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General Task - Reports

Topics Discussed Below

Associating Equipment and/or Services to a Task

Adding Equipment or Services

Deleting Equipment or Services

Viewing Equipment or Services

Associating Equipment and/or Services to a Task

At times, there is a need to associate equipment or a service directly to a task. Before any equipment or services can be added, you need to associate an account number. 

 

 

Adding Equipment or Services

1.       Click the Orders/Troubles menu.

2.       Within the Navigation pane, click General Tasks.

3.       A list of the open tasks populates. If you have a large number of active tasks, the list may not populate. To populate the list, do one of the following:

·         Within the search box, type any portion of the record and then click the magnifying glass.

·         Click the Show All button.

4.       Once the list opens, double-click the task name. The General Task window opens. 

5.       Within the Equipment and Services pane, click on the row marked with an asterisk to add new equipment or services to the task. Use the drop-down lists or type the appropriate information in each of the following columns for the equipment or service , required fields are marked with an asterisk (*):

·         Equipment or Service Type* – click the drop-down arrow to access a list, there are three columns of information within the list:

·         Equipment or Service Types – displays the name of the equipment or service

·         Is Service Type – a checkmark indicates that the type is a service

·         Allow Cost Adjustment – a checkmark indicates that the you can adjust the cost of the equipment or service

Within the list, select the equipment or service type.

·         Equipment or Service Name* – click the drop-down arrow to access a list, and then select the equipment or service name. This list displays only the names associated to the type that you previously selected. 

·         Part Name* – click on the drop-down arrow to access a list, select the part name.

·         Site – once you click any of the drop-down lists, the field auto-populates with the site name you selected in the Device Properties pane.

·         Serial Number* – this field may auto-populate after you select a part name, it may either contain None or Generate Automatically, if these are contained within the field do not change the selection. However, if the field is blank click the drop-down arrow to access a list, and select the appropriate serial number

·         Quantity – this field auto-populates with a pre-determined quantity amount. To change, click the field and type-in the new information.

·         One Time Cost – this field auto-populates with the equipment’s one-time charge.

·         Recurring Cost – this field auto-populates with the equipment’s recurring charge.

·         Total One Time Cost – displays the total one-time cost for the equipment item.

·         Total Recurring Cost – displays the total recurring cost for the equipment item.

Note: At the bottom of the list of equipment is a totals line displaying the one-time and recurring charges totals for all the   equipment items within the list.

·         Install Date* – this field auto-populates with today’s date. To change the date, click the field to access a drop-down arrow, once clicked a calendar displays. From the calendar, select the date to install the new equipment. This is the date the charges start for billing purposes. To change the month and year click the right or left arrow, and once at the appropriate month and year, click the number to select the date. The date populates in the box.

·         Delete Date – click the field to access a drop-down arrow. Once clicked, a calendar displays, from the calendar select the date to delete the item from the set. To change the date, click the field to access a drop-down calendar. To change the month and year click the right or left arrow, and once at the appropriate month and year, click the number to select the date. The date populates in the box.

·         Technician – click the drop-down arrow to access a list, from the list select the technician name.

·         Location – type the equipment or service location.

·         Notes – click on the grey square in the field to open the Note popup that allows you to enter in any notes regarding the equipment or service.  Once you have finished typing the note, click on the OK button to save the note and close the popup.  Alternatively, you can click on the Cancel button to cancel the operation.  

·         Last Recurring Bill Date – this field indicates the last date the piece of equipment generated a bill.

6.       Within the Actions ribbon group, click the Save button (save and stay) to continue working with this task or click the Save & Close button (save and exit).

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Deleting Equipment or Services

1.       Click the Orders/Troubles menu.

2.       Within the Navigation pane, click General Tasks.

3.       A list of the open tasks populates. If you have a large number of active tasks, the list may not populate. To populate the list, do one of the following:

·         Within the search box, type any portion of the record and then click the magnifying glass.

·         Click the Show All button.

4.       Once the list opens, double-click the task name. The General Task window opens. 

5.       Within the Equipment and Services pane, right-click the selector box next to the equipment or service type to delete. A small pop-up menu opens. Within the box, click Delete.

6.       Once you click Delete, a message box displays. Within the box there are two choices:

·         Remove the row permanently – use this to delete the equipment permanently from the task. This deletes the equipment from the order without a delete date attached.

·         Set Delete Date as today – use this to set today as the delete date. When CES runs, it deletes the equipment from the order and the billing will end as of the today’s date.

7.        Click the appropriate option button, and then click OK to continue or, Cancel to stop the operation. If you have selected Set Delete Date as today, today’s date populates within the Delete Date field.

8.       Within the Actions ribbon group, click Save (to save and stay) to continue working with the task, or click Save & Close (to save and exit) and return to the General Task list.

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Viewing Equipment or Services

There are several options available when viewing the equipment and services related to a task.  At the top of the Equipment and Services pane is a dropdown box click on the arrow to select the statue that you want to view, you can choose from one of the following statuses:

·         Active Charges – displays a list of the active equipment and services in your billing cycle.  This will be mostly recurring charges. After charges are billed, they will be moved to the inactive charges list.

·         Inactive Charges – displays a list of the equipment and services that have been billed for, this will be mostly one-time charges. 

·         Installed – displays a list of the equipment and services that has not been deleted. If you do not do any sort of billing this list will be the same as the active charges list. 

·         Deleted – displays a list of equipment and services that have been deleted, with a delete date on the record.  Any equipment or service that was deleted permanently (with no delete date) will not appear in any list as it no longer appear in the system. 

·         All – displays a list of the equipment and services related to the record regardless of status. 

Next to the status dropdown box are two checkboxes, one for equipment the other for services.  They are both checked to indicate that you want to see both equipment and services within the list.  To only view equipment or services click on the box to remove the appropriate checkmark, the list changes to display your selection.  

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