Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  1. In Microsoft Dynamics GP, select Inquiry > Service Management > Mobile Additional Work Inquiry. The Mobile Additional Work window is displayed.
  2. Mark the checkbox next to an additional work record and use the following buttons for the additional work requests. You can also select Mark All or Unmark All to include or exclude all requests.
    • Process: When you finish reviewing a request, select Process. The user who processed the request is listed in the Followed Up By field in the Mobile Additional Work window that is opened from the Service Call window.
    • Redisplay: Refresh the window if other work requests have been created since you opened the window. The window is refreshed every time you open it.
    • Print: Print the selected work requests. To print all work requests, select Mark All to select all the requests.
    • Delete: Delete the selected work request. When you delete a request, no record of it remains in the system. You can print a list before deleting, if necessary.
  3. If a technician has added an attachment to an additional work item in MobileTech, the icon changes from a paperclip to a paperclip attached to paper. Once the additional work request is handled the attachment remains with the additional work record. To view the attachment, focus on the additional work row and then select the additional work icon to open the Document List window. This window displays the following information from the additional work item:  
    • Service Call
    • Appointment
    • Additional Work Date
    • Additional Work Time

Choose Select the attachment listed in the scrolling window and then select Edit or Display. You can also add a file to this additional work record by choosing selecting Add.