A few changes have been made to service jobs.
There are new statuses that are automatically calculated based on the job details displayed in Service Job Enquiry.
The status values include:
a)Equipment or Customer/Site
+
b)Active / Quote Only / Template / Completed / Invoiced / Cancelled
+
c)Parts Backorder / Parts in Stock / Parts Released (where parts are involved)
+
d)On Hold (where the job is ticked to be on hold (see below)
+
e)Part Complete (where Work Performed has been entered)
There is a new option to place a service job On Hold in Service Job Entry/Maintenance. It is recommended that the Notes and Attachments feature is used to record why a job is being placed on hold.
Service Job Entry/Maintenance General Information Tab Screen
There are new fields in Service Job Entry/Maintenance to include a date/time the work is booked/scheduled to be done.
Service Job Entry/Maintenance - Work Required Tab Screen
In Service Job Completion, if work performed is entered and the service job is saved without invoicing, users will be asked if they want to mark the job as complete.
When accessing a completed job in Service Job Entry/Maintenance, users will be asked if they want to set the job back to Active to maintain it.
