SERVICE CALL MODULE IN GP2013

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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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Almas Mahfooz 11,009 User Group Leader on at

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I don't think you can add multiple equipment to service call number.

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David Callery 1,141 on at

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I have added additional equipment to a service call and would also be interested if this function works. All equipment is on the individual lines in the SVC00202 table but only the displayed equipment item prints. Does this need to be a custom report?

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Almas Mahfooz 11,009 User Group Leader on at

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David,

You can have multiple Equipment against customers but you can not assign multiple equipment to Call number.

in SVC00202 you will always find single EQUIPID with CALLNBR.

Do you have any customization to save Multiple Equipment ID against Call number?

Some custom table?

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David Callery 1,141 on at

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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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Almas Mahfooz 11,009 User Group Leader on at

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Could you share screen shot of window having expansion button?

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Community Member on at

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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

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Almas Mahfooz 11,009 User Group Leader on at

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I still believe we can not assign multiple equipment to call number.

We can save additional information against equipment id in User defined fields, which will be available through expansion button.

[View:https://www.dropbox.com/lightbox/home/Photos]

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David Callery 1,141 on at

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Mitch,

Thanks for that clarification. I can see the issues for customers if specific labor and parts are not identified to the equipment serviced.

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Community Member on at

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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

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Almas Mahfooz 11,009 User Group Leader on at

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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.

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