The Service Call Status window displays unposted cost category totals and overall totals for unposted costs, committed costs, actual costs, billable amounts, and percent markups. This window also shows the total NTE (not to exceed) amount.

Access the Service Call Status window in one of two ways:

• Select Cards > Service Management > Service Manager. Select a customer and then select the History indicator. From the Service Call Lookup by Customer window, double-click the service 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 Cost Transactions

In the Service Call Status window, you can add costs by using the + button to the right of each cost category to 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

In the Service Call Status 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. 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.