The Service Ticket Close program insures that the service ticket has been updated with the repair parts that were used. The service ticket can be printed through this program.
1. Ticket #
Or F2 allows a document search by customer or ticket number. After selecting F2-search, the program asks whether to search by document or customer. If the user selects customer the prompt returns to the Customer Number field on the screen and asks for the customer.
If the users selects D, the program asks for the beginning document number to start listing from, Enter (CR) to continue listing, a line number to select an order on the screen, F3 to change warehouses for the search, or F4 to back up to the Ticket Number field. The orders initially listed on the screen are for the warehouse assigned to the terminal. If the user chooses to see orders for a different warehouse or all warehouses, F3 should be selected. Once F3 is selected, the user has the following options: Enter (CR) defaults to the current warehouse, F2 allows a warehouse search, F3 selects all warehouses and displays all the orders on file for the user’s company, and F4 to backs up to the Ticket Number field.
Once the document is recalled, the selection prompt allows the user to perform the following functions:
# - Changes the line-item
L - Enter the beginning line number to list
R - Displays the Repair Parts issued
W - Displays the Work to Be Performed
V - Displays the equipment record
S - Performs a Status Inquiry
F2 - Changes the header
F3 - End line-item entries
The ending routine consists of the final fields prior to completion of the service document. The ending routine is not accessible if no line-items have been entered. Ending routine information is displayed on the lower portion of the screen, and a new total (running total of all line-items extensions plus tax and freight, etc.). The new total is initially equal to the line-item total but is recalculated and displayed each time an adjustment is made to a line-item, tax or freight. At the end of the ending routine, the new total represent the total amount of the service invoice.
2. Close service ticket for this equipment not n/yes?
Enter YES to proceed closing this ticket.
3. Memo
Enter the memo to print on the service invoice. Enter (CR) defaults to the displayed value, initially the standard memo set up in the Document Print Control Record. If no memo is needed, the user may press the space bar before entering Enter (CR). F4 backs up to the selection prompt.
4. Invoice Discount/Amount
This field appears only if % or $ was entered at the Use Invoice Discounts flag in the SR Control record. Enter the discount percent (maximum of 100%) or dollar discount (maximum equals the merchandise total).
5. Freight
Enter the freight amount (+/-9999.99). Enter (CR) defaults to 0 or, if this ship via is UPS the freight calculated for the UPS zone.
6. Tax Code
This field is accessible only if the Charge Tax flag in the SO Static Control Record is set to Yes. Enter the tax code for this customer. Enter (CR) defaults to the currently displayed amount.
7. Tax Rate
This field is accessible only if the Charge Tax flag in the SO Static Control Record is set to Yes. Enter the tax rate for this customer. Enter (CR) defaults to the currently displayed amount.
8. Print now?
If the invoice has been printed once, this field is skipped. Enter N or Y to indicate whether to print the invoice immediately.