Using Account Service Information

To use Account Service Information when adding a new ticket:

  1. On the New menu, click Ticket.
  2. On the Insert New Ticket view, in the toolbar, click (Account Service Info) to open the Account Service Information view.
  3. In the Account Service Information view, in the Account field, if the account name is not displayed, use the lookup to locate the correct account.
    When the account is selected, all service information is displayed in the view.
  4. In the Contact area, select the contact authorized to report the issue.
    If the contact is authorized to request service, 'Yes' appears in the Authorized column.
  5. In the Contracts area, select the contract the ticket will be billed to.
    If you are not sure which contract to select,
    • Ensure the Active column contains 'Yes'.
    • Select the contract in the list, any comments about the contract appear in the Comments area.
    Note:  If no contract is shown, you must use the Infor CRM SLX Client to add a contract for the account.
  6. Click OK to save the selections and close the Account Service Information view.
  7. Follow the remaining steps for adding a ticket. The contact and contract information you selected on the Account Service Information view appears in the Insert New Ticket view.
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