Basic Service Job Details:

•Job Type - Displays the type of job the selected service job is, Equipment Service Job or Customer/Site Service Job.

•Service W/H - Displays the service warehouse number and name.

•Job Date - The date the job was received.

•Time - The time the job was received.

•Job Status - The status of the selected job, Quote Only, Active, Template/Draft, Reoccurring Job.

•Priority - The selected service job priority, Critical (C), Normal (N), Priority (P), Urgent (U). Please refer to Job Priority Maintenance for more information.

•Due Date - The date the selected service job is due to be completed.

•On Hold - When ticked, the selected service job will be placed on hold.

•Referral Source - Clicking the drop down arrow allows users to select from a list of referral sources as to how the selected service job was referred. Please refer to BBS System Lists Maintenance for more information.

Cancel Job - Cancels the selected service job.

Next (F6) - Navigates users to the Equipment/Customer Details tab.

Save & Print - Saves any changes and allows users to print the service job and workshop docket if applicable.

Back (F3) - Exits out of the selected service job allowing users to select a different service job.

Exit (F4) - Closes the Service Job Entry/Maintenance screen.

Equipment Details: Only applicable when Equipment Service Job is selected.

•Equip ID - The equipment ID number or click to search.

•Serial No - The serial number of the selected equipment ID.

•Product - The equipment ID product code.

•Description - The product description.

•Manufacturer - The manufacturer of the product.

•Brand - The brand of the product.

•Model No - The model number of the product.

•Type - The equipment ID product type.

Global Equipment Enquiry - Navigates users to Global Equipment Enquiry.

Equipment Maintenance - Navigates users to Equipment Masterfile Maintenance.

Work/Equipment Customer Details - Displays the customer's details for an Equipment Service Job when the Equip ID is selected. When a Customer/Site Service Job is selected users will be required to enter the customer's code or click to search.

Billing/Invoice Customer Details - When Same as Work/Equipment Customer/Address is ticked the billing/invoice address will automatically populate from the work/equipment details or users can enter an alternative billing address if required. Users will also be able to insert a customer order number for the service job.

Service Agreement Job:

•Current Agreements for Customer/Equipment - Displays a list of current agreements for the customer and/or equipment ID. If the new service job falls under a current service agreement, users will be able to select the required agreement by double clicking it.

•Service Agreement - The selected service agreement.

•Work/Job Type - The type of work/job being carried out, Preventative Routine, Warranty, Repairs, Consumable Replenishment or Other.

•Report Type - The report type required, Detailed Invoice or Service Report.

Back (F5) - Navigates users to the General Information tab.

Next (F6) - Navigates users to the Addresses and Locations tab.

Work Loc'n - The location of where the work will be performed, Workshop or On-Site.

Pick-Up - Only applicable when Work Loc'n of Workshop has been selected. How the equipment on the selected service job will be picked-up from the customer, Customer to Deliver to Workshop or Pick-Up from Customer. Where Pick-Up from Customer has been selected users will be required to enter the pick-up address and pick-up details.

Return - Only applicable when Work Loc'n of Workshop has been selected. How the equipment on the selected service job will be returned to the customer, Customer to Collect from Workshop or Return to Customer. Where Return to Customer has been selected users will be required to enter the return address and return details.

Current Location - The current location of the equipment on the service job, At Customer, In-Transit to Workshop, Workshop, In-Transit to Customer or Returned.

Back (F5) - Navigates users to the Equipment/Customer Details tab.

Next (F6) - Navigates users to the Work Required tab.

Work Code - The work code or click to search. Please refer to Service Work Code Lookup for more information.

Work Desc - Description of the selected work code.

Work Required Detail - Detail of the work required. Where work required detail has been set up for the selected work code it will automatically populate. Users will be able to add additional information if required.

Alloc Tech - The Technician being allocated to the service job or click to search. Please refer to Service Technician Maintenance for more information.

Booking Date - The date the selected service job is booked in/scheduled for.

Time - The time the selected job is booked in/scheduled for.

Add Line - Adds the selected work code and detail to the service job.

Clear Line - Deletes the selected work code and detail from the service job.

Displays a list of works required on the service job. Double clicking a line allows users to edit the line.

Back (F5) - Navigates users to the Addresses and Locations tab.

Next (F6) - Navigates users to the Parts Required tab.

Parts Required - Sales Orders - Displays a list of parts on order for the selected service job.

New Parts Request Sales Order - Allows users to create a new parts sales order by navigating users to Sales Order Entry/Maintenance.

View Parts Request Sales Order - Navigates users to Sales Order Enquiry for the selected sales order.

Edit Parts Request Sales Order - Navigates users to Sales Order Entry/Maintenance for the selected sales order.

Parts Released - Consignment Invoices - Displays a list of invoices for parts released for the selected service job.

View Parts Released Consignment Invoice - Navigates user to Sales Invoice Enquiry for the selected line.

Back (F5) - Navigates users to the Work Required tab.

Next (F6) - Navigates users to the Job Messages tab.

Recurrence Type – Users can choose a recurrence type of Daily/Weekly, Monthly or Yearly

Days in Advance - Allows users to specify the number of days prior to the due date that they want the service job to automatically create in the system, to ensure a Technician is available.

Daily/Weekly – The recurrence details if Daily/Weekly is chosen as the recurrence type. Users can select the service job to recur every 1, 2, 3 etc weeks on any given day or on multiple days in the week.

Monthly – The recurrence details if Monthly is chosen as the recurrence type. Users can select the service job to recur every 1, 2, 3 etc months on a specific date of the month.

Yearly/Annually – The recurrence details if Yearly is chosen as the recurrence type. Users can select the service job to recur every 1, 2, 3 etc years on a specific month and date.

Recurrence Range – The recurrence details of the service job

•Start Date - The date the first reoccurring service job will occur

•No End Date (Never Expires) - When selected, the reoccurring service job will occur indefinitely

•End after 'x' occurrences - When selected, the reoccurring service job will no longer occur after the nominated amount of times

•End By - When selected, the reoccurring service job will no longer occur after the nominated date

Next/Last Occurrence – The date of the last occurrence, the next occurrence and how many cycles are remaining for the reoccurring service job

The Job Messages section is where messages that have been added regarding the service job will display. The message Type can be Visible or Hidden - Visible messages are for the customer and will show on the documents that are provided to the customer where Hidden messages are for the staff and will only show on internal documents. Clicking the will display a list of standard sales messages for the selected customer and/or system wide sales messages.

Displays a list of messages on the selected service job. Double clicking a line allows users to edit the message.

Back (F5) - Navigates users to the Parts Required tab.

Save & Print - Saves the service job and allow users to print/send the required documents to the technician/workshop. When ticked, the selected documents will be sent to the destination displayed. Unticking a document will prevent it from being printed/sent. Users can choose to print the selected documents by clicking the Change Selection to Print button or view the documents on the screen by clicking the Change Selection to Screen button.

Users can select to include the equipment history report with the work orders when the Include Equipment History Report with Work Order(s) box is ticked and the number of previous service jobs to be included.