...
When creating a new service call and entering the technician, start time, and estimated hours, thereby creating a scheduled appointment, the appointment status is automatically set to the Scheduled Update status that was set up in Settings > Company Options > Configuration in the Options section. If the value has not been set for the Scheduled Update, then the status will be updated to the Default Status from the Automatic Status Assignment section in the Configuration window. If both the Schedule Update status field and the Default Status field are not set in Schedule Settings, then the "DEFAULT" displays in the scheduled appointment's status field. See Setting Up Schedule Configuration.
| Note |
|---|
|
- When creating a maintenance call (MC) service call and the equipment is not on the contract, a warning message displays indicating the equipment is not on the contract. Select Yes to keep your selections as is or select No to return to the service call window with the current field cleared.
The message displays if:- The call type is MC, the contract is selected and then the equipment is selected.
- The call type is MC, equipment is selected and then the contract is selected.
- The contract and equipment are selected and then the call type is changed to MC.
- When creating a new service call for an On Hold customer, your company's settings may not allow some users to create the new service call. This option is dependent on the settings selected in the Service Options window in Signature. See Choosing Setup Options in the Signature documentation.
|
| Excerpt |
|---|
| Note |
|---|
A billable service call cannot be created if the customer or location is marked as inactive in Signature. However, if the inactive location is associated with a maintenance contract, depending on your Global Settings, you can create a maintenance contract (MC) service call. You are required to enter the contract ID on the MC service call. |
|
...
