Viewing the Service Call Audit

The Service Call Audit window displays the history of the service call you are accessing the Service Call Audit window from and includes all the fields from the SV00300 table. For information on installing the Signature Audit Add-In, see Installing Service Call Auditing. For information on setting up this feature, see the Additional Setup Options section in Choosing Service Options.

Viewing the Service Call Audit Data

1. Select Cards > Service Management > Service Manager.

2. Select the Customer ID.

3. Access the Service Call window by double-clicking a service call in the list of service calls or by selecting the History icon and then double-clicking on a service call.

4. Select the Additional Audit button.

5. In the Service Call Audit window, the top of the window displays the Service Call ID.

6. In the scrolling window the following columns display:

   • Operation

   • Service Call ID

   • Type of Problem

   • Service Description

   • Address Code

   • Customer Number 

   • CPRCSTNM

   • Wennsoft Affiliate

   • Wennsoft Branch

   • USERID

   • Technician ID

   • Technician Team

   • Service Area

   • Route

   • Customer Name

   • Location Name

   • Technician

   • Technician ID2

   • Type of Problem ID

   • Type of Problem

   • Resolution ID

   • Resolution Description

   • Equipment Type

   • Type Call Short

   • Type of Call

   • SV Call Source

   • SV Call Source ID 1

   • SV Call Source ID 2

   • User Define 1a - 4a

   • Purchase Order

   • Date of Service

   • Salesperson ID

   • Priority of Call

   • Status of Call

   • Call Invoice Number

   • Invoice Style

   • Completion Date

   • WS Time 1

   • Time String 1 1 - 1 6

   • Service Date 1 - 6

   • Service Time 1 - 6

   • Time Zone

   • Date1

   • Division

   • Divisions

   • Call Time

   • Corporate Contract Number

   • WSMSTRCONTSQ

   • Contract Number

   • WSCONTSQ

   • Invoice Type

   • POSTED

   • Added Rate

   • Billing Amount Fixed

   • Billing Amount NTE

   • Billable All

   • Cost All

   • Tax Amount 1 - 3

   • Labor Billing Category 1 - 5

   • Billable Equipment

   • Billable Labor

   • Billable Material

   • Billable Other 

   • Billable Subs

   • Billable Tax

   • Labor Cost Category 1 - 5

   • Cost Equipment

   • Cost Labor

   • Cost Material

   • Cost Other

   • Cost Subs

   • Cost Tax

   • Caller Email Address

   • Caller Name

   • Caller Phone

   • Callback

   • WS Job Number

   • Orig Call ID

   • SVSLARES

   • PO Outstanding Status

   • WCA Originating Call

   • WCA Technician

   • Service User Define 1 - 25

   • MODIFDT

   • Modified Time

   • MDFUSRID

   • SV Language ID

   • Base Currency ID

   • Base Curr Conv Factor

   • Billing Currency ID

   • Billing Curr Conv Factor

   • Local Currency ID

   • Track In Job Cost

   • Transfer to WS Job

   • Billed to Job Equipment

   • Billed to Job Material

   • Billed to Job Labor

   • Billed to Job Subcontractor

   • Billed to Job Other

   • Bill Customer Number

   • Bill Address Code

   • Rental Agreement Number

   • Rental Agreement Line Order

   • Vendor Quote Printed

   • Contact ID

   • Phone ID

   • WSReserved CB 1 - 5

   • WSReserved STR 1 - 2

   • Dex Row ID

7. Close the window by selecting the "X" in the top right corner.

Filtering, Sorting, Rearranging Data

Use your mouse to drag or select the options below:

• Group 
  To group the displayed data by a column, select a column header and drag this to the area labeled Drag a column header to the group location to group the results by that column located to the top left of the columns. To undo the grouping, drag the column header back to anywhere on the grid, the column header returns automatically to its original location.

• Sort order 
  Select the column header to change the sort order. A small triangle points to indicate if the sorting is ascending (A-Z) or descending (Z-A). Hold the Shift key when selecting headers to sort against multiple columns simultaneously.

• Filter 
  Select the lookup icon to select a filter type (contains, does not contain, starts with, ends with, equals, does not equal) and enter the value in the field to the right of the lookup.

• Column Order 
  Drag the column headers to the left or right to change the column order. The Customer and Location columns each have a main column header that lets you drag all three columns (Notes, Name, ID) at the same time. You can also rearrange the Notes, Name, and ID columns beneath both the Customer and Location headers.

• Scrolling 
  A horizontal scrollbar is hidden until you hover with your mouse at the bottom of the grid. When the horizontal scrollbar displays, you can drag the bar to view more columns. A vertical scrollbar is automatically displayed.