Service Call Control Report
OBJECTIVE
The Service Call Control Report lists all visits for a call entered in Return from a Service Call or Distribute Hours.
This report can be given to clients for approval of the work performed prior invoicing.
Based on the selection, billable transactions and/or non-billable transactions can be printed on the report.
You can save a copy of the report in Document Management by enabling the Save in document management option in Mailing Configuration. The report can also be sent to the company’s contact by e-mail if the contact is specified in Contact Management, in the Maestro Forms Links tab.
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If no visits have been entered for the call, only the call header will be printed to inform the user that no visits have been made on the call. This report can be printed prior to preparation (before invoicing) and it can be reprinted after invoicing. |
This report can be printed from any of the locations below, depending on the user's security settings:
- from the Analysis and Inquiry menu (Reports section) of the current module
- by clicking the Print icon in the following options:
- Enter a Service Call
- Service Call Inquiry
- Return from a Service Call
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The system displays all visits related to the call unless the report is requested from Return from a Service Call. In this case, only the current visit (return from a service call) is printed on the report. |
PREREQUISITEs
Steps
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maestro* > Service Management > Analysis and Inquiry > Reports > Service Call Control Report |
Generate the Service Call Control Report from the menu:
- Select one or more Service Calls.
If you check All, all of the calls will be selected by default.
- Select the other settings based on specific requirements.
Field
Description
Report Format
Report printing format. Available values:
Summary
Prints only one total line per activity, item and item to invoice.
Detailed
Prints the details of each visit, grouped by type (Material, Labour and Items to invoice).
Transactions to be included
Transaction to be displayed on the report. Available values:
Billable and non- billable
Displays all transactions related to the call, whether they are billable or not.
NOTE: An asterisk (*) indicates that the transaction is not billable.
Billable only
Only displays billable transactions related to the call.
- Click Accept.
The Service Call Control Report is displayed in the report viewer.
- To generate the Service Call Control Report by clicking the Print icon in the following options:
- Calls
- Service Call Inquiry
- Return from a Service Call
- From the screen of one of the following options:
- Select a Call on the screen.
- Click the drop-down menu of the Print option.
- Select the format for the Service Call Control Report to be printed based on your requirements.
If the report is generated by clicking the Print icon, billable and non-billable transactions are always printed on the report.
See also
