Issue/Symptom/Question

We want to enable the Customer Work Ticket ID field for work orders on one of our customers. I’ve read what I can find on it, and it seems like when it is enabled on a customer, it simply opens the field up on the work orders for that customer for entry and query. We would not require it and set it as a manual entry.

I just want to confirm that there are no other effects we need to worry about if we enable this. It is a pretty large customer, so I don’t want us to be surprised if something were to effect work orders, billings, etc. for the customer.

Applies To

Penta for Windows

Service Management > Customer Information > Customers > Service Management > Work Ticket ID Rules OR

Billing & Accounts Receivable > Customers > Customers  > Service Management > Work Ticket ID Rules 

Resolution/Fix/Answer

The field is informational only, it simply gives you the ability to record a customer work ticket ID for the work if one exists so it can be referenced if the customer asks.