Page Comparison

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1. Select the Equipment radio button, and use the Find By drop-down list to select an equipment-related field.
2. Enter the equipment information in the Find field. You can enter the first characters of the field if you can't recall the complete equipment information.
3. Select Find. A lookup window opens with the record that most closely matches the value entered.
4. Select the Select button to display the customer record in the Service Manager window.

Finding

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an Invoice or Credit Memo

1. Select the Invoice radio button.
2. Enter the invoice or credit memo number in the Find field.
3. 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.

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