The Service and Repair System provides the following inquiries:
The Contract/Proposal Inquiry program enables you to view contract and proposal information for the selected customer. The inquiry allows you to view proposal and contract information in detail.
The Equipment Inquiry program provides information about the equipment entered into Service and Repair module. Use this program to view general information, equipment activity, open orders, past invoices, equipment notes.
The Schedule Inquiry (SRI650) allows you to view the schedule for a given day for a single technician or all technicians (a complete day view).
The Technician Inquiry provides information about the technician entered into Service and Repair module. Use this inquiry to view information on the following topics: general information, technician activity, open orders, open time, past time, and technician notes.
The Document Inquiry program enables you to view information on quotes and service order documents in detail by the selected type and status. Type options are open work orders, back orders, invoices, credit memos, and counter service. Various status codes include work orders entered, but not printed, pick ticket printed, confirmed invoice, invoice printed, invoice released, deleted service order, voided invoice. Inquiry information includes an overview of the document’s current status, the actual document as it appeared at time of entry (with updated amounts and units) and as service orders are line-item salable, each sale per line may also be displayed.
The Status Inquiry program displays information on quotes and service order documents in detail by the type and status selected. Type options are open work orders, backorders, invoices, credit memos, and counter service. Status codes displayed are work orders entered, but not printed, pick ticket printed, confirmed invoice, invoice printed, invoice released, deleted service order, voided invoice.
The Accounts Receivable Customer Inquiry program includes an additional option that enables you to view all equipment on file for a selected customer. Each line represents one piece of equipment including description, site location, and primary serial number.