Program Description
This program is new in Rev 12 and can be found on the Service Inquiries menu (SD-2-17). This inquiry allows you to view and print the service history for a particular customer or range of customers. When specifying customers, the service history is included under the customer that the machine was assigned to at the time of the service call. Thus, when machines are moved, the entire service history of the machine cannot be viewed. Only the history assigned to the designated customers can be viewed.
A customer can be searched either by entering a customer number or by entering alpha characters. The service history can then be sorted by date, item number or customer number. Once the customer has been selected, the service history can be sorted by date, item, or customer. Next, the service history is selected by individual or ranges of item numbers, serial numbers, completion dates, call types, or problem codes. Custody calls can be included or excluded.
The same information per machine that is included in the Service History Inquiry by Item program is included in the Service History Inquiry by Customer. This includes the parts, call messages, meter reading, and description of call type codes. The parameter screen is not included.
Rev 15 Changes
On option has been added to this inquiry to access Service History by a Bill-To Customer Number. The new first question that will be asked by the program is Sort Using A Specific Bill-To Cust # Yes,No Or End. Enter N to have the program work like it did prior to Revision 15. Enter Y if you would like to display all Service Calls linked to a certain Bill-To Customer Number. If Y for Yes is entered, the program will ask the operator to enter the specific Bill-To Customer Number. The operator could also enter the first part of the Bill-To Customer Name to access Alpha search and choose the correct Bill-To Customer. Once the Bill-To Customer is entered or chosen, the remaining prompts will display like normal. See screen samples below. If access by Bill-To is chosen, the program will not ask for a range of Ship-To Customer Numbers.
After Y for yes is entered:
Once the Bill-To Customer # is entered or chosen, the remaining prompts display.
Rev 14 Changes
N/A
Rev 13 Changes
This program was modified to correct the situation in which a customer number was entered that had a record number of one. The program performed an alpha search instead of bringing up a customer. The following example is shown below when the letter S is entered in the first field:
Program changes were also made to display Machine ID (ID No.) on the screen and as well as the printout. The results will print in different places based on the sort that is chosen.
The program was also modified all for duplicate keys in the temporary index that was built.
Changes were made to add travel time and response time for each service call. Travel time is calculated by taking the time from dispatch until arrival. Response time is calculated by taking the call time from arrival time. The program will skip weekends, but will include holidays. When the call date is a different date than the arrival, the program will use a work day that consists of the open time and close time stored in Service Call Control File Maintenance.
Changes were also made to the calculation of mechanical time. It will be calculated in the same manner as travel time and response time. Mechanical time is the time from arrival until completion.
If the service call does not have the ticket entered, or it is a Machine Tracking call (with the call type CU), the travel and response time will not display. These three times will display next to each other on the same line and are in the format of HH:MM. See the sample below:
Rev 12 Documentation
Service History Inquiry by Customer is found on the Service Inquiry menu. The inquiry allows you to view and print the service history for a particular customer or a range of customers. Thus service history is now accessible by the customer instead of item and serial number only. Note, when specifying customers, the service history is included under the customer that the machine was assigned to at the time of the service call. Thus when machines are moved if you do not do all customers, you do not view the entire service history of the machine. You only view the history assigned to the designated customers.
The desired customers can be entered by customer number, or alpha name search. The service history can than be sorted by date, item number or customer number. Within the selected customers, the service history can be selected by item number, serial number, completion date and problem code. Custody calls can be included or excluded.
The same information per machine that is included in the Service History Inquiry by Item is included in the Service History Inquiry by Customer. This includes the parts, call messages, meter reading and the description of the call codes. The parameter screen is not included.
Enter Data
The printer choice screen appears to allow selection of the print mode. During the input or printing the ESC escape key may be entered to interrupt the report. A / slash to cancel or an up arrow key to go back one space may be entered during the input.
Beginning Customer #, Name, All Or End
7/08/97 Service History Inquiry By Customer 7:35
Beginning Customer #, Name, A'll Or E'nd
Enter an E to exit the program and return to the menu. Enter an A for all customers. Enter a specific ship to customer number, which is where the machines are placed at. If the customer number is not known, enter the customer name or the first few letters of the name to perform an alpha name search. If an alphanumeric entry of 1 through 20 characters or an invalid customer number is entered the customer alpha search is accessed. One of the following two prompts appears.
