You can specify company 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.
- From the main menu, select Service Management >
Programs > SM Company Parameters.
- Select the WO Invoice Desc Options button.
The SM WO Invoice Desc. Co Options form appears.
- Select the checkbox next to each field that you want to include on the SM
Invoice Review and SM Invoice report.
- Highlight a particular line and do the following to alter its ordering on the
SM Invoice Review form and SM Invoice report:
- Move To Top- to move
the highlighted line to the top of the field ordering
- Move Up - to move the
highlighted line up one in the field ordering
- Move Down - to move
the highlighted line down one in the field ordering
- Move To Bottom- to
move the highlighted line to the bottom of the field ordering
- Select Save once you have selected
and arranged the fields to include in the SM Work Order Invoice
description.
Note: If any defaults have been set for the company, an "Options Set" notification will
appear next to the WO Invoice Desc Options button on
the Company Parameters form.
Thereafter the fields you selected appear in the order in which you and arranged
