How do I create a Maintenance Service Schedule?
Go into Service>Service Plans and create the Service Plan Schedule. This Plan contains a schedule of Planned Service Events at user-defined time intervals. Whenever a Customer Asset is created the Service Plan is used to create definitive dates when the Planned Services are scheduled
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Auto Posting to from Ostendo - Accounting Link using Queue Service
This document describes the setup process for the Queue Service and configuring the Accounting Link and Posting program to run on a pre-defined schedule You will also need the following service.exe loaded into your Ostendo folder to run Queue ...
How do I create a Customer Asset?
There are two methods to created a Customer Asset 1. Go into Service>Customer Assets and create it manually 2. Go into Inventory>Items and ‘check’ the ‘Create Customer Asset’ checkbox (you can also specify the Service Plan to be used when generating ...
Unable to Connect to API Service
This could be due to another database (usually a copy of the database) with the same Mobility Key loaded being held on another PC configured to use that machines API service This will result in the IP address for one machine being sent to the cloud ...
Does Ostendo retain full Service History of a Customer Asset?
An Asset’s Service Order (both Scheduled and Breakdown) is generated as a Job Order. The Job Order records the Customer Asset along with all activities carried out during the Service. These can be accessed and grouped within the Job Order function ...
How do I create different Invoice Layouts?
Step 1. Create your new Invoice Layout using the Report and View Developer (File>Reporting Configuration>Report and View Developer) and save the report with a unique name. Step 2. Go into File>Reporting Configuration>Specific Reports Layouts and ...