Select Customer Choice
Display N'ext, Select Customer Choice, Or E'nd: N
7/08/97 Service History Inquiry By Customer 7:35
Beginning Customer #, Name, A'll Or E'nd THE
No Customer Name Address City
1 THE ABC SUPPLY COMPANY 424 NORTH 11TH ST LACROSSE WI
2 THE ACCOUNTING FIRM 3458 MADISON ST LA CROSSE WI
3 THE BROSTROM 1515 CTH. 29 LA CRESCENT MN
4 THE COPIERS ARE US 355 4TH STREET LA CROSSE WI
5 THE DEPARTMENT STORE 1341 MORMON COULEE ROAD LA CROSSE WI
6 THE HOWARD S. BECK CO. 1919 TOWER DRIVE LA CROSSE WI
7 THE HOWARD TROUT CO 3678 WESTON VIEW LANE LA CROSSE WI
8 THE HUNT CLUB ATTN: JIM BROWN LA CROSSE WI
9 THE HUNT CLUB 2 345 TENT AVE LA CROSSE WI
10 THE LA CROSSE BOATING CO. 1230 MISSISSIPPI RIV. DRV LA CROSSE WI
11 THE MALL OF AMERICA P.O. BOX 99 MINNEAPOLIS MN
12 THE MILTON INN 3876 MILTON DRIVE LA CROSSE WI
13 THE OTHER WORLD 1500 GEORGE ST LA CROSSE WI
14 THE OTHER WORLDS 1800 WORK AVE LA CROSSE WI
Display N'ext, Select Customer Choice, Or E'nd: N
Enter Data (Contd)
Select Customer Choice
Display N'ext, Select Customer Choice, Or E'nd: N
The first prompt appears if there are less than 15 choices. The second prompt appears if there are more than 14 choices. All customer names, from the Customer File, that match the input are displayed. A computer assigned number, customer name, address 1, and city and state are displayed for each record found. Enter the computer assigned number that corresponds with the desired customer. Enter a N for next to view the next screen of selections. Enter an E to exit the alpha search and return to the Beginning Customer # prompt. If a number is input that does not exist, the prompt Selection Is Out Of Range appears. The cursor returns for reinput. When a N for next is entered one of the two following prompts appear.
Display N'ext, P'revious, Select Customer Choice, Or E'nd: N
Display P'revious, Select Customer Choice, Or E'nd:
The first prompt appears until the last screen of alpha selections is reached. The second prompt appears when the last screen is accessed. Enter the computer assigned number that corresponds with the desired customer. Enter a N for next to view the next screen of choices. Enter a P for previous to go back one screen. You may go back and forward as many screens as exist. Enter an E to exit the alpha search and return to the Beginning Customer # prompt.
Enter Data (Contd)
Once a customer number is entered or selected the rest of the prompts appear.
Ending Customer #
6/23/97 Service History Inquiry By Customer 11:12
Beginning Customer #, Name, A'll Or E'nd 7881111
Ending Customer # 7881111
Sort By D'ate, I'tem Or C'ustomer
Beginning Item Number Or A'll
Ending Item Number
Beginning Serial Number Or A'll
Ending Serial Number
Beginning Completion Date Or A'll
Ending Completion Date
Display S'ervice Calls, C'ustody Calls Or A'll Calls
Beginning Problem Code Or A'll
Ending Problem Code
Press 'ESC' To Interrupt And Return To Menu
Notes: ^ = Go Back One Space / = Cancel
The cursor stops at the prompt if a beginning customer was entered. Whatever was input as the beginning customer displays as the ending. A carriage return accepts the default. This can be overridden if desired. When an ending number is input that is less than the beginning, the message Beginning Customer Number Is Greater Than Ending Customer Number displays. The cursor returns for reinput. When specifying items only machines and accessories assigned an item number that is within the designated range are included. (18 Alphanumeric)
Sort By Date, Item Or Customer
Enter a D to have the inquiry sort the service history by completion date (most recent date first), and time (most recent time first). Within the same date and time item number, and serial number are next. Enter an I to sort by item number, serial number, date (most recent date first), and time (most recent time first). Enter a C to sort by customer number, date (most recent date first), time (most recent time first.
