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Configuring SM Company Parameters

SM Company Parameters controls core Service Management behavior: audit tracking, batch reports, invoice email, work-order close options, and agreement sync.

Before you start​

  • Know whether you will email invoices from SM.
  • Decide work-order close and auto-numbering rules for your company.

Steps​

  1. Open SM Company Parameters.
  2. Enable the audit options you need for tracking and reporting.
  3. Attach batch reports to HQ if you want posted-batch audit attachments.
  4. On Email, complete settings if you email invoices to customers.
  5. On Info, set work-order closing options, agreement sync settings, and auto-numbering for setup forms.
  6. Save.

Notes​

  • Missing audit options can leave gaps in change history.
  • Incorrect email settings cause failed invoice delivery.