Specify the general status for an open call and the initial status for new calls. An open call is dynamic—its line item and other data can change at any time. The system sets line items that cannot be completed or closed in Call Activity Recording to this status. In addition, a call quote must have this status to be released to recording.

Specify the default status for scheduled calls. When a call is scheduled in FSS, its status is set to this value. If you do not define a scheduled status, scheduled calls retain their previously assigned status.

See QAD Field Service Scheduler User Guide for more information on FSS.

Specify the status that represents the final status of a call and indicates no more service activity for this call is needed. If the call items have not already been added to the installed base in Call Activity Recording, the system can create an installed base record when the call status is set to closed.

You cannot record activity for a closed call. For example, you cannot order service items for it or add new lines or reports. However, you can reopen it to record more activity. You can move a closed call to history and archive and delete it if it is fully invoiced.

The complete status means the call is ready for invoicing—that is, at least one invoiceable report with detail exists. You can still modify related data, order service items for it with an material order, and record new activity for it.

The hold status prevents recording new activity for a call or line in Call Activity Recording or generating an invoice from CAR. You cannot create a material order for a call on hold. For anything further to happen to the call, change its status. You can still invoice existing activity in CIR.

You cannot record activity for the call or line item or order service items for it. You can cancel a call or line item only if you have not recorded activity for it. Without activity, no invoice can be generated for a canceled call. You can move a canceled call to history and archive and delete it.