tips for using syteline field service plus Vancouver BC, syteline consultant Vancouver BC

Who Should Read This: Operations and Field Service Managers, Manufacturers.

Why: Good tips for those using SyteLine ERP, especially those who have or are considering the SyteLine Field Service-Plus module.

SyteLine Field Service-Plus is a module in SytleLine ERP that addresses many of the broad service industry’s business requirements, including Call Center Incidents, Dispatching/Scheduling to Contracts for one-time or recurring on-site maintenance and overhauls, as well as equipment rental and in-house Preventive Maintenance with downtime scheduling on your Work Centers/Resources. All picking, packing, shipping, returns and invoicing are also handled by this module.

Here are some tips on how you can use SyteLine Field Service-Plus to boost your business’s productivity:

Service Parameters – Call Center tab:

Synchronizing these data fields on the Incident and Service Order Request saves time and effort

Incident/SRO Synch Setting: if a box is checked, the two forms (Incident and SRO) will be synchronized and a dominant (driver) form is chosen for each setting:

  • Status Code

  • Priority Code

  • Lead Partner\Owner

  • Department

  • Notes

  • Reason/Resolution

  • Description

  • Contract

Service Parameters – Unit tab:

For any manufacturer that services their products after sales, this feature will generate an “as built” BOM for each Serial # shipped and attach it to a Unit in the Field Service Plus database – cool!

Auto Build Unit Configuration:

This flag is used in conjunction with the Auto Create Unit On Shipment flag. If this flag is turned on, the complete unit configuration will be created as the item is shipped.
This process copies the entire BOM of Serial-tracked Items, which can add processing time to Order Shipping for deep BOMs.

Auto Create Unit On Shipment:

If checked, any serial tracked item that is shipped will create a unit record automatically.

To learn more about how to track orders better, document real-time attendance of field service technicians, and better track projects, installs and vehicle inventory, contact ESS Software at 1-800-661-4456 or email Using ERP in the cloud means you can update and edit all this data using mobile devices and desktop machines. See also the Infor PDF on SyteLine Field Service Plus.

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