File - Debtor - Field Service

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File - Debtor - Field Service

The Debtor File Update screen - Field Service tab is used by the Field Service module in the Micronet Job Costing System (MJC). You use it to setup pre and post checks that are displayed to field service employees on their PDAs when they are processing jobs. These pre and post checks will appear at the start or completion of jobs for the selected debtor.

Debtor pre checks are any questions the debtor requires field service employees to answer before starting a job. For example, they might need to acknowledge that they have checked in at a customer site office. Debtor post checks are questions the debtor requires field service employees to answer when they have completed a job. For example, acknowledging that they have checked out at a customer site office.

Technical Tip

You can also setup pre and post checks that are displayed for all jobs (refer to "Edit - Applications - MJC - Field Service") or that are only displayed for specific:

items - refer to "File - Inventory - Field Service"
plant items - refer to "Plant Update - Field Service".

To setup pre and post checks that apply to a specific customer:

Add a new debtor or open an existing one.

Refer to "Adding a New Debtor" or "Updating a Debtor".

Select the Field Service tab.

Micronet displays the Debtor File Update screen - Field Service tab.

If you want to:

add a pre or post check, select the Add button
insert a pre or post check, select the line below where you want the check inserted then select the Insert button
delete a pre or post check, select the check then select the Delete button
edit a pre or post check, double click on a check or select a check then press Enter.

If you selected to add, insert or edit a pre or post check , Micronet displays the Field Service Check List screen.

Complete the following fields:

	Field	Value
	Text	Enter the text that will be displayed on the PDA as the title of the pre or post check.
	Pre or Post	Select the type of check: Pre Check – the check will be displayed at the start of the field service job Post Check – the check will be displayed at the end of the field service job.
	Mandatory Input	Select Yes if the field service employee must enter data in the check to continue processing the job, or No if data entry is not mandatory.
	Type	Select the type of data entry required by the check – Text, Numeric, Date, or Yes or No.
	Stop Processing	If you selected Yes or No in the Type field, select whether the user’s answer to the check should stop processing of the job. Options are: Does Not Apply – processing can continue regardless of the user’s answer Stop on Yes – stop processing of the job if the user answers Yes Stop on No – stop processing of the job if the user answers No.

Select the Accept button.

If you selected to add a pre or post check, Micronet redisplays the Field Service Check List screen so you can add further checks.

When you have finished entering pre and post checks, select the Cancel button.

Micronet redisplays the Debtor File Update screen - Field Service tab showing all the pre and post checks added.

Select FILE | SAVE.