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Support Coordination Support Coordination is generally expected to be recorded retrospectively and follows a more simple process so |
From a Service Agreement record there is a Quick Action called Create SC Work Order which allows a Support Coordinator to create a Work Order for Support Coordination.
The Service Agreement must have Agreement Items available for Support Category = Support Coordination.
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The Create SC Work Order modal will allow you to select a Support Coordination product with other related costs and assign the current user as the default Service Resource.
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On Submit, a Work Order will be created with:
Status = CompletedWork Type = Support CoordinationSupport Coordinator Group = <Sharing Group specified on the Contact Record>Service Appointmentrecord is created withStatus = CompletedWork Order Line ItemwithStatus = CompletedWork Order Line Itemwith relatedInvoice Line Item
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The Work Order Line Item will have a related Invoice Line Item so that the client can be billed.
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