What's New in Service Management

- Customized Enhancements

- New Grid Entry 

- User/Date Time stamps

- Memo Manager

- Hyperlinks

- Setup Wizard

- Security Flexibility

- Security Events

Contract Entry Enhancements

- Provided hyperlinks for Customer; Contract Items, Technician Code and Job Site Code

- Added Documents Path, which allows for specifying a path where the Contract related documents are stored and view/launch them as need

- View Transactions linked to Contract – Purchase Orders, Sales Orders, Invoices, RMA

- Technician Code on the Contract, which is loaded as Preferred Technician in the Task created for current Contract in the Task Data Entry.

- Flexible PM schedule setup on Contract header and Contract Items for Tasks being generated for  Preventive Maintenance Contracts through the Auto Generate Task selection program

•     Contract Renewal Management, which includes:

- Customer Renewal Invoice generation

- Vendor Purchase Order Generation

- Contract Extensions

- Renew Bill Item. Renew Bill Item may be either Regular or Misc. Item. Is used during renewal order generation

- Renew Duration

- Renew Amount

- Renew Duration. Indicates for how many days, months, year the Contract should be renewed. Should be specified as follows: 1Y, 3Y, 9M, 365D

- Renew Amount. The billing amount of a contract for a renewal agreement

•     Entry of components for a Contract Item having PM Code assigned. Automatically loading of the components into the dispatch transaction generated when Task is generated for Contract items in the Auto Generate Task selection program

Sales Order Enhancements

- Installation Order Management

- Sales Order Tracking Dashboard to enable management of open installation orders easily