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STARK Version 5.1.35.X Service Tracking New Features

This Help File Page was last Modified on 05/14/2017

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STARK Version 5.1.35.X Service Tracking New Features

This Help File Page was last Modified on 05/14/2017

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STARK Version 5.1.35.X Service Tracking New Features

This Help File Page was last Modified on 05/14/2017

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Welcome to the Summary Page which describes the major New Features added to the Service Tracking System within the MKMS STARK Version 5.1.35.X Release.

 

HelpFilesStark

This New Features Table contains three columns of data relating to each of these New features:

1.Program Module(s) Affected - This column lists the specific modules that were improved.

2.Chapter Links - This column lists of the link(s) to the chapter(s) where the previous instructions, illustrations and explanations have been revised to reflect the program changes and/or enhancements.

3.Description of the Enhancement - A brief explanation of the new features, functions and enhancements that have been added in this release with links to all of the affected chapters and some related chapters, also.

 

Understanding the New features Chart:

All of the Program Module(s) that are Affected are listed.

The Chapter Links are provided for finding the instructions, illustrations, and details on the operation and usage of the new feature(s).

A brief Description of the Enhancement is shown, sometimes with additional Chapter Links.

 

Program Module(s) Affected

Chapter Links

Description of the Enhancement

Service Tracking System

Themes

A new Themes capability has been added which allows the User to set their preferred coloration, screen accents (and special occasions) Theme in MKMS and MKMSCS.

Service Tracking System

Company Options

Default Warranty Terms - By default, the Value of the new DefaultWarrantyTerms option in Company Settings will be set to 12.

This Value represents the number of Months after the Sale Date entered in the Service Info section of the Edit View of the Subscribers Form when the installation's Warranty Ends.

The Value entered here will automatically populate that Warranty Ends field (i.e., Sales Date + Value in months = Warranty Date).

This Value may be changed, based on your individual Company's Warranty Policy.

 

Default Warranty WO Settings - By default, the new DefaultWarrantyWOSettings option in Company Settings is set to False ("F") .

Setting the DefaultWarrantyWOSettings option to True ("T") will set the Non Billable and Exclude Invoice Labor Check boxes on a new Work Order Form to match the settings in the Service Contract record associated with (assigned to) the current Subscriber - if that Subscriber is still under Warranty (i.e., Warranty Ends Date > Today).

Service Tracking System

Service Contracts

The revised Service Contracts Form now has two additonal fields:

1.Exclude Invoice Labor - Check the box when Work Order Labor Charges should not be billed to a Subscriber with this type of Service Contract.

2.Non Billable - Check the box when Work Order Charges should never be billed to a Subscriber with this type of Service Contract.

Setting the DefaultWarrantyWOSettings option to True ("T") in the Company Settings Form will set the Non Billable and Exclude Invoice Labor Check boxes on a new Work Order Form to match the settings in the Service Contract record associated with (i.e., assigned to) the current Subscriber - if that Subscriber is still under Warranty (i.e., Warranty Ends Date is greater than Today).

Service Tracking System

Work Orders

Inventory/Materials

Completing a Work Order

 

The Work Orders Form has been substantially changed and new features have been added.

When a new Work Order is created, the "Non Billable" and "Exclude Invoice Labor" fields will be set based on the Service Contract assigned to that Subscriber only if the DefaultWarrantyWOSettings option is set to True ("T") in the Company Settings Form and Subscriber is still under warranty (i.e., Warranty End Date >= Today).

 

Department - Use the new Drop-Down Selection List provided to Choose the Department that should be charged for the Inventory/Materials expenses used to complete this Work Order.

oUse the Drop-Down Selection List provided to Choose the Department that should be charged for the Inventory/Materials expenses used to complete this Work Order.

oIf a Department has been assigned when the Work Order was created, it will become the default Department, and will be inserted automatically when the Inventory/Materials expense record is added.

oWhen a Work Order is Invoiced, the Department assigned on the Work Order will be Department assigned to each Detail Line Item on that Invoice.

 

The User may Select which Columns of data will be included in the List (Grid) by Clicking the Asterisk (*) at the top left of the List's Header to display a list of all available Columns (Header Names).  The User may Check the desired Header (column) Names (all will be Checked initially), or hide columns by removing the Check.

 

Parts List tab: When the Use Inventory option is selected:

a)The User may now identify How Many items are to be (were) used (when first opened, to this the How Many field will equal the Quantity field).

b)When the Use function is executed, the Quantity in the new record created in the Inventory/Materials tab will equal the How Many Amount entered in the Parts List tab.

c)If the Quantity of any item in the Parts List tab becomes less than or equal to zero, the item will be deleted from the Parts List.

 

When Completing a Work Order, a new Completed On field has been added, and the Labor and Inventory/Materials entry method has been enhanced.

