Ways to Create a Call
In the Service and Support module, calls can be created both directly and indirectly.
Calls are created directly using:
• Pending Call Maintenance (11.1.13.1), which creates a potential call without the need to validate data as it is recorded
• Call Maintenance (11.1.1.1)
• Call Quote Maintenance (11.1.1.7), which creates a verified potential call that when accepted can be released it to a call. Quotes are often used for extensive repair work.
• Call Generator (11.1.8), which creates multiple calls at once based on selection criteria
Calls are created indirectly in two ways:
• PM calls are created as part of the scheduling associated with Contract Maintenance (11.5.13.1).
• Installation calls are created when a sales order or RMA invoice is posted and an item on the order is defined as requiring an installation call.
