High5Wiki - User contributions [en]

SME and SQL Express

2014-01-03T23:50:33Z

ElliotD:

SQL Express is limited in some important ways:

 1) The amount of memory that can be used per instance is limited to 1 gig. (Note that because we do processes outside of SQL in the operating systems Common Language Runtime (CLR), the actual usage will be above the 1 gig limit. I’ve seen Express take up to 1.5 – 2.0 gigs of memory so MS is not consistent in how they throttle it).
 2) The CPUs are limited to one. (In 2012 it is “The lesser of one socket or four cores”. (this is an improvement over earlier versions but still a limit)
 3) The database size is limited to 10 gigs.
 4) Express versions also go into ‘idle mode’ if the database is not used for a period of time (means the first person to start using SME after a period of inactivity, companywide, will notice a slower program until SQL rewrites the cashed query processes which improve speed).

 
 Given those restraints we would advocate going with a full version, if you can possibly afford it. The licensing for SQL is a bit of a maze to work through so you may need to work with someone that knows the best license scenario to purchase. Standard Edition should be adequate.

Barcode for SME Installation Instructions

2014-01-03T23:25:51Z

ElliotD: /* Enabling wifi on the device: */

== SME Barcode Install ==

'''First'''
# On the MT-2090 Scroll and select '''Config...'''
# Scroll to and select '''Configure USB'''
# Scroll to '''ActiveSync''' and press''' ENT''' then '''Close'''
 '''Second'''
# Scroll to and select '''Wireless Companion''' (Also inside Config)
# If the second to bottom item says 'Disable Radio', Scroll to it and press '''ENT'''
# If Not, scroll to Exit Press ENT then Answer yes to the Pop-Up window.
 '''Third'''
# Plug the Device into your Computer using the USB cable that came with the Device.
# You should see a window telling you you've plugged in a device (possibly installing drivers)
# You should also be able to see the device in Windows Explorer under Computer.
 '''Fourth'''
# High5 Support or Sales will provide you with the installer file.
# Double click on SMEBarcodeInstaller.msi
# Follow the on Screen Prompts and select '''Default Directory''' when asked.
 '''Fifth'''
# Once the install process is finished on the device (You can squeeze the trigger to display the screen on the device pressing keys activates that key and could interrupt the install process)
# Squeeze the Trigger and the '2' button together for at least 10 sec. The device screen will flash white then go black and then go white again at this point you can release the button and trigger.
# This is called a Cold-Boot if the device ever starts to act funny you can perform this and it will return to normal.
# Once the device boots you should see SME Barcode as the first item on the list.

== Enabling wifi on the device: ==

# On the MT-2090, scroll and select '''Config..'''
# Scroll to and select '''Wireless Companion'''
# Select '''Find WLAN's''' scroll to the desired one and press '''ENT''' and select '''Connect.'''
# Follow the wizard entering your information using the '''TAB''' key and Direction buttons. press the yellow button to enable/disable the letters on each number pad. (press the number -rapidly, multiple times to cycle through letters lowercase the upper
# You will need to set your wireless mode properly, please check with your admin on how to setup the wifi. The following are specific settings for the wifi:
## Profile Name: This can be any descriptive name
## ESSID: This must match your wifi name and will match the same name that you would see on a PC or SmartPhone when you scan for wifi networks.
## Operating Mode: Infrastructure is the most common. Ad-hoc requires a lot more settings.
## Country: USA most likely.
## Security Modes: This should match your security setting on the wifi. Below are some descriptions of options:
### Legacy(Pre-WPA): This is used for WEP systems
## Authentication: None is most common
## Encryption (The following settings are if you are WEP or Legacy (Pre-WPA) settings:
### Open: If your wifi has no encryption.
### WEP-40
### WEP-128
## Preshared Key: If your security key is 26 numbers, then most likely youare using Hexadecimal Keys rather than Pass-Phrase. Be sure to set the option for Hexadecimal or Pass-Phrase to match your wifi setting.
## UNCHECK "For added security- Mask characters entered". This is VERY important because this device is so hard to enter letters and characters, if you can't see the entered data, you will probably make a mistake. This does not affect your security except whil you are entering the password. To uncheck this, tab to that field and then select the 0 key.
### When you get to the screen that says Profile Entry Encryption, type: tab to the check box saying "For added security - Mask Characters entered" Enable letters using the yellow button and press 0 This should unselect the check box.
## For Hexadecimal, enter the code in Key 1.
# Once again select Wireless companion and Options
# Cycle through the listbox until you get to Regulatory
# TAB to Enable 802.11d and deselect this using same process as previously for check boxes.
# TAB to Save and press ENT
# Disable letters using the yellow button
# Press the blue button and ESC
# You should see signal bars in the top right of the screen
# Once at the Config screen press 0 to return to the Home screen

It's a good idea to test the wifi to make sure it's working properly as it's possible to see the wireless bars, but not really have proper access.
# From the main screen select Configure>Wireless Companion>Wireless Diagnostics>Ping or Traceroute.
# Enter a IP address such as 4.2.2.2 which is accessible from anywhere and accepts pings (and is a little easier to enter).
# Select Enter
# If your wifi is setup properly, you should see a successful Rx or traceroute.
# If you are not getting a successful receive on the ping or traceroute, then you will need to reconfigure your wifi settings. You will need to get help from the wifi network admin because there are numerous wifi settings and passwords that High 5 Software would not know.

== WebService ==

Note: This section is only required if you have not setup webservice for SME yet. The same webservice is used for TechPortal, Android for SME, CustomerPortal, SubcontractorPortal, and incoming Automated email for SME, so if you already have these products, you will not need to re-install the webservice.

If you do not have WebServices, go to this page for installation instructions:
[[SME Web Services Installation Guide]] or [[CustomerPortal and TechPortal Install Guide]]

== Use the Barcode ==
After this is complete please visit our wiki site on how to use the barcode device.
[[Barcode_for_SME]]

CustomerPortal and TechPortal Install Guide

2014-01-03T23:13:24Z

ElliotD:

Customer side of the High5 Software Customer,Tech Portal and Email side install instructions. 
For Windows 2003, 2008, Vista and Windows 7 only. 

The portal software has the following major pieces that will need to be installed: 

<h3>SME Version 7.1 or 7.2</h3>
WebServices for SME requires SME version 7.1 or later. 

<h3>Install of .net framework 4</h3>
This should be installed first as it will require a report for system Operating systems.
http://www.microsoft.com/download/en/details.aspx?id=17851

<h3>Install of Internet Information Services (IIS)</h3>
IIS should be installed by using the Add/Remove Windows features, in all versions except Windows Server 2008. For windows Server 2008 you will need to use the Add Roles. It is very important to have the IIS 6 Management Compatibility checked including all its children objects when dealing with Vista/2k8 or later of IIS.

[[File:IIS.png]] 

<h3>Install of Web Service Software to support Portals</h3>
Install guide: http://high5software.com/mediawiki/index.php?title=SME_Web_Services_Installation_Guide 
The install files can be fetched from the following addresses 
 32bit www.high5software.com/downloads/webservices/SMEWebServices_x86.msi 
64bit www.high5software.com/downloads/webservices/SMEWebServices_x64.msi 

When you run these files you must be logged into the machine local administrator. If you are told you do not have permission contact support.

During the process you will be prompted to enter the pathway to alias62.ini file. The file itself is located in the same directory as SME5.exe. All slashes should be forward slashes instead of backwards. If you are unsure if configuration file is accessible please contact support.

Once installed you should be able to open your web browser on the server and type in the following:
http://localhost/SMEWebServices

[[File:SME_Web_Service.png]] 

Towards the bottom of the list is a function called GetOrderStatusList. Click on this link to, then click on the invoke button to run the command. You should see data (if you have open tickets). Else you may want to contact support to verify that it is open.

<h3>Configure Router to allow inbound communication from internet to machine running IIS.</h3>
Finally the router needs to be setup to pass inbound communications from the internet to the machine running IIS. You will need to either consult your IT staff or router manual to configure this.

==Provide your Options and Settings==
Once you have above setup please fill out this form for the settings and options:

https://docs.google.com/spreadsheet/viewform?fromEmail=true&formkey=dGlPc2VSeDc5RnZMX1Q2TDdlQkpiU2c6MQ

This form request the following information and options: 
* IP address 
* Port Number 
* Options you want setup from the list below 

At this point high5 will set up the public side, and will provide you with the information you need to access the public side of the Customer/Tech Portal.

===Tech Portal Options===
Select all the Features you want for Tech Portal
* Hide Cost for items and labor. Check to Hide
* Hide price for items and labor, Check to Hide
* Set Labor Billable Qty = Scheduled Qty entered by Tech

===Customer Portal Options===
Customer Portal has various options, contact High 5 Software support on how you want your options configured:
* Show or hide Service Orders
* Show or Hide Issues (from SME Help Desk Area)
* Show or Hide Equipment
* Show or Hide HelpDesk
* Show or Hide Install Orders
* Show or Hide Customer Documents
* Show or Hide Invoices
* Show or Hide Info which gives an overview of the invoice aging.
* Allow adding a New Service order
* Allow closing a Service or Install order

CustomerPortal and TechPortal Install Guide

2014-01-03T23:11:56Z

ElliotD: changed Personal to staff

Customer side of the High5 Software Customer,Tech Portal and Email side install instructions. 
For Windows 2003, 2008, Vista and Windows 7 only. 

The portal software has the following major pieces that will need to be installed: 

<h3>SME Version 7.1 or 7.2</h3>
WebServices for SME requires SME version 7.1 or later. 

<h3>Install of .net framework 4</h3>
This should be installed first as it will require a report for system Operating systems.
http://www.microsoft.com/download/en/details.aspx?id=17851

<h3>Install of Internet Information Services (IIS)</h3>
IIS should be installed by using the Add/Remove Windows features, in all versions except Windows Server 2008. For windows Server 2008 you will need to use the Add Roles. It is very important to have the IIS 6 Management Compatibility checked including all its children objects when dealing with Vista/2k8 or later of IIS.

[[File:IIS.png]] 

<h3>Install of Web Service Software to support Portals</h3>
Install guide: http://high5software.com/mediawiki/index.php?title=SME_Web_Services_Installation_Guide 
The install files can be fetched from the following addresses 
 32bit www.high5software.com/downloads/webservices/SMEWebServices_x86.msi 
64bit www.high5software.com/downloads/webservices/SMEWebServices_x64.msi 

When you run these files you must be logged into the machine local administrator. If you are told you do not have permission contact support.

During the process you will be prompted to enter the pathway to alias62.ini file. The file itself is located in the same directory as SME5.exe. All slashes should be forward slashes instead of backwards. If you are unsure if configuration file is accessible please contact support.

Once installed you should be able to open your web browser on the server and type in the following:
http://localhost/SMEWebServices

[[File:SME_Web_Service.png]] 

Towards the bottom of the list is a function called GetOrderStatusList. Click on this link to, then click on the invoke button to run the command. You should see data (if you have open tickets). Else you may want to contact support to verify that it is open.

<h3>Configure Router to allow inbound communication from internet to machine running IIS.</h3>
Finally the router needs to be setup to pass inbound communications from the internet to the machine running IIS. You will need to either consult your IT staff or manual for your router to configure this.

==Provide your Options and Settings==
Once you have above setup please fill out this form for the settings and options:

https://docs.google.com/spreadsheet/viewform?fromEmail=true&formkey=dGlPc2VSeDc5RnZMX1Q2TDdlQkpiU2c6MQ

This form request the following information and options: 
* IP address 
* Port Number 
* Options you want setup from the list below 

At this point high5 will set up the public side, and will provide you with the information you need to access the public side of the Customer/Tech Portal.

===Tech Portal Options===
Select all the Features you want for Tech Portal
* Hide Cost for items and labor. Check to Hide
* Hide price for items and labor, Check to Hide
* Set Labor Billable Qty = Scheduled Qty entered by Tech

===Customer Portal Options===
Customer Portal has various options, contact High 5 Software support on how you want your options configured:
* Show or hide Service Orders
* Show or Hide Issues (from SME Help Desk Area)
* Show or Hide Equipment
* Show or Hide HelpDesk
* Show or Hide Install Orders
* Show or Hide Customer Documents
* Show or Hide Invoices
* Show or Hide Info which gives an overview of the invoice aging.
* Allow adding a New Service order
* Allow closing a Service or Install order

CustomerPortal and TechPortal Install Guide

2014-01-03T23:03:16Z

ElliotD: /* Provide your Options and Settings */

Customer side of the High5 Software Customer,Tech Portal and Email side install instructions. 
For Windows 2003, 2008, Vista and Windows 7 only. 

