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Former Member
Jan 06, 2009 at 08:39 PM

New Service Functionalily SP01 - Service Calls

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Some observations on Service Calls just in case I have missed something....

Creating an Activity in WT against a Service Call does not pre-populate the Account code with that associated with the Service Call as it does in B1 ( it defaults to 'internal' account which creates a synch error if not manually overridden) . The correct account must be selected manually each time. I assume there is no work-around to this

A Service Call can't be closed in WT it can only be marked as pending and closed in B1. Synch error states that it requires a solution or resolution. On adding a solution in WT it still can't be closed. The resolution text field in B1 is not available in WT. Is there any work-around?

Service Calls linked to Service Contracts in B1 Synch fine to WT but on linking a new Service Call Created in WT to a Service Contract Created in B1; after synch when the service call is retrieved in B1 I get the message:

' Loading Service Call: The Associated Contract (5), is no longer valid. remove it from service Call.'

'Yes' / 'No'

....repeated continually until I remove the association in B1 by responding 'Yes'

Would this possibly be due to date range conflicts or other B1 validation which is not mirrored in WT?

Thanks

Geoff