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  • DateTime.Activation error

    Im trying to archive work orders in service managment using the Archive Wizard under tools. Does anyone know what could be causing this error. All dates in work order are valid. Thanks for the help. Archive Work Orders 1/3/2024 8:59 AM Criteria summary…

  • Sales Lead in SM

    Does anyone use the Sales Lead feature in Service Management? I have set up Lead Types under Setup- Sales Lead. Now when I go to a work order, on the general tab, and use the drop down meanu for 'Sales Lead', nothing is listed. It says NONE. How can I…

  • Customer viewable notes not appearing in purchase orders / Service Management

    About 4 days ago (11/17/22) , suddenly the customer viewable notes on our purchase orders stopped appearing. The "Customer Viewable" box is *definitely checked. Has anyone else experienced this or found the solution? Thanks

  • SM message - "One or more daily processes have not yet been performed. Would you like to run them now?

    Why does the dialogue box appear when opening SM that says "One or more daily processes have not yet been performed. Would you like to run them now? What is it used for and can we deactivate it?

  • Service Management Rate Tables for Variable Rates

    Is there a way to setup rate tables to add one rate for service techs and one rate for helpers? Our service techs charge $90/hour but the helpers can only be charged out at $60/hour. We are having to manually change the rate during work order/invoice…

  • Setting up permissions for Work Orders

    We are having issues with unauthorized people changing job cost codes, moving people around in the D-board and activating jobs. We need to set up read-only access for SM work orders and found the area to restrict access in the Security Administration…

  • Rate tables in service management

    Can I customize the overtime and doubletime rates in service management? Currently these rates are calculated using the sales rate multiplier on the pay ID setup but our overtime and doubletime rates are not calculated using a standard multiplier for…

  • Service Management

    Is there a way to print an equipment list for a customer without attaching it to a PM agreement?

  • Service Management - Close Old Work Orders

    I am trying to close some old work orders and recevie the following message: Unable to create accounting entries. Cannot close work order. Reason: Cannot retrieve the Cost of Sale account from the product. Verify your Product - Accounting settings.…

  • SM WO Notes - "Customer Viewable" Checkbox

    FormerMember
    FormerMember
    Is it possible to have the "Customer Viewable" Checkbox unchecked as a default?

  • Can SM auto generate a WO agreement to be Time and Material?

    Does anyone know if i can set up an Agreement, but let it charge Time and Material? i have an account that they want us to come and do service certain months but bill them time and material. Any suggestions?

  • Service Management VOC needed.

    For those who use Sage Service management, I want to ask you to flood Sage with request if you feel the same way. Respond to this thread with your input. Maybe we can get someone to listen to common sense. If I had to do over I would not be using this…

  • Sage 300 CRE Not Posting Correct from Service Management to General Ledger

    We have 3 divisions in our company. Each division is setup as a "Department" in General Ledger. Two divisions are processed through Job Cost. One is processed through Service Management. The Service Management payroll transactions aren't posting to the…

  • Sage 300 CRE Logon option grayed out

    Hello, There was a inquiry about this opened a while back under the name "Sage 300 17.1.0 Logon option greyed out" but no solution was given although the person in questions stated that it was resolved, but they never said what they did to resolve this…

  • Service management May be the worst decision I made this year. ?

    After switching to SM in January- I have been disappointed in the lack of online support. Aged, clunky, and 1980’s technology that seems to not be able to do much without paying some one to create a “custom report” each time I figure out I need data.…

  • Service Management, Agreements, Run a report that shows when PMs are Due for the year?

    Does anyone know if SM can show me all the Agreements and Scheduled times for the year? I have not found a way to run a report or show what PMs are Due and at What Interval. Hard to believe this software is not capable of showing the PM schedules for…

  • Service Management

    What is the best way to show how many service PM hours you have in an agreement? I have not found a good way to list PM hours per visit as each visit may have different hours allotted. Any SM users that can help?

  • Service Management on Windows 10, Version 18

    We upgraded to Version 18 a few weeks ago and all modules worked fine. We had a computer in our office upgrade to Windows 10 last week and now the Service Management Tabs do not display properly. Other computers are on Windows 10 and don't have any issues…

  • How are other companies handling miscellaneous work requests?( Small jobs not requiring contracts)

    I was wondering how other companies who use SAGE CRE handle small jobs/work requests? These range from repairs that take only a few hours to some that might take a day or so. We currently have a JOB inside of SAGE that is set up for these and each job…

  • My Service Management window always freezes whenever I preview a work order. Does this happen to anyone else? If so, does anyone know how to fix it?

    If I click the "close preview" button (rather than clicking the red X), it will then close the preview (as it should), but in-so-doing will also lock up my whole service management module. I have to force it closed through task manager in order to remove…

  • Service Management Edit Time Entires coluns are not sized properly

    In Service Management when I try to do Edit Time Entries, the columns that show in the pop up window are extremely wide so only two or three columns show on my screen at a time. When I try and make the first two columns narrower the third column just…

  • Service Management Customer Report?

    Is there a way to print a customer report in Service Management that will sort by city? I've used filters and that works well if I know the city. We have a new admin and I'm trying to print an entire customer base report by city. We're using Sage CRE…

  • Service Management

    I am using Sage 300 Construction & Real Estate. Where can I find a user guide for Service Management? Please & thank you! Also if I am looking for training on this module would you suggest for me to use the Sage online class or have a private tutorial…

  • RE: Inventory parts and pricing.

    Thank you for your post Kathy Shane ! We currently do not import/update the pricing of parts in Service Management via third party software. Parts and pricing are updated directly within Service Management. If you're company uses both Service Management…

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