SME Lookup Lists - Revision history

DavidG at 19:21, 25 November 2020

2020-11-25T19:21:22Z

2015-01-15T04:34:08Z

2014-10-08T21:29:55Z

2014-10-08T21:29:28Z

2013-02-19T18:20:39Z

2013-02-19T18:19:31Z

2013-02-19T18:15:06Z

2013-02-19T18:13:28Z

2013-02-19T18:09:37Z

2013-02-19T18:06:52Z

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 Classes:
-Modules: Sales Leads, Proposals, Customers, Service Orders, Install Orders, Scheduled Service, Recurring Orders, Invoices.
+Modules: Sales Leads, Proposals, Customers, Service Orders, Install Orders, Scheduled Service, Recurring Orders, Invoices, Inventory.
 Usage: Provides accounting class tracking for use with integration with QuickBooks. Classes only come from QuickBooks with the SQLink sync module. Within QuickBooks, this allows various reports to be segmented by class and is use to segment different business locations or divisions or to segment different types of work.

← Older revision		Revision as of 04:34, 15 January 2015
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	Examples: Non Billable, Warranty, Voided. This can be used to follow a process for billing such as “Invoice Mailed”, “Customer Called”, “Collections Notice Sent”.		Examples: Non Billable, Warranty, Voided. This can be used to follow a process for billing such as “Invoice Mailed”, “Customer Called”, “Collections Notice Sent”.
		+
		+	New for SME8.0: You can use billing status on labor items with additional options. This replaces the option Scheduled = Billable. You now set Billing Status to control how labor billing is calculated with the following options:
		+	* User Entered(Fixed Hours) use this option if you will manually enter billable quantity separate from scheduled or actual time.
		+	* Set Billable Hours to Estimated(Scheduled) hours. this is equivalent to the checkbox we had before called Billing = Actual
		+	* Set Billable Hours to Actual Hours. This takes the time from the time tracking such as time in/out on Mobile Tech or TimeTracker for SME and used the actual time entered by the tech or user as the billable time. Used this if you charge the customer for the actual time spent on the job such as T&M, Time and Material jobs.

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 Usage: Identify the trade or Field of service for assigning subcontractors to orders.
 New for SME 8.0.4.66: Field of Service is now linked with Service Codes to provide [[Smart Subcontractor Search]]
 Select the Service code that goes with this field of service.

← Older revision		Revision as of 21:29, 8 October 2014
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	Usage: Identify the trade or Field of service for assigning subcontractors to orders.		Usage: Identify the trade or Field of service for assigning subcontractors to orders.
		+	New for SME 8.0.4.66: Field of Service is now linked with Service Codes to provide [[Smart Subcontractor Search]]
		+	Select the Service code that goes with this field of service.

	Examples: Electrical, Plumbing, Microsoft MSP		Examples: Electrical, Plumbing, Microsoft MSP

← Older revision		Revision as of 18:20, 19 February 2013
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	Examples of response based: 4-Hour Response, 24x7x4 (provide service anytime and with 4 hour response), Gold Level Service.		Examples of response based: 4-Hour Response, 24x7x4 (provide service anytime and with 4 hour response), Gold Level Service.
		+
		+	Click '''[[SLA Category]]''' to learn more about how to setup and use SLA Categories<br>

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 Modules: Customers, Service Orders, Install Orders, Itemized Invoices<br>
 Usage: Price Books are used to assign customer specific pricing during order entry. You can assign a price book to a customer and all orders created for the customer will use the pricing rules assigned in the price books. An example of a price books is “30% higher than cost” or “10% less than retail”. You may also have a price book for customers that have special service pricing, different than your standard service prices.<br>
-Click [[Price Books]] to learn more about setting up and using Price Books<br><br>
+Click '''[[Price Books]]''' to learn more about setting up and using Price Books<br><br>

@@ Line 181: / Line 181: @@
 Note Type:<br>
 Modules: Journal Notes<br>
-Usage: When adding a journal note, you can mark the note with a type of note you are adding such as email or phone. You can sort and filter your notes on the Journal tab by Note Type.<br><br>
+Usage: When adding a journal note, you can mark the note with a type of note you are adding such as email or phone. You can sort and filter your notes on the Journal tab by Note Type.<br>

@@ Line 1: / Line 1: @@
 SME Lookup lists are used to provide user fixed choices and customize SME for your business.  The lookup lists are located in Setup module under Company>Lists.  This document describes the purpose and usage of the lookup lists.  SME does not automatically create entries in the lookup lists because every business is different, these should be created by the company for your needs.
-See a video and more information here:  Lookup Lists [http://high5software.com/high5bitweaver/wiki/index.php?page=Lookup+Lists]
+<br>[[File:SetupCompanyLookupLists.png]]
 Bid Codes:

← Older revision		Revision as of 18:09, 19 February 2013
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	Examples: Emergency, Routine, Scheduled, SLA		Examples: Emergency, Routine, Scheduled, SLA
		+
		+
		+
		+	Service Item Types<br>
		+	Modules: Inventory > Services<br>
		+	Usage: You can categorize or create groups for your service item. When searching your service items, you can sort and filter by the service item type in the search window.<br><br>

← Older revision		Revision as of 18:06, 19 February 2013
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	Note: If you are connecting with QuickBooks, these should NOT be entered in SME. The tax codes and tax groups will be established by QuickBooks and can only be modified in QuickBooks.		Note: If you are connecting with QuickBooks, these should NOT be entered in SME. The tax codes and tax groups will be established by QuickBooks and can only be modified in QuickBooks.

		+
		+	Tech Position<br>
		+	Modules: Users > Technician Settings tab<br>
		+	Usage: In a user record for a technician you can assign a position <br>
		+	Examples: Installer, Tech 1, Tech 2<br><br>
		+
		+
		+	Tech Status<br>
		+	Modules: Users > Technician Settings tab<br>
		+	Usage: In a user record for a technician you can assign a tech status. <br>
		+	Examples: Active, On Leave<br><br>