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- To access the Equipment Master window, go to Cards > Service Management > Service Manager > Additional > Equipment OR Select Cards > Sales > Customer > Location > Equipment.
- Select the equipment.
- Select the New Call button. (If you are creating a service call for the component equipment, select the New Call button from the Component window.)
The Service Call window opens with the Equipment ID, Customer ID, and Location ID, defaulted into the service call.
If the equipment is on ONE ACTIVE contract (not on hold, not canceled), Contract Number defaults into the service call.
If the equipment is covered by MORE THAN ONE ACTIVE contract, the Contract Number on the service call is blank.
- Complete the service call window as usual. For more information, see Working with Service Calls and Appointments.