Symbols, Buttons, and Indicators

Account Analysis
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 Multidimensional Analysis (MDA).

Appointment History
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.

Arrows
Use the Arrow buttons to rearrange items in a scrolling window.

Attached Image

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
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 (or VCR)
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
Use the Camera button to view images attached to an equipment record.

Ellipsis
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
Use the Eraser button to remove items from a list.

Expansion
When you select an Expansion button, the detail for the selected field is displayed.

Folder
Use the Folder button to browse to find a file.

Go
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
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.

Hyperlink (zoom)
A hyperlink appears as an underlined prompt for a field. Select the link to open a window containing additional information for this item.

Item Information
Displays additional information about the selected item.

Link
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
A Lookup button indicates a lookup window is available. When you select a lookup button, a list of lookup items is displayed in a window. Using lookup windows helps you to quickly enter and validate the information.

New Call
Use the New Call button to create a new service call in Service Management.

Next Available
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
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
Use the Organizational Structure button to assign a piece of equipment to an organizational structure, such as a company branch or division. Organizational structures must have been set up on your system.

Password Padlock
Use the Password Padlock button to assign or change a password for a protected item such as a budget.

Phone
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
Use the Print button to print the information displayed in the window.

Print
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
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
Use the Redisplay button to refresh a window after you've entered changes.

Show/Hide Detail
Use the Show/Hide Detail buttons to view additional information for items listed in a scrolling window.

Technician Schedules
The Technician Schedules button opens the Technician Schedules window, which is used to determine technicians' availability.

Tree View
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.

Branch
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.

Canceled Contract
A Canceled Contract indicator displays when a canceled contract exists for the selected location. Select the indicator to open the Maintenance Contract window.

Closed Contract
A Closed Contract indicator displays when a closed contract exists for the selected location. Select the indicator to open the Maintenance Contract History window.

Contract
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
An Expired Contract indicator displays when an expired contract exists for the selected location. Select the indicator to open the Maintenance Contract window.

Master Contract
A Master Contract indicator displays if a master contract exists for the customer location. Select the indicator to open the Master Contract window.

Stop-and-go light
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
The History indicator displays if current or historical service calls exist for this customer. Select the indicator to open the Service Call Lookup by Customer window.

Quote
The Quote indicator displays if a maintenance quote exists. Select the indicator to open the Contract Quote window.

Overdue
The Overdue indicator displays when there are overdue scheduled preventive maintenance service calls for the selected customer location. Select 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 (SLA)
The SLA 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
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
The Has Components indicator displays in the Equipment window for master equipment records.

Component
The Component indicator displays in the Equipment window when the equipment record is a component record.

Item
The Item indicator displays in the Equipment window when the equipment record doesn't belong to a group.

Group
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
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
Select the Project Contract Status indicator in the Project Status window to open the Project Contract Status window for the given project. The current contract, pending, and expected contract amounts are shown.

Project Billed Position
Select the Project Billed Position indicator in the Project Status window to open the Project Billed Position window for the given project. The contract earned, over (under) billing, and cash over (shortage) amounts are shown.

Stop-and-Go Light
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.