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Create a customer record for your Service Bench Supplier
Create Invoice freeform comments:
Create Invoice Line freeform comments: (customize invoice grid & add FF # 1-3)
Create Unit freeform comments:
Import XML * Setup Tools > Utilities > XML Central > Import
New Name: ‘Warranty Types’ Select: XML Import from File Import File Name – Brouse for ‘WARRANTYTYPES.XML’
This will display on line 8 in Setup Wizard > Misc > Freeform data > Invoices It should populate ‘warranty type’ header
Export XML *Setup Tools > Utilities > XML Central > Export
New Name: ‘Service Bench’ Export Settings Tab > Export Type > Invoices Check options: *ColInfo *Freeform *Accts *Unit File *Warning comments *Lkup Words *Inventory *Labour Check options: Append to file Export file name: w:\windward\system5\data\servicebench.csv Additional Process Tab > XSL Filter: w:\windward\system5\data\sbexport.xsl
Create FF KEYS *Setup Wizard > Misc > Comments > FF Data Entry > Record Type Invoice
Add Name: ‘Service Bench Repair’ Right click ‘Add’: (get a listing of the repair categories from their Service Bench site)
*This list can be different depending on the Manufacturer* This will populate on line 10 Setup Wizard > Misc > Freeform data > Invoices It should be ‘Repair Category’ header
Add Name: ‘Service Performed Code’ Right click ‘Add’: 1-4 (does not display this but import needs a number here)
This will display on line 11 Setup Wizard > Misc > Freeform data > Invoices It should populate ‘Repair Category’ header
System 5
Service Bench Website
Field Name Type Req'd Reference/Claim# String Account# String Y Account # for manufacturer Store# String Store # for manufacturer Service Agreement# String Authorization# String Brand String Y Product# String Y Customer Last Name String Y Customer First Name String Y Customer Address Line 1 String Y Customer Address Line 2 String Customer City String Y Customer State String Y Customer Zip String Y Customer Country String Customer Phone String Serial# String Y Purchase Date Date Purchased From String Purchased From Address String Purchased From State String
Part Fields: Part1 # String Part1 Quantity Number Part1 Price Money Part1 Reference# String Part1 Invoice# String Part1 Distributor# String Part fields are repeated for parts 2 - 20 (Must be filled in even if not used)
Invoice Fields: Warranty Type# See Code Table Customer Complaint String Y Defect Code String Mfg Code/Ref Date Service Requested Date Y Date Service Completed Date Y Service Explanation String Y Service Performed Number See Code Table Repair Code String Mfg Code/Ref Repair Category String Y See Code Table. Category may be reassigned by repair code. Time Started String HH:MM AM/PM, drop AM/PM suffix if in 24hr format. Time Completed String HH:MM AM/PM, drop AM/PM suffix if in 24hr format. Time On Job Number Format: HHMM Labor Amount Money Y Diagnostic Fee Amount Money Shipping Amount Money Freight Amount Money Mileage Amount Money Travel Amount Money Local Tax Amount Money State Tax Amount Money Other Amount Money Other Item1 Amount Money Other Item1 Code String Other Item2 Amount Money Other Item2 Code String Travel Hours Number