Enter Service Calls (SE30)

Additional Information
Functional Specifications
Header

Enter Service Calls (SE30) – Other Chrgs

The Other Chrgs folder is used to enter any other charges that do not apply to parts or time like taxes, surcharges and handling.

The list below defines every field on the Other Chrgs folder:

  • Code - Enter or select from the query the desired code. These are predefined Supplementary Charges that are maintained in Maintain Supplementary Charges (IN01). Note: If you want to enter a Miscellaneous Charge enter ** in the Code field. This action causes the Description and GL Code fields will be enabled to configure the charge. When you enter ** in the code field the Description field is opened. You can then enter a free form descripton and select an applicable GL Code.

  • Description - Once a code is entered the description is displayed to the right of the Code field. This field is only open if you have entered ‘**’ in the Code field. You can enter up to 35 characters in this field.

  • GL Code - Enter or select from the query the GL code that the charge is to be applied to. This field is only available if the Code entered is ‘**’.

  • Tax Override - Select this check box to open the Tax Group field and override the Taxes assigned to the Customer. The assigned Tax Group is used on the Direct Bill invoice generated by the Invoice Listing and Creation (SE42).

  • Tax Group - This field is inaccessible if the Tax Override check box is not selected. The Tax Group assigned to the Customer determines how it will be taxed on the Direct Bill invoiced generated by the Invoice Listing and Creation (SE42).

  • Contract Discnt - The Contract Discount field is only open if the CT (Contract Billing) module is installed, and the equipment being serviced is covered on an active contract. The field is defaulted to 100% discount, but it can be over-ridden.

  • Amount - Enter the amount that is to be charged.

  • Warranty - Click the Warranty button to open the Manufacturer Warranty Information folder.

    The following lists every field in the Manufacturer Warranty Info panel:

    • Manufacturer - Enter or select from the query the manufacturer of the product entered. Manufacturers are maintained in Maintain Customer Master (SU13).

      In order to relate the different General Ledger codes used for parts and labor repairs covered by warranty, the manufacturers are entered as customers in Maintain Customer Master (SU13). They are assigned a different Bank account to isolate these invoices from regular customer's invoices. The Customer type, set to '8', is used to relate the manufacturer to the GL posting table in Company Control Initialization (CC00), IN2 folder.

    • Manuf. Reference - Enter a maximum of 20 characaters in this field. The Manuf. Reference field can be used to enter any code supplied by the manufacturer to process a claim, such as the manufacturer’s product code for the Part covered under warranty. The Reference will print on the Warranty Claim Invoice. This is a mandatory field.

    • Description - Enter a Description for a maximum of 30 characters. This field may be used to enter a description of the reason for replacement of the part. Information printed here will print on the Warranty Claim Invoice.

    • Quantity - Enter the quantity being claimed under the warranty. The Quantity and Unit Price fields are not required to process the claim; the Extension may be entered instead.

    • Unit Price - Enter the unit price of the part being claimed under the warranty. The Quantity and Unit Price fields are not required to process the claim; the Extension may be entered instead.

    • Extension - If you have entered a Quantity and a Unit Price the Extension is automatically calculated by multiply the Quantity times the Unit Price and cannot be changed. If you have not entered a Quantity and/or Unit Price you can enter the Extension. When the invoice is generated through Invoice Listing and Creation (SE42) a quantity of 1 reported on the invoice with the entered Extension as the unit price.

    This panel also contains an ‘OK’ and ‘Cancel’ button.

    • Click the ‘OK’ button to update the entered information and close the panel.
    • Click the ‘Cancel’ button to ignore any changes and close the panel.

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

    The New button clears the current service call . You can enter a new service call or recall an existing service call
    Button Label Icon Functionality
    Update Update The Update button saves the information entered for the Time record.
    Delete Delete The Delete button deletes the currently recalled Part Number. Note: You cannot delete Time records under the following conditions.

    • The charge has already been invoiced through Invoice Listing and Creation (SE42).
    • The Service Call has been closed.
    • The Service Call has already been issued and invoice.

        Note: If the Service Call has been closed and/or an invoice has been issued you can still recall the issued invoice and reverse the close. Once this is done, you can delete the time.

    New New
    New Record New Record The New button:

  • Clears the Time Type and Reason fields
  • Sets the Date In and Date out fields to the current date.
  • Sets the Time In and Time out fields to the current time.
    • 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/Other Chrgs
    SE30/Other Chrgs