Service Vendor Service Ticket Overview
Vendor Service Tickets Overview
The SedonaOffice application provides a vehicle for tracking service calls performed for your customers by outside contractors within the Service Module; this vehicle is referred to as a Vendor Service Ticket or a Vendor Inspection Ticket. These vendors performing service calls on behalf of your company are referred to as Service Providers.
Vendor type tickets are created and processed in a similar fashion as your company would with a normal Service Ticket. The major difference between Vendor and normal Service Tickets is the fact that Vendor Tickets may not be scheduled on the Appointment Summary. It is assumed the Vendor is scheduling their own employees using their own methods. The Vendor ticket allows your company to create a Purchase Order for the services the Service Vendor is providing to your company for processing through Accounts Payable.
When a Vendor record is setup for one of your service vendors, the Vendor Type of Service Provider is selected. Once the Vendor record is saved and entry is made into the Service Company setup table for the Vendor. The Service Provider Vendor type designation makes the Vendor available for selection in the Service Company field on System records and Service tickets.
If a System is usually serviced by a Service Provider, that Vendor is selected as the Primary Service Company on the System record. When a new Service Ticket is created, it is automatically identified as a Vendor Service Ticket. A Service Provider may also be setup as the Alternate 1 or Alternate 2 Service Company for a System. A Vendor Service Ticket may be turned into a normal Service Ticket by selecting a non-Service Provider Service Company on the Service Ticket. Conversely a normal Service Ticket may be turned into a Vendor Service Ticket by changing the ticket Service Company to a Service Provider Service Company.