Symbols, Buttons, and Indicators

Symbols and Buttons

The following symbols and buttons are used in windows throughout Service Management, Job Cost, TimeTrack, and Equipment Management.

Symbol/Button	Description
	Account analysis button Use the account analysis button to check or change the analysis codes to which the posting amount is to be allocated. The account analysis button is available when an amount is to be posted to a ledger account that has been set up for MDA.
	Appointment history button The appointment history button in the Service Call Appointments window opens the Appointment History window, listing all changes that were made to the appointment. The button will be present if the Keep Appointment History checkbox was marked in the Service Options window.
	Arrow buttons Use the arrow buttons to rearrange items in a scrolling window.
	Attached image button Use the attached image button to attach documents to a record. If a record has attached documents, the button shows a paper clip attached to a piece of paper. If the record does not have attached documents, the button shows a paper clip. Document examples include purchase orders, diagrams, or job change orders. Bitmap file format (.BMP) is required unless you have purchased the Advanced Document Management feature. This feature allows numerous file formats (e.g., .DOC, .XLS, .TIF) to be attached.
	Best technician button Choosing the best technician button selects the next available, qualified technician for a service call. This allows you to schedule a technician for a service call as soon as possible.
	Browse buttons Browse buttons help you scan information, such as customer records and location records. You'll be able to browse through records using the sorting method selected for that window. This feature helps you locate records quickly.
	Camera button Use the camera button to view images attached to an equipment record.
	Ellipsis button If the Project Manager's Advisor feature is registered, the ellipsis button is available in certain windows. Use the button to open the Project Job Summary window.
	Eraser button Use the eraser button to remove items from a list.
	Expansion button When you select an expansion button, the detail for the selected field is displayed.
	Folder button Use the folder button to browse to find a file.
	Go button The Go button is used to quickly locate items in a scrolling window. To use the Go button, enter a partial entry in the field and select the green arrow. The scrolling window will be positioned on the first occurrence of your entry.
	Go to button Use the Go To button to open the Go To menu, which lists windows you can open. The items on the Go To menu in the Equipment Manager window are user-definable.
	Item information button Displays additional information about the selected item.
	Link (zoom) A link appears as an underlined prompt for a field. Select the link to open a window containing additional information for this item.
	Link button Use the link button to link a branch in Equipment Management to a branch in Service Management. Choosing this button in the Equipment Manager window will populate the customer, address ID, and equipment ID fields to the branch in the Service Management. If the branch is not linked, the Link button displays with a red slash.
	Lookup button A lookup button indicates a lookup window is available. When you select a lookup button, a list of lookup items displays in a window. Using lookup windows helps you to quickly enter and validate information.
	New call button Use the new call button to create a new service call in Service Management.
	Next available button The next available button is used to calculate the technician's next available time slot for performing an appointment. The button is disabled if you have more than one appointment on the call or if the service call date and appointment date don't match.
	Notepad button The notepad button makes it possible to attach important information directly to a window or record so it's easily accessible. An attached note is easily recognized because lines of text appear to fill the button. If a note isn't attached to a window or a field, the notepad button will not have lines.
	Organization structure button Use the organizational structure button to assign a piece of equipment to an organizational structure, such as company branch or division. Organizational structures must have been set up on your system.
	Password padlock button Use the password padlock button to assign or change a password for a protected item such as a budget.
	Phone button Use the phone button to search for a customer by phone number. You must first enter a phone number and then select the phone button. If a match is found, the customer record is retrieved.
	Print button Use the print button to print information displayed in the window.
	Print button If the Project Manager's Advisor feature is registered, the print button is available in certain windows. Use the button to select a report to print.
	Query button Use the query button to establish temporary filter preferences for items viewed in a window. Once the window is closed, the temporary filter preferences are cleared.
	Redisplay button Use the Redisplay button to refresh a window after you've entered changes.
	Show/hide detail buttons Use the show/hide detail buttons to view additional information for items listed in a scrolling window.
	Technician schedules button The technician schedules button opens the Technician Schedules window, which is used to determine technicians' availability.
	Tree view button The tree view button opens a tree view window. Tree view windows display directories, subdirectories, and items using folders. A "+" symbol next to a folder indicates the folder contains subdirectories or items. Subdirectories and items are indented under a directory.

