Overview:

The Customer Reference Codes window allows you to make customer specific information available for billing and reporting purposes. This results in greater accuracy in tracking costs and presenting invoices. You can assign Customer Reference Codes at the Work Order level or Task level.

Benefits:

Useful for defining additional customer specific information for billing that is not a normal standard field

Roles:

Service Management Setup Manager

Location:

Service Management > Customer Information > Other Customer Attributes > Customer Reference Codes

Video:

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