Use this window to open or update a service call for an item group, a customer, or a serial number.
To access the general area, from the SAP Business One Main Menu, choose
.Note This topic documents fields and other elements in this window that either are not self-explanatory or require additional information. End of the note. |
Specify the code of the customer that opened the service call. If a customer deviates from credit or commitment limits, a warning message is displayed. Note If you choose an item first, and the customer does not have a valid contract for this item, SAP Business One displays a warning message before you add the item to the service call. End of the note. |
Specify the name of the person who made the service call. |
If a telephone number is defined for the specified contact person, it is displayed automatically. Otherwise, the telephone number defined for the customer in the Business Partner Master Data window is displayed. |
Field on the left: name of the numbering series. Specify a series. Field on the right: the number of the service call. |
Select one of the default statuses for the service call or define a new status by selecting Define New. The call status influences the relevant service reports. Note You cannot set a service call to Closed if you have not attached a solution or entered a resolution. End of the note. |
Automatically defined sequential number that identifies the service call |
Specify the manufacturer's serial number. If you have entered the Serial Number, the manufacturer's serial number is displayed automatically. |
Specify the serial number related to the service call, if required. Note You can select only serial numbers recorded in customer equipment cards having Active or Loaned statuses and which are related to the selected customer. End of the note. |
Date and time when the service call status was set to Closed. If you reopen a service call, this date and time will be deleted. |
Number of the service contract linked to the selected serial number. When there is no contract for the item, the field contains a value of No Contract. If you create customer equipment cards manually, and you created a service contract after you created a service call for the same customer and the same item, then when you go back to the service call you get a message asking if you want to connect the service call to the newly created service contract. Note After you have responded to a service call, you can no longer change the contract number. End of the note. |
Expiration date of the service contract |