Methods of Creating Calls

QAD 2017 Enterprise Edition > User Guides > Service/Support Management > Call Management > What Is Call Management? > Methods of Creating Calls

There are a number of different ways that calls can be created in the system: directly, indirectly, and by data transfer.

Create calls directly using:

• Call Maintenance (11.1.1.1), described in Using Call Maintenance

• Call Generator (11.1.8), described in Generating Groups of Calls

Create calls by transferring data using:

• Call Quote Release to Recording (11.1.1.11) described in Creating a Call from a Quote

• Pending Call Maintenance (11.1.3.1) or Pending Call Transfer (11.1.3.7), described in Using Pending Calls

• QAD Mobile Field Service when syncing call data from a mobile device, described in Technical Reference: QAD Mobile Field Service

Create calls indirectly:

• As part of the preventive maintenance scheduling associated with Contract Maintenance (11.5.13.1), described in Creating PM Calls

• From Invoice Post and Print (7.13.4) when you post a sales order or RMA invoice and an item on the order is defined as requiring an installation call