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Overview

Service tips and tricks

General Service Improvements

Inserting and Accepting Service Quote to Service Order

Add a button to Add a Contract to a Machine. Refer to the Common Buttons Section

Service Order to reflect the manual non stock product costing method like Sales Orders

Provide API access to modify service orders

Copying a Sales Quote to a Service Quote
Copying Service Quote to a Sales Quote

Sorting machine-id by * machineidnumeric.. Refer to reference in the Notes

Linking and Unlinking Sales Orders to Service and visa versa

Add two way links between sale orders and service orders

 

Service work items in the December sprint still to be completed:

Create a new staff schedule for a service order, once the first service order call is finalised if a further service call is created for that service order for a technician.

When changing or moving the tech, date and/or time on a the staff schedule for a service order, update the service order

Staff Schedule customisation to show a date from a specific start and end time instead of from 12am to 11.59pm

Staff Schedule report to reflect the date and time of the staff schedule if it has been customised

Add contract volumes to machine finance tab

Machine average meter count incorrect when resold

Staff Schedule

Toner tracking and Toner Pools

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