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  1. Select Microsoft Dynamics GP > Tools > Routines > Service Management > Maintenance Contract > Create MCC Calls.
  2. Select the Year and Month from the drop-down lists.
  3. Select to create MCC calls for all customers or a single customer. Enter the applicable range information in the enabled fields.
  4. Select the Preview button to preview which MCC calls will be created. Maintenance tasks used to create service calls will have a service call ID assigned. Maintenance tasks without service call IDs are created when you select the Create button.
  5. Close the report preview to return to the Maintenance Tasking window.
  6. Select Create in the Maintenance Tasking window to  to create the MCC calls. You must have a default task status entered in the Service Options window for the MCC calls to be created. See Choosing Service Options. 
  7. The first time during a session you select Create, you receive the following message: It is recommended that you run the utility that matches technicians by skill level to maintenance tasks at this time. Do you wish to run the utility? We recommend you run the utility. If a technician doesn't exist at the location with the necessary skill level, the primary technician at that location is assigned to the task. Once the MCC call has been created, the Maintenance Tasks window is updated with the service call ID in the Service Call ID column.

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Because MCC service calls are system-generated based on tasks, you are not given the option of how appointments are created when tasks are assigned to the call. Therefore, appointment number 0001 will have a default status of Unassigned on service calls with an MCC call type.

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Excerpt
Note

When you have more than 1 equipment on a service call by means of tasking, the Equipment ID field and Task field on the service call form will be cleared and set to disabled. 

To assign more than one equipment record to a service call:

  1. From the Service Call window, use the Tasks button to open the Service Call Tasks window.
  2. From the Service Call Tasks window, use the Task List button to open the Add Task List window, where you can assign a task list to an Equipment ID. Save the window to add the task list and equipment to the service call.
  3. The Add Task List window remains open, and you can repeat this process to assign additional task lists to other equipment on the service call. Close the window when you are done.

- OR -

  1. Use the Task button to open the Service Call Task Codes window, where you can assign tasks to an Equipment ID.
  2. Select an Equipment ID, then use the System, Major, and Sub 1-4 fields to filter the task codes that you want to work with. Use the green arrow button in the Task Codes field to populate task codes in the first scrolling window. Select a task code from the scrolling window and use the Insert button to assign the task code to the equipment. Tasks that are assigned to the equipment appear in the second scrolling window. If you need to add tasks for multiple equipment records, select a new Equipment ID, and repeat the process of adding tasks for additional equipment. Close the window when you are done.
  3. On the Service Call Tasks window, you can use the tree view button next to the Task Code field to view the Task Lists and Tasks assigned to the equipment on the service call.