Sicon Service is designed specifically as an enhancement for Sage 200. Fully integrated with the Sage 200 financial, stock and order processing modules, Service Manager is simple to learn and to use. Log service cases within Sage 200 (or create via Sage CRM) to allow scheduling of engineers, allocation of stock and transfer of stock to engineers. Manage the profitability of call out jobs and service contracts. Tablet interface licenses available for service engineers to update case details, use stock, book time and complete work.
Release notes:
221.0.15
Issues Resolved Change in FunctionalityIssues Resolved
- Fixed a bug where the NextServiceDate on an Equipment item’s Service Interval wouldn’t update when completing a case
- Fixed an Invalid Casting error on Equipment
- Fixed an issue when amending a case-linked Sales Order where users could open completed cases in Edit mode
- Fixed an issue where Appointment Charge Rates would not apply correctly based on the Appointment Label
Change in Functionality
- Added ability to confirm, update and save last/next service dates when completing a case
- Added NewAppointmentDate_DateOnly field to SiSMCase – this can be added as a Service Desk column
Date applied: June 7, 2023
221.0.14
Issues Resolved New Features Change in FunctionalityNew Features
- Added an option to ‘Use Default Cover Type’ when setting the cover type override for a contract line or customer record. When a case is created from these, Service will then use the global default Cover Type
- Added an option on Cover Types to use a price book discount for parts and labour. This is ony available if the manual discount percentage on the cover type is set to Zero
Issues Resolved
- Fixed an issue where Service would fail to link through to Projects when loading and saving various screens
Change in Functionality
- When creating a new case via Equipment from the Sicon Contracts module, a list of serial numbers will now populate the summary. Service will also now attempt to automatically set the contact and case location information from the equipment item, and display a message if it cannot do this
- Added ‘Case Type’ column to the list of cases shown on Equipment History
Date applied: June 7, 2023
221.0.13
New Features Change in Functionality ImportantImportant Info
Common Components of v221.0.17 (or higher) must be installed when using this (or higher) version(s) of Service
New Features
- SiconAppointment.EngineerEmailAddresses – Added a variable that outputs a formatted list of email addresses for selected engineers on an appointment – this can then be used to include them on automated Appointment-related emails
- SiSMCase.CurrentSageUser – Added a variable that displays the name of the currently logged in Sage User
Change in Functionality
- Added Discount Percentage column to Costs & Charges
- When a case is opened in View mode, all edit functions are disabled in the Attachments tab
Software dependancies: Common Components of v221.0.17 (or higher) must be installed when using this (or higher) version(s) of Service
Date applied: April 28, 2023
221.0.12
Issues Resolved Change in FunctionalityIssues Resolved
- Fixed an issue where a case created via the Equipment List directly after making changes to the equipment item would sometimes not pull through the changes that had been made
- Fixed an issue when using Fixed Price Billing where the Project Transaction link would sometimes get ‘stuck’, resulting in errors when trying to bill and complete the case
Change in Functionality
- Reworked Active Cases popup to filter based on the selected SOP Delivery Address on the case
Date applied: April 26, 2023
221.0.11
Issues Resolved New Features Change in FunctionalityNew Features
- Added totals for the quantity and line total to Quote Details
Issues Resolved
- Fixed an issue where the External Team was sometimes not displaying anything on the Optimised Service Desk, even though it had been set against the case
Change in Functionality
- Added an Inactive flag that can be set against Case Tracking Statuses – this now supersedes deleting these statuses. When deleting a status, if there were any cases on the system (regardless of status) with a tracking note with that Tracking Status, users would constantly be presented with an error when opening that case
Date applied: April 18, 2023
221.0.10
Issues Resolved New Features Change in FunctionalityNew Features
- Tracking notes created by engineers with a Tracking Status via the App now sync this status through to Service Desk (this requires App version 2.1.2+)
Issues Resolved
- Updated the Equipment Service Dates Import to correctly reflect the Required status of Service Template and Combination
