QAD 2017 Enterprise Edition
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Call Activity Recording
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Using Multiple Reports
Using Multiple Reports
Service organizations often use prenumbered paper reports for engineers to record the items, labor, and expenses associated with servicing an item. Engineers can turn in these forms as they complete each job. For lengthy jobs, they may turn in the reports daily or weekly.
Call Activity Recording provides a similar report structure. You can record all activity for a line item on one CAR report, or create multiple reports for one line item. You can use the provided report IDs or enter IDs from your prenumbered report forms.
You can generate more than one invoice for activity that you record for a call or a call line. This is important, for example, if the call activity covers several weeks and you bill more frequently. Record expenses at the end of each day or week by creating multiple reports for a single line item.
You can modify a report unit the invoice is posted. After this, you can review the report, but you cannot update it.