[SM] Company Parameters

The SM Company Parameters form is used to configure Service Management (SM) companies and control options before processing work orders. 

Key Settings

Agreement Mask

• Use to select agreements when rebuilding material lists for agreement services.

• Enter a full agreement number (e.g., 21000) or a partial number with % (e.g., SM10%) to update multiple agreements.

• Click Rebuild to update material lists for Active or Quote agreements.

Auto Generate Agreement Work Order Trips

• Automatically creates trips for work orders generated from agreements.

• Each work order gets one trip, assigned to the Primary Tech.

• Leave unchecked if you want to manually create trips.

Post Anticipated Costs to Job Cost

• Select to post anticipated costs for labor/materials immediately.

• Clear to post only actual costs when PR/AP updates occur.

Auto Post New Work Completed

• Automatically creates and posts cost batches when entering work completed lines.

• Does not apply to labor/purchase lines posted in other modules, imported/auto-added lines, or changes to already posted lines (those are handled automatically).

Apply Standard Charges to Agreement Work Orders

• Automatically adds standard charges to work orders generated from agreements.

• Leave unchecked to apply manually.

Default Agreement Number on Work Order Scopes

• Defaults the agreement number for manually entered work order scopes when only one active agreement exists for a service site.

Next Work Order / Quote Number

• Sets the starting number for auto-numbering work orders or quotes.

• System automatically increments for new entries.

Use Review Process

• Clearing this checkbox allows standard billing for all work completed lines.

Show Customer/Site Attachments in Invoicing

• Displays attachments from customer/service site on invoices.

• Only attachments with type AP Invoice appear on invoices.

Auto Close Work Order on Final Bill / Auto Delete Open Trips / Use Closest Open Month

• Configure workflow for closing and posting work orders and trips.

Credit Hold

• Default: S – Soft Credit Hold to alert users.

Recognize Revenue as Costs Incurred

• Recommended to leave unchecked; revenue is recognized during billing.

Default Use Tax on Purchases

• Automatically applies use tax on material-related work completed lines.

Default Trip Duration

• Sets the default hours for trips created in the Dispatch Board (default 1 hour).

Default Receivable Type / Invoice Reports

• Assigns default receivable type and custom invoice reports for work orders and agreements.

Dispatch Board Age Alert / Generate Agreement WO Time

• Sets default for open job alerts and schedules agreement work order process runs.

Audit Options

• Tracks updates to HQ Master Audit (HQMA) file. Recommended to enable all options.

Agreement Sync Options

• Automatically updates agreement services or PM work orders when parts or class maintenance tasks change.

• Includes Service Item Parts Sync, Class Maintenance Sync, and PM Work Order Parts Sync.

Auto-Numbering

• Enables sequential numbers for Service Sites, Serviceable Items, and Serviceable Item Parts.

Email Settings

• Configure From Address, Subject, and Body for automated emails.

• Supports HTML formatting and company logos.