dhelms
New Contributor III
since ‎03-21-2023
‎05-19-2024

User Statistics

  • 46 Posts
  • 0 Solutions
  • 59 Kudos given
  • 45 Kudos received

User Activity

Customer PO# on Service Agreement Invoices

05-16-2024
On some of our commercial service contracts, the customer provides us with a PO# to be used on every invoice through the contract term. It is the same PO# for the year. What is the best way to make sure these PO numbers populate automatically on the ...

Can we get a Business Unit Company Name Merge Tag (and others) please?

02-27-2024
Right now we can only use {{Tenant.BusinessName}} which does not help us. Can we get some BU-specific merge tags please?

Service Agreement Contacts

02-08-2024
The contacts within the Service Agreement "Step 2: Locations and Contacts" needs some attention.When selecting the Billing Contact, Schedule Contact, etc., you can only see the phone number or email address and not the memo field. The memo field need...

Invoice Totals

11-10-2023
I didn't realize that if the Service Agreement tasks were not all equal in cost, that ST would invoice them as such. Typically, we spread the price of the agreement evenly throughout the year, regardless whether some tasks have more costs than others...

Client-Specific Pricing Rules - Impact to multiple Business Units?

11-10-2023
Good afternoon! We have a Service Agreement activated for one of our customers; the Business Unit is AC-Service. We have another BU that also provides service for this customer, GC-Service. It is our current policy that if you have a Service Agreemen...
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