Service and Repair

The FACTS 9.2.0 release of Service and Repair includes these enhancements.

Header and Line Notes enhancement

Header and line notes were added to these programs: Service Proposal Entry (SRE510), Service Contract Entry (SRE520), Contract Invoice Maintenance (SRE550), and Contract/Proposal Inquiry (SRI510).

Proposal Print (SRP520), Service Contract Print (SRP525), and Contract Invoice Print (SRP530) were also updated to print the header and line notes.

These additional programs were modified:

• Note Driver Source (SME710)
• Service Proposal/Contract Import Lines (SRE511)
• Proposal Print (SRP521) (Non-Preprinted)
• Contract Print (SRP526) (Non-Preprinted)
• Contract Invoice Print (SRP531) (Non-Preprinted)

Assign Repair Parts to Preventative Maintenance

The ability to assign repair parts for preventative maintenance processing was added. These programs were modified to allow for repair parts processing for preventative maintenance:

• Import Suggested P/M (SRC515)
• Service Proposal/Contract Entry (SRE510)
• Service Proposal/Contract Import Lines (SRE511)
• Preventative Maintenance Entry (SRE516)
• Preventative Maintenance Parts Entry (SRE518)
• Proposal Print (SRP521) (Non-Preprinted)
• Contract Print (SRP526) (Non-Preprinted)

Customer Inquiry (SOI610)-Print past Service Contract Invoices

The AR Detail (ARI614) (ARI691) windows, which are available from the AR Detail button on the Open Docs and Paid Docs views of Customer Inquiry, were enhanced to print past Service Contract Invoices.

These additional programs were also modified:

• Contract Invoice Print (SRP531) (Non-Preprinted)
• Contract Register Line Update (SRR523)
• Contract Register Header Update (SRR524)

Service Proposal Entry /Contract Entry (SRE510) - Add ‘NEW’ customers and ship-tos

The Service Proposal Entry and Contract Entry programs were enhanced to include the ability to add ‘NEW’ customers and ship-to’s. This functionality allows entering customer information for potentially new customers without cluttering up the customer master file.

In the SR Static Control FM (SRF990) program, a new prompt was also included to control whether this feature is available

These additional programs were also modified:

• Service/Proposal/Contract Import Lines (SRE511)
• Proposal/Contract Inquiry (SRI510)
• Proposal Print (SRP521) (Non-Preprinted)

Contract Print (SRP525) / Proposal Print (SRP520) – Print billing schedule in contract header

When printing service proposals and contracts, the contract the billing schedule (annually, quarterly, etc) is now included in the header.

These additional programs were also modified:

• Service Standard Procedures (SRC999)
• Proposal Print (SRP521) (Non-Preprinted)
• Contract Print (SRP526) (Non-Preprinted)

Service Ticket Dispatch (SRE610) - Processing enhancement

The Service Ticket Dispatch program was enhanced so that when changing information on a service order with multiple lines, the system now offers to change all lines.

Contract/Proposal Inquiry (SRI510) – Display Enhancements

These enhancements were added to Contract/Proposal Inquiry:

• When inquiring on preventative maintenance, the display now includes the last PM date.
• Viewing historical service activity is now available from the time entries.

Contract Invoice Maintenance (SRE550) – Display contract number for invoice

The Contract Invoice Maintenance program was enhanced to display the contract number for the invoice.

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