Service Manager 5.5A

22 Sep 2008

Service Manager 5.5A includes the support framework for the new Service Manager Customer Web Portal product.

Note: Service Manager is written inside the SDK of Sage Accpac ERP 100/200/500, so version matching is critical. Service Manager 5.5A is not compatible with any Sage Accpac ERP 5.4 or earlier modules. Refer Version Compatibility.

Service Manager 5.5A is fully compliant with Sage Accpac ERP 5.5A and includes many new features.

Upgraded all view templates to 5.5A so they adopt current Sage Accpac ERP performance enhancements.
G/L Integration
- All G/L related fields have been stripped out of Company Options and placed in their own UI, “G/L Integration”. This brings Service Manager in line with the Sage Accpac ERP standard regarding G/L Integration.
- There is now custom selection of up to five fields to apply to G/L Entry Description, G/L Detail Reference, G/L Detail Description and G/L Detail Comments.
- A switch has been added to G/L Segment Overrides to determine whether or not to include the IC Control Account in the Segment Override.
- Created a new report: G/L Integration Listing (VM4012).
- Access to the G/L Integration UI and report is controlled by the “Options/Utilities” security setting.
Introduced the support framework for the new Service Manager Customer Web Portal product.
Contacts are now global to the system, so a single Contact can be associated with multiple Sites.
Agreement Plans can state which Services, Items and Item Categories are covered or not covered. There is a new Specific Cover tab where you can allow (and state % cover) or disallow cover for particular Standard Services, Labor Services, Contractor Services, Items and/or Item Categories.
Model Parts can be set up for easy access when consuming Items for Equipment repairs.
Notation Warnings can be displayed during the document copy process as well as document loading.
Support for integration to the Pacific Technology Solutions Purchasing Workflow product. This allows Service Manager Purchase Order requests to be monitored and managed in PT Purchasing Workflow and to run through the routing and approval processes defined in PT Purchasing Workflow.
Default setting to select source for quantity when creating Purchase Requisitions.
Inclusion of GL, AR, AP and IC Number Change functions to support the Accpac Number change products.
Inclusion of Credit Card validation and encryption, and Credit Card types.
The IC Data Integrity Checker now considers Service Manager and other third-party data. This enables accurate quantities on sales order, purchase order and quantity committed per IC Location to be maintained.
There is a new security setting, “Allow User Code Change”. If the user does not have access to this security level, Employee/User code on several forms will be disabled.
Added a default Labor Rate Cost to the Employee form. This field is securitized and will not be visible if the user does not have Show Costs security level. (Only used when you add a new Rate in Service setup.)
The Include Commissions and Include Service Rates check boxes are disabled on the Employee Listing and cleared if the user does not have Show Costs security.
Added Warranty Start Date field to Item lines to state when the Warranty period for Equipment that is being created from the sale of an Item with Serial Numbers, will start. Options are to use the Posting Date, Line Date or a Specified Date.
A sale of a Site Agreement may be amortized. The amortization can now commence on the Invoice Posting Date, Service Line Date or a Specified Date. This will be enhanced further in a Product Update to allow the editing and management of the amortization entries.
Posting Schedules and Multi Post programs remember their state when closed.
A new field has been added to remember the expand/collapse state of the nodes in the tree in Document Entry, so when you open or close a Document, it will return to the same state.
Two new fields have been added to the Day End audit detail record. These point back to their source document's detail record which would be either a Service or Item line from either a Document or Posting.
New Excel spreadsheet added for Time Entry Import. It is installed into the Macros folder.
Changes have been made to a number of reports, mainly related to the new Contacts structure. Refer to the “Report Changes” section in the Service Manager User Guide for additional information.

Report Manager, Employee Web Portal and PDA R3 are now all 5.5A compliant. We are aiming to release the Customer Web Portal in second quarter '09.

If you are an End User of Service Manager, please contact your Sage Accpac Solution Provider for further information about this product release.

For all our Business Partners who are registered on our website, please log in to our website and then download the latest restricted version of Service Manager 5.5A from the Demos section of the Technisoft Download Center.

For all our active subscribing Business Partners, please email technisoft@technisoft.com.au for your personal unrestricted license of Service Manager 5.5A.

Note: Please keep in mind that published release dates and information provided on this page are subject to change without notice. Please revisit this page periodically for updated information.

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