Table 5. Button Functionality
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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. |