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If you are not using Service Management to track appointments or invoice customers, the status of your service calls may not be changing automatically. For this reason, you may have many service calls that are complete but are sitting with a status of Open. This utility allows you to complete and/or close all those service calls at once.
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Exceptions
In the following cases, you may not be able to successfully process all service calls with this utility:
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If you attempt to complete or close service calls with open appointments, you will receive warning messages when running the process. The exception report that prints after running the utility will display those service calls that failed to process successfully.
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Mass Close and/or
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Complete Service Calls
- Select Microsoft Dynamics GP > Tools > Utilities > Service Management > Mass Complete/Close Service Calls. The Mass Close/Complete Service Calls window opens.
- Select Redisplay to populate the list of all open service calls, or use the filter fields to show only those calls that fit your criteria. Choosing a customer range enables the Location fields and filters the lookup lists of locations, contracts, and service calls to only those of the customer(s) selected.
- After changing your filtering options, select Redisplay to refresh the list of service calls.
- Select the service calls you wish to complete and/or close. You can also Mark All or Unmark All.
- Mark whether you want to Complete Calls, Close Calls, or both. If you are completing calls, you must also enter a Completion Date. The operating system date defaults. You can use the Print button to print the Mass Close/Complete Calls Exception Report before processing. This report displays the current statuses of the selected service calls and indicates which of the calls have open appointments associated with them.
- Select Process Calls. Depending on the process(es) you are per formingperforming, you may receive several warning messages.
When
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Completing Calls
If there are open appointments associated with any of the calls you have selected for completion, you receive the following warning message: There are open appointments associated with one or more of the service calls selected for completion. Do you want to complete the appointments associated with these service calls?
- Select Yes to complete any open appointment(s) and proceed with completing the calls.
- Select No if you do not want to complete the open appointment(s), but you wish to proceed with completing the calls. If the Require Appointment Completion checkbox in Service Options is marked, only the calls that do not have open appointments will be closed successfully.
- Select Cancel to cancel the process without completing any appointment(s) or calls.
When
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Closing Calls
If there are unposted costs associated with any of the calls you have selected for closing, the call cannot be closed. Once you've posted the costs and posted the invoice, the call can be closed.
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