The portal software has the following major pieces that will need to be installed: 

<h3>SME Version 7.1 or 7.2</h3>
WebServices for SME requires SME version 7.1 or later. 

<h3>Install of .net framework 4</h3>
This should be installed first as it will require a report for system Operating systems.
http://www.microsoft.com/download/en/details.aspx?id=17851

<h3>Install of Internet Information Services (IIS)</h3>
IIS should be installed by using the Add/Remove Windows features, in all versions except Windows Server 2008. For windows Server 2008 you will need to use the Add Roles. It is very important to have the IIS 6 Management Compatibility checked including all its children objects when dealing with Vista/2k8 or later of IIS.

[[File:IIS.png]] 

<h3>Install of Web Service Software to support Portals</h3>
Install guide: http://high5software.com/mediawiki/index.php?title=SME_Web_Services_Installation_Guide 
The install files can be fetched from the following addresses 
 32bit www.high5software.com/downloads/webservices/SMEWebServices_x86.msi 
64bit www.high5software.com/downloads/webservices/SMEWebServices_x64.msi 

When you run these files you must be logged into the machine local administrator. If you are told you do not have permission contact support.

During the process you will be prompted to enter the pathway to alias62.ini file. The file itself is located in the same directory as SME5.exe. All slashes should be forward slashes instead of backwards. If you are unsure if configuration file is accessible please contact support.

Once installed you should be able to open your web browser on the server and type in the following:
http://localhost/SMEWebServices

[[File:SME_Web_Service.png]] 

Towards the bottom of the list is a function called GetOrderStatusList. Click on this link to, then click on the invoke button to run the command. You should see data (if you have open tickets). Else you may want to contact support to verify that it is open.

<h3>Configure Router to allow inbound communication from internet to machine running IIS.</h3>
Finally the router needs to be setup to pass inbound communications from the internet to the machine running IIS. You will need to either consult your IT personal or manual for your router to configure this.

==Provide your Options and Settings==
Once you have above setup please fill out this form for the settings and options:

https://docs.google.com/spreadsheet/viewform?fromEmail=true&formkey=dGlPc2VSeDc5RnZMX1Q2TDdlQkpiU2c6MQ

This form request the following information and options: 
* IP address 
* Port Number 
* Options you want setup from the list below 

At this point high5 will set up the public side, and will provide you with the information you need to access the public side of the Customer/Tech Portal.

===Tech Portal Options===
Select all the Features you want for Tech Portal
* Hide Cost for items and labor. Check to Hide
* Hide price for items and labor, Check to Hide
* Set Labor Billable Qty = Scheduled Qty entered by Tech

===Customer Portal Options===
Customer Portal has various options, contact High 5 Software support on how you want your options configured:
* Show or hide Service Orders
* Show or Hide Issues (from SME Help Desk Area)
* Show or Hide Equipment
* Show or Hide HelpDesk
* Show or Hide Install Orders
* Show or Hide Customer Documents
* Show or Hide Invoices
* Show or Hide Info which gives an overview of the invoice aging.
* Allow adding a New Service order
* Allow closing a Service or Install order

CustomerPortal and TechPortal Install Guide

2014-01-03T23:02:35Z

ElliotD: /* Provide your Options and Settings */

Customer side of the High5 Software Customer,Tech Portal and Email side install instructions. 
For Windows 2003, 2008, Vista and Windows 7 only. 

The portal software has the following major pieces that will need to be installed: 

<h3>SME Version 7.1 or 7.2</h3>
WebServices for SME requires SME version 7.1 or later. 

<h3>Install of .net framework 4</h3>
This should be installed first as it will require a report for system Operating systems.
http://www.microsoft.com/download/en/details.aspx?id=17851

<h3>Install of Internet Information Services (IIS)</h3>
IIS should be installed by using the Add/Remove Windows features, in all versions except Windows Server 2008. For windows Server 2008 you will need to use the Add Roles. It is very important to have the IIS 6 Management Compatibility checked including all its children objects when dealing with Vista/2k8 or later of IIS.

[[File:IIS.png]] 

<h3>Install of Web Service Software to support Portals</h3>
Install guide: http://high5software.com/mediawiki/index.php?title=SME_Web_Services_Installation_Guide 
The install files can be fetched from the following addresses 
 32bit www.high5software.com/downloads/webservices/SMEWebServices_x86.msi 
64bit www.high5software.com/downloads/webservices/SMEWebServices_x64.msi 

When you run these files you must be logged into the machine local administrator. If you are told you do not have permission contact support.

During the process you will be prompted to enter the pathway to alias62.ini file. The file itself is located in the same directory as SME5.exe. All slashes should be forward slashes instead of backwards. If you are unsure if configuration file is accessible please contact support.

Once installed you should be able to open your web browser on the server and type in the following:
http://localhost/SMEWebServices

[[File:SME_Web_Service.png]] 

Towards the bottom of the list is a function called GetOrderStatusList. Click on this link to, then click on the invoke button to run the command. You should see data (if you have open tickets). Else you may want to contact support to verify that it is open.

<h3>Configure Router to allow inbound communication from internet to machine running IIS.</h3>
Finally the router needs to be setup to pass inbound communications from the internet to the machine running IIS. You will need to either consult your IT personal or manual for your router to configure this.

==Provide your Options and Settings==
Once you have above setup please fill out this form for the settings and options:

https://docs.google.com/spreadsheet/viewform?fromEmail=true&formkey=dGlPc2VSeDc5RnZMX1Q2TDdlQkpiU2c6MQ

This form request the following information and options: 
* IP address 
* Port Number 
* Options you want setup from the list below 

At this point high5 will set up the public side, and will provide you with information you need to access the public side of the Customer/Tech Portal.

===Tech Portal Options===
Select all the Features you want for Tech Portal
* Hide Cost for items and labor. Check to Hide
* Hide price for items and labor, Check to Hide
* Set Labor Billable Qty = Scheduled Qty entered by Tech

===Customer Portal Options===
Customer Portal has various options, contact High 5 Software support on how you want your options configured:
* Show or hide Service Orders
* Show or Hide Issues (from SME Help Desk Area)
* Show or Hide Equipment
* Show or Hide HelpDesk
* Show or Hide Install Orders
* Show or Hide Customer Documents
* Show or Hide Invoices
* Show or Hide Info which gives an overview of the invoice aging.
* Allow adding a New Service order
* Allow closing a Service or Install order

Reporting

2014-01-03T00:10:07Z

ElliotD: /* All standard reports in SME, listed by type */

Report Builder is the reporting component used in SME for creating and customizing reports. To access Report Builder:

== Report Builder Module ==

To access Report Builder in SME go to the Reports module> Customize Reports> Open Report Designer.

If the report you are editing is a Standard Report you will be asked to create a custom report. Refer to Duplicating a Report for Custom Use.

To become familiar with the report builder module and user interface refer to the Report Builder Tutorial.

Some SME reports use SQL queries to extract data. If you are editing a report with the report file name starting with "qry" contact High5 Support for assistance modifying the report.

== How to Duplicate Standard Reports for Custom Use ==

* Go to the ‘Report Center> Customize Reports’

* [[File:1 Image(1).png]]

* Retrieve the report you want to duplicate from ‘Search Standard’.

* [[File:2 Image(1).png]]

* After the report loads click on the ‘Duplicate Report’ button.

* [[File:3 Image(1).png]]

* SME will auto fill the fields with the word ‘Custom’ and ‘Copy of’. At this time it is recommended that you rename the report to a name unique for your company or use.

* [[File:4 Image(1).png]]

* Similar to this:

* [[File:5 Image(1).png]]

* Save the report.

* Click on the ‘Open Report Designer’ button.

* [[File:6 Image(1).png]]

* When the report designer opens click on ‘File> Save As’ and rename the report.

* Note: It is recommended that you add a prefix or suffix to the current report name as this will enable High5 support to readily assist with troubleshooting should an issue arise.

* [[File:88 Image(1).png]]

* Click ‘Save’ and close the report designer.

* Click on the browse ellipsis to the right of the ‘Filename’ field and select the file you saved in the step above.:

* [[File:7 Image(3).png]]

* Click on Open:

* [[File:8 Image(2).png]]

* Click on Save and the custom report will now be unique and ready for further editing.

* [[File:9 Image(1).png]]

<div align="center">Reports Center</div>

'''Purpose'''
 The purpose of this document is to further explain the different options under the Customize Reports section of SME. Most reports can be run from their respective modules. While other details reports, like the Aging and Tax Reports are actually ran from the Reports Module.

'''Document Center Overview Main Screen'''
 The main function of the document center is that of a central repository which will allow you to keep track of external documents you deem important, as well as any reports templates you want to create for SME.

'''Option Found on the Main Screen (Details and Settings)'''

<table>
<tr>
<td style="padding: 0in 5.4pt; width: 65pt; height: 15pt;" nowrap="nowrap" valign="bottom" width="87">
'''Short Name'''

</td><td style="padding: 0in 5.4pt; width: 71pt; height: 15pt;" nowrap="nowrap" valign="bottom" width="95">
Short Name is internal name of the document for SME.



</td></tr>
<tr style="height: 15pt;">
<td style="padding: 0in 5.4pt; width: 123pt; height: 15pt;" nowrap="nowrap" valign="bottom" width="164">
'''Title'''

</td><td style="padding: 0in 5.4pt; width: 65pt; height: 15pt;" nowrap="nowrap" valign="bottom" width="87">
In some reports it is possible to generate a title on the fly. Which will be explained in detail later in this document.


</td></tr>
<tr style="height: 15pt;">
<td style="padding: 0in 5.4pt; width: 123pt; height: 15pt;" nowrap="nowrap" valign="bottom" width="164">
'''File Name'''

</td><td style="padding: 0in 5.4pt; width: 65pt; height: 15pt;" nowrap="nowrap" valign="bottom" width="87">
This is the physical name of the file.


</td></tr>
<tr style="height: 15pt;">
<td style="padding: 0in 5.4pt; width: 123pt; height: 15pt;" nowrap="nowrap" valign="bottom" width="164">
'''Description'''

</td><td style="padding: 0in 5.4pt; width: 65pt; height: 15pt;" nowrap="nowrap" valign="bottom" width="87">
General description of what the file is used for.


</td></tr>
<tr style="height: 15pt;">
<td style="padding: 0in 5.4pt; width: 123pt; height: 15pt;" nowrap="nowrap" valign="bottom" width="164">
'''Is Restricted'''

</td><td style="padding: 0in 5.4pt; width: 65pt; height: 15pt;" nowrap="nowrap" valign="bottom" width="87">
Checking this makes it so only an administrator can view this report.


</td></tr>
<tr style="height: 15pt;">
<td style="padding: 0in 5.4pt; width: 123pt; height: 15pt;" nowrap="nowrap" valign="bottom" width="164">
'''File Name'''

</td><td style="padding: 0in 5.4pt; width: 65pt; height: 15pt;" nowrap="nowrap" valign="bottom" width="87">
This is the physical name of the file.


</td></tr>
<tr style="height: 15pt;">
<td style="padding: 0in 5.4pt; width: 123pt; height: 15pt;" nowrap="nowrap" valign="bottom" width="164">
'''Is External'''

</td><td style="padding: 0in 5.4pt; width: 65pt; height: 15pt;" nowrap="nowrap" valign="bottom" width="87">
Used to determine if this is an SME report builder report, or an external report or document.


</td></tr>
<tr style="height: 15pt;">
<td style="padding: 0in 5.4pt; width: 123pt; height: 15pt;" nowrap="nowrap" valign="bottom" width="164">
'''Duplicate Report'''

</td><td style="padding: 0in 5.4pt; width: 65pt; height: 15pt;" nowrap="nowrap" valign="bottom" width="87">
This creates a new entry in the Docs table, with all same information as above. (Used for making a custom aging report).


</td></tr>
<tr style="height: 15pt;">
<td style="padding: 0in 5.4pt; width: 123pt; height: 15pt;" nowrap="nowrap" valign="bottom" width="164">
'''Report Designer'''

</td><td style="padding: 0in 5.4pt; width: 65pt; height: 15pt;" nowrap="nowrap" valign="bottom" width="87">
Used to Launch Report Designer.

