SM Convert Site Form
Use the SM Convert Site form to convert a job service site to a customer service site.
Access this form via the SM Service Sites form by selecting.
Upon access to this form, the system automatically defaults the customer assigned to the job's contract in JC Contracts. However, you can override the default with any valid customer (SM or AR). If you enter a customer that exists in AR Customers, but is not set up as an SM customer (in SM Customers), the system will automatically add the customer to SM Customers.
Once you specify the customer and click Convert, the system convert the job site to a customer site, displays a message indicating the conversion was successful, and then returns you to the SM Service Sites form. During conversion, the system changes the site Type to C-Customer, enables all customer-specific fields (Customer, Rate Template, Customer PO Override, Custom Invoice Report, Invoice Grouping, and Alternate Bill To), and hides all job-specific fields (Job and Costing Method).