[SM] Setup SM Call Types

• Purpose: Classify the work performed on service calls (e.g., maintenance, repairs, warranty).

• Examples: AHService, COMMain, RESMain, ELEC, HVACRepair, PLUMB, AHPlumb, WARR.

• Notes:

  • Set up call types to capture work completed on work orders.

  • You can create as many call types as needed.

  • Assign a call type before posting work completed lines.

  • Call types can be assigned to service centers, divisions, or work orders.

How to Access:

• Go to Service Management > Programs > SM Call Types.

1. Call Type: Enter a number or code to identify the call type (e.g., HVACRepair, ELECTRICAL, WARRANTY).
2. Description: Enter a short description of the call type.
3. SM Call Type Category: Enter a category or press F4 to choose from a list.
4. Track WIP: Check this box to track WIP account updates when billing work orders.

   • If unchecked, only Cost and Revenue accounts are updated.

5. Active: Check to activate the call type.

   • Inactive call types can’t be used in lookups or assigned to service centers, divisions, or work orders.

6. Prevent Scope Auto Close when Billing: Check to stop scopes from closing automatically when fully billed.
7. Matl Tax Override: Select the tax option for materials:

   • Blank

   • N – No Tax

   • S – Sales Tax

   • U – Use Tax

8. Assignment: Call types can now be assigned to service centers, divisions, and work orders.