Enter Data (Contd)
Beginning Item Number Or All
Enter a beginning or specific item number. Enter an A for all item numbers found in the Service History, Disp.dt File. (18 Alphanumeric Or A)
Ending Item Number
The cursor stops at the prompt if a beginning item was entered. Whatever was input as the beginning item displays as the ending. A carriage return accepts the default. This can be overridden if desired. When an ending number is input that is less than the beginning, the message Beginning Item Is Greater Than Ending Item Number displays. The cursor returns for reinput. When specifying items only machines and accessories assigned an item number that is within the designated range are included. (18 Alphanumeric)
Beginning Serial Number Or All
Enter a beginning or specific serial number. Enter an A for all serial numbers found in the Service History, Disp.dt File. (18 Alphanumeric Or A)
Ending Serial Number
The cursor stops at the prompt if a beginning serial number was entered. Whatever was input as the beginning serial number displays as the ending. A carriage return accepts the default. This can be overridden if desired. When an ending number is input that is less than the beginning, the message Beginning Serial Number Is Greater Than Ending Serial Number displays. The cursor returns for reinput. When specifying serial numbers only machines and accessories assigned a serial number that is within the designated range are included. (18 Alphanumeric)
Enter Data (Contd)
Beginning Completion Date Or All
Enter a beginning or specific service call completion date. Enter an A for all completion dates found in the Service History, Disp.dt File. Entering an invalid date produces the prompt Invalid DateEnter Again. The cursor returns for reinput. (MMDDYY)
Ending Completion Date
The cursor stops at the prompt if a beginning date was entered. Whatever was input as the beginning date displays as the ending. A carriage return accepts the default. This can be overridden if desired. When an ending date is input that is less than the beginning, the message Beginning Date Is Greater Than Ending Date displays. Entering an invalid date produces the prompt Invalid DateEnter Again. After both errors the cursor returns for reinput. When specifying completion dates only service history that is within the designated date range is included. (MMDDYY)
Display Service Calls, Custody Calls Or Both
Enter S to include service calls only. Enter a C to view custody calls only. These are the CC machine tracking service calls. Enter B to view both custody and service calls.
Beginning Problem Code Or All
Enter a beginning or specific problem code. These are the problem codes stored in the Service History File. Enter an A for all problems codes found in the Service History, Disp.dt File. (4 Alphanumeric)
Ending Problem Code
The cursor stops at the prompt if a problem code was entered. Whatever was input as the beginning code displays as the ending. A carriage return accepts the default. This can be overridden if desired. When an ending problem code is input that is less than the beginning, the message Beginning Problem Code Is Greater Than Ending Problem Code displays. The cursor returns for reinput. When specifying problem codes only service history that is assigned a problem code within the designated range is included. (4 Alphanumeric)
Enter Data (Contd)
If no history is found the prompt No History Records Found appears. The Additional Inquiries prompt displays.
If there is service history one of the following prompts appears.
End
Display N'ext, Or E'nd N
The first prompt appears if there is only one screen of history. The second prompt appears when the history exceeds one screen. Enter a N for next or carriage return for the default of N to view the next screen. Enter an E to exit the display. When a N for next is input, one of the two following prompts appear.
Display Next, Previous, Or End
Display Previous, Or End
The first prompt appears until the last screen is accessed. The second prompt appears when the last screen is accessed. Enter a N to view the next page. Enter a P to go back one screen. Enter an E to exit the history display. When the last screen is reached the prompt No More History Records Found appears.
When an E to end is input at the history prompts, the following prompt displays.
Would You Like A Printed Copy (Y/N)
Enter a N for no not to print the service history. Enter a Y for yes to print the history. When a Y for yes to print is input, the following prompt appears
Do You Want Cost Of Parts To Print (Y/N)
Enter a Y to include the cost of any parts on the history. Enter a N to not print the cost of the parts. When a N to not print or the printing is completed the cursor is at the following prompt.
Additional Inquiries (Y/N)
Enter a Y to return to the Beginning Customer # prompt for another service history inquiry. Enter a N to exit the program.
Results
Following is the information included on the service history detail screen. The calls print in the selected sort. If more than one customer is included, the customer information is included for each different customer. If more than one machine is included the item and customer information is included for each different serial number. Printing the inquiry produces the same information.
Date: The completion date of the service call.
Call: The service call number.
Mech. Time: The mechanical time that the machine was worked on. If the service ticket has not been entered, Service Report Not Entered appears.
Meter: The meter reading entered during the entry of the service ticket.
Action: An EM or PM appears.
Lst.PM: The last PM date.
Tech: The technician number and name assigned to the call.
Problem: The description of the problem code entered.
Location: The description of the location code entered.
Reason: The description of the reason code entered.
Correction: The description of the correction code entered.