</td></tr></table>
 '''Availability'''
 The Availability tab allows you to allow you to choose where a report will be located when you want to print the report, as well as its location under the Reports Module.

'''Reports Specifiers'''
 The Report Specifiers tab function is your main options in setting up Reports for SME to use. This includes filters, Main table, as well other options as explained below.

<table border=1>

<tr>
<td>Master Table</td>
<td>This is the main table from which data will be pulled from. Also note that all filters applied are against the master table. Another thing to note about master table, is that certain tables, such as Service Orders, Install Orders, Invoices, and Proposals will bring in all the other related tables. </td>
</tr>
<tr>
<td>Date Specifier</td>
<td>This option is to be used when you want to apply filter on reports by a date range. Now this can be either a single date range, or Beginning and Ending Date range. Date field will be determined by what you pick as your master table. Note: Running the report with filters is done though the Reports Module.</td>
</tr>
<tr>
<td>Status Specifier</td>
<td>Just like the Date Specifier the status specifier acts as a filter true or false fields. Example of this would be the Active vs Inactive Customer.</td>
</tr>
<tr>
<td>Alternative Column Format</td>
<td>Currently not in use.</td>
</tr>
<tr>
<td>Email Option Available</td>
<td>This will give you the option to email report both in the Reports Module as well as report specific module when active.</td>
</tr>
<tr>
<td>Show on Module Print Menu</td>
<td>When enabled it will, and you have the security clearance you will see the report under the Print button found in any module. Note to determine which module a report will be printed in is set by the Availability tab.</td>
</tr>
<tr>
<td>This is a Service and Install Ticket</td>
<td>Currently not used</td>
</tr>
<tr>
<td>Allow Queries for this Report</td>
<td>This allows you to setup your own query. This is always against the Master Table. This also needs to be run in the Reports Module.</td>
</tr>
<tr>
<td>Allow Indexes Change</td>
<td>In report where you are using grouping. You will be able to change what is the original index to something else. Visible in Reports Module.</td>
</tr>
<tr>
<td>Allow Save Query</td>
<td>This will allow you to save a query after its run. Note that you can run the query once, then uncheck it so that the query always exist.Done in Reports Module.</td>
</tr>
<tr>
<td>Allow on Print Package</td>
<td>This will enable the report to show on Print Package for the module it is in.</td>
</tr>
<tr>
<td>Index Name</td>
<td>The default index used when Printing a report that is using groups.</td>
</tr>
</table>

 '''Details Specifiers'''
 The purpose of the detail specifier tab is to setup the pipes to other tables. This is done by connecting the Primary Key of the Master table, with the Foreign Key of Detail Table. As well as connect Details Detail table to the Detail table. Note: In report designer each table you choose will show up under the Data Pipes.

 '''Details -> Master'''
 <table border=1>
<tr>
<td>Details Table</td>
<td>This is where you set the table you will be adding to addition to the master table.</td>
</tr>
<tr>
<td>Details Index</td>
<td>This is the Foreign Key inside the Details table that relates back to the master table.</td>
</tr>
<tr>
<td>Master Table Linking Field</td>
<td>This is the Index from the Master table you are using.</td>
</tr>
</table>

 '''Details Detail-> Details Link'''
 <table border=1>
<tr>
<td>Details Table</td>
<td>This is the table that will be linked to the Details Table</td>
</tr>
<tr>
<td>Details Index</td>
<td>This Foreign Key found within the Details Detail table</td>
</tr>
<tr>
<td>Detail Linking Field</td>
<td>This is the field in the Details table that will be link from the Details Index.</td>
</tr>
</table>

 '''Specified Links'''
 Once accept your link the new link will show up in the Specified links in the following format.
Details Table, Details Detail Table, Details Index, Master Index, Details Detail Index, Detail Linking Field.

'''Hints to Linking Reports'''
 One thing to know about linking reports is that you can bring in as many reports as possible. You are not limited one Details and Details Detail. Each entry will show up in the Specified Links.

Try to use the highest level table as the master table in relation to what you are looking for in your data. If your report is based off Service Orders, the master table should then be ServiceOrders. Also to note any filters applied to a report before processing is based off the Master table.

All tables have a UID attribute. This is the primary key for that table. Many tables have one than more foreign key. All Foreign key will have the word UID in there name. Example of this is that CustUID can be found in the ServiceOrders, thus you can connect Customers with ServiceOrders. When linking tables you will always want do this by UIDs.

The Master Table by default is the whole of the Report Document. Any reports with multiple entries in details table will need placed in a sub report. Good example of this with ServiceOrder and ServiceOrderMaterials. To see all your materials you will need to place your materials in a sub report.

Few tables can be linked in the details detail table. If you are unable to access any drop down, it is because this table is not a secondary table.

'''Titles'''
 To set up a report where you can change the title all you will need to do is make sure that label used in SME is pulling from the SystemsDefaults> ReportTitle. SME will always use the Default time unless it is changed in the '''Reports Module'''.

See ReportBuilder for information on the Report Builder tool.
You can also download a pdf called "Learn Report Builder" from here:
 http://www.digital-metaphors.com/pdf/LearnReportBuilder.pdf

== Report Builder Tutorial ==

SME uses a tool called Report Builder to customize the report/document forms.

 The tutorial, available from the following link will familiarize you with the necessary steps required to create, modify, or customize existing reports however it cannot be attached to your SMP data.

  "http://www.digital-metaphors.com/download/learning_reportbuilder.html"

== Customizing Reports with Report Builder ==

This tutorial assumes that you are modifying an existing report, where the settings under Customize Report are correctly set. If you wish to modify those details, read Customizing Reports.

To access the Report Builder, go to Customize Reports under the Reports tab in SME and click the Open Report Designer button.

'''Adding New Text Fields'''

In this tutorial, the Standard Purchase Order report will have phone, fax, and due date fields added to it.

Step 1: making room for the new fields. Phone and fax information are only listed once per page, so they belong in the Header or Group Header. Drag the Group Header down to free up space. To move the headings for the details down, drag a box around them and drag them down to be right above the Group Header ribbon.

Step 2: adding new non-repeating fields. Phone and fax information can be found under the Customer table, in the Data Tree on the right side of the screen. Select the Customer table, then the Phone and Fax fields, and drag them onto an empty spot on the report.

Step 3: adding repeating fields. Because Due Dates show up on every item, that field belongs in the Detail tab. In this report, the details are in a SubReport. Click on the tabs on the bottom of the screen to move between the main report and subreports. The DueDate field is in the PurchaseOrders table, so select it then drag DueDate to where you want it.

Once you're finished arranging the text fields, save the report and make sure the Filename is specified as the new report file in the Details and Settings section of Customize Report.

'''Formatting: Page Breaks'''

This tutorial is useful for if you only want to print one item or one customer per page, and the report is not set to page break on a change in that field. Placing a field in either the header or group header space will result in only one value being displayed. Placing the field in the details space will display all values in the table.

To print one main field (customer, item, location, etc) per page:

# Move the field you want to page break on to the Group Header. Right-click the Group Header ribbon and select Groups, or go to Report tab and click Groups.
# Change Break On to the data field you want to page break on.
# Check “Start new page” under On Group Change.
# Click Ok.

== Company Reports ==

There are over 144 standard reports in SME.

To Access the entire list go to Reports> Print Reports.

Reports are listed by module.

== All standard reports in SME, listed by type==

'''Computer'''

None

'''Customer'''

 Standard Accrued Balance Report/Billing
 Standard Aging Report by Date Range
 Standard Batch Invoice
 Standard Billable Customer Report
 Standard Credit Report
 Standard Customer Contact List
 Standard Customer Equipment List
 Standard Customer Install History
 Standard Customer Label 5160-Billing
 Standard Customer Label 5160-Site
 Standard Customer Maintenance Expired
 Standard Customer Message Center
 Standard Customer Notes Report
 Standard Customer Open Deposits
 Standard Customer Report
 Standard Customer Service History
 Standard Customer SnapShot Report
 Standard Customer Statement
 Standard Customer Statement/Due Date
 Standard Customer SubContractor Report
 Standard Customer System Report Detailed
 Standard Customer System Report Summary
 Standard Customer Trunk Report
 Standard Customers By Name
 Standard Customers By Sales Person
 Standard Directions Report
 Standard Envelope Window Location
 Standard Labor Report, By Order
 Standard Maintenance Contracts Report
 Standard Open Invoice Reports
 Standard Order Material List
 Standard Past Due Notice
 Standard Payment Receipt
 Standard PM Planning List
 Standard Prepaid Hours Balance Report
 Standard Prepaid Hours Balance Summary
 Standard Prepaid Service Balance Report
 Standard Undistributed Payments
 Standard Warranty Expired

'''Direct Sales'''

None

'''Equipment'''

 Standard Equipment List by Site
 Standard Equipment List Excel
 Standard Equipment Spares by Site

'''Fixed Assets'''

Standard Fixed Assets

'''Install Order'''

 Standard Closed Order List
 Standard Closed Order Report
 Standard Install - Dot Matrix
 Standard Install Ticket
 Standard Report, by Order
 Standard Material Request, Install Order
 Standard Open Order List
 Standard Open Order Report
 Standard Open Order Report, No Due Date
 Standard Order Material List
 Standard Order Profit/Loss Report
 Standard Order Ticket
 Standard Order Ticket - Dot Matrix
 Standard Order Ticket - Order Item
 Standard Order Ticket - Summary
 Standard Order Ticket 1
 Standard Order Ticket Detailed
 Standard Order with Mat/Service
 Standard Packing List
 Standard Packing List Order Items
 Standard Sub Ticket - Order Item
 Standard Tech Order Report

'''Inventory'''

 Standard Inventory by Location Serial #
 Standard Horizontal Barcode
 Standard Inventory by Location QTF
 Standard Inventory Count Sheet
 Standard Inventory Items
 Standard Inventory Report
 Standard Inventory Summary Report
 Standard Inventory with Location Details
 Standard Vertical Barcode

'''Inventory Services'''

None

'''Inventory Transfer'''

None

'''Invoice'''

 Standard Accrued Balance Report/Billing
 Standard Accrued Balance Report/Site
 Standard Accrued Sales Tax Report
 Standard Aging Report by Date Range
 Standard All Cash Sales Tax Report
 Standard All Invoiced Orders-Compressed
 Standard All Invoiced Orders=Suppressed
 Standard All Invoiced Orders Detailed
 Standard All Invoiced Orders Summary
 Standard Batch Invoice
 Standard Bill History By Sales Person
 Standard Bill History By Service Code
 Standard Billing History Column
 Standard Cash Excise Tax Report
 Standard Cash Sales Tax By Codes
 Standard Cash Sales Tax Report
 Standard Credit Report
 Standard Customer Maintenance Expired
 Standard Customer Statement
 Standard Customer Statement/Due Date
 Standard Incurred Charges Report
 Standard Invoice - Order Items
 Standard Invoice Profit/Loss Report
 Standard Invoice Registry
 Standard Invoices Breakdown
 Standard Itemized Invoice
 Standard Job Cost Report
 Standard Labor Report, by Order
 Standard Open Invoice Report
 Standard Open Invoices Summary
 Standard Open Order List
 Standard Open Order Report
 Standard Open Order Report, No Due Date
 Standard Order Materials List
 Standard Order Profit/Loss Report
 Standard Order Ticket
 Standard Order Ticket - Dot Matrix
 Standard Order Ticket - Summary
 Standard Past Due Invoice Date Cutoff
 Standard Past Due Notice
 Standard Past Due Summary
 Standard Payment Receipt
 Standard Prepaid Services Applied, Inv
 Standard Sales History Report
 Standard Sales Tax Liability-Accrued
 Standard Sales Tax Liability-Cash
 Standard Services Sold

'''Issues'''

 Standard Issues Report Summary

'''Maintenance Contracts'''

 Standard Maintenance Contracts Report

'''Package'''

 Standard Package List

'''Parts'''

 Standard Parts Report

'''Payment'''

 Standard Credit Report
 Standard Payment by PayType
 Standard Payment Receipt
 Standard Payments
 Standard Payments by Sales Person
 Standard Prepaid Services Applied, Inv
 Standard Undistributed Payments

