You can initiate a new service call from the Equipment Master window and/or Equipment Component window for an existing equipment record. If you are creating a new equipment record, you will need to save the equipment record before you can select the New Call button.

Creating the Service Call from the Equipment Master Window

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, Customer ID, and Location ID, 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

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 Component.
4. Select the New Call button.
5. The Service Call window opens with the Equipment ID, as well as the Customer ID and Location ID, defaulting into the service call.