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Select the Customer from the Customer Maintenance screen. Choose Proposals . If a Proposal already exists for this customer, it will be present on the Proposal screen. Select Create to create a new Proposal. If this is the first time ...
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The system is designed so that it will automatically set the Service Order status to Completed once the Cleared entry has been made with regard to the Technicians tab on the SO. The system will also set the Closed Reason code. SSI will ...
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From the EnergyService menu, select Purchase Orders . Choose Create . Press F5 in the Vendor# , Warehouse# , and Status fields to select from the lists. The Status automatically defaults to Open . Enter Notes if desired. Press F...
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PO Status codes are used for tracking the status of the Purchase Order and are hard coded into the system. Open – The PO is open and no items have been received. Received – All items on the PO have been fully received. Partial Received ...
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If searching for a specific PO, select Find on the PO screen. Search by Vendor , date range, Purchase Order# , or Total Amount . ...
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From the EnergyService menu, select Reports . Service Parts Price This report is designed to show items by product category and display pricing per Division and sales markup. This report can be sent to Video , Printer , or ASCII /Excel forma...
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Service Order Types This section will cross-reference Service Types (tank sets, Gas Checks, Appliance Installs) with the Technician. From the EnergyService menu, select Service Orders . Choose Service Order Types and press Ctrl+C to ...
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Once serialized inventory items have been received to the shipping warehouse those items can then be transferred to other locations. From the EnergyService menu, navigate to Warehouse Locations / Warehouse Locations . Select the Warehouse Loc...
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Equipment Types This is to indicate the type of Equipment (or description of equipment) being serviced. From the EnergyService menu, select Equipment . Choose Equipment Types and press Ctrl+C to create. The Equipment Type code wil...
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Vehicle Types From the Maintenance Tables menu, select Vehicles . Choose Vehicle Types . To create, press Ctrl+C . Enter the Description of the Vehicle. The Vehicle Type code will automatically generate once the description is saved. ...