Using the Add Service Customer Window

The Add Service Customer window is available to limited and full users to quickly add a new service customer with the essential data needed to create a service call. Users can only add or edit the quick add service customer record.

1. To access the window, go to Cards > Service Manager.

2. In the Service Manager window select Additional > Quick Add Customer. 

   

   If the Service Manager window currently has customer information displayed, select the Clear button in the Add Service Customer window.

3. Complete the following fields, as necessary:

   • Customer ID
     If you chose to automatically generate customer IDs, this field will populate automatically. 

     

     Microsoft Dynamics GP does not support the use of an apostrophe (') in the customer ID.

   • Name
     The Name defaults into the Short Name and Statement Name fields, which you can edit. See descriptions for those fields below.
   • Class ID
     When you assign the customer to a class, several default entries appear in this window. If a service class was assigned to the customer class, default service information also appears.
   • Address ID, Location Name, Address fields
     Enter an address ID and name for the primary location, then fill in the address fields.
   • Contact Person, Phone
     Enter the contact information and phone number for the customer's primary location. The Contact Person 2 field may be disabled depending on setup options.
   • Primary Technician
     The primary technician for the primary location will be the default entry in the Service Call window's Technician ID field. The Primary Technician expansion button opens the Location Technicians window, where you can assign a technician to each skill level at this location. This function is used with the tasking feature in the Maintenance Contract module.
   • Tax Schedule ID
     The customer's tax schedule is used to calculate taxes for a Delivery.
   • Labor Rate Group
     The labor rate establishes the billing amount for your technician's work at the location.
   • Price Matrix
     Pricing matrices are used to calculate the billing amount for inventory, equipment, materials, and all other costs except labor. The Price Matrix field shows the markup charged for the customer location.

   • Division
     Enter a division for all service calls at this location. 

     

     If MobileTech is registered, the division is required.

   • Time Zone, Description
     Select a time zone and the description defaults. This field is enabled if the Enable Time Zone Views checkbox is marked in Service Options.
4. If you are using global filtering and have access to multiple branches, select the Branch icon to open the Branch Setup window. In this window, assign the customer to a branch. Select Save to return to the Add Service Customer window.
5. Select Save to save the customer record to close the Add Service Customer window. The information you entered displays in the Service Manager window.