'''Projects'''

None

'''Proposal'''

 Standard Bid and Quotes
 Standard Open Proposal Activity by Cust
 Standard Open Proposal Activity by Date
 Standard Order Item Proposal
 Standard Proposal Profit/Loss Report

'''Purchase Orders'''

 Standard Order JIT Report
 Standard Order JIT Report by Order
 Standard Purchase Order

'''Recurring Invoices'''

 Standard Recurring Billing Report
 Standard Recurring Invoice Profit/Loss

'''Recurring Orders'''

None

'''Returns'''

 Standard Return Ticket by Vendor
 Standard Return Ticket by Ship From

'''Rolodex'''

Standard Contact List

'''Sales'''

 Standard Payments by Sales Person
 Standard Sales Leads

'''Sales Help Desk'''
 '''Standard Sales Knowledge Base'''

 '''Scheduled Services'''

 '''None'''

 '''Service Order'''

 '''Standard Closed Order List'''
 '''Standard Closed Order Report'''
 '''Standard Customer Maintenance Expired'''
 '''Standard Job Cost Report'''
 '''Standard Labor Report, by Order'''
 '''Standard Material Request, Service Order'''
 '''Standard Open Order List'''
 '''Standard Open Order Report'''
 '''Standard Open Order Report, No Due Date'''
 '''Standard Order calls - Summary Format'''
 '''Standard Order Material List'''
 '''Standard Order Profit/Loss Report'''
 '''Standard Order Ticket'''
 '''Standard Order Ticket - Dot Matrix'''
 '''Standard Order Ticket - Order Item'''
 '''Standard Order Ticket - Summary'''
 '''Standard Order Ticket 1'''
 '''Standard Order Ticket Detailed'''
 '''Standard Order with Mat/Service'''
 '''Standard Packing List'''
 '''Standard Prepaid Service, Service'''
 '''Standard Service - Dot Matrix'''
 '''Standard Service Ticket'''
 '''Standard Sub Ticket - Order Item'''
 '''Standard Tech Order Report'''

 '''Tech Help Desk'''

 '''Standard Tech Knowledge Base'''

 '''Technician'''

 '''Standard Closed Order Report'''
 '''Standard Labor Report, by Tech'''
 '''Standard Labor Utilization - Actual'''
 '''Standard Labor Utilization - Estimated'''
 '''Standard Open Order Report'''
 '''Standard Open Order Report, No Due Date'''
 '''Standard Tech Order Report'''

 '''User'''

 '''Standard Activities Report'''
 '''Standard SQLink Name Length Checker'''

 '''Vehicle'''

 '''Standard Vehicle Fuel Receipts'''
 '''Standard Vehicle List'''
 '''Standard Vehicle Maintenance History'''
 '''Standard Vehicle Maintenance Scheduled'''
 '''Standard Vehicle Snapshot
 '''Standard Vehicles'''
 '''Standard Vehicles Tags Due'''

 '''Vendor'''

 '''Standard Vendor Report'''

Reporting

2014-01-03T00:08:28Z

ElliotD: Fixed two errors under purpose heading

Report Builder is the reporting component used in SME for creating and customizing reports. To access Report Builder:

== Report Builder Module ==

To access Report Builder in SME go to the Reports module> Customize Reports> Open Report Designer.

If the report you are editing is a Standard Report you will be asked to create a custom report. Refer to Duplicating a Report for Custom Use.

To become familiar with the report builder module and user interface refer to the Report Builder Tutorial.

Some SME reports use SQL queries to extract data. If you are editing a report with the report file name starting with "qry" contact High5 Support for assistance modifying the report.

== How to Duplicate Standard Reports for Custom Use ==

* Go to the ‘Report Center> Customize Reports’

* [[File:1 Image(1).png]]

* Retrieve the report you want to duplicate from ‘Search Standard’.

* [[File:2 Image(1).png]]

* After the report loads click on the ‘Duplicate Report’ button.

* [[File:3 Image(1).png]]

* SME will auto fill the fields with the word ‘Custom’ and ‘Copy of’. At this time it is recommended that you rename the report to a name unique for your company or use.

* [[File:4 Image(1).png]]

* Similar to this:

* [[File:5 Image(1).png]]

* Save the report.

* Click on the ‘Open Report Designer’ button.

* [[File:6 Image(1).png]]

* When the report designer opens click on ‘File> Save As’ and rename the report.

* Note: It is recommended that you add a prefix or suffix to the current report name as this will enable High5 support to readily assist with troubleshooting should an issue arise.

* [[File:88 Image(1).png]]

* Click ‘Save’ and close the report designer.

* Click on the browse ellipsis to the right of the ‘Filename’ field and select the file you saved in the step above.:

* [[File:7 Image(3).png]]

* Click on Open:

* [[File:8 Image(2).png]]

* Click on Save and the custom report will now be unique and ready for further editing.

* [[File:9 Image(1).png]]

<div align="center">Reports Center</div>

'''Purpose'''
 The purpose of this document is to further explain the different options under the Customize Reports section of SME. Most reports can be run from their respective modules. While other details reports, like the Aging and Tax Reports are actually ran from the Reports Module.

'''Document Center Overview Main Screen'''
 The main function of the document center is that of a central repository which will allow you to keep track of external documents you deem important, as well as any reports templates you want to create for SME.

'''Option Found on the Main Screen (Details and Settings)'''

<table>
<tr>
<td style="padding: 0in 5.4pt; width: 65pt; height: 15pt;" nowrap="nowrap" valign="bottom" width="87">
'''Short Name'''

</td><td style="padding: 0in 5.4pt; width: 71pt; height: 15pt;" nowrap="nowrap" valign="bottom" width="95">
Short Name is internal name of the document for SME.



</td></tr>
<tr style="height: 15pt;">
<td style="padding: 0in 5.4pt; width: 123pt; height: 15pt;" nowrap="nowrap" valign="bottom" width="164">
'''Title'''

</td><td style="padding: 0in 5.4pt; width: 65pt; height: 15pt;" nowrap="nowrap" valign="bottom" width="87">
In some reports it is possible to generate a title on the fly. Which will be explained in detail later in this document.


</td></tr>
<tr style="height: 15pt;">
<td style="padding: 0in 5.4pt; width: 123pt; height: 15pt;" nowrap="nowrap" valign="bottom" width="164">
'''File Name'''

</td><td style="padding: 0in 5.4pt; width: 65pt; height: 15pt;" nowrap="nowrap" valign="bottom" width="87">
This is the physical name of the file.


</td></tr>
<tr style="height: 15pt;">
<td style="padding: 0in 5.4pt; width: 123pt; height: 15pt;" nowrap="nowrap" valign="bottom" width="164">
'''Description'''

</td><td style="padding: 0in 5.4pt; width: 65pt; height: 15pt;" nowrap="nowrap" valign="bottom" width="87">
General description of what the file is used for.


</td></tr>
<tr style="height: 15pt;">
<td style="padding: 0in 5.4pt; width: 123pt; height: 15pt;" nowrap="nowrap" valign="bottom" width="164">
'''Is Restricted'''

</td><td style="padding: 0in 5.4pt; width: 65pt; height: 15pt;" nowrap="nowrap" valign="bottom" width="87">
Checking this makes it so only an administrator can view this report.


</td></tr>
<tr style="height: 15pt;">
<td style="padding: 0in 5.4pt; width: 123pt; height: 15pt;" nowrap="nowrap" valign="bottom" width="164">
'''File Name'''

</td><td style="padding: 0in 5.4pt; width: 65pt; height: 15pt;" nowrap="nowrap" valign="bottom" width="87">
This is the physical name of the file.


</td></tr>
<tr style="height: 15pt;">
<td style="padding: 0in 5.4pt; width: 123pt; height: 15pt;" nowrap="nowrap" valign="bottom" width="164">
'''Is External'''

</td><td style="padding: 0in 5.4pt; width: 65pt; height: 15pt;" nowrap="nowrap" valign="bottom" width="87">
Used to determine if this is an SME report builder report, or an external report or document.


</td></tr>
<tr style="height: 15pt;">
<td style="padding: 0in 5.4pt; width: 123pt; height: 15pt;" nowrap="nowrap" valign="bottom" width="164">
'''Duplicate Report'''

</td><td style="padding: 0in 5.4pt; width: 65pt; height: 15pt;" nowrap="nowrap" valign="bottom" width="87">
This creates a new entry in the Docs table, with all same information as above. (Used for making a custom aging report).


</td></tr>
<tr style="height: 15pt;">
<td style="padding: 0in 5.4pt; width: 123pt; height: 15pt;" nowrap="nowrap" valign="bottom" width="164">
'''Report Designer'''

</td><td style="padding: 0in 5.4pt; width: 65pt; height: 15pt;" nowrap="nowrap" valign="bottom" width="87">
Used to Launch Report Designer.

</td></tr></table>
 '''Availability'''
 The Availability tab allows you to allow you to choose where a report will be located when you want to print the report, as well as its location under the Reports Module.

'''Reports Specifiers'''
 The Report Specifiers tab function is your main options in setting up Reports for SME to use. This includes filters, Main table, as well other options as explained below.

<table border=1>

<tr>
<td>Master Table</td>
<td>This is the main table from which data will be pulled from. Also note that all filters applied are against the master table. Another thing to note about master table, is that certain tables, such as Service Orders, Install Orders, Invoices, and Proposals will bring in all the other related tables. </td>
</tr>
<tr>
<td>Date Specifier</td>
<td>This option is to be used when you want to apply filter on reports by a date range. Now this can be either a single date range, or Beginning and Ending Date range. Date field will be determined by what you pick as your master table. Note: Running the report with filters is done though the Reports Module.</td>
</tr>
<tr>
<td>Status Specifier</td>
<td>Just like the Date Specifier the status specifier acts as a filter true or false fields. Example of this would be the Active vs Inactive Customer.</td>
</tr>
<tr>
<td>Alternative Column Format</td>
<td>Currently not in use.</td>
</tr>
<tr>
<td>Email Option Available</td>
<td>This will give you the option to email report both in the Reports Module as well as report specific module when active.</td>
</tr>
<tr>
<td>Show on Module Print Menu</td>
<td>When enabled it will, and you have the security clearance you will see the report under the Print button found in any module. Note to determine which module a report will be printed in is set by the Availability tab.</td>
</tr>
<tr>
<td>This is a Service and Install Ticket</td>
<td>Currently not used</td>
</tr>
<tr>
<td>Allow Queries for this Report</td>
<td>This allows you to setup your own query. This is always against the Master Table. This also needs to be run in the Reports Module.</td>
</tr>
<tr>
<td>Allow Indexes Change</td>
<td>In report where you are using grouping. You will be able to change what is the original index to something else. Visible in Reports Module.</td>
</tr>
<tr>
<td>Allow Save Query</td>
<td>This will allow you to save a query after its run. Note that you can run the query once, then uncheck it so that the query always exist.Done in Reports Module.</td>
</tr>
<tr>
<td>Allow on Print Package</td>
<td>This will enable the report to show on Print Package for the module it is in.</td>
</tr>
<tr>
<td>Index Name</td>
<td>The default index used when Printing a report that is using groups.</td>
</tr>
</table>

 '''Details Specifiers'''
 The purpose of the detail specifier tab is to setup the pipes to other tables. This is done by connecting the Primary Key of the Master table, with the Foreign Key of Detail Table. As well as connect Details Detail table to the Detail table. Note: In report designer each table you choose will show up under the Data Pipes.

 '''Details -> Master'''
 <table border=1>
<tr>
<td>Details Table</td>
<td>This is where you set the table you will be adding to addition to the master table.</td>
</tr>
<tr>
<td>Details Index</td>
<td>This is the Foreign Key inside the Details table that relates back to the master table.</td>
</tr>
<tr>
<td>Master Table Linking Field</td>
<td>This is the Index from the Master table you are using.</td>
</tr>
</table>

 '''Details Detail-> Details Link'''
 <table border=1>
<tr>
<td>Details Table</td>
<td>This is the table that will be linked to the Details Table</td>
</tr>
<tr>
<td>Details Index</td>
<td>This Foreign Key found within the Details Detail table</td>
</tr>
<tr>
<td>Detail Linking Field</td>
<td>This is the field in the Details table that will be link from the Details Index.</td>
</tr>
</table>

 '''Specified Links'''
 Once accept your link the new link will show up in the Specified links in the following format.
Details Table, Details Detail Table, Details Index, Master Index, Details Detail Index, Detail Linking Field.

