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  1. 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

  2. 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

  3. Select the Equipment, Materials, Subcontractor, or Other row header to view all costs for the service call for that category.

  4. Select the Labor row header to view all Labor transactions for the service call.

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