Remarks: This field is no longer used for service calls generated through the Service Dispatch system. There may be remarks on very old service calls or calls entered through Prior Service History. Machine Tracking CU custody calls have remarks which state the program the transaction occurred.
Any parts input during Parts Entry appear. The quantity, item description, and EM or PM display for each part. A cost and price appear if they were input during the ticket entry. An HP appears if the part was entered on a hold for parts call.
All of the service call messages display.
Results (Contd)
Following are three examples of the service history by customer inquiry. All three examples are including the same service history. Custody calls are included. The difference is the selected sort. One machine was selected.
Date Sort
7/10/97 Service History Inquiry By Customer 16:19
Customer Name: POWER BOAT MOTEL COPIER
Customer No: 7857200 City: REEDSBURG
Department: ENTRY WAY Phone No: 608-785-7200
Item No: 2110A Serial No: UF9
* Date: 7/11/97 Call: 53148 Problem: DARK COPIES
Mech. Time: :45 Location:
Meter: 4000 Reason:
Action: EM Lst.PM: Correction:
Tech: 10 BRUCE JOHNSON Remarks:
AFTER THE MOVE THE COPIES HAVE BEEN TERRIBLE. MADE ADJUSTMENTS.
Customer Name: POWER BOAT MOTEL COPIER
Customer No: 7857200 City: REEDSBURG
Department: ENTRY WAY Phone No: 608-785-7200
Item No: 2110A Serial No: UF9
* Date: 7/08/97 Call: 53147 Problem: MACH MOVED/NEW SITE
Time: 17:02 Initials: KAS Customer: 7857200
Tech: 99 CUSTODY TECHNICIAN Remarks: MACHINE PLACEMENT
PLACED AT SITE. CUSTOMER NUMBER: 7857200
Display N'ext, Or E'nd: N
7/10/97 Service History Inquiry By Customer 16:19
NAME: POWER BOAT MOTEL 3456 TENOR AVE
P.O. BOX 545
REEDSBURG WI 54321
MACHINE IS NOW AT THIS SITE
Customer Name: THE SLEEP INN MOTEL COPIER
Customer No: 5552222 City: LA CROSSE
Department: ENTRY WAY Phone No: 507-555-2222
Item No: 2110A Serial No: UF9
* Date: 7/08/97 Call: 53146 Problem: MACH MOVED/NEW SITE
Time: 16:59 Initials: KAS Customer: 5552222
Tech: 99 CUSTODY TECHNICIAN Remarks: MACHINE REMOVAL
REMOVED FROM SITE. CUSTOMER NUMBER: 5552222
NAME: THE SLEEP INN MOTEL 54 HOWARD ST
RETURNED TO INVENTORY: N P.O. BOX 1235
LA CROSSE WI 546032222
MOVED MACHINE TO A DIFFERENT CUSTOMER SITE. A DIFFERENT LOCATION, SAME
BILL TO ACCOUNT
Display N'ext, P'revious, Or E'nd: N
Results (Contd)
7/10/97 Service History Inquiry By Customer 16:19
Customer Name: THE SLEEP INN MOTEL COPIER
Customer No: 5552222 City: LA CROSSE
Department: ENTRY WAY Phone No: 507-555-2222
Item No: 2110A Serial No: UF9
* Date: 4/01/97 Call: 53145 Problem: LIGHT COPIES
Mech. Time: :35 Location: CLEANING ASSY
Meter: 3000 Reason: DIRTY
Action: EM Lst.PM: Correction: PART REPLACEMENT
Tech: 14 CINDY JACKSON Remarks:
2 PART MISC PART EM 55.3400
CLEANED COMPONENTS AND REPLACED PART
Display P'revious, Or E'nd:
Item Sort
7/10/97 Service History Inquiry By Customer 16:25
Customer Name: POWER BOAT MOTEL COPIER
Customer No: 7857200 City: REEDSBURG
Department: ENTRY WAY Phone No: 608-785-7200
* Item No: 2110A Serial No: UF9
* Date: 7/11/97 Call: 53148 Problem: DARK COPIES
Mech. Time: :45 Location:
Meter: 4000 Reason:
Action: EM Lst.PM: Correction:
Tech: 10 BRUCE JOHNSON Remarks:
AFTER THE MOVE THE COPIES HAVE BEEN TERRIBLE. MADE ADJUSTMENTS.
