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Service Management

Case #Description
SMS-288, SMS-1018

Users can now initiate a new service call from the Equipment Master window and/or the Equipment Component window for an existing equipment record by selecting New Call from the menu bar. The Equipment ID defaults into the Service Call window. (To access the Equipment Master window, go to Cards > Service Management > Service Manager > Additional > Equipment. Select the equipment and then select Edit OR Select Cards > Sales > Customer > Location > Equipment.) To access the Equipment Component window, select the Component button on the Equipment Master window.

Note

If the user is creating a new equipment record, the record will need to be saved prior to creating a service call.

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