Registry Start Compute Service Worksheets (sys-start-ssrvcebllngwrksht)

Purpose:

This entry sets the defaults associated with this function.

Testing Your Registry Entries
The system does not verify the validity of registry entries. Be sure to test your registry entries after completing them to verify that they are functioning correctly.

Setting Values are Uppercase-Lowercase Sensitive:
The Setting Value is case-sensitive: be sure that you enter the value exactly as specified in the documentation. If the documentation specifies a value of true, do NOT enter True or TRUE.

Important Fields

Id: sys-start-ssrvcebllngwrksht

See the Standard Registry section in Registry Viewer for additional Registry Id formats to allow entries for specific Users, Branches, Security, or User Groups to override the main entry.

Allow Service Billing Worksheet to be run when WO is not Invoice Ready

This option, if enabled, allows the Billing Worksheet to be run for work orders that not yet flagged as Invoice Ready. If this registry is not enabled, the previous behavior will be preserved, which requires the Work Order to be Invoice Ready to allow the worksheet to print.

Setting Key: AllowWorksheetBeforeInvoiceReady Setting Value: true (default false)

Note: Billing Agent User Id:
The system enters your user Id in the Billing Agent User Id field of the Service Billing Worksheet range screen – if it does not match the Billing Agent Id in the work order, the system will display the ‘Nothing found to bill” message. If the work order’s Billing Agent was not set when the work order was first created, it would be normally be set when the work order is flagged as Invoice Ready. If this is the case, just blank the Billing Agent User Id in the Service Billing Worksheet range screen to display the report if you are running the worksheet prior to setting the Work Order to Invoice Ready.

Registry to Initialize Equipment Detail field to On

Setting Key: initialValueFor~srvceinvce.eqpmnt-dtl  Setting Value:On

Skip Archived Work Orders

When the Service Worksheet is run ‘wide open’, old work orders that will never be billed may be included in the process, negatively impacting performance. In this enhancement, it is easy to exclude archived work orders from this function in order to improve performance. Note that Work Orders may be set to Archived by manually adding a Technician line with status Archived, or by using the Start Archive Work Orders or Start Autoarchive Work Orders.

In this release, a new range, Work Order Status Category, has been added to both the Start Compute Service Billing and Start Computer Service Worksheets functions. It is highly recommended that these ranges be set to exclude archived work orders (!=archived) using the following settings:

Setting Key: InitialValueFor~wrkordr.stts-ctgry Setting Value: !=archived

Note: a similar entry should be made for the Start Service Billing function:

Id: sys-start-ssrvcebllngcmpte

Setting Key: InitialValueFor~wrkordr.stts-ctgry Setting Value: !=archived

Flag All Items on Checklist

Setting Key: DefaultDo Setting Value: true

Implementing this registry option defaults all the Do fields in the Service Worksheet Checklist to checked (selected). If this option is not implemented, no work orders will be selected when the checklist screen appears.

Suppress Cost Detail on Worksheet

Setting Key: suppress_labor_cost Setting Value: Y

Setting Key: suppress_material_cost Setting Value: Y

Setting Key: suppress_other_cost Setting Value: Y

Setting Key: suppress_subcontract_cost Setting Value: Y

Implementing one or more of the above entries will suppress the Cost detail on the Billing Worksheet. Note that the Total Cost on the summary portion of the report will continue to reflect all cost components.

Configure the Form Displayed by the Enter Work Order List button

Setting Key: WOCount Setting Value: #oflines

where #oflines is replaced by the number of lines that you want the WO Id form (accessed by the Enter Work Order List button) to display. If this option is not entered, the form length defaults to 50 lines.

Print Worksheets in Work Order Id Order Instead of Job Order

Setting Key:Srvcewrksht_orderby Setting Value: wrkordr.wrkordr_id, jb.jb_id

By default, the ServiceWorksheet report prints in Job Id order; previous versions of this report printed by Work Order Id. This option may be implemented to print the report by Work Order Id, the previous default order.

Registry to Skip Checklist when Running Service Billing Worksheet

Id: sys-start-ssrvcebllngwrksht

Setting Key: SkipCheckList   Setting Value: true (default is false)

This setting is currently only supported for the Start Compute Service Billing Worksheet function. When this option is in place, the user won't need to push the GO button on the check list to see the report get displayed. This functionality supported both from the Work Order's Print Worksheet button and from Start Compute Service Billing

Example:

Eliminate the printer prompt AND checklist screen from the Service Billing Worksheet.

Id: sys-start-ssrvcebllngwrksht

Setting Key: SkipCheckList   Setting Value: true

Setting Key: UseDefaultPrinter   Setting Value: true

Setting Key: DefaultDo Setting Value: true  (required to flag all lines on the checklist)

Specify a Custom Worksheet

Setting Key: ReportId Setting Value: serviceworksheet

This option sets the report id of the service worksheet report called by the function. If your firm uses a custom service worksheet report, replace serviceworksheet with the custom report Id.

Control Order of Service Worksheet Checklist

Setting Key: orderby Setting Value: sql

this option, if present, controls the order of the service worksheet checklist form. It requires a custom sql string; contact your support representative for additional information.