ServiceDesk 4.5.41 Update 09/19/11

Back in 2008 we introduced our Direct-POS system, which allows maintenance of a POS-Window from which point-of-sale transactions can be conducted with no need of initiation from Callsheets.   Regardless, it remained possible to initiate via the old method, via Callsheets, and many users preferred to stay in such mode. 

In such connection, we've also long had an option where, from a Callsheet, you can optionally right-click on the Job/Sale button as a means of telling the system that, upon creating an underlying JobRecord via the little yellow "Create Job/Sale" form, you want to transit immediately from thence to the FinishedForms interface (as needed when you're doing a POS).  Recently, a user pointed out that the momentary stop in that little yellow form served no significant purpose.  He wanted express passage straight past, direct into the FinishedForms interface.  It seemed like a smart idea, and with this release the change is implemented.

With all the work as recently done in connection with POS operations, there was a very serious need to update the manual accordingly.  In fact, upon going to complete this task we found the applicable manual section was so out-of-date as to be piteously embarrassing.  It wasn't just it's contents.  The entire FinishedForms discussion (encompassing both warranty claims and POS) was but an add-on section in a chapter otherwise devoted to other topics.  That reflected developmental history.  The FinishedForms interface and all its related functions began small, and only over time grew into such proportions as exist today.  At any rate, given today's proportions, it's a subject area that deserved its own chapter, and the manual has not been re-organized to make it such.  And it wasn't merely re-organized.  The entire chapter has been written fresh, to accurately reflect today's state of the art in terms of what exists in the underlying systems (the old section was tossed). 

The current manual re-write is available for download (in pdf format) from the ServiceDesk downloads page.  Additionally, we've altered the buttons that first appear when you do a direct load of the FinishedForms interface. 

The button as highlighted above will open the newly-written section from the manual, as an excerpt specifically on the topic of the FinishedForms interface, and the details of its particular warranty-claims and POS functions.  It's there to be handy for you, as a Mini-Manual, whenever you need it.