Company - Revision history

DavidH: /* Lookup Lists */

2020-03-16T20:24:49Z

Lookup Lists

DavidH: /* System */

2017-03-06T20:56:13Z

System

DavidH at 19:17, 12 December 2016

2016-12-12T19:17:26Z

DavidH: /* Payments Gateway */

2016-12-12T19:02:34Z

Payments Gateway

DavidH at 18:41, 12 December 2016

2016-12-12T18:41:15Z

Alexs at 14:49, 16 September 2015

2015-09-16T14:49:22Z

Alexs at 14:34, 16 September 2015

2015-09-16T14:34:26Z

Alexs at 14:33, 16 September 2015

2015-09-16T14:33:43Z

Amy: /* Order */

2014-06-24T21:49:22Z

Order

Amy at 20:26, 12 June 2014

2014-06-12T20:26:11Z

@@ Line 228: / Line 228: @@
 View the following video or follow the instructions below to customize your Lookup Lists in SME.
-<videoflash>IKmKGTeUlQE</videoflash>
+{{#ev:youtube| IKmKGTeUlQE }}
 <br><br>'''Customizing Lookup Lists'''

@@ Line 68: / Line 68: @@
 <u>'''Additional System Defaults'''</u> (<span style="color:orange">'''4'''</span>  in image below)
-<br>[[File:SystemDefaults_Part2.png]]
+<br>[[File:SystemDefaults Part2.2017.png]]
 <br>Below is a description of each setting, however most of the settings in this section are self explanatory.
@@ Line 86: / Line 86: @@
 <br>'''Auto Notify on New Issues''' -
 <br>'''Automatically backup data at ___time every day''' - A backup file will be created and saved in your SME User folder at the time specified
 <br>'''Number of digits after the decimal point for currency''' – Windows now handles this through regional settings. Go to [[Decimal Spaces]] to see how to setup.
 <br>'''Random order numbers''' – If checked, order numbers will be generated randomly
@@ Line 96: / Line 97: @@
 <br>'''On Service items, base Subcontractor cost on item price''' – When adding a service item to an order, there is a percent markup field for the service and you can also select a subcontractor to perform the service. If this option is NOT check, the percent markup is multiplied by the service cost to get the price. If this box IS checked, the price is fixed and cost paid to subcontractor is based on a percentage off the price.
 <br>'''Wait time ___ seconds''' - Waits x number of seconds after a record is posted to see if an activity pops. Should be 0
 <br>'''Default Document Directory''' - The directory select here will always be the default directory selected when you go to add a stored document to a record. This eliminates the need to always browse to the correct folder where the files are saved that need to be added to the record.
 == Order ==

← Older revision		Revision as of 19:17, 12 December 2016
Line 338:		Line 338:

	Click '''[[User Groups]]''' to learn more.		Click '''[[User Groups]]''' to learn more.
		+
		+	==PayPros==
		+	High 5 Software will provide you your merchant token once your credit card processing account is approved. Perform the following steps to enable your merchant account through SME:
		+	# Go to Setup>PayPros for sme8 or Setup>Credit Card Process for sme9
		+	# Check "Enable PayPro" (sme8) or "Enable Credit Card" (sme9)
		+	# Enter your merchant key or token provided by High 5 Software
		+	# Enter 1 for credit card processing command
		+	[[file:MerchantToken.gif]]
		+
		+
		+	Click '''[[OpenEdge Payment Integration]]''' to learn more.

← Older revision		Revision as of 19:02, 12 December 2016
Line 338:		Line 338:

	Click '''[[User Groups]]''' to learn more.		Click '''[[User Groups]]''' to learn more.
−
−	~~== Payments Gateway ==~~
−	~~This section of the setup module is related to the Point of Sale application that works with SME.~~
−	~~<br>~~
−	~~[[File:PaymentsGateway.png]]~~

