Select Customer

Explanation

Use this activity to select the customer that is to be included in the service request. 

Prerequisites

Before the customer can be selected, the following must have been completed:

• The equipment object must have been entered in Service Request. 
• The customer information must exist in the system.
• The equipment object must have been connected to the customer in Parties tab.

System Effects

As a result of this activity, the customer is included in the service request. You can enter additional information for the service request/work order.

Window

Service Request

Related Window Descriptions

Service Request

Procedure

Use the following procedure to select the object for the service request:

1. Use the Customers for Object operation. The Customers for Object dialog box is displayed.
2. Mark the customer that is to be included in the service request.