'''Hints to Linking Reports'''
 One thing to know about linking reports is that you can bring in as many reports as possible. You are not limited one Details and Details Detail. Each entry will show up in the Specified Links.

Try to use the highest level table as the master table in relation to what you are looking for in your data. If your report is based off Service Orders, the master table should then be ServiceOrders. Also to note any filters applied to a report before processing is based off the Master table.

All tables have a UID attribute. This is the primary key for that table. Many tables have one than more foreign key. All Foreign key will have the word UID in there name. Example of this is that CustUID can be found in the ServiceOrders, thus you can connect Customers with ServiceOrders. When linking tables you will always want do this by UIDs.

The Master Table by default is the whole of the Report Document. Any reports with multiple entries in details table will need placed in a sub report. Good example of this with ServiceOrder and ServiceOrderMaterials. To see all your materials you will need to place your materials in a sub report.

Few tables can be linked in the details detail table. If you are unable to access any drop down, it is because this table is not a secondary table.

'''Titles'''
 To set up a report where you can change the title all you will need to do is make sure that label used in SME is pulling from the SystemsDefaults> ReportTitle. SME will always use the Default time unless it is changed in the '''Reports Module'''.

See ReportBuilder for information on the Report Builder tool.
You can also download a pdf called "Learn Report Builder" from here:
 http://www.digital-metaphors.com/pdf/LearnReportBuilder.pdf

== Report Builder Tutorial ==

SME uses a tool called Report Builder to customize the report/document forms.

 The tutorial, available from the following link will familiarize you with the necessary steps required to create, modify, or customize existing reports however it cannot be attached to your SMP data.

  "http://www.digital-metaphors.com/download/learning_reportbuilder.html"

== Customizing Reports with Report Builder ==

This tutorial assumes that you are modifying an existing report, where the settings under Customize Report are correctly set. If you wish to modify those details, read Customizing Reports.

To access the Report Builder, go to Customize Reports under the Reports tab in SME and click the Open Report Designer button.

'''Adding New Text Fields'''

In this tutorial, the Standard Purchase Order report will have phone, fax, and due date fields added to it.

Step 1: making room for the new fields. Phone and fax information are only listed once per page, so they belong in the Header or Group Header. Drag the Group Header down to free up space. To move the headings for the details down, drag a box around them and drag them down to be right above the Group Header ribbon.

Step 2: adding new non-repeating fields. Phone and fax information can be found under the Customer table, in the Data Tree on the right side of the screen. Select the Customer table, then the Phone and Fax fields, and drag them onto an empty spot on the report.

Step 3: adding repeating fields. Because Due Dates show up on every item, that field belongs in the Detail tab. In this report, the details are in a SubReport. Click on the tabs on the bottom of the screen to move between the main report and subreports. The DueDate field is in the PurchaseOrders table, so select it then drag DueDate to where you want it.

Once you're finished arranging the text fields, save the report and make sure the Filename is specified as the new report file in the Details and Settings section of Customize Report.

'''Formatting: Page Breaks'''

This tutorial is useful for if you only want to print one item or one customer per page, and the report is not set to page break on a change in that field. Placing a field in either the header or group header space will result in only one value being displayed. Placing the field in the details space will display all values in the table.

To print one main field (customer, item, location, etc) per page:

# Move the field you want to page break on to the Group Header. Right-click the Group Header ribbon and select Groups, or go to Report tab and click Groups.
# Change Break On to the data field you want to page break on.
# Check “Start new page” under On Group Change.
# Click Ok.

== Company Reports ==

There are over 144 standard reports in SME.

To Access the entire list go to Reports> Print Reports.

Reports are listed by module.

== All standard reports in SME, listed by type==

'''Computer'''

None

'''Customer'''

 Standard Accrued Balance Report/Billing
 Standard Aging Report by Date Range
 Standard Batch Invoice
 Standard Billable Customer Report
 Standard Credit Report
 Standard Customer Contact List
 Standard Customer Equipment List
 Standard Customer Install History
 Standard Customer Label 5160-Billing
 Standard Customer Label 5160-Site
 Standard Customer Maintenance Expired
 Standard Customer Message Center
 Standard Customer Notes Report
 Standard Customer Open Deposits
 Standard Customer Report
 Standard Customer Service History
 Standard Customer SnapShot Report
 Standard Customer Statement
 Standard Customer Statement/Due Date
 Standard Customer SubContractor Report
 Standard Customer System Report Detailed
 Standard Customer System Report Summary
 Standard Customer Trunk Reprot
 Standard Customers By Name
 Standard Customers By Sales Person
 Standard Directions Report
 Standard Envelope Window Location
 Standard Labor Report, By Order
 Standard Maintenance Contracts Report
 Standard Open Invoice Reports
 Standard Order Material List
 Standard Past Due Notice
 Standard Payment Receipt
 Standard PM Planning List
 Standard Prepaid Hours Balance Report
 Standard Prepaid Hours Balance Summary
 Standard Prepaid Service Balance Report
 Standard Undistributed Payments
 Standard Warranty Expired

'''Direct Sales'''

None

'''Equipment'''

 Standard Equipment List by Site
 Standard Equipment List Excel
 Standard Equipment Spares by Site

'''Fixed Assets'''

Standard Fixed Assets

'''Install Order'''

 Standard Closed Order List
 Standard Closed Order Report
 Standard Install - Dot Matrix
 Standard Install Ticket
 Standard Report, by Order
 Standard Material Request, Install Order
 Standard Open Order List
 Standard Open Order Report
 Standard Open Order Report, No Due Date
 Standard Order Material List
 Standard Order Profit/Loss Report
 Standard Order Ticket
 Standard Order Ticket - Dot Matrix
 Standard Order Ticket - Order Item
 Standard Order Ticket - Summary
 Standard Order Ticket 1
 Standard Order Ticket Detailed
 Standard Order with Mat/Service
 Standard Packing List
 Standard Packing List Order Items
 Standard Sub Ticket - Order Item
 Standard Tech Order Report

'''Inventory'''

 Standard Inventory by Location Serial #
 Standard Horizontal Barcode
 Standard Inventory by Location QTF
 Standard Inventory Count Sheet
 Standard Inventory Items
 Standard Inventory Report
 Standard Inventory Summary Report
 Standard Inventory with Location Details
 Standard Vertical Barcode

'''Inventory Services'''

None

'''Inventory Transfer'''

None

'''Invoice'''

 Standard Accrued Balance Report/Billing
 Standard Accrued Balance Report/Site
 Standard Accrued Sales Tax Reprot
 Standard Aging Report by Date Range
 Standard All Cash Sales Tax Report
 Standard All Invoiced Orders-Compressed
 Standard All Invoiced Orders=Suppressed
 Standard All Invoiced Orders Detailed
 Standard All Invoiced Orders Summary
 Standard Batch Invoice
 Standard Bill History By Sales Person
 Standard Bill History By Service Code
 Standard Billing History Column
 Standard Cash Excise Tax Report
 Standard Cash Sales Tax By Codes
 Standard Cash Sales Tax Report
 Standard Credit Report
 Standard Customer Maintenance Expired
 Standard Customer Statement
 Standard Customer Statement/Due Date
 Standard Incurred Charges Report
 Standard Invoice - Order Items
 Standard Invoice Profit/Loss Report
 Standard Invoice Registry
 Standard Invoices Breakdown
 Standard Itemized Invoice
 Standard Job Cost Report
 Standard Labor Report, by Order
 Standard Open Invoice Report
 Standard Open Invoices Summary
 Standard Open Order List
 Standard Open Order Report
 Standard Open Order Report, No Due Date
 Standard Order Materials List
 Standard Order Profit/Loss Report
 Standard Order Ticket
 Standard Order Ticket - Dot Matrix
 Standard Order Ticket - Summary
 Standard Past Due Invoice Date Cutoff
 Standard Past Due Notice
 Standard Past Due Summary
 Standard Payment Receipt
 Standard Prepaid Services Applied, Inv
 Standard Sales History Report
 Standard Sales Tax Liability-Accrued
 Standard Sales Tax Liability-Cash
 Standard Services Sold

'''Issues'''

 Standard Issues Report Summary

'''Maintenance Contracts'''

 Standard Maintenance Contracts Report

'''Package'''

 Standard Package List

'''Parts'''

 Standard Parts Report

'''Payment'''

 Standard Credit Report
 Standard Payment by PayType
 Standard Payment Receipt
 Standard Payments
 Standard Payments by Sales Person
 Standard Prepaid Services Applied, Inv
 Standard Undistributed Payments

'''Projects'''

None

'''Proposal'''

 Standard Bid and Quotes
 Standard Open Proposal Activity by Cust
 Standard Open Proposal Activity by Date
 Standard Order Item Proposal
 Standard Proposal Profit/Loss Report

'''Purchase Orders'''

 Standard Order JIT Report
 Standard Order JIT Report by Order
 Standard Purchase Order

'''Recurring Invoices'''

 Standard Recurring Billing Report
 Standard Recurring Invoice Profit/Loss

'''Recurring Orders'''

None

'''Returns'''

 Standard Return Ticket by Vendor
 Standard Return Ticket by Ship From

'''Rolodex'''

Standard Contact List

'''Sales'''

 Standard Payments by Sales Person
 Standard Sales Leads

'''Sales Help Desk'''
 '''Standard Sales Knowledge Base'''

 '''Scheduled Services'''

 '''None'''

 '''Service Order'''

 '''Standard Closed Order List'''
 '''Standard Closed Order Report'''
 '''Standard Customer Maintenance Expired'''
 '''Standard Job Cost Report'''
 '''Standard Labor Report, by Order'''
 '''Standard Material Request, Service Order'''
 '''Standard Open Order List'''
 '''Standard Open Order Report'''
 '''Standard Open Order Report, No Due Date'''
 '''Standard Order calls - Summary Format'''
 '''Standard Order Material List'''
 '''Standard Order Profit/Loss Report'''
 '''Standard Order Ticket'''
 '''Standard Order Ticket - Dot Matrix'''
 '''Standard Order Ticket - Order Item'''
 '''Standard Order Ticket - Summary'''
 '''Standard Order Ticket 1'''
 '''Standard Order Ticket Detailed'''
 '''Standard Order with Mat/Service'''
 '''Standard Packing List'''
 '''Standard Prepaid Service, Service'''
 '''Standard Service - Dot Matrix'''
 '''Standard Service Ticket'''
 '''Standard Sub Ticket - Order Item'''
 '''Standard Tech Order Report'''

 '''Tech Help Desk'''

 '''Standard Tech Knowledge Base'''

 '''Technician'''

 '''Standard Closed Order Report'''
 '''Standard Labor Report, by Tech'''
 '''Standard Labor Utilization - Actual'''
 '''Standard Labor Utilization - Estimated'''
 '''Standard Open Order Report'''
 '''Standard Open Order Report, No Due Date'''
 '''Standard Tech Order Report'''

 '''User'''

 '''Standard Activities Report'''
 '''Standard SQLink Name Length Checker'''

 '''Vehicle'''

 '''Standard Vehicle Fuel Receipts'''
 '''Standard Vehicle List'''
 '''Standard Vehicle Maintenance History'''
 '''Standard Vehicle Maintenance Scheduled'''
 '''Standard Vehicle Snapshot
 '''Standard Vehicles'''
 '''Standard Vehicles Tags Due'''

 '''Vendor'''

 '''Standard Vendor Report'''

Adding Barcodes to Reports

2014-01-02T23:03:24Z

ElliotD: Changed PONUmber to PONumber

You can add a barcode font to any report and have that barcode represent any data.
First make sure you are working with a custom report rather than a standard report. See this article to create a custom report [[Duplicating Standard Reports for Custom Use]]

Go to the custom report in SME at Reports>Customize Reports and select Open Report Designer button.

Within the Report designer you can either add a fixed barcode or a barcode connected to some SME data.
[[File:BarcodeforReport.JPG]]
The first set is for adding a fixed barcode.
The second set is to add a barcode connected to SME data.
The third set showing on the second row to the left is new in SME7.1 for handling 2D barcodes.

To use the barcode, drag and drop one of these elements into the report and then enter the label text or connect to the appropriate SME table and field.

