Creating a Service Call Using the New Call button

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. This feature respects the Service Option validation setting Change Call Type to MC when adding Equipment under contract. 

A new call cannot be created if the customer is inactive. If the location is inactive, you can create a new MC service call if the equipment is on an active contract.

To create a new service call from the Equipment or 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. If the equipment is on a contract, the Contract Number defaults into the window. 

4. If the equipment is covered by MORE THAN ONE ACTIVE contract, the Contract Number displays "MULTIPLE". After selecting the New Call button, in the Contract selection window, select the contract the call is to be created for.

5. Select the New Call button. (If you are creating a service call for the component equipment, select the New Call button from the Component window.)

6. The Service Call window opens with the Equipment ID, Customer ID, and Location ID, defaulted into the service call.

7. If applicable, the active (not on hold, not canceled), Contract Number defaults into the service call.

8. Complete the service call window as usual. For more information, see Working with Service Calls and Appointments.