Activities

Activities

Add New Activity

Adds a new activity record.

Activities

Activities

Accept

Accepts an assigned activity. Sets the Status field of the activity to Acknowledged.

Activities

Activities

Decline

Declines an assigned activity. Sets the Status field of the activity to Declined.

Activities

Activities

En Route

Sets the Status field of an activity to In Progress.

Activities

Activities

Arrive

Sets the Start field of an activity to the current time.

Activities

Activities

Suspend

Sets the Status field of an activity to On Hold.

Activities

Activities

Resume

Sets the Status field of an activity to In Progress.

Activities

Activities

Finish

Sets the Status field of an activity to Done, sets the End field to the current time, and sets the % Complete field to 100.

Activities

Recommended Parts & Tools

Check Trunk

Checks each record in the view and verifies the quantity (Qty field) against the inventory. It updates the Available Quantity (Avail) field with the number of items in the end user's trunk.

Activities

Recommended Parts & Tools

Order Part

For any record in the view, if there are insufficient parts that is, Available Quantity is less than Recommended Quantity, this button orders additional parts. The operation generates an Auto Order for the selected products with the Recommended Quantity equal to the quantity in the order line item.

Activities

Time

Start

Creates a new record and sets the start time to the current time.

Activities

Time

End

Sets the end time for the highlighted record.

Activities

Move Parts

Move

Moves a part from a site to your trunk, or trunk to a site.

Activities

Move Parts

Commit

Commits a part movement to the database. Committing a part movement updates the inventories and creates inventory transactions on the server

Activities

Move Parts

RMA

Generates an order for a part movement and sets the order type to RMA.

Activities

Move Parts

RMA Repair

Generates an order for a part movement and sets the order type to RMA Repair.

Activities

Expenses

New Expense

Adds a new expense record to the Expenses view.

Activities

Invoices

Auto Invoice

Generates an invoice for an activity and creates line items for parts movement, time, expenses, entitlements, discounts, and totals.

Activities

Invoices

Print Invoice

Prints an invoice record.

Activities

Invoices

Sign

Produces a pop-up screen allowing a signature to be recorded.

Service Reqs

Service Requests

Log New SR

Adds a new service request record.

Service Reqs

Orders

Create New Order

Generates a new order record.

Service Reqs

Views

Add Order Line

Adds a new line item to the order.

Service Reqs

Views

Print Order

Prints the selected order.

Service Reqs

Activities

Add New Activity

Adds new activity record.

Service Reqs

Invoices

Auto Invoice

The button executes for each activity in the service request, compiles one total for each line item, and generates one invoice for the entire service request.

Service Reqs

Invoices

Print Invoice

Prints the currently selected invoice onto a handheld printer.

Service Reqs

Invoices

Sign

This allows a person to use the signature capture functionality to sign the generated invoices.

Accounts

Views

Measurements

Goes to the Asset Measurements view.

Accounts

Views

Warranties

Goes to the Asset Warranties view.

Accounts

Views

Components

Goes to the Asset Sub-Components view.

Accounts

Service Requests

Log New SR

Enters new SR record.

Browser

Views

Check Substitute

Checks for substitute parts for the current part. Navigates to the Part Browser Substitutes view.