Enter Service Calls (SE30)

Additional Information
Functional Specifications
Header
Quick Descriptions (SE15)

Enter Service Calls (SE30) – Job Desc

The Job Desc folder is used to enter the description of the job on the current Service Call for the select equipment on the header section.

The list below defines every field on the Job Description folder:

  • Quick Code - Enter or select from the query the appropriate quick code to describe the Service Call. Quick Codes are used for frequently occurring reasons for a service call. As each Quick Code is selected, the Quick Description text associated with that code is added to the Details list to the left of the Quick Code. For more information about Quick Codes click here.

  • Job Description - If you have not selected a Quick Code for the Job Description or if you want to elaborate on the selected Quick Code you can continue to enter additional text to describe the Service Call. The Job Description is not printed on the invoices generated through Invoice Listing and Creation (SE42) but can be viewed in Display Call History (SE45).

    The following table outlines the functionality of each button on the bottom of the Job Description folder:

    Button Label Icon Functionality
    Update Update The Update button has no functionality for the Job Description folder.
    Delete Delete When you click the Delete button the message ‘You are about to delete the complete message! Proceed with deletion? Yes/No’ displays. Selecting the ‘No” option clears the message and leaves the entered text in tact. Selecting the ‘Yes’ option clears the message entered in the text.
    New New The New button clears the current service call . You can enter a new service call or recall an existing service call.
    New Record New Record The New Record button has no functionality on the Job Description folder.
    Dispatch Query Dispatch Query The Dispatch Query button is used to locate a specific service call, or to dispatch calls without opening the call in SE30. The Dispatch Service Calls browser contains the following information and functionality:

    • A list box that contains the Customer, Technician, City, Type, Equipment, Status (if the service call has been dispatched ‘Disp’d’ displays in the column), Call Date and Time.
    • Undispatched - When this radio button is selected only un-dispatched calls display..
    • All Calls - When this radio button is selected all calls are displayed.
    • Sort by - Gives you the option to select one of multiple sort methods to review the open calls the list box though a drop list .
    • Displays Customer and Contact information for the selected service call.
    • Displays the details entered for the selected service call.
    • Select - The Select Select button opens the selected service call in the list box in SE30.
    • Dispatch Now - The Dispatch Now Dispatch Now button sets the status of the selected service call in the list box to ‘dispatched’.

        Note: Service Calls cannot be dispatched:

    • If the service call is an estimate.
    • If the service call with missing mandatory fields.
    • If the service call that have already been dispatched.
    • If the service call is closed.
    • If the service call is for a customer that is on a credit hold.

    SE30/Job Desc
    SE30/Job Desc