Using the Service Order History Viewer

(Service and Repair users only)

The Service History Viewer tracks service history by customer, SKU, and serial number/vin#/tag# to easily determine what work has been done on what equipment. You can view both open and invoiced Service Orders. If there were multiple invoices created from a Service Order, the columns reflect totals for all of the invoices.

1. Display the Service Order History Viewer.

   Use either of the following methods:

   • From POS, press Start Transaction (F2), Service Orders, Recall Existing Order, Viewer, History (F8).

   

   • From Epicor Compass, click Applications, expand the Eagle Applications folder, and select Service History Viewer.

   

2. Locate the appropriate Service Order in the grid, and use the down-arrow key to select (highlight) it. To view only Service Orders with a particular status, in the Status Code field select the appropriate status (Waiting for Part, Check-In, Deleted, Complete, Fully Invoiced, Quote, and Work in Progress). If desired, use the drop-downs at the top of the window to narrow your search. For example, you can enter a date range in the Start Date and End Date fields. When ready to begin your search, press Enter.

3. If desired, do either of the following:

• To display the invoice(s) for a fully invoiced service order, double-click a service order in the grid, and click the hyperlink to display the invoice from QuickRecall (note: a single service order may have multiple invoices).

• To display the Status Viewer, double- click a service order in the grid, and click the Status Viewer hyperlink. If desired, you can add comments by clicking in the Status Comments column, typing your comments, and pressing Change (F7).