Page Comparison

Branch
If you are using global filtering, a Branch indicator appears in the Service Manager window. Use the looking glass pointer that appears over the indicator to open the Global Filter View window. This displays the global filtering information for the selected customer's location. The branch name, affiliate, region, and branch are displayed. Global Filtering is an optional module that must be purchased separately. Contact WennSoft Sales for more information.

Canceled Contract
A Canceled Contract indicator displays when a canceled contract exists for the selected location. Select the indicator to open the Maintenance Contract window.

Closed Contract
A Closed Contract indicator displays when a closed contract exists for the selected location. Select the indicator to open the Maintenance Contract History window.

Contract
A Contract indicator displays when contracts exist for the selected location. To view the contracts, select the Contract button at the top of the window to open the Maintenance Contract window or use the lookup in the Contract Number field to select a contract.

Expired Contract
An Expired Contract indicator displays when an expired contract exists for the selected location. Select the indicator to open the Maintenance Contract window.

Master Contract
A Master Contract indicator displays if a master contract exists for the customer location. Select the indicator to open the Master Contract window.

Stop-and-go light
The Stop-and-Go Light indicator displays the account status of the selected customer. The three lights of the Stop-and-Go Light are driven by Microsoft Dynamics GP accounts receivables aging. If the customer's account status is within the time range of the first field, then the light is green. If the customer's account status is within the second time range, the light is yellow. If the account status is within the third or higher time range, or if the customer is on hold or inactive, the light is red. You can also define an additional procedure to turn the Stop-and-Go Light red.

History
The History indicator displays if current or historical service calls exist for this customer. Select the indicator to open the Service Call Lookup by Customer window.

Quote
The Quote indicator displays if a maintenance quote exists. Select the indicator to open the Contract Quote window.

Overdue
The Overdue indicator displays when there are overdue scheduled preventive maintenance service calls for the selected customer location. Select the indicator to open the Overdue PM window where you can view a list of the preventive maintenance service calls that are overdue. Selecting an overdue service call opens the Service Call window.

Service Level Agreement (SLA)
The SLA indicator displays if the contract number for the selected customer's location has a service level assigned to it and therefore a guaranteed response time needs to be met.

Warranty
A Warranty indicator appears in several windows if equipment associated with a service call or maintenance call is covered by a warranty. You associate equipment with a service call in the Service Call or Service Call Tasks window. You associate equipment with a maintenance contract in the Contract Coverage Maintenance window. The indicator appears in the Service Call, Service Invoice, Maintenance Costs, and Adjustments to Costs windows. If the date in the Warranty Expires or Extended Warranty Expires field in the Equipment window is greater than the date the service call was opened, the indicator appears.

Has Components
The Has Components indicator displays in the Equipment window for master equipment records.

Component
The Component indicator displays in the Equipment window when the equipment record is a component record.

Item
The Item indicator displays in the Equipment window when the equipment record doesn't belong to a group.

Group
The Group indicator displays in the Equipment window when the equipment record belongs to a group and the item is the lead item in the group.

Group Item
The Group Item indicator displays in the Equipment window when the equipment record belongs to a group and the item isn't a lead item in the group.

Project Contract Status
Select the Project Contract Status indicator in the Project Status window to open the Project Contract Status window for the given project. The current contract, pending, and expected contract amounts are shown.

Project Billed Position
Select the Project Billed Position indicator in the Project Status window to open the Project Billed Position window for the given project. The contract earned, over (under) billing, and cash over (shortage) amounts are shown.

Stop-and-Go Light
The Stop-and-Go Light indicator displays in the Subcontractor Status window and the Master Subcontractors Maintenance window. If the subcontractor to which a job is assigned is marked on hold in the Subcontractor Maintenance window, the light is red. If the subcontractor is not on hold, the light is green.