Create Request

Explanation

Use this activity to create a Request for a Service.

When a customer has a need for a service, you as the contact agent for the customer and working with the service provider, can create a Request to allow the service provider organization to start working on to fulfill the customer requirement.

When creating a Request, you can specify the Customer, enter the Caller who is the contact person for the customer on this Request, and add a Description about the details of the requirement.

You can then select a pre-defined Service that will fulfill the customer requirement and further select the Service Organization that will provide the required Service. You can also specify the Location where the Service is required.

If customer’s equipment with the service need is known, you can specify the Object details as well and select any active Contracts that are covering that object.

Prerequisites

System Effects