Service Credit Membership - Characteristics

The characteristics page contains information that describes miscellaneous information about the service credit membership. Open this page using Menu > Customer Information > Service Credit Membership > Search and navigate to the Characteristics page.

Description of Page

Note:

Characteristic Types. You can only choose characteristic types defined as permissible on the service credit membership record. Refer to Setting Up Characteristic Types & Their Values for more information.

To modify a characteristic, simply move to a field and change its value. To add a new characteristic, click + to insert a row then fill in the information for each field. The following fields display:

Effective Date Define the date on which the characteristic becomes effective. The effective date defaults from the Installation Record.

Characteristic Type Indicate the type of characteristic.

Characteristic Value Indicate the value of the characteristic.

Note:

Default Note. A service credit membership's characteristics default from the service credit membership type.