Editing Accounts for a New Service Call Type or Division

If the Create COGS Distribution for Invoices option is marked in Invoice Options, your MC and MCC service calls use different accounts than T&M service calls. If a service call's call type is changed after costs have been posted, those costs need to be backed out of the original accounts and re-posted to the new accounts. Likewise, if a service call's division changes, posted costs are transferred to the new division's accounts. These transactions are tied to the service call ID but do not appear on the service call invoice.

• If unposted costs exist on the service call, you will not be able to change the call type or division. Once the costs have been posted, these fields will be editable.
• If a service call has more than one invoice saved for the call, the division cannot be changed.

Editing the Call Type or Division

1. Select Cards > Service Management > Service Call. Select a customer, and zoom on a location.
2. Use the Service History button to select an open service call.
3. Make any necessary changes to the Division or Call Type.
4. Select Yes. If ALLOW CHANGE OF CALL TYPE OR DIVISION WITH POSTED COSTS is marked in Service Management Password Setup, you must enter the administrator password to complete the change.
5. Select Save. If costs have been posted to the call, you are prompted with the following warning message: Are you sure you want to change the division or call type? Select Yes to continue. After you save the service call, a reversing GL transaction is posted, backing out any WIP and COGS transactions from the old division or call type accounts and moving those amounts to the accounts associated with the new division or call type. Having these transactions in the correct accounts enables you to relieve the correct WIP accounts at month-end. These transactions are associated with the service call but will not appear on the service call invoice.