Hi All
I’ve created a customization that adds a new action on the service contract screen that will launch the service order screen, create a new service order, and auto-fill a number of fields with data using parameters from the service contract screen (customer, location, date, branch loc., service order type). I would also like to automatically add a number detail lines to the service order, but haven’t been able to find a good way to do this.
I’ve tried a business event with an import scenario, but data entry forms don’t seem to allow import scenarios.
I thought of creating a template for the detail lines, but not sure if I can execute the “Paste From <template name>” action programmatically.
We have a fair number of unique service order types that have their own set of item details that need to be included, and we would prefer to automate these steps to reduce the chance of data entry errors.
Any ideas would be much appreciated.
Thanks.
Dan