Service/Maintenance Records

Revised:  10/2020

 

1.  Select Master File and Code Entry Options

2.  Select Master File Vertical Data Entry and Changes

3.  Entry Options:  Select Service/Maintenance Records

 

 

4.  Select Add Record

5.  Update Record fields, as needed

•    FixedAssettID:  Enter numeric ID

•    Employee Number:  Enter employee number completing task

•    Employee Name:  Enter employee name completing task

•    Service Date:  Enter date of service

•    Problem Description:  Enter description of service request

•    Description:  Additional description field

•    Date Promised:  Enter date promised service will be completed

•    Date Delivered:  Enter date completed and delivered

•    Received By:  Enter received by name

•    Labor Hours:  Enter hours of labor to complete service request

•    Estimated Cost:  Enter estimated cost

•    Actual Cost:  Enter actual cost to complete service request

•    Parts Replaced:  Enter parts replaced to track for future service requests

•    Prev Service Date:  Enter previous service date

•    Next Service Date:  Enter next service date

•    Miles Since Last Srvc:  Enter total miles since last serviced

•    Hours Since Last Srvc:  Enter total hours since last serviced

•    Authorized By:  Enter name of authorizer

•    Admin Group:  Enter Admin Group name, if needed

6.  Select Save

 

To Print Report of Service/Maintenance Records:

1.  Select Reports

2.  Select General Accounting Reports

3.  1 Select Service Records

4.  2 Select a Report:  Select Service Records

 

 

5.  Preview Report