HiFinance 5


 

SECTION 3.5.4S SERVICE/WARRANTY/JOBS MENU

 

This menu is only visible if you have the SERIAL NUMBERS option enabled. It allows you to manipulate the Jobs, which might be for service or warranty.

 

The SERVICE/WARRANTY/JOBS MENU is accessed as item 5 on the INVENTORY UTILITIES MENU. On selecting this menu the following screen will be displayed:

 

 

To return to the

UTILITIES MENU, press <ESC>.

 

Fields available on the serial numbers MASTER file.

 

Name Comments

 

BILL-TO DEBTOR This us the code of the Debtor associated with this Job. It is a required field. If you have old Jobs for which you have lost the original Debtor code, you can create a dummy Debtor, say SUNDRY or WARRANTY and use that. To search the Debtor master-file, press <F1>.

 

SITE INFO Here you enter the actual name, address, etc of the site. If you leave this field blank, it will be filled in by either data from the SERIAL NUMBER field (see below) or by the name, etc from the BILL-TO-DEBTOR.

 

DATE This is the date the service was performed.

 

SERVICE CODE This is a value that must correspond to an entry in the Service Code master-file. To search the Service Code master-file, press <F2>.

 

ERROR CODE This field is optional, but if used, it must correspond to an entry in the Error Code master-file. To search the Service Code master-file, press <F3>.

 

SERIAL NUMBERS You may enter up to 20 Serial Numbers here. These correspond to the Boilers, etc., which are found at the site. It is possible to leave the area blank, but the Invoice program will not let you bill the customer unless there is at least one entry. Note that when you update the Job, the SITE INFO will be written to all of the Serial Number records associated with this Job.

 

INVOICE/CREDIT NO This field is automatically entered when you invoice the Job.

 

DESCRIPTION OF PROBLEM This is a free format field describing the problem. It will print on the Job card, so it is advisable to enter any information you have.

 

DELIVERY INSTUCTIONS / SOLUTION This is a free format field describing any special instructions regarding this Job. Often you will not have the Solution until the Job is done, so it might be necessary to revisit the record once the Job is done.

 

SPECIAL INSTRUCTIONS This is a free format field describing any special instructions to the contractor. It will print on the Job card, so it is advisable to enter any information you have.

 

PAYMENT DETAILS This is a free format field describing any payments or pre-payments that may be associated with the Job. For instance, if there is a call-out charge and this was already collected by credit-card, the contractor needs to know this.

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