...
- Select the Invoice radio button.
- Enter the invoice or credit memo number in the Find field.
- Select Find. If you enter a service invoice number, the Service Invoice window or Posted Service Invoice window opens where you can view the billing information. If you enter a maintenance invoice number, the Maintenance Contract window opens. You can select the Billing button in the Maintenance Contract window to open the Billing Schedule window where you can view the billing information.
| Anchor | ||||
|---|---|---|---|---|
|
...
Customer's
...
Status
When a customer is selected in the Service Manager window, the customer's status displays to indicate if the customer is on hold, inactive, or marked as a temporary customer.
Viewing the
...
Customer Accounts Receivable Status
To view transaction information for a customer, you can zoom on the Amount field in the Microsoft Dynamics GP Customer Payment Summary Inquiry window to open the Microsoft Dynamics GP Receivables Transaction Inquiry window.
As a default, the red light indicates a balance 61 days or more past due or indicates the customer has a hold or inactive status. The yellow light indicates a 31- to 60-day past due balance, and the green light indicates the customer is current. You can modify the defaults by changing the Microsoft Dynamics GP accounts receivables aging categories (Microsoft Dynamics GP > Tools > Setup > Sales > Receivables).
Viewing Location Status
If a location has been marked inactive in the Location window, the Inactive check box is marked.
| Anchor | ||||
|---|---|---|---|---|
|
...
Recent Service Calls
The Service Manager window also allows you to view the most recent service calls for a customer location or contract. This is useful if you want information about the most recent service calls, but you do not want to browse through the service calls in the lookup window to find the correct ones.
...