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1. To access the Equipment Master window, go to Cards > Service Management > Service Manager > Additional > Equipment OR Select Cards > Sales > Customer > Location > Equipment.
2. Select the equipment.
3. Select the New Call button.

4. The Service Call window opens with the Equipment ID,

   as well as the

    Customer ID

   and

   , and Location ID

   , defaulting into the service call

   , defaulted into the service call.

5. If the equipment is on ONE ACTIVE contract (not on hold, not canceled), Contract Number defaults into the service call, and the Call Type is set to MC.

6. If the equipment is covered by MORE THAN ONE ACTIVE contract, the Contract Number on the service call is blank. The Call Type is set to MC.

Creating the Service Call from the Equipment Component Window

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