Forms Used to Set Up Customers and Service Providers for Service Management

Form Name

FormID

Navigation

Usage

Customer Information Revisions

W1782B

For Service Management: Service & Warranty Setup menu (G1740), Address Book Revisions

For Capital Asset Management: Plant & Equipment Management Setup menu (G1341), Address Book Revisions

Click Add on the Work with Addresses form.

Select SWM from the Form menu.

Click Add on the Work With Service/Warranty Management Information form.

Select Customer on the Service/Warranty Management Information form.

Set up customers.

Service Provider Revisions

W1782C

For Service Management: Service & Warranty Setup menu (G1740). Address Book Revisions

For Capital Asset Management: Plant & Equipment Management Setup menu (G1341), Address Book Revisions

Click Add on the Work with Addresses form.

Select SWM from the Form menu.

Click Add on the Work With Service/Warranty Management Information form.

Select Service Provider on the Service/Warranty Management Information form.

Set up service provider records.