For example, let's say that I want to add a barcode of the PO Number on a Purchase Order Report. This is useful with the [[Barcode for SME]] product to automatically barcode the PO number rather then entering it manually or scrolling to find it.

Example: Follow these steps to add the PO Number as a barcode:

1) Duplicate an existing standard report [[Duplicating Standard Reports for Custom Use]] or edit an existing custom report. (Don't edit a standard report as it could get over-written in an update).

2) Select Open Report Designer

3) Select the barcode icon that is connected to the database and drag and drop into the report

4) Select this barcode element in the report and connect it to the PurchaseOrders table and the PONumber Field

[[File:BarcodePOnumber.JPG]]

5) Save the report.
Now when you run this report, you will have a barcode label of the PO Number.

Customers

2014-01-02T22:58:10Z

ElliotD:

<videoflash>Ybxk061nD60</videoflash>

 There are a couple ways to create a new customer.

# Select New > Customer.
# The Customer module will open with an empty customer record.
# Fill out the record and click Save

Another way to create a new customer:

# Select the '''Customer module'''.
# Click '''New'''.

== Details and Settings Tab ==

On this tab, you can track the site, billing and mailing address using the tabs along the left. All of these addresses can be the same or they could all be different.

'''If the site, billing and mailing information is the same:'''

# Fill out the '''Site''' tab with the company and address information.
# Select the '''Billing''' tab.
# Click '''Set From Site''' (arrow in image below)
# The address from the Site tab will populate the Billing tab.
# Select the '''Mailing''' tab.
# Click '''Set From Site'''.
# The address from the Site tab will populate the Mailing tab.
 [[File:BillingSetFromSite.png]]

In some cases you may have one customer you are working with and you have multiple job sites for them. You can create a parent child relationship. If you do this, you could look up the parent company and find all of the related “child” companies.

'''To create a parent – child company structure:'''

First, create a company record for the “parent” company. Usually the information on the Site and Billing tab for the parent is going to be the same. When that is created, you can then create the "child".

# Create a company record for the “child” company.
# On the '''Site''' tab, enter the job site information.
# In the “child” record, select the '''Billing''' tab.
# Click '''Select Billing Company'''.
# In the window that displays, select the billing or “parent” company.
# Click S'''ave''' in the "child" company record.
# Notice the '''Full Name''' for the “child” company.

'''To see all “child’ companies for the “parent” company'''

# Select the “parent” company.
# Select the '''Associated Companies''' tab.
# All related “child” companies will be listed.

'''To add a contact to a company record'''

# Click your cursor in the '''Contact''' field.
# Type the contact name.
# Tab to the next field and the '''Contact Editor''' will display. (image below)
# Fill out the contact information.
# Click '''OK'''.
 [[File:ContactEditor.png]]

<h3>Syncing Customer to QB</h3>
Review the '''[[SQLink]]''' page to determine the best settings for syncing customer names from SME to QB Company and Customer name fields.
 http://high5software.com/mediawiki/index.php?title=SQLink#Billing_Name_Options

<h4>Phone Number syncing to QB Company</h4>
When entering a new customer in SME, the first and third phone number fields sync to QuickBooks Phone and FAX phone numbers as shown in the image below. Even if you change the phone label in SME, it still will sync the first and third phone number fields.
 [[File:CustomerPhoneNumberSync.png]]

<h4>Edits to SME Customers syncing to QB</h4>
If you edit a customer in SME, the customer will be set to sync to QB on the next sync. You will see the Export to QB flag checked. Once synced, the flag will be cleared.

<h3>Updating Site and Billing Address in SME</h3>
 [[File:PropagateToOrders.png]]

'''Account #''' - Based on the settings your SME Administrator setup, this field is auto populated when you save the company record.

'''Balance''' - Displays the amount due for all open invoices for the customer. This is a calculation and it is not an editable field. If you have parent/child customer structure, the child/site customer balance is added to the parent balance and the child balance is 0.00

'''Salesperson''' - Select from the salesperson in the Salesperson drop down. The names in this drop down are determined by your SME Administrator.

'''Division''' - The drop down can be customized by your SME Administrator. Once you collect this information for your customers, you can sort your customers by division.

'''Status''' - This is a text field to type a quick message that is visible here on the Details and Settings tab.

'''URL''' - Type the customers website address

'''Location''' - Warehouse location for customer equipment in your warehouse

'''Messages''' - The messages box contains a list of emailed notifications, as well as calculated data based on current information. For example if account is past due, if maintenance/warranty has expired, when the next activity is scheduled for the customer, etc. Clearing the message clears the notification messages, but the calculated messages are always there.

== Account Tab ==

On this tab you will find your customer’s account information. Depending on the permissions set by your SME Administrator, this tab may be hidden from view. At the bottom of the tab, find the customer’s balance due.
 [[File:Customer_AccountsTab.png]]

