Locations on tickets
You can add locations to tickets to specify where you provide services. If the location is associated with a primary customer, the customer is associated with the ticket. If the location is associated with a service address, you add the service address to the ticket and its activities.
You add locations to tickets in the Service Requests application. Your system administrator determines whether you can associate activities with a service request.
After you add a location to a ticket, the primary customer for the location is associated with the ticket. The status of the primary customer must be active. You cannot add a location to a ticket if the primary customer for the location is not active.
To apply a customer agreement or price schedule to the ticket, the location you add must have an active, primary customer associated with it.
About adding a location to a ticket
- The service address for the location is added to the ticket. See the service address on the Service Address tab.
- The customer charge account and customer cost center for the location are added to the ticket.
- A location for an asset that you add can be added to the Asset field, if there is one location associated with the asset.
About changing a location on a ticket
If you change a location on a ticket, the service address for the new location is copied to the ticket. The customer charge account and customer cost center for the new location are also copied to the ticket.
If you changed the service address for the location that you replaced, you can keep the modified service address or use the service address of the new location. The new location might be associated with a different customer than was associated with the original location. If so, you can change the location only if you first remove the applied customer agreement.