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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 Orders/Quotes to reflect the non-stock manual costing method
Sales Orders/Quotes to reflect the non-stock manual costing method

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 Orders and visa versa
Add contract volumes to machine finance tab (work item not done)

Provide API access to modify service orders

 

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

Set up/Creating/tracking a staff schedule for a service call for a technician

Navigating from Service Orders to the Schedule and back to the service order


Create a new staff schedule for 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 the staff schedule for service order call, update the service call

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

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

Machine average meter count incorrect when resold

Staff Schedule

Toner tracking and Toner Pools

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