Comments tab

2 memo fields. One to print at the top of th ticekt and one to print at the bottom of the ticket.

Ticket #

User assigned (unless the option to auto assign is activated). 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 in Master File Maintenance - Company - General tab. If you need to change this number please call your Customer Success Team.

Date

Date entered here will be assigned to this ticket.  Box turns RED when older than 30 days, or 1 day or more in the future.

Type

Options are “Transport” or “Other.”

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 the F12 hotkey 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.  This 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 that was assigned to the ticket.  These numbers are assigned through the Unbilled Tickets Grid.

Equip #

Service Ticket Only

This field is available if you have set the company option to display the equipment #.  (Also see Equipment # Setup)  The equipment number is identified in the Sub-Table that you have indicated in company options.  You can use F12 to add a new equipment number if needed.

Hours

Service Ticket Only

Hours is an optional field, however if you are using the payroll export, these hours will default to the employees associated with the equipment # you identified above.

Add document/

Batch Document

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

Items

These are the part(s) that are 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 based upon the option in parts master.  This can be overridden if needed.

•Facility - SWD Facility

•3rd Part Tkt - Option must be checked to display (Company Options/General)

•Surcharge – Defaults to surcharge(s) identified in the parts master.

•Sales Tax – System calculation.

Labor

Service Ticket Only

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 upon the equipment # and hours.  Refer to the section concerning payroll setup.  This information can be changed as needed.