• 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…
  • 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…
  • Service Management

    Is there a way to print an equipment list for a customer without attaching it to a PM agreement?
  • SM WO Notes - "Customer Viewable" Checkbox

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