You can move all open service calls and open service appointments to a new date.
- Choose Microsoft Dynamics GP > Tools > Routines > Service Management > Service > Call Roll Forward.
- Enter the New Date for the calls and appointments.
- Mark the check boxes if you want to exclude MC calls, MCC calls, or All Other Call Types (other than MC and MCC).
- Mark the check boxes if you want to Include Job Appointments.
- Choose OK.
The system looks at the appointment and service call dates independently. That is, if an appointment date is before the roll-forward date and the service call date is after the roll-forward date, the appointment will be rolled forward and the service call will not.
You cannot move service calls and service appointments backward. That is, to a date prior to the call's current date.
To automatically roll calls forward when you open Service Management, see Choosing service options.