What service do you use for parts and pricing in Service Management? Is it easy to import and update?
What service do you use for parts and pricing in Service Management? Is it easy to import and update?
This may actually be an add on application. I will check on that and post further information as soon as I find out.
Kathy, do you have Service Purchasing, or only Service Inventory?
It may be something that is only available when you have the Service Purchasing add on and would then still require a subscription with TRASER.
In order to determine if you have Service Purchasing (in the event that you do not know) when you are in Service Management, click on VIEW, then determine if you have the option to see Purchase Orders. I am looking into this further and will let you know what I find out, but let me know if you have the SM Purchasing add on or not.
Okay, I think I found the answer.
The option to Import Trade Service Pricing in Service Management must be made available to you through the Sage 300 CRE security in Desktop. If you don't have permission to the particular menu option, you may not see it on the menu.
Check with your IT or Sage administrator to see if this menu option has not been made available to you.
The following information is available in Service Management>Help>Contents>How Tos> Setup Inventory>Trade Service Pricing and importing
Import Trade service pricing and importing
Overview
Service Management provides a function to import parts and pricing information from Trade Service Corporation. This function is only available if you purchased Service Management's Inventory feature. Trade Service Corporation provides lists of standard parts for electrical, plumbing, and HVACR organizations. In addition to part numbers and descriptions, their data also includes typical cost and selling price information.
You have helped me with more with this issue in the last hour than anyone from Sage has in the last 9 years. Seriously. THANK YOU!
You have helped me with more with this issue in the last hour than anyone from Sage has in the last 9 years. Seriously. THANK YOU!
*Community Hub is the new name for Sage City