The Service Call Status window shows all costs, billable amounts, and percent markup by category in addition to the total billable and NTE amount. 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:
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.
Buttons On This Window
Purchase Order: Select to create a purchase order for the service call. See Using Purchase Order Processing.
PO Receive: Select to receive inventory against the purchase order. See Using Purchase Order Processing.
Payables: If you’re using the Payables Management module, you can enter purchase transactions using the Payables button to access the Microsoft Dynamics GP Payables Transaction Entry window from Service Management's Service Invoice. See Entering Payables Transactions in Service Management.
Payroll: If you’re using the Microsoft Dynamics GP Payroll module, you can enter payroll transactions using the Payroll button to access the Payroll Transaction Entry window. See Entering Payroll Transactions in Service Management.
Inventory: When using the Inventory button in the Service Invoice window, 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.
View and Create Cost Transactions
You can view and create cost transactions for the displayed service call.
Costs can be added in different ways:
Access the Microsoft Dynamics GP transaction entry windows by selecting one of the following buttons in the Service Call Status window. The service call ID will default on the transaction.
A second way to record costs is 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 costs. See Entering Manually Added Transactions. If you use COGS, the manual accounts must match the normal accounts.