Forms Used to Set Up Customer and Service Provider Records
Form Name |
FormID |
Navigation |
Usage |
---|---|---|---|
Address Book Revision |
W01012A |
For Capital Asset Management: Plant & Equipment Management Setup (G1341), Address Book Revisions For Service Management: Service & Warranty Setup (G1740), Address Book Revisions Click Add on the Work With Addresses form. |
Create address book records for customers and service providers. |
Customer Master Revision |
W03013B |
Select A/R from the Form menu on the Address Book Revision form. |
Set up customer records. |
Customer Information Revisions |
W1782B |
Select S/WM from the Form menu on the Address Book Revision form. Click Add on the Work With Service/Warranty Management Information form. Click Customer on the Service/Warranty Management Information form |
Add SWM information to customer records. If you need to delete a customer or service provider, click Delete on the Work With Service/Warranty Management Information form. The system deletes the SWM information only from the F1797 table; it does not modify the F0101 table. |
Service Provider Revisions |
W1782C |
Select S/WM from the Form menu on the Address Book Revision form. Click Add on the Work With Service/Warranty Management Information form. Click Service Provider on the Service/Warranty Management Information form. |
Add SWM information to service provider records. |