...
Service Management
| Case # | Description | ||
|---|---|---|---|
| SMS-288, SMS-1018 | Users can now initiate a new service call from the Equipment Master window and/or the Equipment Component window for an existing equipment record by selecting New Call from the menu bar. The Equipment ID defaults into the Service Call window. (To access the Equipment Master window, go to Cards > Service Management > Service Manager > Additional > Equipment. Select the equipment and then select Edit OR Select Cards > Sales > Customer > Location > Equipment.) To access the Equipment Component window, select the Component button on the Equipment Master window.
| ||
| SMS-505 | The Customer Class field has been added to the Add Service Customer (Customer Quick Add) window accessed from the Service Manager window. (Cards > Service Manager > Additional > Quick Add Customer) | ||
| SMS-628 | A new Master Contract Service History window can be accessed from the Master Contract window by selecting the new Service History button. This window displays the service call history for all contracts on the master contract. At the top of the window, the Customer ID and Master Contract ID display. The columns display the Service Call ID, Problem Type, Call Status, Completed Date, Contract Number, and Address Code. The window defaults to display Open service calls and you have the option to display Completed and/or Closed service calls. The sorting order on this window is by contract number, contract sequence, and then service call ID. You can open the service call window to view the call by selecting the service call row and then clicking Select. Security access for this window has been added to ADMIN_WSSMS_ROUTINE_001 and CARD_WSSMS_CONT_001. See Viewing Master Contract Service Call History. | ||
| SMS-750 | The Reconcile process for Cost, Billing, and/or Revenue now prints a report for each process that displays the BEFORE and AFTER totals, as well as any changed items, are indicated with an asterisk. The reports will print automatically and only if any changes were made. For examples of the reports, see Maintenance Contract Reconciliation Reports in the Reports guide. | ||
| SMS-758 | If a user attempts to add a piece of equipment that is not covered by the contract to a Maintenance Contract (MC) service call, a message similar to the following display: "Equipment ID xxxx is not covered by Contract xxxx. Do you still wish to use the equipment?" or if more than one equipment: "There are x pieces of equipment on the service call not covered by Contract xxxx. Do you still wish to use the equipment?" Users have the option to select Yes to continue with the equipment added to the call OR to select No to return to the window with the added equipment cleared. This validation has been added to the following windows:
| ||
| SMS-834 | In Service Management Setup Options, use the Call Roll Forward Start Time field to enter the start time for appointments that are rolled forward. If you do not enter a start time, 12:00 AM is the default start time for rolled forward appointments. | ||
| SMS-845 | When copying equipment from the Equipment Master window, a message now displays "Are you sure you want to copy this equipment?" to indicate that the copy process will occur. Previously, it was reported that users were clicking the Copy button more than once as nothing displayed to show that the equipment was copied, which then created more than one duplicate piece of equipment. | SMS-961 | |
Job Cost
...
Epic: SMS-1524
Inactive Locations or Inactive Customers
We've added logic within Service Management to limit certain activities completed on an inactive customer and/or service address (Location).
On the Service Manager, Location, and Maintenance Contract windows, a display-only Inactive check box has been added to the right of the Location Address ID field that is marked to indicate an inactive location. A Customer ID Inactive check box was also added to the Maintenance Contract window.
...
...
- If any of the contracts associated with the master contract have an inactive location, you can still renew the master contract, however, those contracts with the inactive location will not be renewed.
...
- A contract cannot be renewed via the Mass Renew Contracts window. While you can display all the contracts, if the customer or location is inactive, the contract cannot be renewed and will display on the Exception report.
...
- Service Calls: No new service calls can be created except for MC and/or MCC call types.
- Invoicing
- Contracts:
- No new contracts can be created.
- Existing contracts can still be updated as needed, however, existing contracts cannot be renewed.
- Contract Quote: A contract quote cannot be changed to a contract.
- Master Contracts:
- No new master contracts can be created. The Clear button is disabled so that if you access the Master Contracts window where the Master Contracts window is auto-populated, the window cannot be cleared to create a new master contract.
- Existing master contracts cannot be renewed. The Renew button is disabled.
