Page Comparison

...

• Lock Time Stamp Entries
  Mark the Lock Time Stamp Entries check box 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 check box is marked, the resulting date and time cannot be edited or re-stamped. If this check box 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 check box 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 check box 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 check box 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 Creating equipment records.
• Require Appointment Completion
  If you mark this check box, 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. 

• Anchor
  servicemanagement_choosing_servi_6300 servicemanagement_choosing_servi_6300

  Use Stop-and-Go Light with Receivables Status
  The Stop-and-Go Light is a visual indicator of a customer's accounts receivable status. If you are using Microsoft Dynamics GP Receivables Management, this check box is marked and disabled. If you mark this check box, you can see the Stop-and-Go Light indicator even if you have not purchased Receivables Management. 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. If the Use Stop-and-Go Lights with Receivables Status check box is marked, you can select an action to be performed when the Stop-and-Go Light is red. You can choose to have a warning display when the New Call button is selected in the Service Manager window or you can have the New Call button disabled in the Service Manager window. Choose one of the following actions:
  • No Warning
    When a user chooses 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.
  • Display Warning
    When a user chooses 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.
  • Disable New Call Button
    When a user chooses 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.

...