Configuring SM Company Parameters

SM Company Parameters sets up each Service Management company and the company-level controls that apply before any SM processing (work orders, work completed, billable invoices). Restrict access to the system administrator when practical.

Trimble’s procedure is Set Up an SM Company (Service Management Setup). There is no page titled “Configuring SM Company Parameters.”

Before you start

• Company exists in HQ Company Setup.
• Default companies already exist in their own parameters: GL, AR, AP (also PO — one-to-one; must be set in PO Company Parameters), PR, IN, EM, JC.
• SM customers must already exist as AR customers in the linked AR company.
• Menu: Service Management → Programs → SM Company Parameters. Enter a valid HQ company in SM Co, or F4.

Steps

1. Open SM Company Parameters for the SM company.
2. On Info, set default companies, work-order/agreement options, tax, reports, audit, and auto-numbering.
3. On Interfaces (help also says Interface), set GL/EM/IN/PR/JC update levels.
4. On Email Settings, set From, Subject, and Body for invoice delivery.
5. Save. Use related topics for interface detail, email setup, and batch-report retrieval as needed.

Info — default companies

Field	Role
GL Co	Validate GL accounts
AR Co	Billing + customer master
AP Co	PO receipt (also the PO company)
PR Co	Default on SM Technicians (overridable)
IN Co	Default when capturing stocked materials on WOs (overridable)
EM Co	Default equipment company (overridable)
JC Co	Job work completed; validates cost types and SM POs

Info — work orders, agreements, billing

• Agreement Mask + Rebuild: rebuild agreement-service material lists (full agreement #, prefix + %, or % for all). Updates class-maintenance materials and matching-part-type parts from the serviceable item. Active/Quote only. Usually run before using serviceable-item parts, class maintenance, and/or PM WO parts sync.
• Auto Generate Agreement Work Order Trips: one trip per generated WO; Primary Tech from agreement service, else site.
• Post Anticipated Costs to Job Cost: labor and purchased-material lines on job WOs only (save → JC Proj Cost; actuals replace when PR/AP post).
• Auto Post New Work Completed: save creates the batch; Refresh or leaving the WO posts it. If off, lines stay Provisional until SM Work Order Cost Posting. Exceptions stay Provisional: labor (posts at PR Ledger Update), purchases (when PO invoiced in AP), IM uploads, auto misc/standard-charge lines. Edits to already posted lines always create/post a batch even if this is off.
• Apply Standard Charges to Agreement Work Orders (SM Generate PM Work Orders).
• Attach Batch Reports to HQ Batch Control (recommended): export before post; report error aborts posting. Secured reports only from HQ Batch Control (no DM Attachment Search indexes).
• Default Agreement Number on Work Order Scopes: only if the site is Spot Coverage on a single active agreement.
• Next Work Order Number (blank = highest + 1).
• Use Review Process (defaults unchecked).
• Show Customer/Site Attachments in Invoicing (with SM Customers Deliver To).
• Auto Close Work Order on Final Bill (enables Prevent Scope Auto Close when Billing on SM Call Types / Work Scopes).
• Auto Delete Open Trips (final bill or SM Work Order Close).
• Use Closest Open Month (closing entries).
• Credit Hold: S Soft (alert) or H Hard (no new WOs; field defs: cannot import WOs either). Procedure text sometimes mashes this with Use Closest Open Month — treat them as separate fields.
• Recognize Revenue as Costs Incurred: field defs = checkbox (unchecked = recognize at billing; checked = as costs incurred for customer/agreement WOs). Procedure describes a Revenue Recognition drop-down (B-As Billed / C-As Costs Incurred) — same intent, different control wording.
• Minimum WO Quote ID, Default Use Tax on Purchases, Default Trip Duration (blank = 1 hour), Default Receivable Type, Default WO Invoice Report, Def. Agreement Inv. Report, Generate Agreement WO Time (24-hour).
• Audit Options: Company Parameters always audited (cannot turn off). Optional audit for call/cost types, centers/divisions, technicians, rate templates, departments, work scopes, standard tasks/items, customers/sites, work orders, agreements, quotes, call handler.
• Default Invoice Print Options (WO and Agreement invoices).
• Agreement Sync Options (Tasking): Service Item Parts Sync; Class Maintenance Sync; related WO-scope materials sync.
• Auto-Number (default off): Service Sites, Serviceable Items, Serviceable Item Parts.

Interfaces

Interface	Behavior
GL (misc work completed type 3)	No Update / Summary (60-char Summary GL Description) / Detail. Journal from GL Journals
EM	Checked → equipment usage batch + Cost/WIP from SM Departments at EM company’s GL Usage Interface level. Leave off if no EM or during implementation
IN	Checked → inventory batch relieves IN Co/Location using SM Departments GL at IN Adjustment Interface level. Unchecked → no on-hand relief (help is inconsistent on whether GL still updates)
PR	Checked → save of work-completed labor creates PR My Timesheet (editable until approved into a timecard batch). Timesheets created in PR still create SM labor lines regardless; if unchecked, SM edits do not flow back to PR
JC	Checked → work completed on job WOs updates JC + Cost/WIP (GL level = JC company GL Cost Interface). Anticipated costs (Info checkbox) vs actuals (PR/AP) are separate timings

Email Settings

From Address (60), Subject (60), Body (255; Ctrl+Enter; HTML for breaks/bold) for invoice delivery.

Hard rules

• Auto Post exceptions and “already posted line edits always batch” — see above.
• Attach batch reports: failure blocks the post.
• Default Use Tax on Purchases interacts with AP invoice/PO tax and WO scope use-tax flags.
• Company Parameters audit cannot be turned off.

Notes

• Related: Set the Interface Options for an SM Company; Define Email Settings for Invoice Delivery; Retrieve SM Batch Reports; HQ Company Setup; SM Work Orders / Cost Posting / Close; SM Customers / Sites / Centers / Divisions; SM Agreements; SM Call Types / Work Scopes; SM Invoice Review / Agreement Invoice Review / Agreement Billings Due; SM Generate PM Work Orders / Generate Work Order Summary; HQ Batch Control; DM Attachment Options; GL/AR/AP/PR/IN/EM/JC/PO company parameters; SM Departments.