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 […]
Category: Service
How To Enable the Automatic Creation of Customer Equipment Cards In SAP Business One
Automatic creation of equipment cards is relevant for companies that service items according to item serial numbers. Equipment cards are created automatically when a corresponding delivery or A/R invoice document is created for the item or items. Note: Only relevant for companies which provide services for items according to the item serial numbers. Here’s how: […]
How To Setup Queries For Service Calls In SAP Business One
You use queues to handle your service calls more efficiently. You can assign each service call to the relevant consultant, department, or sales employee who can best handle the service call. You can also specify a manager for the queue and include a list of members. Note: Queues that are not linked to service calls […]
How To Add / Update / Duplicate Service Contract Templates In SAP Business One
You define service contracts between your company and its customers. The contracts include items managed by serial numbers that the company supports, daily service hours, and even an obligatory resolution time for solving customer problems. The contract template enables you to work with several basic contracts at one time and simplifies the creation of service […]
How To Setup The General Settings: Services Tab in SAP Business One
Use this tab to define which checks and procedures are started automatically when you log on to SAP Business One or begin working with the data. To access this tab, from the SAP Business One Main Menu, choose: Administration > System Initialization > General Settings > Services tab. Services Tab Fields At the Beginning of […]
How To View Service Call History In SAP Business One
You can see all activities taken by your service representatives for a specific service call. Steps 1) From the SAP Business One Main Menu, choose > Service > Service Call. 2) The Service Call window opens. 3) In the general area, search for a specific service call by specifying the customer code, the item number, […]
How To Enter An Expense For A Service Call In SAP Business One
If the customer does not have a service contract with your company, or if replacement parts, travel, or other costs are not covered by a warranty or service contract, you need to record the expenses for a service call. These expenses are used to create an invoice. Steps 1) From the SAP Business One Main […]
How To Manage Activities Related To Service Calls
You can create a new activity or view existing activities related to a service call for a customer. Note: An activity can be attached to only one service call. 1) From the SAP Business One Main Menu, choose: Service > Service Call. The Service Call window opens. 3) In the general area, search for a […]
How To Create And Update Service Calls In SAP Business One
You can create an initial service call or update a service call to record tasks, meetings, notes, or expenses related to the call, or to enter a solution to the service problem. Note: You can also use the Business Partner Master Data window to display the service calls recorded for a customer. Find the relevant […]
How To View Service Call Details In SAP Business One
1) In the Modules tab, tap Service Call. The Service Call page appears. It displays a list of service calls, sorted in descending order by date. By default, the most recent 20 service calls with status Open are displayed. To view all of the existing service calls, tap All; To view only service calls with […]