Branch Processing in New Call

Branch Processing in New Call

Branch Processing has been revised in New Call so that it now works as follows:

1. When a Site is selected, all Branch info (Id, Rn, Name, etc) is set based on the Site's branch.

2. When Equipment is selected, all Branch info is set based on the associated Job's branch unless any one of the following is true:

- the Job does not have a Branch specified

- the registry setting UseSiteBranch=true is set in sys-newcall

- the registry setting BranchOverrideFrom=clntste is set in sys-ffv-global-settings

The Branch assigned to the newly created work order should match what the user sees on the New Call entry form.

Note that if BranchOverrideFrom=job is set in sys-ffv-global-settings, the Job’s Branch is always used, and there is no fallback to the Branch in the User’s account.

If the above registry overrides are not present, the Branch from the User’s account will default if the Site and Job do not specify a Branch. In this case, the User may change or clear the Branch Id as allowed by his branch filtering/security.