Difference between revisions of "TechPortal Settings"
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When your technician adds labor to an order in TechPortal they will enter the scheduled hours. A labor item is added to the order in SME with the scheduled hours. You can set the Billable Qty in SME Labor Editor to populate from the Scheduled hours as well. (image below)<br> | When your technician adds labor to an order in TechPortal they will enter the scheduled hours. A labor item is added to the order in SME with the scheduled hours. You can set the Billable Qty in SME Labor Editor to populate from the Scheduled hours as well. (image below)<br> | ||
[[File:TechPortal_SetScheduledToBillable.png]]<br> | [[File:TechPortal_SetScheduledToBillable.png]]<br> | ||
| + | |||
| + | '''Ability to edit the due date on the order''' | ||
| + | <br>If you want your technicians to be able to edit the due date on orders, you will want this options set. | ||
| + | <br>[[File:DueDateEditTechPortal.png]] | ||
| + | |||
| + | <br>'''Ability to add vendor items to order when adding parts''' | ||
| + | <br>If you setup your inventory items in SME with Vendor Items and you want your technicians to be able to choose which vendor item they are using on the order, then you will want this option set. | ||
| + | |||
| + | <br>'''Change Order Tab Columns''' | ||
| + | <br>You can choose four out of the following columns for the Order Tab | ||
| + | <br>Customer | ||
| + | <br>Due Date | ||
| + | <br>Order Number | ||
| + | <br>Class | ||
| + | <br>Order Status | ||
| + | <br>Summary | ||
| + | <br>[[File:TechPortal_ChooseOrderColumns.png]] | ||
Revision as of 19:47, 14 February 2013
Below you will see a description of the settings available in TechPortal for SME. To request any of the changes to your TechPortal, click https://docs.google.com/spreadsheet/viewform?formkey=dGlPc2VSeDc5RnZMX1Q2TDdlQkpiU2c6MQ
Hide cost for material, service and labor
When your tech adds labor, material or service items to an order, they can see the unit cost for the item. You have the option to hide all the cost fields.
Hide price for material, service and labor
When your tech adds labor, material or service items to an order, they can see the unit price for the item. You have the option to hide all the price fields.
Labor Billable hours set to Scheduled Hours
When your technician adds labor to an order in TechPortal they will enter the scheduled hours. A labor item is added to the order in SME with the scheduled hours. You can set the Billable Qty in SME Labor Editor to populate from the Scheduled hours as well. (image below)
Ability to edit the due date on the order
If you want your technicians to be able to edit the due date on orders, you will want this options set.
Ability to add vendor items to order when adding parts
If you setup your inventory items in SME with Vendor Items and you want your technicians to be able to choose which vendor item they are using on the order, then you will want this option set.
Change Order Tab Columns
You can choose four out of the following columns for the Order Tab
Customer
Due Date
Order Number
Class
Order Status
Summary
