Use the Service Call Costs window to view unposted, committed, and actual costs and anticipated billable information. The costs displayed are all costs for the service call, not a specific invoice. Margin information is shown; however, tax information is not included. The Service Call Costs window also provides zoom capability to for the cost categories and cost types for .
The Service Call Costs window cannot be accessed if the service call has an invoice or credit memo saved to a batch.
To view the Service Call Costs window:
Select Cards > Service Management > Service Manager.
Select a customer and then select the History indicator.
From You can access the Service Call Lookup by Customer window, double-click the service call.On the Costs window from the:
Service Call window
Date
Description
: Select the View Costs button in the ribbon.
View the following service call information:
With the Service Costs window open, you can scroll through the service calls on the Service Call window to update the Service Call Costs window with the displayed service call information.Service Manager window: Select the customer and location. Right-click on a service call in the scrolling window and select View Service Call Costs.
The following service call information is automatically populated:
Customer ID
Location Address ID
Service Call ID
Service Call Note
Date
Description
Description Note
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. This included unposted purchase orders, which is a saved purchase order that isn’t committed.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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