Selecting a Service Call Numbering Method

Before you begin using Service Management, you must select a method of assigning service call IDs.

Select an option carefully. Your choice cannot be changed without assistance from WennSoft Support.

Select Microsoft Dynamics GP > Tools > Setup > Service Management > Module Setup > Service Call ID.
Select a service call numbering method. There are six options to select from. Options 4, 5, and 6 are based on year (YY), month (MM), and/or day (DD). These options are most commonly used since they record some part of the date the service call was created.
- Option 1
  The user is prompted to enter a service call ID for each new service call. This method requires the software to check each new service call ID for duplicates, which could slow the process of entering new calls. Also, maintenance contract computer-generated (MCC) calls cannot be generated when using this numbering option since the user must enter the service call ID.
- Option 2
  Service Management automatically generates the service call ID for you. You can specify the starting service call ID, which increments by one. Select the expansion button to enter the starting number.
- Option 3
  The service call ID is taken from Microsoft Dynamics GP Receivables Management. You may specify the starting number in the Service/Repairs Type field in the Receivables Setup Options window (Setup > Sales > Receivables > Options). Service invoice numbers also come from the Next Number of the Service/Repairs field. Therefore, your service invoice numbers and service call IDs will have the same source and format.
- Option 4
  YYMMDD-NNNN - Where NNNN is a number that starts at one (0001) each day.
- Option 5
  YYMM-NNNN - Where NNNN is a number that starts at one (0001) each month.
- Option 6
  YY-NNNNN - Where NNNNN is a number that starts at one (00001) each year.
Select Save.