* Date: 7/08/97 Call: 53147 Problem: MACH MOVED/NEW SITE
Time: 17:02 Initials: KAS Customer: 7857200
Tech: 99 CUSTODY TECHNICIAN Remarks: MACHINE PLACEMENT
PLACED AT SITE. CUSTOMER NUMBER: 7857200
NAME: POWER BOAT MOTEL 3456 TENOR AVE
P.O. BOX 545
REEDSBURG WI 54321
Display N'ext, Or E'nd: N
7/10/97 Service History Inquiry By Customer 16:25
MACHINE IS NOW AT THIS SITE
Results (Contd)
* Date: 7/08/97 Call: 53146 Problem: MACH MOVED/NEW SITE
Time: 16:59 Initials: KAS Customer: 5552222
Tech: 99 CUSTODY TECHNICIAN Remarks: MACHINE REMOVAL
REMOVED FROM SITE. CUSTOMER NUMBER: 5552222
NAME: THE SLEEP INN MOTEL 54 HOWARD ST
RETURNED TO INVENTORY: N P.O. BOX 1235
LA CROSSE WI 546032222
MOVED MACHINE TO A DIFFERENT CUSTOMER SITE. A DIFFERENT LOCATION, SAME
BILL TO ACCOUNT
* Date: 4/01/97 Call: 53145 Problem: LIGHT COPIES
Mech. Time: :35 Location: CLEANING ASSY
Meter: 3000 Reason: DIRTY
Action: EM Lst.PM: Correction: PART REPLACEMENT
Tech: 14 CINDY JACKSON Remarks:
2 PART MISC PART EM 55.3400
CLEANED COMPONENTS AND REPLACED PART
Display P'revious, Or E'nd:
Customer Sort
7/10/97 Service History Inquiry By Customer 16:29
Customer Name: THE SLEEP INN MOTEL COPIER
Customer No: 5552222 City: LA CROSSE
Phone No: 507-555-2222
Item No: 2110A Serial No: UF9
* Date: 7/08/97 Call: 53146 Problem: MACH MOVED/NEW SITE
Time: 16:59 Initials: KAS Customer: 5552222
Tech: 99 CUSTODY TECHNICIAN Remarks: MACHINE REMOVAL
REMOVED FROM SITE. CUSTOMER NUMBER: 5552222
NAME: THE SLEEP INN MOTEL 54 HOWARD ST
RETURNED TO INVENTORY: N P.O. BOX 1235
LA CROSSE WI 546032222
MOVED MACHINE TO A DIFFERENT CUSTOMER SITE. A DIFFERENT LOCATION, SAME
BILL TO ACCOUNT
Item No: 2110A Serial No: UF9
Department: ENTRY WAY
* Date: 4/01/97 Call: 53145 Problem: LIGHT COPIES
Mech. Time: :35 Location: CLEANING ASSY
Display N'ext, Or E'nd: N
7/10/97 Service History Inquiry By Customer 16:30
Meter: 3000 Reason: DIRTY
Action: EM Lst.PM: Correction: PART REPLACEMENT
Tech: 14 CINDY JACKSON Remarks:
2 PART MISC PART EM 55.3400
CLEANED COMPONENTS AND REPLACED PART
Display N'ext, P'revious, Or E'nd: N
Results (Contd)
7/10/97 Service History Inquiry By Customer 16:30
Customer Name: POWER BOAT MOTEL COPIER
Customer No: 7857200 City: REEDSBURG
Department: ENTRY WAY Phone No: 608-785-7200
Item No: 2110A Serial No: UF9
Department: ENTRY WAY
* Date: 7/11/97 Call: 53148 Problem: DARK COPIES
Mech. Time: :45 Location:
Meter: 4000 Reason:
Action: EM Lst.PM: Correction:
Tech: 10 BRUCE JOHNSON Remarks:
AFTER THE MOVE THE COPIES HAVE BEEN TERRIBLE. MADE ADJUSTMENTS.
Item No: 2110A Serial No: UF9
* Date: 7/08/97 Call: 53147 Problem: MACH MOVED/NEW SITE
Time: 17:02 Initials: KAS Customer: 7857200
Tech: 99 CUSTODY TECHNICIAN Remarks: MACHINE PLACEMENT
PLACED AT SITE. CUSTOMER NUMBER: 7857200
NAME: POWER BOAT MOTEL 3456 TENOR AVE
Display N'ext, P'revious, Or E'nd: N
7/10/97 Service History Inquiry By Customer 16:30
P.O. BOX 545
REEDSBURG WI 54321
MACHINE IS NOW AT THIS SITE
Display P'revious, Or E'nd: