Customer Service Maintenance - User File

Access

Use this screen to establish customer service parameters for individual users.  This routine is available only if you have purchased and activated the Service module.

User IDThe user ID specified in the User file appears.

Service UserTo allow this user to act as service coordinator or technician for service orders, check the box.  If you leave this field blank, the other fields on this tab remain inaccessible.  

To indicate whether users can enter full service orders or only pending service orders, use the Enter service orders with scheduled/estimated/pending status field on the Create a User/Group Actions - Service Security screen. (A check at this field indicates that the user can access/enter all fields in service order entry.)

Service LocationUse this field to designate a default service (store/warehouse) location for this user.  The system references this field when auto-assigning service orders.

Auto-Assign Service OrderTo automatically assign "un-assigned" service orders to this employee during the End-of-Day process, check the box. The End-of-Day process updates the Coordinator field in Service Order Entry.  Otherwise, leave the box blank.  

Labor RateEnter the default hourly labor rate (if any) you want to assign when this user is the service technician for an order. The labor rate entered here overrides the labor rates specified at the Default Labor Rate specified in the Service Control Settings and the Selling Price field in the Advanced Product Settings.

Approximate Labor CostUse this field to establish a default approximate costed value for hourly labor services. If you enter a labor cost for this service technician, the cost you enter here overrides the costs set at the Default Labor Cost Per Hour field in the Service Control Settings and in the Replacement Cost field in the Advanced Product Settings.