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Other Products
Other products produced by Solarvista (not applicable to LIVE).
Getting Started with X9
- Same site allocation
- Basic end-to-end process in Solarvista X9
- Launching the Planner & Familiarisation.
- Customer Locations/Sites (Parent / Child Relationship)
- Accessing for the first time
- Accessing the mobile app for the first time, logging in and familiarisation.
- Internet / Network Connectivity Requirements
Setting Up Data in X9
- Advanced Configuration - Mobile Workflow Definition
- Introducing Follow Ups
- Introducing Equipment Products / Parts
- Band Specific Costs / Charges
- OB020 - Introducing Personnel Cost Schemes
- Internal Departments
- OB100 - Create a file of Company holidays
- OB006 - Setting up the basics - Personnel Records
- OB021 - Introducing Service Schemes
- OB057 - Importing data into the system
- OB016 - Introducing Assets / Equipment
- OB031 - Setting up the basics - Time Categories
- OB024 - Introducing Action Codes
- OB039 - Setup hierarchical codes for products, manufacturers and models
- OB015 - Introducing Skill Levels
- OB022 - Introducing Service Routines
- OB032 - Setting up the basics - Agreement cancellation
- OB005 - Setting up the basics - Customer Records
- OB017 - Introducing Problem Codes
- OB018 - Introducing Cause Codes
- OB052 - Setup service level entitlements that are applied automatically.
- OB004 - Setting up the basics - Companies Record
Processing Work in X9
- Reviewing a completed Work / Service Order (Job)
- Agreement Renewals
- Credit Notes
- OB008 - Creating Work / Service Orders (Jobs)
- Batch Invoicing
- OB046 - Managing Parts inventory
- Invoicing Service Orders
- OB037 - Add financial account information for each customer
- Reporting and dashboards in Solarvista X9
- OB010 - Working through a Work / Service Order (Job) on the Mobile App.
- OB103 - Cancel/Reinstate/Suspend/Resume SLA
- OB105 - Set limits to volume of work provided under an agreement.
- OB028 - Modifying the time of arrival (ETA) and estimated time of completion (ETC).
- OB040 - Track inventory levels, values and locations
- OB048 - Setup policies for pricing of parts and materials
- Related Service Schemes
- OB033 - Sending manual SMS and Emails from within the application
- OB054 - Create supplier records together with contact information.
- OB101 - Insert from Project Templates
- OB012 - Sending / Receiving Ad Hoc Messages
- OB104 - Maintain checklists for personnel prior to/following visiting sites or regular intervals
- Agreement Templates
- OB041 - Inventory requests and movements
- OB106 - Record payment receipts against sales invoices.
- OB014 - Adding Telephone Calls / Notes to Customers
- OB009 - Planning Work / Service Orders (Jobs)
- OB027 - Working with Jobs - Telephone Calls / Notes
- OB025 - Working with Jobs - Expenses
- OB035 - Attach media and files to all available record types
- Invoice Options
- OB038 - Categorise time across all activities
- OB102 - Determine shipping/collection points for field-based pickup
Known Issues in X9
Announcements & Release Notes (X9 only)
- Solarvista X9 update - January 2020
- Solarvista X9 update - October 2019
- Solarvista X9 version 9.51 - September 2019
- Solarvista X9 version 9.47 - July 2019
- Attention: Update your Citrix Receiver now
- Solarvista X9 version 9.46- April 2019
- Solarvista X9 version 9.39.1 - November 2018
- Solarvista X9 version 9.36.0 - September 2018
- Solarvista X9 version 9.35.0 - July 2018
- Solarvista X9 version 9.34.0 - 10 April 2018
- Solarvista X9 version 9.33.0 - 7th February 2018
- Solarvista X9 version 9.32.0 - 15th November 2017
- Solarvista X9 version 9.31.0 - 9th October 2017
- Solarvista X9 version 9.30.0 - 19th September 2017
- Solarvista X9 version 9.27.0 - 29th June 2017
- Solarvista X9 version 9.26.0 - 24th May 2017
- Deprecation Notice - Android Versions 4.1 to 4.3