The complete status indicates a call is ready for invoicing, or a report has been invoiced. Since recording activity in Call Activity Recording is a preparation for invoicing, the system always attempts to set the call line and call status to complete, unless Close on Recording is Yes in Call Management Control. In this case, the system attempts to close the lines and the call first. If this does not succeed, then the system attempts to complete it. If that fails, the line and call statuses are unchanged, with one exception. If the line was previously complete or closed, the system sets it to the open status.

The system makes a number of checks before a call can be completed, at three different levels: call, call line, and line reports. If it encounters any errors when trying to complete lines, it displays a message.

The status of lines that cannot be completed is unchanged, unless they were previously closed or completed. This could happen if you added more detail to a previously complete line. In this case, they are reset to the open status. If you try to change the line status to complete, the system produces more precise error messages.

Since completing a call line is preparation for invoicing and valid afterward, at least one report must exist with an invoiceable or closed status and fully processed detail, or a message displays.

To complete a line, the current status of the call cannot be closed, canceled, or hold. If it is, a message displays.

The system warns the user if open MOs are attached to the call or call line. This is only an error when the status is closed. The call cannot be closed until all quantities on the MO are either consumed or returned.

If the call was created for the temporary customer specified in Call Management Control, Call Activity with Temp must also be Yes in the control program. Otherwise, an error is generated. This error does not occur under normal circumstances, since if Call Activity with Temp is No, you should not be able to access the call in Call Activity Recording to create a report.

The requirements to complete a call are more stringent than to complete a line, since all call lines must be either closed, complete, or canceled. To complete a line, the system verifies that at least one invoiceable report exists. To complete the call, however, the system verifies that all reports associated with a complete line are either closed or invoiceable with fully processed detail. If a call cannot be completed, a message displays in the Call Status frame of CAR.

If you attempt to manually change the call status to complete, the system generates more exact errors listing line numbers with open reports.

The system warns the user if open MOs are attached to the call or call line. This is only an error when the status is set to closed. The call cannot be closed until all quantities on the MO are either consumed or returned.

To complete the call, all lines must be closed, completed, or canceled, or a message displays.

Since completing a call is preparation for invoicing, at least one report must exist with an invoiceable status and fully processed detail. If the call has since been invoiced, the complete status is still valid if closed reports exist. However, if you have canceled the lines on the call, you cannot set the call status to complete; you must close or cancel it.

If you are finished with a call without recording activity, you must close it, but not complete it. Warning messages display if the system cannot complete the call or line.

Two checks are made on the status of reports created for the call in Call Activity Recording. If a report exists, but has no transaction detail, you must close it before the call can be completed or a message displays.

If you create reports in CAR and record transaction detail, the report status must be invoiceable or closed. The system sets the report status to H (hold) if it encounters any errors while issuing inventory. A call with a report on hold cannot be completed.