@@ Line 6: / Line 6: @@
 <br>'''System''' – Set password requirements, technician hours and other system settings.
 <br>'''Order''' – Set next order and invoice numbers, set default exporting to QuickBooks, set dispatch colors and various other order settings.
 <br>'''Customer Defaults''' – Set default values for customer records, create custom customer fields and decide how you want customer account numbers to be generated.
 <br>'''Lists''' – Customize the drop down values in fields throughout SME.
@@ Line 11: / Line 13: @@
 <br>'''Notifications''' - Setup notification templates which you can assign to customers to alert user when taking action (e.g. alert user to not create an order for customer because they are past due or alert user when creating order that the customer is VIP)
 <br>'''User Groups''' - Each user needs to be assigned to a user group. The user group determines your user's permission to modules and features throughout SME. Setup user groups here.
 == Company Information ==

@@ Line 19: / Line 19: @@
 The address entered here will display on reports such as service orders and invoices. Click Edit and enter your company address, phone, email and webpage. You might want your email address to be a generic address such as info@... Or sales@...
-[[File:CompanyInformation.jpg]
+[[File:CompanyInformation.jpg]]
 '''Upload Logo'''

@@ Line 52: / Line 52: @@
 <br>'''Note''': password cannot be longer than 8 characters.
-<br><u>'''Technician Work Hours'''</u>(<span style="color:orange">'''2'''</span>  in image above)
+<br><u>'''Technician Work Hours'''</u> (<span style="color:orange">'''2'''</span>  in image above)
 <br>- '''Tech Hours Per Day''' - When you schedule a technician either in dispatch or using labor item, this is the number of hours that will be scheduled by default. You can    increase or decrease hours.
 <br>- '''Start Time''' The Order Dispatch window will use the start time and hours to determine the hours you can schedule your techs.
@@ Line 58: / Line 58: @@
 <br>- '''Dispatch Hours Per Day''' - Enter the number of hours you want to show on the dispatch calendar. (If '''Start Time''' is 7am, and '''Hours per Day''' is 10 hours, then dispatch calendar shows 7am - 5pm)
-<br>- <u>'''Scan Button and Command Line'''</u>(<span style="color:orange">'''3'''</span>  in image above)
+<br>- <u>'''Scan Button and Command Line'''</u> (<span style="color:orange">'''3'''</span>  in image above)
 <br>If you have a scanner that can accept a command line then you can set this up and within stored docs you can launch your scanner for scan or display. We have a customer that developed a product that works with the Scan Command Line in SME and provides full document storage and scanning. If you use this scanner then you can set it up and within stored docs you can launch your scanner for scan or display. We can put you in touch with them to purchase their scanner product. If you don't go with these solutions, you would need some other application that would communicate between SME and the scanners.

@@ Line 129: / Line 129: @@
 <br>'''Calculate finance charge when invoice is __ days past due''' - Enter the number of days late you want SME to use to calculate finance charge.
 <br>'''Base past due on invoice date not due date'''
-<br>'''Display customer overdue message''' - if a customer is overdue, when creating an order or invoice for them you will receive a pop up message. You can click OK and continue to create the record for them.
+<br>'''Display customer overdue message''' - if a customer account has a Net 30, Net 60 or Net 90 amount greater than 0 (found on Customer record > Account tab), when creating an order or invoice for that customer you will receive a pop up message. You can click OK and continue to create the record for them.
 <br>'''Auto publish dispatch changes''' - If you are using Field Scheduler, this option would automatically send out the meeting requests to techs when labor is scheduled. If not checked, you can click the '''Publish Changes''' button in dispatch to sent meeting requests to techs when you are ready.
 <br>'''Auto Deliver Allocated on Close''' - With this option checked, any material on an order with the Item Status of '''Allocated''' will be changed to '''Delivered''' when you close the order and stock will be depleted. This saves a step from having to manually reserve stock to deplete stock.

@@ Line 79: / Line 79: @@
 <br>'''Limit Overview to Current/Fiscal Year''' – The overview is found by clicking [[File:OverviewButton.jpg]] in the main form elements tabs.
 <br>'''Allow Journal Edits''' - this is related to Journal Notes. Currently not functional.
-<br>'''Include blank zone for item selection'''-
+<br>'''Include blank zone for item selection'''- With this checked, if a work order has a zone, then stock would be available to reserve from in warehouses with no zone as well as matching zones.
 <br>'''Auto Notify on New Issues''' -
 <br>'''Automatically backup data at ___time every day''' - A backup file will be created and saved in your SME User folder at the time specified