Difference between revisions of "TechPortal Settings"

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(Created page with "'''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 ...")
 
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'''Hide cost for material, service and labor'''
+
'''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>
 
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>
 
[[File:TechPortal_HideCost.png]]<br>
  
'''Hide price for material, service and labor'''
+
'''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>
 
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>
 
[[File:TechPortal_HidePrice.png]]<br>
  
'''Labor Billable hours set to Scheduled Hours'''
+
'''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>
 
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>

Revision as of 20:50, 25 October 2011

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.
TechPortal HideCost.png

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.
TechPortal HidePrice.png

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)
TechPortal SetScheduledToBillable.png