The new Itemized WO Invoicing dialog (see Automatic Invoice Generation in the Completing a Work Order chapter) allows the User to choose which (or all) items will be Invoiced, whether any items will be billed at a $0.00 value, and allows the User to choose which (or all) items are to be added to the Installed Equipment table for the Subscriber.

Service Tracking System

Pending Work Orders List

Technician Scheduling

The Pending Work Orders List on the Technician Scheduling Form has been substantially revised, and so will now function as a true Grid.

The new Identifier column in the Pending Work Orders List (Grid) identifies each Work Order record as being either for a Subscriber or for a Prospect

Therefore, Grouping the Pending Work Orders List by Identifier enables the User to quickly identify which Work Orders are for a Subscriber versus a Prospect.

See the Pending Work Orders List chapter and the "Grouping the Grid Data" discussion in the Grids & Lists chapter for more information about this Grouping capability.

Service Tracking System

Pending Work Orders List

The new Print Pending Work Orders option on the Actions Menu on the Pending Work Orders List will display a Print Preview of the Pending Work Order List as currently filtered and displayed in the Pending Work Orders Grid.

Service Tracking System

Work Order Profit Report

A new Work Order Profit dialog (which is actually presented as a fully functional data grid) may be populated based on a user selected Date Type (i.e., Completed Date, Requested Date, Date of Service, Date Created, Last Modified Date, or Schedule Date) of the Work Orders and filtered based on a specified Date Range

Each selected Work Order is listed with:

a)The (Retail) Charges and (Wholesale) Costs that were recorded

b)The Totals for those Charges and Costs, and

c)The calculated Profit (or Loss) resulting from them.

There are new Invoice Profit and Invoice Net columns available, and the Profit column has been renamed to Proposed Profit.

Grand Totals for those Charges and Costs are also provided.

The resulting data may be formatted, custom filtered, sorted and then Printed and/or Exported, as needed.

Service Tracking System

Technician Performance Grid

The new Technician Performance Grid provides a list of Work Orders within a specified Date Range (based on a User designated Type of Date field) and includes:

The Labor Hours, the Labor Cost, and related explanatory information (e.g., Subscriber, Technician, Service Type, Services Performed, Resolution description) for each Work Order.

Totals number of the Work Orders that are listed, the total Labor Hours and the Total Labor (retail) Charges.

This fully functional data grid also provides Print and Export options.

Service Tracking System

Work Orders

Added the ability to Email the contents of the Parts List tab on the Work Orders Form.

Service Tracking System

Technician Scheduling

Added a "Show On Google Map" option when the User has selected an Appointment record within the Day View tab of the Technician Scheding Form.and Right Clicked their Mouse.  Also, Reorganized the Right Click Menu to be more intuitive.

Service Tracking System

Service Tickets Widget

The new Service Tickets Widget provides a summary list in the form of a Grid with the status of various classification of Work Orders (e.g., Open, Scheduled by Type [i.e., today's Orders and Installs], recently Completed, and recently Billed).

Accounts Receivable

Service Tracking

 

Work Order Invoicing/Review

Recording Work Order Charges

The revised Work Order Invoicing/Review Form with its new user interface now Excludes Work Orders which have been marked as Non Billable and are Completed and now has 2 filters plus the user interface has been substantially improved:

1.Using the new Date Options Drop-Down Selection List with six Date Range filtering options [i.e., Date Requested, Date, Date Serviced, Date Completed, Date Created, Last Date Modified, Schedule Date],

2.The Work Order Type Drop-Down Selection List with six filtering options [i.e., All, Standard Work Order, Fire Alarm Test, Fire Extinguisher Inspection, Installation Order, Jobs].

 

The old Completion Box has been eliminated: Editing is now done:

a)within the Work Order Listing's data grid, and/or

b)by using one or more of the 6 tabs at the bottom of the Work Order Invoicing / Review Form (see below), or

c)by using the Go To Work Order function to open the actual Work Order and complete that Work Orders within the actual Work Order Form.

There are now 6 tabs at the bottom of the Work Order Invoicing/Review Form: Labor, Inventory/Materials (where a Department may now be assigned to each Inventory entry), Installed Equipment, Technician Activity, Appointments, and Parts List which are explained in the Recording Work Order Charges chapter.

Installed Equipment tab has a new Install box in the Install column's Header:

oCheck the HelpFilesWorkOrderCompletionAndReview-GreenInstallBoxbox to Choose All listed Installed Equipment items (you may Check the HelpFilesWorkOrderCompletionAndReview-GreenInstallBoxbox again to remove the Check from all of the Installed Equipment items.

oOtherwise, you may Check the individual Install Check box of each Inventory Item that is to be added to this Subscriber's Installed Equipment Form.