Entering Service Information for a Customer
Access the Customer - Manage {Customer Name} form, and then click the Service Information link.
To add a flash message, which appears each time a user accesses the customer record, click the Flash Message link and enter the message.
- Contracts
Enter the user-defined code (system 40, type AS) that identifies a price and adjustment schedule. A price and adjustment schedule contains one or more adjustment types for which a customer or an item might be eligible. The system applies the adjustments in the sequence that you specify in the schedule. You link customers to a price and adjustment schedule through the customer billing instructions. When you enter a sales order, the system copies the schedule attached to the sold to address into the order header. You can override this schedule at the detail line level.
- Work Orders
Enter the user-defined code (system 40, type AS) that identifies a price and adjustment schedule.
- Maintenance Requests
Enter the user-defined code (system 40, type AS) that identifies a price and adjustment schedule.
- Default Service Provider
Enter the user-defined name or number that identifies the address book record for the service provider you want to use as the default provider.
- Default Dealer
Enter the user-defined name or number that identifies the address book record for the dealer you want to use as the default dealer.
- Geographic Region
Enter the customer's geographic region.
- Work Order Service Type
Enter the user-defined code (system 00, type TY) that indicates the classification of a work order or engineering change order. You can use work order type as a selection criterion for work order approvals.
- Time Zone
Select the time zone for which you want to view the date and time.
- Daylight Savings Rule
Enter the rule name that identifies a daylight savings rule. Use daylight savings rules to adjust time for a geographic and political locale.
- Standard Center
Enter the unique four-character code assigned to the carrier.
- Shipment Tracking
Enter the name of the business function that provides access to a carrier's external shipment tracking function.
- Work Center
Enter the alphanumeric code that identifies a separate entity within a business for which you want to track costs. For example, a business unit might be a warehouse location, job, project, work center, branch, or plant. You can assign a business unit to a document, entity, or person for purposes of responsibility reporting. For example, the system provides reports of open accounts payable and accounts receivable by business unit to track equipment by responsible department. Business unit security might prevent you from viewing information about business units for which you have no authority.
- Responsible Business Unit
Enter the number of the business unit in which the employee generally resides.
- Case Category Code 07-10
Enter one or more user-defined category codes used when assigning customer issues.