Setting Up Customers for Service Management

Access the Customer Information Revisions form.

To create contracts, enter cases, or enter work orders for a customer, you must also add Accounts Receivable information to the customer record.

Contracts Adjustment Schedule

Enter a value from UDC 40/AS (Schedule Name) 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. When you enter a contract, the system uses the adjustment schedule from the SWM customer additional information. You can override this schedule at the detail line level.

Enter the adjustment schedule for the Advanced Pricing system to use to price contracts.

Work Orders Adjustment Schedule

Enter a value from UDC 40/AS (Schedule Name) that indicates the adjustment schedule that you want the Advanced Pricing system to use to price parts and labor when billing work orders.

Cases Adjustment Schedule

Enter a value from UDC 40/AS (Schedule Name) hat indicates the adjustment schedule for the Advanced Pricing system to use to price cases.

Receivables Y/N (receivables yes/no)

Select this option to accept receivables from this customer.

Note: If you need to delete a customer, click Delete on the Work With Service/Warranty Management Information form. The system deletes the SWM information only from the SWM Address Book Information table (F1797); it does not modify the Address Book Master table (F0101).