Page Comparison

Menu Path: Trading > RMA > RMA by Department > Service  Service Note Listing

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• Select

• Enter Date Range and actions associated with that date.
• Select a:
  a) Warranty Expiry Date → if any
• Select Branch
• b) Select Filters:
  :- Types - Internal / External
  :- Resolution -
  • Type → Internal, External or All Service Note
  • Resolution → What actions need to be done with the received goods
  .
  :- Status -
  • Status → Process of what / where the SRV will be passing through
  .
  :-
  • Faulty Goods Pick-up
  Type -
  • Type → How the goods will be picked up from customers
  .
  c) Technician name
  d) Salesperson name
  e) Supplier Account no. - Click 'Select' to search for supplier name.
  • Click 'Get Listing'. 

  Search SRV

  • Enter a Keyword and Date Range.
  • Click 'Search'.
  • Key in Specific Supplier Account No or click Select for search function
  • Select Specific Technicians or select ALL
  • Select Specific Salesman or select ALL
  • Select Sort by
  • Tick Options
  • Key in Keyword → if any
  • Click 'Get Listing'

  The report will show as follows: (Report is divided into two and shown partially) 

  Part 1

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  Users can see the full information regarding to this service note. 

  Part 2

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  • Click on the SRV numbers can get the document details; to see the Service Note Printable
  • Click on the History can see the detailed history record related to this SRV;
  • Total Charges and Paid amount will be shown at the listing
  • Several Actions also available from this function page:
    1. 'Process' button directly go Process → it will direct to Process Service Note By Department; function page
    2. Create Job Sheet → it will direct to Create Job Sheet; function page
    3. 'Bill_CashBill' button directly go CashBill → it will direct to Full Screen Cash Sale; function page'
    4. Bill_Invoice' button directly go  → it will direct to Create Invoice; function page'
    5. Credit Memo' button directly go to  → it will direct to Customer Credit Memo Create;Create function page
    6. Create Settlement/Collection → it will direct to Settle Document/Create Deposit function page

  Notes:

  • RMA number will auto added and Status will changed  to "with supplier" → after Create RMA is done
  • If the status changed from "with supplier" to "with RMA Department" under Edit RMA by Department → Service note listing status and Action selection will auto changed (allowed to issue cashbill)
  • If click "issue cashbill" the service note number will show at full screen cash sales remarks