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General
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Accounts
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Equipment
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Service Calls and Appointments
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Using the Service Calls List window
Learn how to filter, sort, add columns, and search in the Service Calls list window.
Creating and Scheduling a Service Call
Adding Costs to a Service Call
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Adding Labor and Reimbursement Costs to a Call from Timesheets
(Approving time and reimbursements from Timesheets) -
Adding Labor and Reimbursement Costs to a Call from the Service Call
(Approving time and reimbursements from the Time & Reimbursements tab on the service call)
Adding a Purchase Order
Processing a Service Call
The following tutorials are based on using the Send to ERP option:
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Review the WS Integration Setup Window in Business Central
This window displays the journal template names and their related batch name.
The following tutorial shows how to add a cost to a call and then direct post the service call costs (based on Service Settings) to Business Central:
Invoicing the Service Call & Creating a Credit Memo
Schedule
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Map
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Reporting
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Settings
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FORGE Mobile™
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