Users can now select to use a SQL job to automatically roll service calls forward. A new Use Auto-Roll SQL Job checkbox has been added to the Service Options window in Service Management. This option is disabled until you mark the Auto-Roll Calls Forward checkbox.

Users can now reconcile costs, billing, and revenue from the Contract Revenue/Costs window for annual (or less) contracts. The Reconcile feature can be password protected in the Password Setup window by marking Reconcile Contract in MC Window. A new Reconcile option has been added to the menu bar. When selected, a menu drops down where you can select one of the following:

• Reconcile Cost
  Runs through the Open Maintenance Contract table (SV_Maint_MSTR) and Periods Cost Buckets for Contracts table (SV_Contract_Detail_Summary) and updates labor Hours and Cost amounts. The Costs to Life window is also updated.
• Reconcile Billing
  Runs through the Billing Schedule table (SV_Contract_Billing_Schedule) to accumulate the totals and updates the Billed amount.

• Reconcile Revenue
  Runs through the Revenue Schedule table (SV_Contract_Revenue_Schedule) to accumulate the totals and updates the Revenue Recognized amount. 

  Note
  This procedure only supports the Revenue Schedule method. This does not support POC or Manual Revenue Recognition.

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.

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.

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.

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.

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.

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.”

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 next to the Hours label. The date defaults to the selected day of the week for the current week, however, you can edit this date. If the date is changed, the day of the week is updated on the Time Entry window. Enter the date/time for the time in and time out values and select OK. The hour value is calculated and displayed in the Hours field. If an hour value already existing in the Hours field, it will be overwritten with the new value. If you manually edit the hour value, the time in/time out values are not updated to reflect this change and the time in/time out values print on the Edit List as entered. The time in/time out values entered must be within the batch date range.