- Mass Renew Contracts
- A contract cannot be renewed via the Mass Renew Contracts window. While you can display all the contracts, if the customer or location is inactive, the contract cannot be renewed and will display on the Exception report.
...
Invoice on all existing service calls regardless of the status of the service location or bill to location. This includes using the Service Batch Invoicing window.
Note If you are changing the Bill To Location to an inactive location ID, when using the Location Address ID lookup, by default, inactive locations are not displayed. However, you can mark the Include Inactive check box and then select Redisplay to show these inactive locations.
- You can edit an existing MC/MCC service call, however, you cannot change the call type.
- Add new equipment records.
- Add new refrigerant tracking records.
- Add new meter reading records.
- Add new contract quotes, however, you cannot change this to a contract.
A service call can be reopened if the location is inactive, however, the service call will not pull back any un-invoiced costs.
...
- You can edit an existing MC/MCC service call, however, you cannot change the call type.
- Add new equipment records.
- Add new refrigerant tracking records.
- Add new meter reading records.
- Add new contract quotes, however, you cannot change this to a contract.
- A service call can be reopened if the Customer is inactive, however, you will not be able to invoice the service call.
...
We've updated the Mass Contract Renew Exception Report and the Master Contract Renew Exception Report to show the customer and/or location inactive status.
Job Cost
| Case # | Description | ||
|---|---|---|---|
| JC-41 | Users can now view the Billed Amounts for a specific job on a project. On the Project Invoice Entry window, focus on a job line. Select the arrow to the right of Remibursable to open the Project Billing window. Select the newly hyperlinked Retention Due label to open both the Billed Position and Billed Amounts window. | ||
| JC-249 | The Job Cost Notes window has been updated to include the Created User, Modified User, and Last Changed date and time. The Note Index field has been renamed to Subject and the Author field has been renamed to Current Owner. | ||
| JC-263 | The Job Cost Status inquiry window now displays an Unposted Costs column to display unposted cost transactions that are saved in a batch where costs are assigned to a cost element for the job. Select Unposted Costs to open the new Unposted Cost by Job window to display unposted cost by job. You can zoom to the originating entry window by selecting the transaction number row and then selecting Transaction Number or Batch Number in the column header. Users have the option to print a new Job Unposted Cost report. See Job Unposted Cost in the Reports guide for a screenshot of the report. The Job Status report has been updated to include unposted costs. See Viewing Unposted Costs.
| Note |
|---|
Service call costs within Service Management will not be displayed in Job Cost as unposted costs until such time as the costs are transferred to the job or the job has been billed. |
The Jobs List window, accessed from the Job Cost navigation list, has been updated to open the .Net Close Jobs window with the jobs auto-populated. If you've marked any jobs in the Job List window and then select the Close Jobs button, the jobs available to be closed will be marked in the Close Jobs window.
| Note |
|---|
| If you have a saved schedule, you will be prompted to select Yes to load the saved schedule and also add the jobs marked in the Job List or No to clear the saved schedule and only mark the jobs from the Job List window. |
We've updated the messaging in the Job Close window to help identify when not all jobs selected were closed. When the Close Jobs button is selected, users may receive one or more of the following messages:
- If a batch is created: “Batch Number XXX was created!”
- If a batch is not created but ALL selected jobs were closed: “The close job process is complete.”.
- If a batch is not created but not ALL selected jobs were closed: “The close job process is complete. X of XX selected jobs closed.” This message will show you the number of jobs closed out of the total number selected. The user would have to view the Jobs Not Available list to see why.
- None of the jobs closed: “None of the selected jobs were closed. Review the (Not Available to Close) grid or report for the reasons why each job is not available.”
TimeTrack
| Case # | Description |
|---|---|
TT-50 | The Time Track Notes window has been updated to rename the Note Author to Current Owner and Modified Date to Last Changed date. |
| TT-65 | Users can now enter time in/time out values in the new Time In/Time Out window accessed from the Time Card Entry window by selecting the clock icon |
TT-84 | The payroll posting process has been updated to improve the time required to post transactions to Service Management for Service Invoicing.|
| Scroll pagebreak |
|---|