When you create service orders for customers that are not registered in Microsoft Dynamics NAV, you can create the customers within the Service Order or Service Quote windows.
You need to set up customer templates before you can create customers within service orders. For more information, see How to: Set Up Customer Templates.
To create a customer within a service order
In the Search box, enter Service Orders, and then choose the related link.
Create a new service order.
In the No. field, enter a number for the service order.
Alternatively, if you have set up number series for service orders in the Service Mgt. Setup window, you can press the Enter key to select the next available service order number.
Fill in the Name , Address, and Post Code/City fields for the new customer.
On the Actions tab, in the Functions group, choose Create Customer. The Customer Templates List window opens. Browse to the relevant template, and then choose the OK button.
A number is automatically assigned to the new customer and a customer card is created with the relevant fields in the service order filled in by copying information from the service customer template.
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For more information about how to work with fields and columns, see Work with Data. For more information about how to find specific pages, see Search. |