The Service Call Status window displays unposted cost category totals, a total of all unposted costs in addition to the total billable and NTE amount.
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This window is similar to the Invoice window, without the creation of an invoice. |
Access the Service Call Status window in one of two ways:
Select Cards > Service Management > Service Manager. Select a customer and select the History indicator. Double-click a call. From the Service Call window, select Go To, and then select Service Call Status. The Customer ID, Location Address ID, and Service Call ID fields are automatically populated from the service call and the service call information.
From the main Inquiry navigation, select Service Management, and then select Service Call Status. If you have the service call ID, you can enter that in the Service Call ID field and tab off to automatically populate the Customer ID and Location Address ID fields and the service call information.
Enter Manually Added Transactions
You 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. This window also provides zoom capability for each cost category and cost type.
Notes:
This window cannot be accessed:
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.
Access the Service Call Costs window
Access the Service Call Costs window from the:
Service Call window: Select the 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.
Viewing Service Call and Cost Information
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
In the Service Call Costs window, you can add costs by using the + button to the right of each cost category . We also refer to these as manually added costs. For example, if you haven't purchased the Microsoft Dynamics GP Payables, Payroll, or Inventory modules, you can use the + Plus buttons to enter your coststo access the Added Costs window. See Entering Manually Added Transactions. If you use COGS, the manual accounts must match the normal accounts.
View Individual Cost Transactions
Use the zoom feature to view individual transactions for unposted costs, actual costs, and committed costs totals and to view the transactions that make up the costs for each cost category. For more information, see Viewing Service Call Costs.
View Billing Rates
Select In the Service Call Costs window, select Billing Rates from the ribbon navigation to open the Recalculate Billing Rates window. Billing rates and pricing markups can be assigned and calculated as the costs are accumulated. Labor transactions default to the labor billing rates, and material . Material and other costs default to the price markup matrices defined for each customer location.
Enter Additional Transactions
Purchase Order: Select to open the Purchase Order Entry window to create a purchase order for the service call. See Using Purchase Order Processing.
PO Receive: Select to open the Receivings Transaction Entry window to receive inventory against the purchase order. See Using Purchase Order Processing.
Payables: Select to open the Payables Transaction Entry window to enter purchase transactions. Entering Payables Transactions in Service Management.
Payroll: Select to open the Payroll Transaction Entry window to enter payroll transactions. See Entering Payroll Transactions in Service Management.
Inventory: Select to open the Sales Transaction Entry window. When using the Inventory button, the type of transaction will vary depending on Service Management setup options. You can enter the inventory cost transaction using Sales Order Processing (SOP) or as an adjustment. See Entering Inventory Transactions in Service Management.
Travel: Select to open the Travel window to enter travel transactions. See Entering Manually Added Travel Transactions.
Journal Entry: Select to open the Signature Transaction Entry window to enter GL transactions for service calls. These features are available only if you use Service Invoicing, not SOP Invoicing. Entering Signature GL Transactions
Unposted Costs: Select to open the Unposted Costs inquiry window to display unposted costs. See Viewing Service Call Costs.
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