The Service Invoice window displays unposted cost category totals, a total of all unposted costs in addition to the total billable and NTE amount. This window is similar to the Invoice window, without the creation of an invoice. Use the zoom feature to zoom to additional windows. You can zoom to view individual transactions for unposted costs, actual costs, and committed costs totals and further to view the transactions that make up the costs for each cost category. For more information, see Viewing Service Call Costs.
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.
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 costs. See Entering Manually Added Transactions. If you use COGS, the manual accounts must match the normal accounts.
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.