to option is selected.

•Fix applied to the EOD process in relation to Warranty claims for Credit Notes. The Warranty Claims control was posting as a credit instead of a debit for credit notes.

•Applying Payments to an existing invoice was not setting the link between the payment and the invoice correctly. This has been fixed.

•IC Backorder quantity’s will now display to 4 decimals if fractional qtys are in use.

•Cost only delayed billing Item lines that are set to Ready to bill were incorrectly showing in the committed quantity list.

•Corrected the standard supplied Quote form to consider Delayed Billing values.

•Fixed an issue that causes the Cost Value not to save when manually adding Returns via the Returns and Refurbishment program.

•Fixed an issue in the Time Entry summary report that may cause it to print more records than required.

•Fixed an issue in posting 0 cost Returns in Returns and Refurbishments.

•Fixed an issue Time Manager that causes Imports and Exports to fail in some instances.

•Correction made to total labor duration value in Worksheet Summary report.

•Form size corrected on Notation screen where buttons were partially visible on document notes.

•Fixed an issue with Billing Group proration when Cost Only Delayed billing lines were in use.

•Improvements applied to the linking of Consolidated invoices once in AR back to the Posting Inquiry in Service Manager and subsequent printing functions.

•Corrected an issue with Requisitions where a unit conversion factor less than 1 was not allowed.

•Fixed an issue with Refurbishments and posting when Lots and Standard costing were used.

(released April 28, 2016)

Service Manager 2016 (6.3A) is fully compliant with Sage 300 2016 and includes many new features.

Note: Service Manager is written inside the SDK of Sage 300 100/200/500 so version matching is critical. Service Manager 6.3A is not compatible with any Sage 300 5.5 or earlier modules. Refer Version Compatibility.

The following is a list of new features and items addressed in Service Manager 6.3A:

•A Price Escalation option has been added to provide the ability to auto adjust document pricing by a percentage. This is associated with the Recurring Posting Processing method and frequency of escalation is based on the posted schedule invoice count.

Escalation Options can be applied to:

oAll lines,

oServices only,

oItems only,

oSelected Billable Lines

•Additional fields have been added to support inclusive tax totals for Service and Item lines, billing groups, phases and document totals. This includes both functional and source currency values. Gross Profit at all levels now consider inclusive tax.

•It is now possible to specify a billing amount when entering Accounts Payable invoice details for posting to Service Manager Documents.

•When entering a new transaction into Accounts Payable the Job Finder now includes a Criteria Icon to filter the job tree to make it easier to locate and position an accounts payable transaction in the tree of the job. Filters include Equipment, Billing Groups, Items/Services and Held lines.

•Service Manager now integrates to Sage Payment Services. By selecting the Payment Code linked to SPS, a new button appears in the Receipt window to specify SPS Charge. The Sage Process Credit Card window then opens to complete the transaction.

•The Post form has been restructured to accommodate Sage Payment Services integration. A new Pay button on the Document Entry toolbar will open its own pre-payments form. This operates in a similar way to the receipt tab of the Posting screen up to versions 6.2A. The Receipts tab is now retired.

•When posting a Request to a Job, the Document Request number can now be specified as the destination Job number.

•Additional support and document/posting linking fields have been added to the Posting Journals Detail table. These were added primarily to make reporting and inquiries easier to handle. These include:

oPosting Phase transaction number

oPosting Equipment transaction number

oPosting Billing Group transaction number

•The Service Line Unit Cost on a Document can be set to the PO Unit Cost when the Service Line has not yet been receipted or supplied to the Document.

•A new field has been added to the document and posting service and items lines to indicate the line was updated with a PO Receipted cost. Previously the lines were marked as user specified cost allowing users to adjust that cost. This is no longer possible.

•A Cost Override Switch has been added to the Document Service Form. This works like the price override switch. The Cost override switch prevents the reloading of the unit cost once the user cost has been specified. Unchecking the Override switch reverts the cost back to the default

•Posting Inquiry enhancements for Consolidated Invoices including each Sub Invoice now appears under the Header and when selected, the user can see that Sub Invoice’s totals on the totals tab. The Header of the Consolidated Invoice is now calculating all Sub Invoice values and showing as Totals on the Totals tab.

•It is now possible to specify G/L Segment overrides at Site Level. The order of hierarchy is as follows:

oService Center

oSite

oJob Type

oPhase

oEquipment

oEmployee

oIC Location

•A new option to display a pop-up warning if the GP amount is negative, indicating a loss on the job, has been added in Document Entry.

