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Create a service case

Goal

Open a new service case on a sold serial.

Who it is for

service_case.manage.

Preconditions

  • Module service_cases on.
  • Serial exists in status issued (sold). Unsold / available serials are rejected (serialNotSold).
  • If warranty link required is on in setup, warranty snapshot must be in_warranty or create fails (serviceCaseWarrantyRequired).

Steps

  1. Open Service cases → New service case.
  2. Pick the item, then the serial (list loads issued serials for that item).
  3. Choose case type (default often warranty_claim from settings).
  4. Enter a description.
  5. Save. Case opens as open with an SVC number and warranty snapshot.

Result

Case appears on the list. Advance via lifecycle — there is no field-update API after create.

BlueMatrix Help — product documentation for tenants