This presumes you have also setup a Connector account to Service Pro.
In Sage 100
- Navigate to Custom Office | Main | User-Defined Field and Table Maintenance
- Double-Click on Sales Order
- Right-Click on SO Sales Order Header, then select Edit Fields
- Click green add field button on the right
- SO_SalesOrderHeader : Add Field will popup
- Field Name - Send To Service Pro (will change to UDF_SEND_TO_SERVICE_PRO and set Description to Send To Service Pro). Note: this field name must be annotated this way due to the way this process is coded.
- Click OK
- On the next popup, select Check-Box on the Control Type
- Click OK
- Now navigate to Sales Order | Main | Sales Order Entry
- Right click in the grey area next to the Order Type dropdown list and click Panel Settings > Customizer...
- Choose the User and Company to apply the customization to and click OK
- Select the Add Field option in the Customizer popup
- Now drag and drop new field to where you want it on the order entry screen (We typically put it to the right of Batch Fax)
- On the Field Selection popup that appears, locate the UDF_SEND_TO_SERVICE_PRO field that you just created, click on it, then click on Select.
- Finally, click on Panel | Save
- Orders that have this field checked will, when the the Connector runs, be pushed up to Service Pro.
