Notes (SE30)

Additional Information
Overview of the Service Module

The Notes folder in Enter Service Calls (SE30) program is used to record any internal notes regarding the service call enter in the Header section.

The following list defines the field on the Notes folder:

  • List Box - enter the internal note that displays in SE30 for the service call. This note does not print on the Service Call or the invoice generated by the Invoice Listing and Creation (SE42) program. You can enter a maximum of 200 alpha numeric characters in this field.

The following table outlines the functionality of each button in the Notes folder:

Button Label Icon Functionality
Update Update Saves the Notes entered for the current Service Call.
Delete Delete Clears the Notes entered for the current Service Call.
New New Clears the current service call information allowing you to enter a new service call or recall an existing service call.
New Record New Record Clears all of the unsaved notes and you remain on the folder.
Dispatch Query Dispatch Query Locates a specific service call, or dispatches calls without opening the call in SE30. The Dispatch Service Calls browser contains the following information and functionality:

  • List Box - includes the following columns of information: 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.
  • Name, Location, Service Call, Address 1, Address 2, City, Contact, Telephone - displays Customer and Contact information for the selected service call.
  • List Box - displays the details entered for the selected service call.
  • Select - the Select button opens the selected service call in the list box in SE30.
  • Dispatch Now - the Dispatch Now button sets the status of the selected service call in the list box to 'dispatched'.

Note: You cannot dispatch Service Calls in the following scenarios:

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

    SE30/Notes
    Enter Service Calls (SE30/Notes)