•A new Recurring Time Entries feature has been added. Recurring Time Entries/Appointments can be based on a schedule and can be used to create recurring appointments for a Job without creating a new job each time.

Time entries are linked together so the series can be easily added, modified or deleted.

•Time Entry insertions and adjustments are no longer permissible if the phase status has been set to “Completed”.

•A new Daily Time option has been added in the Time Entry Summary report within V/M Employee Reports.

•Integration to Time Cards is now available for US and Canadian Payroll through the Generate Payroll Timecards program.

The Employee Timecard can either be created with a status of New, Ready for Approval, Reviewed, Approved or Approve and Transfer.

Payroll can be verified before processing to identify any potential errors.

•A Payroll Postings report has been added to assist in reconciling time entries which have been sent to Payroll Time Cards from Service Manager.

•Question Task Activities language has been changed from True/False to Yes/No.

•A new Contact field has been added to the Copy Documents form and is set to the Existing Site contact as default.

•A “Country” field has now been added to the employee table for consistency across Sage products.

•When entering a Notation for Document, Site, Equipment, RA and Time Notes there is a new Contact field and a new Email Contact button.

The Notation report has been updated to show the contact name and email address

•When entering a Notation the “Entered By” person can now be modified to a different User.

•Response tracking fields have been added at the Document Header level which is defaulted from the Response Times set in the Site, Equipment, Symptoms and/or Agreement Plan.

Once a Time Entry is inserted the Document Response is set to Actioned. The Document Response can also be manually marked as Actioned.

New Document Query criteria have been added to list documents with Responses due.

•A new Service Cost Clearing Audit report has been added providing an easy way to reconcile the cost accounts in the General Ledger.

•A new Posting Schedules report has been added to V/M Document Reports list. This report allows you to see the relevant posting schedule state or dates for Jobs, Sales Orders, Site Agreements, or Recurring Jobs. It can display results for the most recently posted, the next due, the final schedule due date or all schedules.

•The original Job Manager program has been removed from the Desktop Menu and is no longer being supported. It can be reinstated if required by contacting Technisoft. Technisoft is no longer maintaining this program as it has been superseded by Advanced Scheduling.

•The original Basic Maintenance program has been removed from the Desktop Menu and is no longer being supported. It can be reinstated if required by contacting Technisoft. Technisoft is no longer maintaining this program as it has been superseded by Advanced Maintenance. It is possible to implement a setting in the VM.INI file to re-activate. Please contact Technisoft for more information.

•The Phase Task List Facility has been made redundant. It is possible to implement a setting in the VM.INI file to re-activate. Please contact Technisoft for more information.

•Latitude/Longitude values are now available in Sites, Equipment, Service Centers, Documents and Time Entries.

•A New Service Meter Reading type has been created for a Service Reading. Service Based readings will not affect the reading Schedule.

•A new Equipment Downtime measure can be entered in the job for equipment. The Equipment Transactions report has been modified to now show the Shutdown details.

•A New Maintenance Entity change date option to set the Previous Run date to the Install date to allowing scheduled frequency to carry on based on installation date rather than manually specified for each equipment.

•A new setting has been added in the Document Header of Templates to specify whether the Template should be made available in Field Portal or the Employee Portal.

•A new setting has been added in Service Setup to specify whether the service code should be made available in Field Portal or the Employee Portal.

•Support has been added to allow a customer Signature captured in the field using Field Portal to flow through to the Invoice Comments so they can be linked to and printed on individual Invoices in the field or via back office.

(released June 19, 2015)

Please review the Readme file associated with this Product Update for further information.

Updates include:

6.2A PU2 Build 5 (62A.2.5) (August 18, 2016)

•Reported Problem comment is now available on Template Equipment.

•Performance gains made to the loading of posting schedules.

•Corrected an issue with Delay/Limit billing where invoicing was performed by the Recurring posting schedules. The document lines were not being held after posting.

•Changes made to the Agreement Recalculate method in Agreement setup in regards to how Credits are managed.

•Fix to the EOD Invoice consolidation method for Consolidate by Site. Basically if chosen, no consolidation was performed.

•Changes made to the Auto Create Sites process. Override Tax settings is applied from the ship to location unconditionally now if the create from Ship to option is selected.