This Help File Page was last Modified on 10/11/2013
NEO Version 5.1.34.X Service Tracking System New Features
This Help File Page was last Modified on 10/11/2013
❑Welcome to the Summary Page which describes the major New Features added to the Service Tracking System within the MKMS NEO Version 5.1.34.X Release.
•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
Description of the Enhancement
❖The following Company Settings options and features have been added:
Search By - A new Search By field has been added whereby a search may be performed on any selected Column (i.e., ID, Section, or Setting Name) to locate a specific Company Settings.
Use Division Address - By default, the UseDivisionAddress option is set to False ("F").
▪When the UseDivisionAddress option is set to True ("T"), if a Subscriber has been assigned to a Division, except on an Installation Order, that Division's Address will be printed as the Company Address on a printed Service Request Form.
Include Auto Service WO - By default, the IncludeAutoServiceWO option is set to False ("F").
▪When opening a Service Request Form, Warning Messages are displayed based on certain circumstances (e.g., Outstanding Balance Due, open (unfinished) Service Requests exist, their Service Contract has Expired) - except if the only open (unfinished) Service Requests were created automatically using the Auto Service feature.
oThis functionality may now be kept by setting the new Company Settings option "IncludeAutoServiceWO" to False ("F") to eliminate those Warning Messages when the only open (unfinished) Service Requests were those that were created automatically using the Auto Service feature.
oSetting this "IncludeAutoServiceWO" option to True ("T") will turn on Warning Messages (if appropriate) regardless of the origin or type of any existing Service Requests.
▪The Comment field on the Service Request Form may now accept an entry of up to 500 characters.
▪Salesman - A Salesperson may now be identified on a Service Request.
oWhen assigning a Salesperson to a Service Request, only those Employees whose Employee Type is identified as either Sales or All will be available (in the Drop-Down Selection List list) for populating the Salesman field.
▪A new Show Total Button is now available when Completing a Service Request.
oClick this Show Total button to display the Estimated Invoice Total dialog which includes the Labor + Mat.\Inv. + Misc. Service Request charges, plus any applicable Sales Tax.
▪If a modification of a Service Request which has been Invoiced and/or marked as Completed is necessary an Authorize Transaction dialog may be displayed in which case the User must Specify the reason for the Modification. Work Order has been Completed or Invoiced! - The User must then Confirm that these changes are required by Clicking the Yes button and a record of these changes will be posted to the Changes History for this Work Order
▪A new View History Icon on the Work Order Options bar provides access to the Changes History for the Work Order.
The revised and enhanced Service Types Form now provides these additional features and functions:
▪Sub-categories of the Service Type (any number of which may be defined for each Service Type) called Service Categories.
▪When a Service Request is assigned a Service Type having one or more required Technician Skills identified, those Technician Skills are automatically inserted in the Required Technician Skills tab of the Service Request Form.
▪When a Service Type is assigned to a Work Order, the preset Priority Level of that Service Type is inserted into the Priority field of that Service Request Form.
▪The Technician Scheduling Form has been substantially enhanced with new Actions, Filters and Columns options on the Pending Work Orders Listing, and greatly improved Filtering Capabilities for quickly selecting the Technicians to be displayed within the Technician Schedules (Day View) section.
▪The Action Search function now has the Subscriber ID and Work Order Condition as searchable options.
Normal operation provides that only thoseTechnicians with the selected Skills chosen using the Tech Skills Icon on the Technician Scheduling Form will be included in the Technician Schedules section - whether or not they have existing Appointments entered for the selected Schedule Date.
▪Now, to revert the listed Technician Schedules section to those Technicians previously selected from the Visible Schedules dialog, simply Un-Check all of the selected Technician Skill(s) chosen in the Tech Skills list.
▪Any Inventory Items identified within the Inventory\Materials tab on the the Work Order Invoicing/Review Form may be recorded in the Installed Equipment Form for the Subscriber whose Work Order is being reviewed by using the Add Installed Equipment dialog which is displayed by Clicking the new Install Equipment button located at the bottom of the Work Order tab.