Comments tab

2 memo fields.   One is to print at the top of the ticket, and the other is to print at the bottom.

Ticket #

User assigned (unless the option to auto assign is activated). It can be up to 20 alphanumeric characters. The Ticket number will be truncated to the last 8 characters when saved as a reference into the General Ledger.
To auto-assign, also see Master File Maintenance > Company > General tab. If you need to change this number, please call your Customer Success Team. 

Date

The date entered here will be assigned to this ticket. The box turns Red when it is older than 30 days or 1 day or more in the future.

Type

This will default based on setup in the Company > General tab > Default Ticket Type field. However, it can be changed.

Billing

Defaults to the setting in Company Options or Job/Location options.  You can override at ticket entry.

Customer

Identify the customer (Sub-Account in customer Sub-Table). You can use Sub-Account Maintenance [F12] to add a new customer.

Start date/time and 
End date/time

Used with Imports under the Util button.

Job Location

Identify the job location. If this is a new location, set it up using the New Location option. The location will be included on the invoice when it is generated. 

Also see Master File Maintenance > Customers/Job Location.

Well #

Enter the well number, if applicable.  This will be included on the invoice when it is generated.

Description

Add description information as needed.  This will be included on the invoice when it is generated.

Invoice #

Identifies the invoice number assigned to the ticket. These numbers are assigned through the Unbilled Tickets Grid.

Equip #

This field is available if you have set the company option to display the equipment number. The equipment number is identified in the Sub-Table you indicated in the company options. If needed, you can use F12 to add a new equipment number.

Also see Equipment # Setup.

Hours

This is an optional field; however, if you use the payroll export, these hours will default to the employees associated with the equipment number you identified above.

Add document/ Batch documents.

Used with the scanning feature in Pak Accounting.  Ability to scan service tickets.

Items

These are the part(s) to be associated with this ticket.  You can use [F3] to add new parts as needed.

• Part # - identifies the part.
• Description – default description from the parts master.  This can be overridden as needed. 
• Qty – number of items used.
• Sell Price – Defaults from the parts master.  This can be overridden as needed.
• Ext Amt – Calculation based upon qty and sell price.
• Tax? – Defaults to Yes or No are based upon the option in the parts master.  This can be overridden if needed.
• Facility - SWD Facility. This will be available if the Part Type is S, N, or U in the Parts and Facilities menu.
• 3^rd Part Tkt – Company Options > General must be checked to display
• Surcharge – Defaults to surcharge(s) identified in the parts master.
• Sales Tax – System calculation.

Labor

This tab is available if you have indicated in company options that you are using Time Entry.  The system pre-fills the employees and hours based on the equipment number and hours.  Refer to the section concerning payroll setup.  This information can be changed as needed.