Service requests and AMC-related records
Follow service enquiries and maintenance work with clear responsibility.
Before you begin
- Customer master
- Service/AMC permission
- Applicable service agreement details
Step-by-step instructions
Complete and verify each stage before continuing.
- 01
Identify the customer
Select the correct customer and confirm the service location and contact.
- 02
Review contract scope
Check whether the request is covered by an agreement or requires a separate charge; do not assume automatic contract validation.
- 03
Record the problem
Describe the service issue, asset or product when applicable, and any priority details.
- 04
Assign the work
Use the relevant task or service assignment function if enabled in the current release.
- 05
Document the outcome
Capture performed work, materials or time where available and obtain the required approval.
- 06
Review billing
Use the supported invoice workflow for chargeable work and reconcile receipts and customer outstanding.
Final verification checklist
- Correct client and service scope
- Work assignment is clear
- Billing is consistent with agreement
Automated recurring AMC renewal and technician dispatch must be verified in the deployed release.