[SM] SM Customers

Created by Jess Miller, Modified on Thu, 5 Jun at 2:29 PM by Jess Miller

Service Management> Programs> SM Customers

Use F4 to pull your AR Customer number and match the number in SM Customer
Address information will pull in from AR Customers

Non-Billable:

Check box if customer is no bill

Alternate Bill
Check box is alternate bill needs to be to another customer

Rate Template:

F4 if you have a specific SM Customer Rate Template

Standard Charges
If you have any standard charges that need to be attached at a Customer level vs. Site you can add the

Customer PO Setting:

Select Customer PO setting if needed.

Primary Technician

Press F4 Select a primary technician for the customer instead of service site if applicable

Reviewer
If you have a set reviewer for the customer instead of service site, press 4 to select here

Billing Tab:
WO Invoice Settings:
Invoice Grouping

C – One per customer (default): Groups all billable work orders into one invoice for the customer.
S – One per service site: Creates one invoice per service site.
W – One per work order: Creates a separate invoice for each work order.

Invoice Summary Level

L – Line: Groups totals by type (Labor, Equipment, Material, Misc) for each scope.
C – Cost Type: Groups totals by cost type. Use only if cost types are assigned.
T – Transaction: Shows each work completed line separately.

WO Invoice Desc of Work Options
You can add different WO Description lines to your invoices as needed.

Press F4 if you have a Custom Invoice Report

Deliver To:
Select what billing email you want to deliver your invoice to

Delivery Method
You can print or email your invoice

If you select other for Deliver to you can filled out the grayed below

If you have standard billing attachments you can press the include attachments button

Drag and drop into the window

Agreement Invoice Settings
If you don't have any SM Agreements, ignore
If you have any SM Agreements
Check Use Work Order Invoice Settings if you want to same used
Press F4 to select custom invoice report if applicable

If you select other for Deliver to you can filled out the grayed below

Sites, Work Orders, Contacts, Invoices, Agreements, and Quote History Tabs will show you any connecting Sites, Work Orders, Contacts, Invoices, Agreements, and Quote History created with this SM Customer

Notes Tab
This is for any miscellaneous notes you want for this SM Customer