Create the TSS-Customer Options Exception
The TSS-Customer Options Exception is created when a decision is made to replace an appliance/system and options need to be given to the customer. Creating this exception notifies Parts Sourcing that a customer needs to be notified by phone of their options because they have no email on file.
This exception is ONLY to be created by Parts Sourcing.
- Create the exception:
- IF the customer has an email on file,
AND the options email has been sent,
THEN create the exception in a Completed status - IF the customer does not have an email on file,
THEN create the exception in a Follow Up status and enter "No Email" in the Exception Comment. - Enter all required information in the Service Job Comments using the below Note Template:
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