Setting Customer Defaults for Auto-Population of SM Work Order Invoice Description

You can specify customer defaults for fields to be included in the Description of Work field for SM work order invoices.

Fields from related work orders, work order scope, trips and work completed lines can be selected for inclusion in the SM Work Order Invoice description when it is created, and will display in the order that you select.
  1. From the main menu, select Service Management > Programs > SM Customers.
  2. Click WO Invoice Desc of Work Options button.
    The SM WO Inv Desc Cust Options form appears.
  3. Select the check box next to each field that you want to include on the SM Invoice Review form and SM Invoice report.
  4. Highlight a particular line and do the following to alter its ordering:
    • Move To Top - to move the highlighted line to the top of the field ordering
    • Move Up - to move the highlighted line up one space in the field ordering
    • Move Down - to move the highlighted line down one space in the field ordering
    • Move To Bottom - to move the highlighted line to the bottom of the field ordering
  5. Click Save once you have selected and arranged the fields to include in the SM Work Order Invoice description.
The fields you selected for inclusion thereafter appear in the order that you specified in the SM Work Order Invoice form.
Note: If any defaults have been set for the customer, an "Options Set" notification will appear next to the WO Invoice Desc of Work Options button on the SM Customers form.