Sales Office (SE01)

Additional Information
Overview: Using the Service Module

The Sales Office (SE01) program is used to maintain sales offices set up for use with Enter Service Calls (SE30). When Enter Service Calls is opened the Select Sales Office panel is displayed. The list of Sales Office in this panel is defined by the Sales Offices entered in Sales Office (SE01).

  • The Sales Offices must be previously setup in Mntn Sales Office/Whse Numbers (CC96).
  • Invoices generated from the Invoice Listing and Creation (SE42) program will be created for the Sales Office for the entered Service Call .

The information that you enter in Sales Office (SE01) determines:

  • The prefix for Service Call Numbers that are generated in SE30.

  • Whether or not warranty claim invoices can be generated.

  • The hours of operation for the sales office which is used in the calculation for response times to service calls. Response times are stated on the Call Backs/Alerts (SE61), Service Call Activity (SE52) and Alert Report (SE55) reports.

The following describes every field on the Sales Office panel:

  • Sales Office - Enter or select from the query the Sales Office that can be selected when SE30 is invoked. This is a mandatory field.

  • Service Call Prefix - Enter a single character to represent the prefix for the Service Call number that is generated for new calls in SE30. The prefix can be a number or an alpha character. If you are creating records for multiple sales offices you can use the same prefix for all of the Sales Offices but it is recommended that you enter different prefixes for the various sales offices to make it easier to differentiate them. This is a mandatory field.

  • Warranty Invoices

    • Generate - select the Generate check box is you wish to generate warranty invoices through the Invoice Listing and Creation (SE42) program . If you select this check box the TAT field is automatically populated with the ‘WAR’ TAT code. TAT codes are maintained in the Maintain T.A.T. Codes (IN02) program. For more information about the warranties see the Processing Warranty Claims section in the Functional Specifications document.

  • Enter a Start and End times for each day of the week (Sunday through Saturday). Entries in these fields are not mandatory. Note: Both the Start and End times are entered in hours and minutes using Military time.

    The following table outlines the functionality of each button on the Sales Office panel:

    Button Label Icon Functionality
    Update Update The Update button saves the information entered for the current record and clears all of the fields that do not contain defaults.
    Delete Delete The Delete button deletes the current record. Note: There are no checks for the delete operation. The record is deleted regardless if there are existing records in SE30 or not. Existing records in SE30 for the deleted sales office will not be affected, however, you will no longer be able to process records in SE30 for the deleted sales office.
    New New The New button clears all of the fields that do not contain defaults without updating the current record.

     Sales Office
    Sales Office (SE01)