- Fixed an issue where the Advanced Location search was only searching using rather than all address fields when using the Optimised Service Desk
- Fixed an issue where Travel appointments were not setting actual times on the appointment if the time booking was set as Actual
- Fixed a problem with Equipment Customer and Location not being set correctly when receiving SOP Returns
- Updated the Service Template and Service Combination fields as Compulsory on the Equipment Service Dates Import, as there were problems occurring when these were empty
- Fixed an issue where an Object Reference Not Set error would sometimes be thrown after adding a tracking note via Service Desk -> Edit Case
- Fixed an issue where Service Interval dates were not updating correctly – it was only updating the first service interval, not the one selected for the case
Change in Functionality
- Automatic Tracking Notes created when an engineer’s Work Log is synced now show with a Created Time set as the time that the Work Log was completed
- Manual Tracking Notes created by engineers via the App now show with a Created Time set as when the tracking note was created on the App
- Automatic Tracking Notes for Arrival and Departure Signatures from the App now show with a Created Time set as the time that the signature was completed
- Adjusted layout of the Time Bookings screen to more clearly identify whether a time booking is an estimate or an actual
Software dependancies: Requires App version 2.1.2+
Date applied: April 4, 2023
221.0.9
Issues Resolved New Features Change in FunctionalityNew Features
- Added the ability to create a Tracking Note on a case from the Scheduler
Issues Resolved
- Removed a check when saving appointments that was displaying a warning that the appointment would not appear in billing if it had estimated time bookings
- Fixed an issue when using the Enhancement Pack SO Import, where expected columns were missing
Change in Functionality
- Improved Performance around generating the billing summary – particularly when creating time booking-to-equipment links
- Added Case Sub Location to available fields on Optimised Service Desk
- Changed the label on the Scheduler from ‘Hide Attended’ to ‘Hide Completed’ to make this clearer as to what it hides
Date applied: March 14, 2023
221.0.8
Issues ResolvedIssues Resolved
- Fixed an issue with Copy Workflow where Workflow items with parent/conditional item links were not having these links updated with the new parent/conditional item
Date applied: February 23, 2023
221.0.7
Issues ResolvedIssues Resolved
- Added a filter to the Service WebAPI library that hides any Non-Case appointments where the ResourceIDs XML is null
- Corrected the Pin icon on the scheduler when the engineer is attending, as this was not showing
- Fixed an issue when syncing Part Allocations for traceable stock items – an Object Reference error would appear
Date applied: February 13, 2023
221.0.6
Issues ResolvedIssues Resolved
- Fixed an issue with the Link to Case dropdown on Sales Order lines. This was not displaying any cases when certain criteria were met
- When an appointment is deleted, we now soft-delete any associated timesheet lines and project transactions
Date applied: February 7, 2023
221.0.5
Issues ResolvedIssues Resolved
- Corrected how Linked Purchase Orders in another currency other than GBP or EUR show their value on the case
- Fixed Object Reference error when a part is unissued but the source bin has been deleted
- Fixed Amend Tracking Note Date/Time as this function was having issues with saving the data and enabling the controls when opened in edit/view mode
Date applied: January 21, 2023
221.0.4
Issues ResolvedIssues Resolved
- Changed the criteria for how Serviced and Outstanding Equipment Item totals are calculated on Case Details -> Equipment. These are now calculated based on whether the equipment report for an item has been submitted
- Added a reload of the Equipment Item List each time the Equipment tab is opened to ensure that totals and indicator icons are correct
Date applied: December 12, 2022
221.0.3
Issues Resolved New FeaturesNew Features
- Analysis codes for Cases and Equipment Items can now be edited by Engineers when on Service App v2.1.0 and above
Issues Resolved
- Made change to how the CRM Company/Person lookups work within Case Details
Date applied: November 29, 2022
221.0.2
Issues ResolvedIssues Resolved
- Fix for SiSMCaseID not found error when syncing Mobile App
- Added a filter to Active Cases shown on Customer Information popup to exclude Completed/Cancelled cases
- Updated the QR Code link shown in Mobile Setup to point to the correct iOS app
Date applied: November 21, 2022
221.0.1
New FeaturesNew Features
There are no new features in Sicon Service v22.1
Date applied: November 11, 2022