New Customer

The New Customer check box on the SM Work Order Quotes form, header Info tab.

This check box automatically defaults as selected for new work order quotes.

If this quote is for a new customer, accept the default. When this check box is selected, the customer name and address fields are enabled.

Note: You must click Create Customer / Site to set up a new customer (in AR Customers and SM Customers) and/or service site (in SM Service Sites). If any required information is missing, the system displays a warning and you must enter the required information and then re-click Create Customer / Site. Once the new customer and/or service is created, the system clears the New Customer and/or New Site check boxes.

If this quote is for an existing customer, deselect this check box. The name and address fields are disabled and will default from SM Customers once you enter the customer ID.