{| class="MsoTableGrid" style="border-collapse: collapse; border: none; mso-yfti-tbllook: 1184; mso-padding-alt: 0in 5.4pt 0in 5.4pt; mso-border-insidev: none"
|- style="mso-yfti-irow: 0; mso-yfti-firstrow: yes"
| style="width: 126.9pt; border: none; border-bottom: solid black 1.0pt; mso-border-bottom-themecolor: text1; mso-border-bottom-alt: solid black .5pt; mso-border-bottom-themecolor: text1; padding: 0in 5.4pt 0in 5.4pt" width="169" valign="top" |
'''Terms'''
| style="width: 531.9pt; border: none; border-bottom: solid black 1.0pt; mso-border-bottom-themecolor: text1; mso-border-bottom-alt: solid black .5pt; mso-border-bottom-themecolor: text1; padding: 0in 5.4pt 0in 5.4pt" width="709" valign="top" |
Select the default billing terms for the customer. When creating an invoice, you can always change the terms.
|- style="mso-yfti-irow: 1"
| style="width: 126.9pt; border: none; border-bottom: solid black 1.0pt; mso-border-bottom-themecolor: text1; mso-border-top-alt: solid black .5pt; mso-border-top-themecolor: text1; mso-border-top-alt: solid black .5pt; mso-border-top-themecolor: text1; mso-border-bottom-alt: solid black .5pt; mso-border-bottom-themecolor: text1; padding: 0in 5.4pt 0in 5.4pt" width="169" valign="top" |
'''Purchase Order Required'''
| style="width: 531.9pt; border: none; border-bottom: solid black 1.0pt; mso-border-bottom-themecolor: text1; mso-border-top-alt: solid black .5pt; mso-border-top-themecolor: text1; mso-border-top-alt: solid black .5pt; mso-border-top-themecolor: text1; mso-border-bottom-alt: solid black .5pt; mso-border-bottom-themecolor: text1; padding: 0in 5.4pt 0in 5.4pt" width="709" valign="top" |
If checked, any service or install order created for the customer will require a PO# to be entered on the order.
|- style="mso-yfti-irow: 2"
| style="width: 126.9pt; border: none; border-bottom: solid black 1.0pt; mso-border-bottom-themecolor: text1; mso-border-top-alt: solid black .5pt; mso-border-top-themecolor: text1; mso-border-top-alt: solid black .5pt; mso-border-top-themecolor: text1; mso-border-bottom-alt: solid black .5pt; mso-border-bottom-themecolor: text1; padding: 0in 5.4pt 0in 5.4pt" width="169" valign="top" |
'''Tax ID'''
| style="width: 531.9pt; border: none; border-bottom: solid black 1.0pt; mso-border-bottom-themecolor: text1; mso-border-top-alt: solid black .5pt; mso-border-top-themecolor: text1; mso-border-top-alt: solid black .5pt; mso-border-top-themecolor: text1; mso-border-bottom-alt: solid black .5pt; mso-border-bottom-themecolor: text1; padding: 0in 5.4pt 0in 5.4pt" width="709" valign="top" |
Type in the customers Tax ID
|- style="mso-yfti-irow: 3"
| style="width: 126.9pt; border: none; border-bottom: solid black 1.0pt; mso-border-bottom-themecolor: text1; mso-border-top-alt: solid black .5pt; mso-border-top-themecolor: text1; mso-border-top-alt: solid black .5pt; mso-border-top-themecolor: text1; mso-border-bottom-alt: solid black .5pt; mso-border-bottom-themecolor: text1; padding: 0in 5.4pt 0in 5.4pt" width="169" valign="top" |
'''Finance Charge'''
| style="width: 531.9pt; border: none; border-bottom: solid black 1.0pt; mso-border-bottom-themecolor: text1; mso-border-top-alt: solid black .5pt; mso-border-top-themecolor: text1; mso-border-top-alt: solid black .5pt; mso-border-top-themecolor: text1; mso-border-bottom-alt: solid black .5pt; mso-border-bottom-themecolor: text1; padding: 0in 5.4pt 0in 5.4pt" width="709" valign="top" |
Enter the finance charge. Click''' [[Late Fees / Finance Charges]]''' for more information
|- style="mso-yfti-irow: 4"
| style="width: 126.9pt; border: none; border-bottom: solid black 1.0pt; mso-border-bottom-themecolor: text1; mso-border-top-alt: solid black .5pt; mso-border-top-themecolor: text1; mso-border-top-alt: solid black .5pt; mso-border-top-themecolor: text1; mso-border-bottom-alt: solid black .5pt; mso-border-bottom-themecolor: text1; padding: 0in 5.4pt 0in 5.4pt" width="169" valign="top" |
'''Source'''
| style="width: 531.9pt; border: none; border-bottom: solid black 1.0pt; mso-border-bottom-themecolor: text1; mso-border-top-alt: solid black .5pt; mso-border-top-themecolor: text1; mso-border-top-alt: solid black .5pt; mso-border-top-themecolor: text1; mso-border-bottom-alt: solid black .5pt; mso-border-bottom-themecolor: text1; padding: 0in 5.4pt 0in 5.4pt" width="709" valign="top" |
Enter the source of this customer
|- style="mso-yfti-irow: 5"
| style="width: 126.9pt; border: none; border-bottom: solid black 1.0pt; mso-border-bottom-themecolor: text1; mso-border-top-alt: solid black .5pt; mso-border-top-themecolor: text1; mso-border-top-alt: solid black .5pt; mso-border-top-themecolor: text1; mso-border-bottom-alt: solid black .5pt; mso-border-bottom-themecolor: text1; padding: 0in 5.4pt 0in 5.4pt" width="169" valign="top" |
'''Printed Comments'''
| style="width: 531.9pt; border: none; border-bottom: solid black 1.0pt; mso-border-bottom-themecolor: text1; mso-border-top-alt: solid black .5pt; mso-border-top-themecolor: text1; mso-border-top-alt: solid black .5pt; mso-border-top-themecolor: text1; mso-border-bottom-alt: solid black .5pt; mso-border-bottom-themecolor: text1; padding: 0in 5.4pt 0in 5.4pt" width="709" valign="top" |
If this field is on a report, the text typed in the field will display on the report (e.g. invoice, orders)
|- style="mso-yfti-irow: 6"
| style="width: 126.9pt; border: none; border-bottom: solid black 1.0pt; mso-border-bottom-themecolor: text1; mso-border-top-alt: solid black .5pt; mso-border-top-themecolor: text1; mso-border-top-alt: solid black .5pt; mso-border-top-themecolor: text1; mso-border-bottom-alt: solid black .5pt; mso-border-bottom-themecolor: text1; padding: 0in 5.4pt 0in 5.4pt" width="169" valign="top" |
'''Last Service'''
| style="width: 531.9pt; border: none; border-bottom: solid black 1.0pt; mso-border-bottom-themecolor: text1; mso-border-top-alt: solid black .5pt; mso-border-top-themecolor: text1; mso-border-top-alt: solid black .5pt; mso-border-top-themecolor: text1; mso-border-bottom-alt: solid black .5pt; mso-border-bottom-themecolor: text1; padding: 0in 5.4pt 0in 5.4pt" width="709" valign="top" |
Date populated based on the latest Date Opened field on the companies work orders. The Date Opened field is auto-populated with the date you created the order, but it can be changed.
|- style="mso-yfti-irow: 7"
| style="width: 126.9pt; border: none; border-bottom: solid black 1.0pt; mso-border-bottom-themecolor: text1; mso-border-top-alt: solid black .5pt; mso-border-top-themecolor: text1; mso-border-top-alt: solid black .5pt; mso-border-top-themecolor: text1; mso-border-bottom-alt: solid black .5pt; mso-border-bottom-themecolor: text1; padding: 0in 5.4pt 0in 5.4pt" width="169" valign="top" |
'''Customer Since'''
| style="width: 531.9pt; border: none; border-bottom: solid black 1.0pt; mso-border-bottom-themecolor: text1; mso-border-top-alt: solid black .5pt; mso-border-top-themecolor: text1; mso-border-top-alt: solid black .5pt; mso-border-top-themecolor: text1; mso-border-bottom-alt: solid black .5pt; mso-border-bottom-themecolor: text1; padding: 0in 5.4pt 0in 5.4pt" width="709" valign="top" |
The date field is auto-populated with the date you created the company record. You can change the date as necessary.
|- style="mso-yfti-irow: 8"
| style="width: 126.9pt; border: none; border-bottom: solid black 1.0pt; mso-border-bottom-themecolor: text1; mso-border-top-alt: solid black .5pt; mso-border-top-themecolor: text1; mso-border-top-alt: solid black .5pt; mso-border-top-themecolor: text1; mso-border-bottom-alt: solid black .5pt; mso-border-bottom-themecolor: text1; padding: 0in 5.4pt 0in 5.4pt" width="169" valign="top" |
'''Business Type'''
| style="width: 531.9pt; border: none; border-bottom: solid black 1.0pt; mso-border-bottom-themecolor: text1; mso-border-top-alt: solid black .5pt; mso-border-top-themecolor: text1; mso-border-top-alt: solid black .5pt; mso-border-top-themecolor: text1; mso-border-bottom-alt: solid black .5pt; mso-border-bottom-themecolor: text1; padding: 0in 5.4pt 0in 5.4pt" width="709" valign="top" |
You can select the type of business. This drop down list can be customized by your SME Administrator.
|- style="mso-yfti-irow: 9; height: .25in"
| style="width: 126.9pt; border: none; border-bottom: solid black 1.0pt; mso-border-bottom-themecolor: text1; mso-border-top-alt: solid black .5pt; mso-border-top-themecolor: text1; mso-border-top-alt: solid black .5pt; mso-border-top-themecolor: text1; mso-border-bottom-alt: solid black .5pt; mso-border-bottom-themecolor: text1; padding: 0in 5.4pt 0in 5.4pt; height: .25in" width="169" valign="top" |
'''Business Hours'''
| style="width: 531.9pt; border: none; border-bottom: solid black 1.0pt; mso-border-bottom-themecolor: text1; mso-border-top-alt: solid black .5pt; mso-border-top-themecolor: text1; mso-border-top-alt: solid black .5pt; mso-border-top-themecolor: text1; mso-border-bottom-alt: solid black .5pt; mso-border-bottom-themecolor: text1; padding: 0in 5.4pt 0in 5.4pt; height: .25in" width="709" valign="top" |
As a reference, type the business hours.
|- style="mso-yfti-irow: 10; height: 3.5pt"
| style="width: 126.9pt; border: none; border-bottom: solid black 1.0pt; mso-border-bottom-themecolor: text1; mso-border-top-alt: solid black .5pt; mso-border-top-themecolor: text1; mso-border-top-alt: solid black .5pt; mso-border-top-themecolor: text1; mso-border-bottom-alt: solid black .5pt; mso-border-bottom-themecolor: text1; padding: 0in 5.4pt 0in 5.4pt; height: 3.5pt" width="169" valign="top" |
'''Primary Technician'''
| style="width: 531.9pt; border: none; border-bottom: solid black 1.0pt; mso-border-bottom-themecolor: text1; mso-border-top-alt: solid black .5pt; mso-border-top-themecolor: text1; mso-border-top-alt: solid black .5pt; mso-border-top-themecolor: text1; mso-border-bottom-alt: solid black .5pt; mso-border-bottom-themecolor: text1; padding: 0in 5.4pt 0in 5.4pt; height: 3.5pt" width="709" valign="top" |
When you add labor to an order for this company, the primary technician will populate the Technician field on the Labor Editor. You can select another technician in the Labor Editor as needed.
|- style="mso-yfti-irow: 11"
| style="width: 126.9pt; border: none; border-bottom: solid black 1.0pt; mso-border-bottom-themecolor: text1; mso-border-top-alt: solid black .5pt; mso-border-top-themecolor: text1; mso-border-top-alt: solid black .5pt; mso-border-top-themecolor: text1; mso-border-bottom-alt: solid black .5pt; mso-border-bottom-themecolor: text1; padding: 0in 5.4pt 0in 5.4pt" width="169" valign="top" |
'''Secondary Technician'''
| style="width: 531.9pt; border: none; border-bottom: solid black 1.0pt; mso-border-bottom-themecolor: text1; mso-border-top-alt: solid black .5pt; mso-border-top-themecolor: text1; mso-border-top-alt: solid black .5pt; mso-border-top-themecolor: text1; mso-border-bottom-alt: solid black .5pt; mso-border-bottom-themecolor: text1; padding: 0in 5.4pt 0in 5.4pt" width="709" valign="top" |
Select a secondary technician. In an order for the customer, you can reference the secondary technician field.
|- style="mso-yfti-irow: 12"
| style="width: 126.9pt; border: none; border-bottom: solid black 1.0pt; mso-border-bottom-themecolor: text1; mso-border-top-alt: solid black .5pt; mso-border-top-themecolor: text1; mso-border-top-alt: solid black .5pt; mso-border-top-themecolor: text1; mso-border-bottom-alt: solid black .5pt; mso-border-bottom-themecolor: text1; padding: 0in 5.4pt 0in 5.4pt" width="169" valign="top" |
'''Add Customer Message on Past Due'''
| style="width: 531.9pt; border: none; border-bottom: solid black 1.0pt; mso-border-bottom-themecolor: text1; mso-border-top-alt: solid black .5pt; mso-border-top-themecolor: text1; mso-border-top-alt: solid black .5pt; mso-border-top-themecolor: text1; mso-border-bottom-alt: solid black .5pt; mso-border-bottom-themecolor: text1; padding: 0in 5.4pt 0in 5.4pt" width="709" valign="top" |
The following message will populate the message field on Details and Settings tab: “Account is past due”
|- style="mso-yfti-irow: 13"
| style="width: 126.9pt; border: none; border-bottom: solid black 1.0pt; mso-border-bottom-themecolor: text1; mso-border-top-alt: solid black .5pt; mso-border-top-themecolor: text1; mso-border-top-alt: solid black .5pt; mso-border-top-themecolor: text1; mso-border-bottom-alt: solid black .5pt; mso-border-bottom-themecolor: text1; padding: 0in 5.4pt 0in 5.4pt" width="169" valign="top" |
'''Class'''
| style="width: 531.9pt; border: none; border-bottom: solid black 1.0pt; mso-border-bottom-themecolor: text1; mso-border-top-alt: solid black .5pt; mso-border-top-themecolor: text1; mso-border-top-alt: solid black .5pt; mso-border-top-themecolor: text1; mso-border-bottom-alt: solid black .5pt; mso-border-bottom-themecolor: text1; padding: 0in 5.4pt 0in 5.4pt" width="709" valign="top" |
If you are syncing SME with QuickBooks, this drop down should match your Class list in QuickBooks.
|- style="mso-yfti-irow: 14; mso-yfti-lastrow: yes"
| style="width: 126.9pt; border: none; mso-border-top-alt: solid black .5pt; mso-border-top-themecolor: text1; padding: 0in 5.4pt 0in 5.4pt" width="169" valign="top" |
'''Converted from Sales on'''
| style="width: 531.9pt; border: none; mso-border-top-alt: solid black .5pt; mso-border-top-themecolor: text1; padding: 0in 5.4pt 0in 5.4pt" width="709" valign="top" |
Auto-populated date showing when you converted the company from a Lead to a Customer. No date will display if the company was created directly in the customer module. This date cannot be edited.
|}

== Rates Tab ==

The rates tab is where you can set up special pricing for the customer and tax information.
[[File:Customer_RatesTab.png]]
{|
| style="width: 1.45in; border-width: medium medium 1pt; border-style: none none solid; border-color: -moz-use-text-color -moz-use-text-color black; padding: 0in 5.4pt" width="139" valign="top" |
'''Price Book'''
| style="width: 7.7in; border-width: medium medium 1pt; border-style: none none solid; border-color: -moz-use-text-color -moz-use-text-color black; padding: 0in 5.4pt" width="739" valign="top" |
Select the price book for the customer here and all pricing on orders will be based on the rules set up in the price book.
|-
| style="width: 1.45in; border-width: medium medium 1pt; border-style: none none solid; border-color: -moz-use-text-color -moz-use-text-color black; padding: 0in 5.4pt" width="139" valign="top" |
'''Premium Hour'''
| style="width: 7.7in; border-width: medium medium 1pt; border-style: none none solid; border-color: -moz-use-text-color -moz-use-text-color black; padding: 0in 5.4pt" width="739" valign="top" |
Enter an amount you want to charge the customer for every order. It will show in the''' Premium''' field on the '''Totals''' tab in the order.
|-

| style="width: 1.45in; border-width: medium medium 1pt; border-style: none none solid; border-color: -moz-use-text-color -moz-use-text-color black; padding: 0in 5.4pt" width="139" valign="top" |

'''Trip Charge'''

| style="width: 7.7in; border-width: medium medium 1pt; border-style: none none solid; border-color: -moz-use-text-color -moz-use-text-color black; padding: 0in 5.4pt" width="739" valign="top" |

Enter the trip charge amount you want to populate every order for the customer. It will show in the '''Trip Charge''' field on the '''Totals''' tab in the order.
|-

| style="width: 1.45in; border-width: medium medium 1pt; border-style: none none solid; border-color: -moz-use-text-color -moz-use-text-color black; padding: 0in 5.4pt" width="139" valign="top" |
'''Tax Group/Code'''
| style="width: 7.7in; border-width: medium medium 1pt; border-style: none none solid; border-color: -moz-use-text-color -moz-use-text-color black; padding: 0in 5.4pt" width="739" valign="top" |
Select the appropriate tax group for the customer. Your SME Administrator will set these up based on your needs.
|-
| style="width: 1.45in; border-width: medium medium 1pt; border-style: none none solid; border-color: -moz-use-text-color -moz-use-text-color black; padding: 0in 5.4pt" width="139" valign="top" |
'''Tax Exempt'''
| style="width: 7.7in; border-width: medium medium 1pt; border-style: none none solid; border-color: -moz-use-text-color -moz-use-text-color black; padding: 0in 5.4pt" width="739" valign="top" |
Check for your tax exempt customers.
|-

| style="width: 1.45in; border-width: medium medium 1pt; border-style: none none solid; border-color: -moz-use-text-color -moz-use-text-color black; padding: 0in 5.4pt" width="139" valign="top" |
'''Excise Tax Rate'''
| style="width: 7.7in; border-width: medium medium 1pt; border-style: none none solid; border-color: -moz-use-text-color -moz-use-text-color black; padding: 0in 5.4pt" width="739" valign="top" |
Enter the excise tax rate.

<nowiki>**NOTE**</nowiki> In order for this tax to be calculated on an order, your SME Administrator must check “Apply Excise Tax” in the Setup module > Company > Order .
|-

| style="width: 1.45in; border: medium none; padding: 0in 5.4pt" width="139" valign="top" |

'''Calculate Excise Tax'''
| style="width: 7.7in; border: medium none; padding: 0in 5.4pt" width="739" valign="top" |
Check here for SME to calculate the Excise Tax on orders
|-

| style="width: 1.45in; border-width: medium medium 1pt; border-style: none none solid; border-color: -moz-use-text-color -moz-use-text-color black; padding: 0in 5.4pt" width="139" valign="top" |

'''SLA Category'''

| style="width: 7.7in; border-width: medium medium 1pt; border-style: none none solid; border-color: -moz-use-text-color -moz-use-text-color black; padding: 0in 5.4pt" width="739" valign="top" |

Set SLA Category for your customer. Any order or itemized invoice you create for the customer will have the SLA category on the record. [[SLA Category]]
|-
|}

== Install Info Tab ==

This tab gives you an overview of the customer site. You may have individual maintenance contracts for the customer as well.

