Installation List tab

□	Creating and Using an Installation List for a Service Request:

•	The Service Request Form is used to create Work Orders for several different purposes, identified by assigning it the appropriate Work Order Type:

HelpFilesWorkOrderTypes

Work Order Types

1.	Standard Work Order - The most common selection used to specify the work that is to be performed at a Subscriber's premises.

2.	Fire Alarm Test - When selected, creates a specific Work Order Format designed to facilitate a system wide Fire Alarm Test.

3.	Fire Extinguisher Inspection - When selected, provides a specific Work Order Format for performing a Fire Extinguished Inspection procedure.

4.	Installation Order - When selected, creates a specific Work Order Format designed to identify all of the Inventory Components required for a new (or add-on) type of installation.

•	Installation List - The Installation List tab allows the Service Department to itemize the Inventory that will be required to perform an installation.

•	An Installation List may be created for any Work Order, regardless of the Work Order Type assigned to the Service Request.

•	To create an Installation List, on the Edit View tab of the Form, Select the Installation List tab.

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Installation List tab on the Service Request Form

•	Click Add ("+")

•	Item - Using the Drop-Down Selection List provided, Choose the Inventory Item to be added to the Installation List.

•	Description - By default, the Description entered for this item in the Sale-Purchase Items Form will be inserted.

▪	The Description may be modified to better describe its specific purpose for this installation.

•	Quantity - By default, 1 will be inserted as the Quantity.

▪	The Quantity may be modified as needed.

•	Click Save ("ü").

◆	An Installation List may also be created by using the Order Inventory option on the Service Request Form

HelpFilesServiceRequestOrderInventory

•	When that Purchase Order is created - upon exiting the Purchase Order Form - indicate whether or not those Inventory Items are to be added to the Installation List for the Work Order.

HelpFilesAddOrderedItemsToInstallationList

Add ordered items to Work Order installation list?

▪	Indicate whether or not these ordered Inventory Items should be added into the Work Order's Installation List.

□	Special Icons on the Installation List tab:

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Service Request Form - Installation List tab - Installation List Icons

•	Navigation buttons - Provides the standard navigation commands (begin, previous, next, end, add, delete, edit, save, cancel).

•	Use Inventory - Adds all of the Inventory Items in the Installation List into the Inventory\Material tab.

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•	Missing Technician - If a Technician has not yet been assigned to this Service Request a warning message will be displayed.

▪	Click the OK button.

▪	Select the Service Request tab.

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Service Request tab - Technician field is empty

▪	Using the Drop-Down Selection List provided, Choose the desired Technician.

▪	Click Save ("ü").

•	Select to the Installation List tab.

▪	Click the Use Inventory button again to add all of the Inventory Items in the Installation List into the Inventory\Material tab.

◆	Warning - If one or more of the Inventory Items in the Installation List have an insufficient Quantity On Hand to meet this request, a Warning Message will be displayed.

HelpFilesUseInventoryWarningMessage

Warning! One or more items will go negative in inventory. Add items anyway?

o	Click the Yes or No button, as appropriate.

•	Click the Use Inventory Icon and the Installation List is automatically inserted into the Inventory\Material tab.

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Inventory\Materials tab on the Service Request Form

•	Once this insertion process has been executed, if the Use Inventory Icon is selected again, a warning message will be displayed to remind the User that the insertion has already been executed.

HelpFilesServiceRequestInstallationListAddListAgainMessage

Items found in Inventory/Materials

▪	If several more Inventory Items were added since the last insertion process, you may want to answer Yes, then Delete those in the Inventory\Material tab that are duplicates.

▪	However, it is best to wait until the Installation List (and the Work Order) has been completed, then make the insertion at that time.

•	Print Parts List - To print a Parts List for this Work Order, Click the Print Parts List Icon.

•	Indicate whether you want to View the list before Printing it.

HelpFilesPreviewReportFirst

Do you wish to preview the report first?

•	If you chose View, by Answering Yes above, theParts List for this Work Order will be displayed on screen.

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Service Request - Installation List tab - Parts List report

►	Note: If the Work Order Type (see the Entering a Service Request chapter) is Installation Order, Selecting the Print the Current Work Order Icon at the top of the Service Request Form will produce a Work Order with a Page 2 containing the Parts List.

•	Pick From Job - When the Service Request was created from a Job, and as part of that Job Costing information an Inventory List was created, this Pick From Job option becomes active.

•	The Pick From Job option will import that Inventory List into the Installation List tab of the Service Request Form.

•	To do so, Click the Pick From Job Icon.

HelpFilesServiceRequestInstallationListTabPickFromJob

Pick From Job - Job Pick List Form

•	The Job Pick List dialog will be displayed.

▪	Add? - Check this box for each Inventory Item that is to be added to the Installation List tab.

▪	Item - The Sale-Purchase Item code for each Inventory Item.

▪	Description - The description of each Inventory Item.

▪	Quantity - The Quantity entered in the Inventory List tab on the Job Costing Form.

o	That Quantity may be changed, if appropriate.

•	Click the Add Icon at the top of the Job Pick List dialog.

•	Click the Close Icon to close the Job Pick List dialog and populate the Installation List tab.

►	Note: If there are no items defined in the Inventory List tab on the Job Costing Form, or the Inventory Items have already been inserted into the Installation List tab, a No Items Found message box will be displayed.

HelpFilesServiceRequestInstallationListPickFromJobNoItemsFound