Customer Care
At the Enter Procedure, N'ew Customer, Or E'nd: prompt, enter 6 to access Invoice Entry.
Complete the Invoice Entry process, which is the same as that in the Billing module. The procedure totals do not display.
Note: Service plan linkage is a Global File option, which allows an invoice line to be linked to a serial number. If this Global option is set as always or per invoice, the Link To Svc Contract prompt in Invoice Entry defaults as Y for yes. If you do not want service plan linkage on an invoice, you can set the override field to N for no or leave the option at yes and enter N for none at the Enter Serial Number prompt per invoice line.
Note: The various methods of entering the Customer Care menu affect Invoice Entry in the following ways:
If accessed using the customer, the customer is the default.
If accessed using the customer and item number, item and serial number, or the serial number, the customer at which the machine is placed is the default.
If accessed using the tele-sales or sales management prospect number, the associated customer is the default if the prospect is a valid customer.
See also: