Articles
How to Add Invoice Groups
This article will go over how to add invoice groups to customer RMR.
Overview
Invoice Group# – The Invoice Group Number will default to 0 or none, when the recurring line is saved. If you need to separate some recurring l...
How to get a list of Customers Preference for Cycle Invoice Delivery in QueryBuilder
This documentation will go over how to get a list of customers with their preference on how to send cycle invoices.
Overview
The Customer Query Builder is a powerful tool to supplement the existing reports offered. In ...
How to Print User Groups from Sedona Setup
When making decisions on what user should have a certain User Group, its easier to determine that when you can see all the permissions associated to those groups.
Overview
Below will walk you through ...
How to use QueryBuilder to see User Edits
The Customer Query Builder can be used to get a list of actions a user has done on a customer account.
Overview
The data that is pulled will come from the Sedona Event Log that is shown on the Customer – Sedona Event ...
Trouble Adding Zip Codes in SedonaOffice
Description of Issue:
I’m trying to add a ZIP Code to a customer’s address but I’m receiving a message telling me that the ZIP Code doesn’t exist in the Geographic File! Please add this ZIP Code.
Fixes:
You can find information on...
What Permissions are needed to see QueryBuilders
SedonaOffice has a tool that enables SedonaOffice Users to create custom queries based on their company’s data that is stored in the SedonaOffice database. QueryBuilders have permissions set to be able to access and use them. Overview Belo...
Extended System User Defined Fields in SedonaOffice
Extended System User Defined Fields
In version 5.7.44 of SedonaOffice a new detailed user defined section has been added to systems. Once setup, users have the option of using six different completely customizable tabs and the customizable fiel...
Find SY_Users Records with Specific Access Right
Description of Issue:
How can we find the user groups and users who have access to a specific access right in SedonaOffice?
Resolution:
The script below can be used to determine the Users and User Groups that have ac...
How to Activate Customer Groups in SedonaOffice
The Customer Group is used to group your Customers together so that you are able to apply security within that particular group. For example, if you have different branch offices, you may limit employees to which customer records they may access.
...
How to add a Technician to SedonaOffice
Description of Issue:
User is attempting to add a Technician User to SedonaOffice but it is not working or they are unable to.
Support note: This is a common issue. Adding a Technician User to SedonaOffice is a 3-step process.
Add User to S...
Invoice Items in SedonaOffice
Overview
An Invoice Item is used for the individual line item charges entered on Customer Invoices. Each line on an invoice will be assigned an Invoice Item. Continue on to the next page for definitions of each field on the Invoice Items setup ...
Other Country Addresses in SedonaOffice
Sedona Office comes standard with twenty countries listed in the Geographic table. You can add cities, and postal codes withing those countries.
If the country is not listed in the table below the user will have to free form the foreign country...
Job Templates
Templates allow you to set defaults for Job Tasks, Install Charges, Parts, and Recurring Services.
A Job Template may be created for one or any combination of these four elements.
Before Creating a Job Template
C...
N/A GL Account Audit SedonaOffice
The included Scripts can be used to search for missing GL accounts in the Service Level, Install Company, Service Company, and Job Type setup tables. Missing accounts can lead to GL imbalances, so GL accounts should be entered for any fields the scr...
Viewing Remit to Addresses on SedonaOffice Invoices
Adding Remit Address:
Description of Issue:
The Remit address does not appear on invoices.
Resolution:
The first thing to check is to confirm that the Remit Address is set up in the Alternate Company information.
Go to SedonaSe...
Turning on Material Handler Flag Prevents Users from Logging into SedonaOffice
Description of Issue:
When trying to turn on the Material Handler option in the Inventory setup, users can no longer log into SedonaOffice.
Once the setting is saved, the login fails with the message that the usern...
Updating the Company Address in SedonaOffice
When a company needs to update their company address, it can be updated with these steps.
Step 1.) Go to Sedona Setup >Alternate Address
Step 2.) Choose the Profile where the address needs to be updated.
Step 3.) Update the new addres...
How to Add a City and Zip Code in SedonaOffice
Below are the steps on adding a City and Zip Code to the Geographic Tables in Sedona Office
Sedona Setup – Geographic Tables
To enter a new City in Sedona Office
Go to Sedona Setup – Geographic Tables
From th...
How to Add a Company Bank Account
When adding a New Company Bank Account, the first step is to set up the GL Account for that Bank.
Under Sedona Setup go to GL – Chart of Accounts.
Select “New” and enter the GL Account Code and Description.
...
Setting Up a New Company Bank Account
Customer needs to setup new Bank Account for EFT processing in SedonaOffice.
Resolution:
In SedonaOffice:
Open SedonaSetup > Go to Banks in the AR area
In the Banks window, select the New button in the bottom right of t...
SedonaOffice Permissions List
Click Here for a document that list the SedonaOffice permissions.
Changing the Address of a Branch
Occasionally, the address for a Branch will need to change.
The information in the address is generated by the selection in this...
Update Recurring User Descriptions to Match Item Code
If a customer wants to update all of their recurring user descriptions to match the item code or item descriptions, you can use the script below. This is especially useful to mass update any recurring line that does not have a recurring user descrip...
Create Stored Procedure to Fix Duplicate Zip Code Records
Issue:
When trying to edit a customer the system returns an error that the subquery returned more than one value when clicking save.
Solution:
This is usually due to duplicate zip code records in the GE_Table3
The SQ...
How to Add Canadian Address Information into Geographic Tables
This article will go over how to add other countries’ address information into the SedonaSetup Geographic Tables. The steps are created in SedonaOffice version 6.2.0.16.
Overview
The contents of this document assumes the user has the corr...
Adding Other Countries/Territories to the Geographic Tables
How do I add a new country to the SedonaOffice Geographic Tables?
Resolution:
Go to SedonaSetup > Geographic Tables and find the option Other and click on it. It will produce a blank plus sign.
Click on the Plus sign. The A...
List of Tables With Modified Date and Modified by user
Below is a list of all tables that have the data fields that point to the user who most recently modified the line and when the line was modified:
AR_Invoice
OE_Pricebook_Item
OE_Pricebook_Package
OE_Pricebook_Part
OE_...
List of Tables With Creation Date and Created by user
Below is a list of all tables that have the data fields that point to the user who created the line and when the line was created:
AP_Vendor_Weblink
AR_ACH_Created_By
AR_Deposit_Batch
AR_Deposit_Batch_Backupv6_2_0_3
GL...
Query to Show Active Users and their Role Groups
Issue:
There is not a quick way to see the users and roles they have. Is there a query that could be used to just show the active users and the role groups they are in?
Resolution:
You can use the SQL script below to get a list o...
How to Add New Zip Code Into the Geographical Table
This document will go over how to add a new zip code for address information into the SedonaSetup Geographic Tables. The steps are created in SedonaOffice version 6.2.0.17. Overview The contents of this document assumes the user has the correct p...
How to Assign User Access to Apply Credits and Unapplied Cash
Issue:
Customer is updating/adding new user groups and need to provide access to allow users to apply credits and unapplied cash.
Resolution:
The permission to allow access to apply credits and unapplied cash is under the AR mo...
Receiving an Error Trying to Update AP Aging Buckets (Internal)
Issue:
When trying to update the Aging Setup we receive an error that the number of supplied vales does not match table definition.
Resolution:
The error can be caused by an added field. We have seen an i...
How to Add Tax Groups with Multiple Tables
There are many states that have multiple levels of taxes that can be charged for sales tax. Different items could be taxed differently depending on what the item is. For example: phone service may not be taxed but someone coming on site to give se...
How To Grant Access to Extended User Defined Fields
Issue: User is requesting access to Extended User Groups in order to make changes to the fields available in the U/D Info button under systems. Resolution: This is granted using permissions under the User Groups. In SedonaOffice,...
Sedona Office Sandbox Access
SedonaOffice has login permission restrictions. If a company has a Sandbox in SedonaOffice, the user will need login credentials for the Sandbox environment and their Production platform.
A user will need login credentials for any other company...
How to Setup New Users in SedonaSetup
Setting up Users is a two-step process. The first step is to create the User record in the Users table, and the second step is to set up those Users in the Employees setup table.
Overview
This document assumes the User adding data into ...
SedonaSetup Training Setup Guide
SedonaSetup Guide Version 5.6 can be found h ere .
How To Change User Passwords in SedonaOffice
Question:
User needs to update the passwords for other users in SedonaOffice.
Resolution:
To update the passwords for other users in SedonaOffice:
Go to SedonaSetup.
Scroll to Users in the OP area.
...
How To Update the Tax Tables due to "Error: The effective dates for this tax already exist in the database!"
Issue:
User attempting to update Tax Table, but receiving a message that the Effective Date already exists in the Database.
Resolution:
The error is due to the End Date of the previous tax rate being the same date ...
How to Setup Customer Groups by Branch
There is no way to link the customer group to the branch. But a customer group can have the same name as a branch. Then, verify that the customers in the database have chosen the customer group that matches the branch name to which they have been ...