[[Image:InstallInfoTab.png]]

{| class="MsoTableGrid" style="border-collapse: collapse; border: medium none" border="1"
| style="width: 135.9pt; border-width: medium medium 1pt; border-style: none none solid; border-color: -moz-use-text-color -moz-use-text-color black; padding: 0in 5.4pt" width="181" valign="top" |
'''Installer'''
| style="width: 558.9pt; border-width: medium medium 1pt; border-style: none none solid; border-color: -moz-use-text-color -moz-use-text-color black; padding: 0in 5.4pt" width="745" valign="top" |
Technician that did the install
|-
| style="width: 135.9pt; border-width: medium medium 1pt; border-style: none none solid; border-color: -moz-use-text-color -moz-use-text-color black; padding: 0in 5.4pt" width="181" valign="top" |
'''Warranty Exp.'''
| style="width: 558.9pt; border-width: medium medium 1pt; border-style: none none solid; border-color: -moz-use-text-color -moz-use-text-color black; padding: 0in 5.4pt" width="745" valign="top" |
Set the date for warranty expiration. If “Warn on Expiration” is checked and it is past the date, the following message will populate the message field on Details and Settings: “Warranty expired: x/x/20xx”
|-
| style="width: 135.9pt; border-width: medium medium 1pt; border-style: none none solid; border-color: -moz-use-text-color -moz-use-text-color black; padding: 0in 5.4pt" width="181" valign="top" |
'''Maintenance Exp.'''
| style="width: 558.9pt; border-width: medium medium 1pt; border-style: none none solid; border-color: -moz-use-text-color -moz-use-text-color black; padding: 0in 5.4pt" width="745" valign="top" |
Set the date for maintenance expiration. If “Warn on Expiration” is checked and it is past the date, the following message will populate the message field on Details and Settings: “Maintenance expired: x/x/20xx”
|-
| style="width: 135.9pt; border-width: medium medium 1pt; border-style: none none solid; border-color: -moz-use-text-color -moz-use-text-color black; padding: 0in 5.4pt" width="181" valign="top" |
'''Minimum Prepaid Services'''
| style="width: 558.9pt; border-width: medium medium 1pt; border-style: none none solid; border-color: -moz-use-text-color -moz-use-text-color black; padding: 0in 5.4pt" width="745" valign="top" |
Set the minimum prepaid services required for this customer. SME will compare the amount here to the amount entered on '''Customer Activity''' tab > '''Prepaid Services'''. When below the minimum level, the following message will populate the message field on Details and Settings: “Minimum level of prepaid services reached x/x/20xx”
|-
| style="width: 135.9pt; border-width: medium medium 1pt; border-style: none none solid; border-color: -moz-use-text-color -moz-use-text-color black; padding: 0in 5.4pt" width="181" valign="top" |
'''Minimum Prepaid Hours'''
| style="width: 558.9pt; border-width: medium medium 1pt; border-style: none none solid; border-color: -moz-use-text-color -moz-use-text-color black; padding: 0in 5.4pt" width="745" valign="top" |
Set the minimum prepaid hours required for this customer. SME will compare the amount here to the amount entered on '''Customer Activity''' tab > '''Prepaid Hours'''. When below the minimum level, the following message will populate the message field on Details and Settings: “Minimum level of prepaid hours reached x/xx/20xx”
|-
| style="width: 135.9pt; border-width: medium medium 1pt; border-style: none none solid; border-color: -moz-use-text-color -moz-use-text-color black; padding: 0in 5.4pt" width="181" valign="top" |
'''System'''
| style="width: 558.9pt; border-width: medium medium 1pt; border-style: none none solid; border-color: -moz-use-text-color -moz-use-text-color black; padding: 0in 5.4pt" width="745" valign="top" |
Your SME Administrator may have customized this field. Choose the system associated with this customer.
|-
| style="width: 135.9pt; border-width: medium medium 1pt; border-style: none none solid; border-color: -moz-use-text-color -moz-use-text-color black; padding: 0in 5.4pt" width="181" valign="top" |
'''LD Carrier'''
| style="width: 558.9pt; border-width: medium medium 1pt; border-style: none none solid; border-color: -moz-use-text-color -moz-use-text-color black; padding: 0in 5.4pt" width="745" valign="top" |
Long Distance Carrier
|-
| style="width: 135.9pt; border-width: medium medium 1pt; border-style: none none solid; border-color: -moz-use-text-color -moz-use-text-color black; padding: 0in 5.4pt" width="181" valign="top" |
'''Maintenance Costs'''
| style="width: 558.9pt; border-width: medium medium 1pt; border-style: none none solid; border-color: -moz-use-text-color -moz-use-text-color black; padding: 0in 5.4pt" width="745" valign="top" |
Type the maintenance cost for the customer. This is not linked to a maintenance contract.
|}

<div class="clear"></div>

== Customer Lists Tab ==

The Customer Lists tab provides access to more tabs. Here you can access all contacts related to the customer and a list of the customer equipment.

[[File:CustomerListsTAb.jpg]]

§ '''Contacts''' – Add and edit company contacts

§ '''Equipment''' – Access equipment at the customer site (also use the Customer Equipment module for more functionality)

§ '''IP Addresses''' – Hide this tab if it isn’t relevant

§ '''Phone Lines''' – Hide this tab if it isn’t relevant

§ '''Systems''' – Add your customer’s systems. Hide this tab if it isn’t relevant.

§ '''Subcontractors''' – Associate a subcontractor using this tab. It is used as reference.

'''Contacts – Add new contacts'''

# Select the '''Customer''' Lists tab.
# On the '''Contacts''' tab, click '''New'''.
# In the Contact Editor that opens, fill out the contact information.
# Click '''OK'''.

'''Contact Pref''' – select their preferred contact method (list to be customized by your SME Administrator

'''Contact role''' – select the contacts role within their organization (list to be customized by your SME Administrator)

'''Web Access Password''' - If you are using WebConnect with SME, this is where you would assign the contact a login to WebConnect.

== Customer History Tab ==
In the Customer Activity tab, you can access all order history, invoice history, payment history and more. Depending on the permissions set by your SME Administrator, you may not see all the tabs shown in the screenshot below.
[[File:CustomerHIstoryTab.png]] 
'''Service'''

On the Service tab you can access all service order history for the selected customer.
* Select an order and click '''Quick View''' to open the order in another window.
* Double click on the order to jump to the order in the Service Order module.
* Click on the column headers to sort orders.
* Drag and drop the column headers to change the column order.
* Right click on any order and select '''Export to Excel''' to open the data in Excel.
* Select '''Open''', '''Closed''', '''Invoiced''' or '''All''' to change the orders displayed based on the status selected.

[[File:byStatus.jpg]]

'''Install'''

The Install tab is similar to the Service tab. The only difference is it lists Install Orders for the company selected. See instructions for Service above.

'''Recurring Orders'''

View all recurring orders for the customer. Set up new recurring orders in the Recurring Orders module, or by clicking '''New''' on this tab.

'''Invoices'''

# Access all invoices for the customer.
# Click on the column headers to sort by column.
# Select '''Open''', '''Closed''' or '''All''' to change the invoices displayed based on the status selected.
# Select an invoice and click '''Quick View''' to open the invoice in a new window. This allows you to stay in the Customer module.
# Select an invoice and click '''Edit''' to jump to the invoice in the Invoicing module.
# Right click on any invoice and select '''Export to Excel''' to open data in Excel.

 *NOTE* This tab may be hidden from your view based on permissions. This tab may be hidden from your view based on permissions.

 Click '''New Itemized Invoice''' – brings you to the Invoicing module with a new itemized invoice open for the customer. An itemized invoice isn’t linked to an order.

 Click '''New Combined Invoice''' – brings you to the Invoicing module with a new combined invoice open for the customer.
Payments

 On the Payments tab you can access all customer payment history. This tab may be hidden from your view based on permissions set by your SME Administrator.

# Select a payment and click Quick View to open the payment in another window. This keeps you in the Customer module.
# Click on the column headers to sort orders.
# Double click on the payment to jump to the payment in the Payment module.
# Drag and drop the column headers to change the column order.
# Select Payment, Credit or All to change the payments displayed based on the status selected.
# Right click on any payment, select Export to Excel to open the data in Excel.

'''Proposals '''

In the Proposals tab, you can access proposal history for your customer.

* Double click on the proposal to jump to the Proposal module.
* Select the proposal and click Quick View to open the proposal in a new window. This keeps you in the Customer module.

'''contacts '''

Access all maintenance contacts for your customer here. Click New to create a new Maintenance Contract for the customer or select a contract on the tab and click Edit to edit an existing contract.

'''Recurring'''

Access all recurring invoices for your customer in this tab. Click New to create a new recurring invoice or click Edit to edit an existing contract.

'''Deposits '''

To record deposits customers made

# Click '''New'''.
# Select how they paid in the '''Pay Type''' section.
# Fill out the '''Payment Amount''' and remaining fields.
# Click '''OK'''.

The deposit is recorded for the customer. You can see the '''Deposit on Account''' on the Account tab.
 [[File:DepositOnAccount.jpg]]
 The deposit can be applied to invoices created for the customer. When creating an invoice for the customer, you will be prompted to type the amount of deposit you want to apply to an invoice (circled in image below)
 [[File:DepositApply.jpg]]

'''Item Repair'''

If a work order was created for the customer to repair some of their equipment, this tab will list the equipment to repair. Double click on the item and you can see what which equipment, the repair requested and repair performed.

<h3>Adding Columns to the tabs</h3>
If you want to add additional columns to the grids on the tabs under Customer History, you can right click in the grid on the tab and select '''Add Columns to Grid'''. In the window that opens, check the fields you want to view and click OK.

 [[File:AddColumnsToCustomerHistoryTabGrids.png]]

 To go back to the original columns, right click in the grid and select '''Reset Grid'''.
 If you select '''Clear Grid''' from the menu, all the columns will be hidden. You can click in the upper left corner of the grid to choose which individual columns to add back in (image below)
 [[File:AddColumnsBackIn.png]]

== Associated Companies Tab ==

If you have parent/child relationships set-up between your companies, you can access this tab on the parent company to see all child companies. See the Details and Settings portion of this document to see how to set up parent-child relationship.

[[File:AssociatedCompanies.jpg]]

== Notifications Tab ==

Set email or pop-up notification for your customer in this tab. Your SME Administrator will create the types of notifications that you can set for your customers.

Your administrator can select which modules these notifications are available for and what type of action taken prompts the notification (e.g. Adding, Editing, Deleting, or Closing the record in the customer module.)

 1. On the '''Notifications''' tab, click '''New'''.

[[File:Notification.jpg]]

2. Select the '''Notification Type'''. If this drop down field is empty, your SME Administrator hasn’t set up any notifications for this module yet.

3. Check '''Send Email To''' and type the email address for the person that wants to be notified with activity for this customer.

4. Check '''Alert User''' to set a pop-up window to open when user and click '''Message'''. In the window that opens type the message you want your user to see.

**NOTE** if you don’t see the Notifications tab, then it was hidden from your view based on your user group permissions.

== Move existing site to new billing company ==

If you are syncing SME with QuickBooks, see this video to move customers as job sites under another Billable or Parent customer. This would be done in the case that job sites are first imported into QuickBooks and then you need to move them as job sites. '''Do not move customers that have a history of invoices and payments.'''
 

<videoflash>ah7Nn6jUFlw</videoflash>
 
 If you cannot move the site to a new billing customer in QuickBooks because of invoice and payment history, then you will need to create a new customer site and link it to the new billing/parent customer.
 
 How to manage current orders/info and move to the new management company.
 
 Company Names:
 Old Billing / Management Company = D
 New Billing / Management company = E
 Old Site/Job/Customer = ABC (Change to ABC – D during the steps below)
 New Site/Job/Customer = ABC – E
 
 Actions:
 - In QB
 o Locate the ‘Site/Job/Customer’ under the current Management Company – ‘D’ parent
 o Add a suffix to the name – ABC Site – D (makes this Site/Job/Customer unique)
 o Sync – this will set the name in SME to ABC – D
 - Create a new Customer in SME or QB called ‘ABC – E’ for the location – If in SME set the Billing to the ‘E’ parent
 
 o Locate existing Recurring Orders or Invoices
 o Click the Magnify glass next to the Site Name and browse for the new Site/Customer record.
 
 o You can also move the customer equipment from ABC – D to ABC – E from the Customer Equipment module. (right click on the equipment and select "Move to another site)