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Does anyone know how to have multiple equipment records print on the Quote in the Service Call Module of GP2013?
And while we are at it, how about when adding PARTS & LABOR on a Service Call Transaction with multiple equipment records, have those additional charges be specific to one particular equipment record on the order?
appreciate the help folks
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yes, but even in report modifications it is going to be awfully tricky.....there has to be something BUILT into the application itself that allows a connection/link to be made "per equipment record" to the labor and parts used, or how in the world will my Crystal programmers know which LABOR & PARTS component goes to which Equipment record???
not well built, but the only thing out there I suppose?
Anyway, my client also complained bitterly about those posting journals sir. GP should have a separate POSTING SET-UP module for Field Services, but it doesn't, so I was forced to turn off every posting journal in the Inventory module to satisfy them....of course now the folks that post straight inventory adjustments hate me, but hey...had no choice:-)
take care
I think that will be the next steps, report modifications. On another note on the parts usage, the system is generating the inventory adjustment and posting reports after every quantity entered in the parts sold field on the Service Call. Is there a setting that suppresses this until the call is completed?
So If records are there then why not trying to modify the report for the parts and labor you are looking for.
Yeah, it's there, stupid me didn't check the option on setup. :)
We did something similar for assigning multiple cause , problem and repair codes, and also make them available in reports by customization.
Thanks.
Trust me Almas.,.....you can.....it is a very clumsy process to add, but eventually you can add multiple records to one Service Call.....
make sure you have MULTIPLE EQUIPEMNT RECORDS enabled in your set-ups....
Field Service > Setup > Field Service > Service Setup > Service button
Use this window to type the default service call information, service call entry information, update vendor/seller warranties, select options, specify logic to check existing calls, and specify technician assignment by skills and service area. You also can set default call status information for the current segment of the service call life, define technician/office holidays, and set user–defined fields for service calls by clicking the named button and typing the appropriate information.
***I'd send you a screen shot but I have no clue how to do so in this forum......
take care
Mitch,
Thanks for that clarification. I can see the issues for customers if specific labor and parts are not identified to the equipment serviced.
Yes…..that is correct sir…..but the problem with this, and one I asked Microsoft about, is the fact that there is no way possible to associated the PARTS & LABOR additional items one would put on a Service Call to the specific Equipment Records one adds to that window?
So when you print out the QUOTE from the Service Call, only ONE equipment record shows, with perhaps 10 items underneath it that you used on the Call, with half of those items possibly not pertaining to the equipment record shown on the quote?
Same issue when you eventually transfer the record to a GP DROP-SHIPPED INVOICE…..only one equipment record shows……kind of conveying to the customer being billed that an awful lot of labor and parts went into fixing the one equipment record shown on the invoice, where in reality it could have been a few eqpt records?
Not viable for my client…have them keeping separate records on separate Service Calls
Could you share screen shot of window having expansion button?
I am using GP2013. Clicking the Blue Arrow on the Equipment ID line opens a window to add additional equipment on the Service Call. After multiple equipment items are added, there is an icon enabled immediately to the left of the Equipment ID with the caption that Multiple Equipment records are associated with this service call.
I look at the SVC00202 table and I have 3 service call equipment lines with the same service call number.
I have not customized anything yet.
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