Table of Contents |
---|
Creating and Scheduling MCC
...
Calls
- Select Microsoft Dynamics GP > Tools > Routines > Service Management > Maintenance Contract > Create MCC Calls.
- Select the Year and Month from the drop-down lists.
- Select to create MCC calls for all customers or a single customer. Enter the applicable range information in the enabled fields.
- 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.
- Close the report preview to return to the Maintenance Tasking window.
- Select Create 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.
- 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.
...
- If you suspend MCC calls for equipment that is a has-components record, the components will not automatically have MCC calls suspended.
- If you suspend MCC calls for equipment that has open service calls, you will receive a warning message. If you select to proceed, the open service calls will remain.
- The Suspend MCC Calls checkbox will be disabled if:
- Equipment is not attached to a maintenance contract.
- Equipment has been removed from a maintenance contract.
- When equipment is out of service:
- The equipment can still be added to a service call.
- Labor loading calculations will still include tasks for the equipment.
Anchor | ||||
---|---|---|---|---|
|
...
Calls Using Tasks
Service call appointments are not always set to a routine schedule on a maintenance contract. However, you can generate individual service call appointments from service call tasks. Appointments also do not need to be attached to a piece of equipment.
...