Service Call History Inquiry - Inquire By Selection Panel

Use the Inquire By Selection Panel to choose the type of inquiry and to specify the customer or the location to view.  The table following the window example describes the Inquire By Selection Panel for the Service History Inquiry.

Tips:

• The Inquire By Selection field labels change depending on the type of inquiry you select.

• For more information about working with data in fields, see the Data Entry Guidelines.

Directions:

To see directions for ...

• Opening the Service History Inquiry, click More.

   

  1.  Click Service Mgt from the Menu Bar.

  2.  Click History.

  3.  Click Service History Inquiry.
  
  Tip:  Or, use the keyboard shortcut: [ALT] [m] [h] [i].

   

  Service History Inquiry - Inquire By Selection Panel Example:

  

   

• Inquiring by Customer, click More.

   

  Service History Inquiry by Customer - Inquire By Selection Panel Prompts Tip:  To see more information about a field, click the hyperlink for the field name.
  Inquire By	To inquire by customer, click Customer in the drop-down list. Other Inquire By Option: Location - Inquire by Location ID.
  Service History Inquiry - Inquire By Customer Panel Example:
  Customer	Entry Options: Enter the valid Customer ID to view. (up to 12 characters) To search for a customer, click Search . Or, use the Keyboard shortcut:  [CTRL + f] Or, to display the most recent information for the current Customer, click Refresh . Tip:  If you make changes to the customer's account and you want to display the most recent customer information, click Refresh.

   

• Inquiring by Location, click More.

   

  Service History Inquiry by Location - Inquire By Selection Panel Prompts Tip:  To see more information about a field, click the hyperlink for the field name.
  Inquire By	To inquire by location, click Location in the drop-down list. Other Inquire By Options: Customer - Inquire by Customer ID.
  Note:  The Inquire By Selection field labels change when you inquire by Location.   Customer Inquiry - Inquire By Location Panel Example:
  Location	Entry Options: Enter a valid Location ID. (up to 12 characters) To search for a location, click Search . Or, use the Keyboard shortcut:  [CTRL + f] Or, to display the most recent information for the current Location, click Refresh . Tip:  If you make changes to the location and you want to display the most recent location information, click Refresh.