Zeroing out unused Banked Service hours

AyaNova 7 (legacy version) Other Features
1

We have a customer who recently switched to service contract coverage on their equipment and they no longer have a need forBanked Service.

They haveBanked Server hours remaining that are no longer applicable that those hours appear in the Client Grid.

I went into their ClientRecord and unchecked Banked Service but the hours still appear in the grid.

How do Izero these Banked Service hours out?

Thanks,

Bob

2

Hi Bob

Check the Bank Service again for that client, and than enter in a minus amount in a Bank Service entry for them.

Confirm its zero’d out for the balance

For example, if they have 3 hours remaining, than enter a -3 in the Hours field in a bank service entry - or if they have $125.00 left, than enter -125.00 in the Currency field in a bank service entry

Than uncheck Bank Service again so when filtering based on clients with banked service = true, they won’t show.

  • Joyce
3

Hi Joyce,

That method didn’twork becausethe hours’ fields are locked but what did work was creating a 'New’Service Bank entry and entering the offsetting (minus) service hours in there.

Thanks,

Bob

4

Hi again Bob

That is correct. Once an service bank entry is made, it can not be edited as identified in the AyaNova v3 Manual section on service banked entries.

A new service bank entry would be created as directed in my reply. I apologize if that wasn’t clear.

  • Joyce