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Use System Set Override when creating a new work order from the Call Handler. Or at least there should be a mask to input the information in the A/R Customer, SM Customer, and SM Site information.

When creating a new call from Call Handler, it should fallow the default set ups for the A/R customer, SM Customer, and SM Service Site.  Right now you have to go into each option and make changes.  We are making changes in the Grid View to the A/R customer to have payment terms of net 30 day.  In the SM Customer Report ID & Inv Summary Level.  System Overrides have been set however unless you create the new customer hitting each of these screens, the override doesn't apply.  

• Elizabeth Hughes
• Feb 2 2018

Vista Apps / SM - Service Management

Company	Gunnar Electric, Inc.
Job Title / Role	Service Coordinator
I need it...	Yesterday...Come on already

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  Guest commented

  March 05, 2018 15:15

  We're having the same critical problem!

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