To ensure that a specific technician is always assigned by default to service calls for a customer, you can link a specific technician and a territory to a customer.

Here’s how:

1) From the SAP Business One Main Menu, choose: Business Partners > Business Partner Master Data > and select the General tab.

2) Select a customer.

3) From the Technician dropdown list, select the technician that you want to assign to all the customer’s service calls. This technician is then displayed as the default in every equipment card created for this customer.

Note: You can select only those technicians who are employees defined as technicians.

To define roles, from the SAP Business One Main Menu, choose: Human Resources > Employee Master Data > choose the Membership tab, and then specify roles in the Roles table.

4) From the Territory dropdown list, select a territory pertinent to the customer. If a territory is specified in the customer’s master data, it is displayed as the default territory in the customer equipment card.

Note: To define territories, from the SAP Business One Main Menu, choose: Administration > Setup > General > Territories.

5) To save the changes, choose Update.