Editing TechPortal Settings

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'''<br>
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.<br>
[[File:TechPortal_HideCost.png]]<br>

'''Hide price for material, service and labor'''<br>
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.<br>
[[File:TechPortal_HidePrice.png]]<br>

'''Labor Billable hours set to Scheduled Hours'''<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>

'''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 edit/update the SLA Category'''
<br>You can give your technician's the ability to edit or update the SLA Category on an order.
<br>Click [[SLA Category]] to learn more.


<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>Assigned To
<br>Summary
<br>Priority
<br>[[File:TechPortal_ChooseOrderColumns.png]]
@@ Line 16: / Line 16: @@
 <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 edit/update the SLA Category'''
+<br>You can give your technician's the ability to edit or update the SLA Category on an order.
+<br>Click [[SLA Category]] to learn more.
@@ Line 21: / Line 25: @@
 <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'''
-<h3>TechPortal Additional Settings</h3>
+<br>You can choose four out of the following columns for the Order Tab
-In SME User Groups, you can assign TechPortal settings for your technicians. Each Technician is a user in SME and each user is assigned to a user group. Go to the technician's user group and set the appropriate settings.
+<br>Customer
-<br>[[File:UserGroup_AdditionalSettingsTab.png]]
+<br>Due Date
+<br>Order Number
-<br>Below is a description of each setting:
+<br>Class
+<br>Order Status
-<br>'''Void Order''' - Value 1 will show the Void Order button on orders. Value of 0 will hide the Void Order button.
+<br>Assigned To
-<br>[[File:TP_VoidOrderButton.png]]
+<br>Summary
+<br>Priority
-<br>'''Update SLA''' - If you want your technicians to be able to choose an [[SLA Category]] on an order, then this should have a value of 1. Value of 0 for this option will not allow technician to assign a SLA Category to an order in TechPortal.
+<br>[[File:TechPortal_ChooseOrderColumns.png]]
-<br>[[File:TPSetting_UpdateSLATrue.png]]
-<br>'''Close Order''' - If you want your technician to be able to close orders in TechPortal, then the value should be 1. Value of 0 will hide the close button.
-<br>[[File:TPSetting_CloseOrder.png]]
-<br>'''Labor Hours''' - If you want your technician to only see their labor/ time entries under the Time section in TechPortal, the value should be 1. If you want them to see all labor entries in the time section, the value should be 0.
-<br>[[File:TPSetting_LaborTime.png]]
-<br>'''Update Service Notes''' - If you want your technician to be able to edit services requested and services performed, the value should be 1. If you don't want them to be able to edit them, the value should be 0.
-<br>[[File:TPSetting_EditServReqPerf.png]]
-<br>'''Show SLA Setting''' - if the value is 1, then when adding parts to an order in TechPortal you can choose an SLA for the parts. Some people use this to select a SLA Category that will clear out the price on the part. See the '''[[SLA Category]]''' page for information on setting up and using Service Level Agreement categories.
-<br>[[File:ShowSLASetting.png]]
-<br> '''Show Customer Docs''' - If 1 is set for Show Customer Docs, then when looking at a service order in TechPortal, you would see stored docs saved on the customer record in SME and stored docs for that service order.
-<br>''' ShowAllCustDoc''' - If 1 is set for ShowAllCustDoc, then when on a service order in TechPortal, you would see all stored docs saved on the customer record in SME, the docs added to that service order, and any docs added to other service orders for that same customer.
-<br>'''Delete Labor Setting''' - If 1 is set for Delete Labor Setting, then the technician will have the ability to delete labor.
-<br>[[File:DeleteLaborSetting.png]]
-<br>'''OrderDispatch''' and '''OrderChart''' are not TechPortal settings