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Service Call


When I create a service call, i could not assign technician name, even though i have given in the employee master as a technician.

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  • Posted on Oct 31, 2007 at 08:39 AM


    when you click teh choose from list button of the technician field, did you see the technician name in the list of employees ?

    Another query, what about serial no., item no. and description ? is it filled in their fields ?

    I hope you did not forget ot define role first before assign the employee to service call. The role must be filled on tab membership --> matrix roles --> drill down to find the roles list or set up. you set the role and assign to membership tab after finishing define employee in employee master data.

    Let me know for more detail.


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    • Former Member Jimmy Michael

      Hi All,

      I know it is a too old thread to reply to. But I too face the same issue. All my Sales Employees are listed when i click the 'Choose from List Button' for Technician and no technician is listed. i have 4 companies i nmy db and this is the case with 3 companies. But it works fine in 1 Company. And when I checked the databse, entries in role masters tables of these companies actually differs which I think is a bug.

      Since i'm not using any patch, i hope this issue must have already been fixed.



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