Use the Service Call Status window to view unposted, committed, and actual costs and anticipated billable information. The costs displayed are all costs for the service call, not a specific invoice. Margin information is displayed however, tax information is not included. The Service Call Status window also provides zoom capability to the cost categories and cost types for the service call.
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.
View the following service call information:
Date
Description
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.Committed Costs
To view all committed cost transactions for the service call, zoom on the Committed Costs column header.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. To view the costs for a specific invoice, highlight the invoice and then use the zoom.
Select the Labor row header to view all Labor transactions for the service call. To view the transactions for a specific invoice, highlight the invoice and then use the zoom.
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.