Setting Up SM Customers

SM Customers links AR customers into Service Management so you can create work orders, agreements, and service invoices.

Before you start

• The customer must exist in AR Customers.
• Know which rate template and invoice options the customer should use.

Steps

1. Confirm the customer exists in AR Customers.
2. Open SM Customers and add the customer from the AR list.
3. Review address information (populated from AR; not editable here).
4. Select a rate template used when invoices are created.
5. On Billing, set work-order and agreement invoice options (custom reports, grouping).
6. Use the related tabs to review sites, work orders, contacts, invoices, and agreements.

Notes

• Change addresses in AR Customers, not in SM.