Enter Service Calls (SE30)

Additional Information
Functional Specifications
Header

Enter Service Calls (SE30) – Notes

The Notes folder is used to record any internal notes regarding the service call. These comments will not print on the Service Call or the invoice generated by the Invoice Listing and Creation(SE42).

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

Button Label Icon Functionality
Update Update The Update button updates the entered notes.
Delete Delete The Delete button clears all of the entered notessdfadsds.
New New The New button clears the current service call . You can enter a new service call or recall an existing service call. Note: If you click the New button before you click the Update button your notes will not be saved.
New Record New Record The New button clears all of the unsaved notes and you remain on the 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/Notes
SE30/Notes