Indicators

Visual indicators are linked to the customer ID and location. Not all indicators may be visible because they are dependent upon your system's initial setup.

Indicator	Description
	Contract indicator A Contract indicator displays when contracts exist for the selected location. To view the contracts, select the Contract button at the top of the window to open the Maintenance Contract window or use the lookup in the Contract Number field to select a contract.
	Expired Contract indicator An Expired Contract indicator displays when an expired contract exists for the selected location. Zoom on the indicator to open the Maintenance Contract window.
	Canceled Contract Indicator A Canceled Contract indicator displays when a canceled contract exists for the selected location. Zoom on the indicator to open the Maintenance Contract window.
	Closed Contract Indicator A Closed Contract indicator displays when a closed contract exists for the selected location. Zoom on the indicator to open the Maintenance Contract History window.
	Master Contract indicator A Master Contract indicator displays if a master contract exists for the customer location. Zoom on the indicator to open the Master Contract window.
	Global filtering indicator If you are using global filtering, a Branch indicator appears in the Service Manager window. Use the looking glass pointer that appears over the indicator to open the Global Filter View window. This displays the global filtering information for the selected customer's location. The branch name, affiliate, region, and branch are displayed. Global Filtering is an optional module that must be purchased separately. Contact WennSoft Sales for more information.
	Stop-and-go light indicator The Stop-and-Go Light indicator displays the account status of the selected customer. The three lights of the Stop-and-Go Light are driven by Microsoft Dynamics GP accounts receivables aging. If the customer's account status is within the time range of the first field, then the light is green. If the customer's account status is within the second time range, the light is yellow. If the account status is within the third or higher time range, or if the customer is on hold or inactive, the light is red. You can also define an additional procedure to turn the Stop-and-Go Light red.
	History indicator The History indicator displays if current or historical service calls exist for this customer. Zoom on the indicator to open the Service Call Lookup by Customer window.
	Quote indicator The Quote indicator displays if a maintenance quote exists. Zoom on the indicator to open the Contract Quote window.
	Overdue indicator The Overdue indicator displays if there are overdue scheduled preventive maintenance service calls for the selected customer location. Zoom on the indicator to open the Overdue PM window where you can view a list of the preventive maintenance service calls that are overdue. Selecting an overdue service call opens the Service Call window.
	Service level agreement indicator The Service Level Agreement indicator displays if the contract number for the selected customer's location has a service level assigned to it and therefore a guaranteed response time needs to be met.
	Warranty indicator A Warranty indicator appears in several windows if equipment associated with a service call or maintenance call is covered by a warranty. You associate equipment with a service call in the Service Call or Service Call Tasks window. You associate equipment with a maintenance contract in the Contract Coverage Maintenance window. The indicator appears in the Service Call, Service Invoice, Maintenance Costs, and Adjustments to Costs windows. If the date in the Warranty Expires or Extended Warranty Expires field in the Equipment window is greater than the date the service call was opened, the indicator appears.
	Has-components indicator The Has-Components indicator displays in the Equipment window for master equipment records.
	Component indicator The Component indicator displays in the Equipment window when the equipment record is a component record.
	Item indicator The Item indicator displays in the Equipment window when the equipment record doesn't belong to a group.
	Group indicator The Group indicator displays in the Equipment window when the equipment record belongs to a group and the item is the lead item in the group.
	Group item indicator The Group Item indicator displays in the Equipment window when the equipment record belongs to a group and the item isn't a lead item in the group.
	Project contract status indicator Choosing the Project Contract Status indicator in the Project Status window opens the Project Contract Status window for the given project. Current contract, pending, and expected contract amounts are shown.
	Project billed position indicator Choosing the Project Billed Position indicator in the Project Status window opens the Project Billed Position window for the given project. Contract earned, over (under) billing, and cash over (shortage) amounts are shown.
	Stop-and-go light indicator The Stop-and-Go Light indicator displays in the Subcontractor Status window and the Master Subcontractors Maintenance window. If the subcontractor to which a job is assigned is marked on hold in the Subcontractor Maintenance window, the light is red. If the subcontractor is not on hold, the light is green.