You can view current unposted, committed, and actual costs and anticipated billable information in the Service Call Costs window. Margin information is shown; however, tax information is not included. The Service Call Costs This window also provides zoom capability for each cost category and cost type. With the Service Costs window open, you can scroll through the service calls on the Service Call window to update the Service Call Costs window with the displayed service call information.
Notes:
This window cannot be accessed if :
If the service call has an invoice or credit memo saved to a batch. In the event that the user opens the window and another saves an invoice or credit memo to a batch, a message displays indicating that the service call cannot be accessed or that the Recalculate Billing Rates window cannot be accessed.
If you are using SOP Invoicing.
This window is primarily used for OPEN service calls. While you can use this to view closed service calls, you will only see:
Committed costs: The call was invoiced or closed with committed or saved purchase orders.
Unposted costs: Unposted costs that exist on the call even though the call is closed.
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Service Call window: Select the View Call Costs button in the ribbon.
Service Manager window:
Select the customer and location. Right-click on a service call in the scrolling window and select View Service Call Costs.
Select the customer and location. Select the History icon. In the Service Call Lookup by Customer window, right-click on a service call in the scrolling window, and select View Service Call Costs.
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In the Service Call Costs window, the following service call information is automatically populated:
Customer ID
Location Address ID
Service Call ID
Service Call Note
Date
Description
Description Note
Problem Type
Call Type
Division
Contract Number
Call Status
The cost and billing information section displays the following information:
Unposted Costs
To view all unposted cost transactions for the service call, zoom on the Unposted Costs column header. This included unposted purchase orders, which is a saved purchase order that isn’t committed. Tax amounts and landed costs are not included in the Unposted Costs column.Committed Costs
To view all committed cost transactions for the service call, zoom on the Committed Costs column header. Open purchase order amounts are displayed in this column. In the Unposted Costs window, committed purchase order cost amounts only display the purchase order received costs in the Cost column.Actual Costs
To view all actual cost transactions for the service call, zoom on the Actual Costs column header.Anticipated Billable
This amount does not include any tax information.Anticipated Percent Markup
Subtotal Anticipated Billable - Total Anticipated Cost
Select the Equipment, Materials, Subcontractor, or Other row header to view all costs for the service call for that category.
Select the Labor row header to view all Labor transactions for the service call.
If you have the Service Call window open, you can update the Service Call Costs window by using the scroll buttons on the Service Call window to scroll to a different service call.
Enter Manually Added Cost Transactions
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