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Overview:

The Call Types window allows you to establish codes categorizing requests for service work and identify which OUs have authorization for each code, which you can associate with a Work Order, Maintenance Contract, and Service Quote. Examples of Call Types include: unscheduled maintenance, emergency maintenance, or preventative maintenance.

Benefits:

  • Identify the type of work for a Work Order, Maintenance Contract, or Service Quote. 

Roles:

  • Service Management Setup Manager

Location:

  • Purchasing > Setup > Call Types

Video:

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Penta Technologies continuously strives to improve customer content, therefore, information is subject to change at any time.