Configuring Mobi Costing Menu

Requirements:

1. Mobi V2.3 or later

2. Moveware Version 9 or later

3. Costing menu should only be set up in Mobi if the company uses the Job>Costing Tab to build quotes and invoices.

Part 1: Setting up the Mobi Costing Menu:

If the Mobi Costing menu was already set up during the Mobi Implementation phase, then the menu will already be visible under Administration > Company Name Setup> Mobi >Settings> and filter type by Menu.

If this menu does not already exist, it can easily be set up by navigating to Administration> Company Name Setup > Mobi > Codes Tab > Select “Add” Tab. Enter the details as per the below screenshot:

Important to note during set up:

1. The parent menu depends on where you wish to display the menu in Mobi. Having this set to “Jobs” will display the menu on the Global Jobs screen. Setting it to “Daily” will display the menu in the workflow.

2. Link Field: The parameter “?Costing=true” should only be used if the costing tab is used in Moveware. If quoting is done directly out of the invoicing tab- then this parameter should be left off causing all information on this menu to sync directly to the invoice tab. See your Mobi Specialist for help setting this up.

Part 2: Configuring Creditor Products to sync to Mobi.

1. Navigate to Administration > System Set up> Supplier Products (Sometimes also called Vendor products).

2. Select the drop down menu for “Mobile Device” and set all items you wish to be visible in Mobi to “Y”.

3. Run a code refresh in Mobi to ensure all the latest settings are pulled through. To run a code refresh, select Menu> Tools> Refresh Codes.

Part 3: Payment Portal Set Up (Skip this step if Portal is not required)

To set up the Payment Portal Link, navigate to Administration > Company Set up> Mobi Set Up. Then navigate to the Codes tab and search for the setting “PaymentPortal” setting. If it does not exist already, please add it by copying the details below.

The Default Answer field should be the company specific link that directs the Mobi User to the payment portal.