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Icon | Description |
|---|---|
 | Indicates that there is at least one service call that is associated with the job that has not been transferred. |
 | Indicates that all service calls associated with the job have been transferred. |
Red X: Indicates that there is at least one service call that has not been transferred to the job.
Green
On the Job Status window, you can quickly see To view the service call transfer information:
Select Inquiry > Job Cost > Job Status.
Select a job, then select Call Transfers.
The Pending Service Call Transfers section displays service calls where the job ID has been associated with a service call (entered on the Service Call window) but has not been transferred to the job.
Right-click on any service call in this section where you can:View Service Call
View the service call in the Service Call window.View Call Status
View the call status in the Service Call Status window.View Unposted Costs
View the unposted costs in the Unposted Costs window.Transfer Service Call
If there are any costs or billable amounts to transfer, the Transfer Service Costs to Job window opens. For detailed information, see Transferring Costs and Billing from a Service Call to a Job.
The Transferred Service Calls display the service calls with the costs and billing transferred to the job. Right-click on any service call in this section to display a context menu where you can:
View Invoice
View the invoice in the Service Invoice Inquiry window.View Service Call
View the service call in the Service Call window.