Description of Issue:
Customers may submit a case stating, I closed my customer's Job, but the equipment on the Job did not transfer to the customer’s account.
Fixes:
The customer must make sure the following steps in Sedona are being followed to make sure equipment does get transferred after a job is closed.
#1 - The part(s) must be set up as a part designated to be Customer Equipment, and a checkbox must be active for the part to be part of the customer equipment.
#2 - Once you close the job a pop-up box will appear – Load Equipment.
- A date must be entered installed/removed on-site
- The parts going to the customer account must have a checkmark next to the box
- You must click on Close at the bottom of the pop-up screen, you cannot just X out of the screen
