Field Definitions: SM Convert Site Form

The following is a list of field descriptions for the SM Convert Site form. Many of the descriptions include links to other topics that provide additional information about or related to the topic.

Customer

Enter the customer to assign to this service site. Initially defaults the customer assigned to the job in JC Jobs.

Note: The customer specified here must exist in SM Customers or AR Customers. If a customer does not exist in SM Customers, but does exist in AR Customers, the system will automatically add the customer to SM Customers once the job site is converted to a customer site.If the customer does not exist in SM Customers or AR Customers, you can press F5 to set the customer up before continuing here.