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You can determine how the core Service Management module operates by enabling functions in the Service Options window.

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  • Enable Task Based Expense Entry
    Provides the ability to allocate costs to a task within a service call to enable better tracking of your costs. This functionality is for maintenance and standard service calls. If task based expense entry is not enabled, the task code field will not be visible on the various entry windows. For more information see, Setting up Task Based Expense Accounting.

    Note
    If  Use SOP Invoicing  is marked,  Enable Task Based Expense Entry  is disabled.


  • Lock Time Stamp Entries
    Mark the Lock Time Stamp Entries checkbox to prohibit users from editing time stamp entries made in any text field with an attached clock button. When a user clicks the time clock, the current date and time are recorded in the attached field. If this checkbox is marked, the resulting date and time cannot be edited or re-stamped. If this checkbox is not marked, users can edit or re-stamp time stamp entries. You may want time stamps to be locked to ensure accurate record keeping.
  • Use Technician Board
    Mark the Use Technician Board checkbox to activate the Technician Board – Appointments window, where you can view each technician's service, activity, and job appointments. It also activates the Technicians button on the Dispatch Board, which also opens the Technician Board – Appointments window. Using the Technician Board doesn't impact system performance.
  • Use Corporate Customer ID
    Mark this to display the Corporate Customer ID field in the Customer window and Customer Maintenance window. The corporate customer ID can be used to group customers. This field is only used for reporting purposes and has no other impact within Service Management. The corporate customer ID isn't included with any default report formats. You can use Report Writer to add it to a report format (Microsoft Dynamics GP > Tools > Customize > Report Writer). For example, a service organization may have many customers all belonging to the Mobil Corporation. The customer ID and customer name are unique, while the corporate customer ID is Mobil Corporation. When reporting, the Mobil customers could be grouped.
  • Use Equipment Tracking (Meter Readings/Hours)
    Mark this checkbox to activate the Meter Readings/Hours button in the Equipment Master window. The Meters Readings/Hours window contains 25 user-definable fields. The fields are numeric, date, currency, and text fields. Readings can be recorded daily for a piece of equipment. If the checkbox isn't marked, the Meter Readings/Hours button is disabled.
  • Require Same Equipment Type for Groups
    When creating multiple equipment records using the Multi-Add button in the Equipment Master window, you can require the group items to be the same equipment type as the main group record equipment type. When the group items are created, the item's Equipment Type field isn't editable if this option is marked. For more information, see Working with Equipment Records.
  • Require Appointment Completion
    If you mark this checkbox, you will not be able to change the call status to Complete or Closed until the appointments for the call are marked Complete. You may want to require appointment completion to make sure all costs associated with the call have been recorded before invoicing the call. If the option isn't marked, you can change the call status to Complete or Closed even though it has open appointments.
  • Use Contact Management Option
    See Setting up Contact Management for set up information. 
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    Use Stop-and-Go Light with Receivables Status
    The Stop-and-Go Light is a visual indicator of a customer's accounts receivable status or if the customer is on hold (the Hold checkbox is marked on the Customer Maintenance window). 
    • If you use Microsoft Dynamics GP Receivables Management, this checkbox is marked and disabled.
    • If you have not purchased Receivables Management, mark this checkbox to see the Stop-and-Go Light indicator. You can use the Microsoft Dynamics GP Import Utility or other programs to import data to the table that drives the Stop-and-Go Light indicator.
    • With the Use Stop-and-Go Lights with Receivables Status checkbox marked, select the action to be performed when the Stop-and-Go Light is red. 
      • No Warning
        When a user selects a customer in the Service Manager window whose Stop-and-Go Light is red, there is no change to the New Call button and no warning message is displayed when the New Call button is selected. If the Authorize specific users option below is marked, only users who have the ADMIN_WSSMS_OVERRIDE_STOP security task ID assigned to their user role can create a service call for customers on hold.
      • Display Warning
        When a user selects the New Call button in the Service Manager window for a customer whose Stop-and-Go Light is red, a warning message displays indicating this. The call can still be created. If the Authorize specific users option below is marked, only users who have the ADMIN_WSSMS_OVERRIDE_STOP security task ID assigned to their user role can create a service call for customers on hold.
      • Disable New Call Button
        When a user selects a customer in the Service Manager window whose Stop-and-Go Light is red, the New Call button is disabled in the Service Manager window for all users, including users with the ADMIN_WSSMS_OVERRIDE_STOP security task ID.
  • Authorize specific users to add new calls for customers on hold
    When marked, only users who have the ADMIN_WSSMS_OVERRIDE_STOP security task ID assigned to their user role can create a service call for customers who are on hold. This security task ID has been added to the WENNSOFT SMS POWERUSER role and can be added to any other user role. Security tasks are assigned to security roles in the Security Roles Setup window. (Microsoft Dynamics GP > Tools > Setup > System > Security Roles). See Set up Security and Grant User Access.
    This option is available when the Use Stop-and-Go Lights "If Red" options of No Warning or Display Warning are marked. If the Disable New Call Button option is marked for Use Stop-and-Go Lights, the new "Authorize" option is disabled. 
  • Use Overhead Amounts from Job Cost
    You can use overhead amounts created in Job Cost for Service Management labor transactions. A Job Cost registration key, other than the demo key, must be entered for the checkbox to be enabled. Changing this option affects future transactions only. Marking this checkbox gives you access to the Overhead Detail Codes and Overhead Group Setup windows from Job Cost. After marking the checkbox, you are prompted to print the Invalid Labor Rate Groups report. This lists locations with undefined labor rate groups. You will reassign labor rate groups to location records once the labor rate groups, which reference the Job Cost overhead amounts, are created.
  • Use Service Debit Accounts for Microsoft Dynamics GP Costs
    If you mark this checkbox, you can select a debit account for cost transactions other than the default debit account from Microsoft Dynamics GP. See Choosing Service Management Debit Accounts for Cost Transactions.
    • Use Service Invoicing or SOP Invoicing
      Once you select an invoicing option, you cannot change your selection.
      • Select the Service Invoicing radio button if you want to create invoices using the Service Management Invoicing module.

      • Select the SOP Invoicing radio button if you want to create invoices using Microsoft Dynamics GP Sales Order Processing (SOP). 

        Note

        When using SOP invoicing, you do not have the option to create COGS distributions for invoices.


    • Allow Editing of the Service Management GL account on PO Line Items
      If you are using service debit accounts, you can allow users to edit the account number on purchase orders. If you are not using service debit accounts, users can already edit the account for non-inventory purchase order line items. This option cannot be checked if you are using COGS distributions. See Choosing Invoice Options for more information.
    • Use Task Based Expense Allocation
      You must enable task based expense allocation in Service Options to view the appropriate fields in Task Code Setup. If the Use Task Based Expense Allocation checkbox is not marked, the fields related to task based expense accounting will not be visible in any of the windows related to task-based expense accounting. This field is enabled if Enable Task Based Expense Entry and Use Service Debit Accounts for Microsoft Dynamics GP Costs are marked. For more information, see Setting up Task Based Expense Accounting.
  • Allow Technician Double Booking
    Select to allow technician double booking at a global level. When an appointment conflict occurs, you can resolve that appointment by allowing double booking. For more information, see Setting up Technicians for Double-Booking.

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