Service Call Transfer

1. Click Service Mgt from the Menu Bar.

2. Click Daily Work.

3. Click Service Call Transfer.

Tip: Or, use the keyboard shortcut: [ALT] [m] [a] [t].

Service Call Transfer Window Example:

Service Call Transfer Prompt Options Tip: To see more information about a field, click the hyperlink for the field name.
All Calls COMPLETED as of	Enter the cutoff date for the completed calls. All service calls that are completed on or before this date will be transferred to history. (mmddccyy - slashes and century optional)
	To run the routine click Proceed, or press [ENTER]. Keyboard shortcut: [ALT + p]
	To escape from the routine, click Close .
	To save the results of the Service Call Transfer that display in the Service Call Transfer Status Box, click Save. Keyboard shortcut: [ALT + s] Tip: To maintain a hard copy, click Print.
	To begin printing the Service Call Transfer Status Box Listing to the Windows® default printer, click Print. Keyboard shortcut: [ALT + r]
	To close out of the routine when complete, click Done. Keyboard shortcut: [ALT + d]

To see an example of the report, click Service Call Transfer Status Box Listing Sample.

Tip: To see an example of the Service Call Transfer Status Box Listing, refer to the Report Samples chapter.

Use the Service Call Transfer routine to transfer all completed service calls to the Service Call History file by date. A service call is considered completed, when the Call Status is set to Completed. After the service calls are transferred to history, you can no longer see them on the Service Call Report, but you can view them from the Service History Inquiry. In addition, service calls with a call status of Deleted are also deleted at this time.

Directions: