Use the Service Call Status window to view unposted, committed, and actual costs and anticipated billable information. The costs displayed are all costs for the service call, not for a specific invoice. Margin information is also displayed although however, tax information is not included. The Service Call Status window also provides zoom capability to the cost categories and cost types for the service call.
Access the Service Call Status window in one of two ways:
Select Cards > Service Management > Service Manager. Select a customer and then select the History indicator. From the Service Call Lookup by Customer window, double-click the service call. From the Service Call window, select Go To, and then select Service Call Status. The Customer ID, Location Address ID, and Service Call ID fields are automatically populated from the service call and the service call information.
From the main Inquiry navigation, select Service Management, and then select Service Call Status. If you have the service call ID, you can enter that in the Service Call ID field and tab off to automatically populate the Customer ID and Location Address ID fields and the service call information.
The following service call general information displays:
Date
Description
Problem Type
Call Type
Division
Contract Number
Call Status
The cost and billing information section displays the following information:
Unposted Costs
To view all unposted cost transactions for the service call, zoom on the Unposted Costs column header.Committed Costs
To view all committed cost transactions for the service call, zoom on the Committed Costs column header.Actual Costs
To view all actual cost transactions for the service call, zoom on the Actual Costs column header.Anticipated Billable
This amount does not include any tax information.Anticipated Percent Markup
Subtotal Anticipated Billable - Total Anticipated Cost
Select the Equipment, Materials, Subcontractor, or Other row header to view all costs for the service call for that category. To view the costs for a specific invoice, highlight the invoice and then use the zoom.
Select the Labor row header to view all Labor transactions for the service call. To view the transactions for a specific invoice, highlight the invoice and then use the zoom.
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