The Job Site Service Report prints the customer number and name,
with the contract #, the products on the contract and the service
interval.
It can be sorted by date or by city.
After generating, this report can also be used to update the dates and information on the Job Site Service Schedule.
The prompts are:
Note: The division selection is restricted by the Divisional Restricted Views assigned to the operator.
Note: The ability to and method of updating the Job Site Service Schedule is dependant on the output option selected as explained below in the Update Date Serviced, or click on the information ? icon for an explanation.
If the output is to be generated to an Excel spreadsheet the Zone option is automatically selected and cannot be changed.
Click NO to leave the Date Last Serviced unchanged for the listed contracts.
Click YES to update the Date Last Serviced for the
contracts on the report, by the Service Date on the report
that has been calculated by the Service Interval days defined on
the document, and to update the Job Site Service
History.
The default Date Out is used for the Service Date if the
date last serviced is blank.
Note: No Driver or Comment is captured or written to Job Site Service History.
Output to a Spreadsheet:
The option is provided to
update the Date Last Serviced on each job with the New
Date Serviced from the spreadsheet, which defaults to the next
expected date, but can be modified by the operator.
A message is triggered explaining that the Driver, New
Date Serviced and Comment can be updated by adding the
information to the spreadsheet and saving it as a tab-delimited
file, before importing the resulting file using the
IMPORT button on the bottom of the Job Site Service Schedule screen.
The New Date Serviced is automatically populated on the spreadsheet by the (Date Last Serviced + Service Interval) and this can be manually modified on the spreadsheet before saving it.
Note: The Date Last Serviced is left blank on the spreadsheet if there is no last serviced date and so there in no New Date Serviced calculated, but on the report output the Date Out is used as the Date Last Serviced if none has been provided.
To import the tab-delimited file txt file successfully the
Driver Code must be valid in the Drivers table, the New Date Serviced must
be in the acceptable format as defined in Company Information, and the Comment only
allows 80 characters.
Imported records update the Job Site Service
History with the Date, Driver and Comment.
Note: Using the spreadsheet output/import option to update the schedule allows multiple manually defined New Dates Serviced to be updated on each contract per the different product details where the last date becomes the Date Last Serviced for the contract, whereas using the report output with the direct update action only one Date Serviced per contract based on the service interval is updated on the schedule.
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