Hi, Common requirement for sure so an enhancement to restriction groups is best. My solution is :1) Inventory Item attribute to identify a restricted item, 2) Using Customer Part Number to create teh customer/item relationship, 3) Generic Enquiry to find open SO Lines for restricted items where the alternateID on the line is empty, 4) Business event on record insert using the GI to send an email alert with a link to the GI.
If you can attend the appointment in the browser then the mobile app is the same. Must be an employee with the field service option ticked. The Mobile App requires customisation to use the alternative GI.
Don’t know if it is relevant but for many Field Service screens you have to be an employee. When Business Events trigger import scenarios the event is run by a system admin user that needs to be liked to an employee.
Using UploadFileWithData and [UploadFileWithData.Name] worked for me. Thanks
I wanted to only show active appointments for an employee when there are multiple staff and one has completed the service work (FSLog Completed) then this should omitted. (In addition to the Appointment status, any Appointments with no logs and any in progress logs qualify as active, need to ignore Travel logs. Different Techs can be assigned to different service detail lines. To do this the query needs to join to FSLog and FSAppointmentDet. DetLineRefs are critical for the joins (which means default Travel is required on the SOType). I think the attached GI is working but I am not sure the joins work for all cases. (the @me is in the condition). Is there a simplier way?
Thanks @Anacarina Calvo. I can use that. Sorry my last post was unclear, I was trying to do the same in a parameter default. Of course the joins to Employee Login are not done until the query runs.
@Naveen Boga , I have tried that, but ContactIDs don’t respond to @me in a filter default. I can use @me using EPEmployee.UserID as a condition but not as a filter default. I’ll have to settle for a query with no filter.
Also looking for a way to pick up files attached to documents and include them in an email notification template. eg drawings and images attached to PO Requisitions with Supplier bidding. Has anyone achieved this?
Hi, I just resolved this by ensuring that the Labour Cost Rate line effective date covers the date on the Employee Time Card.
The “Versions” tab on the File Maintenance screen seems to have vanished recently. I have queried this with our partner. So I found the table UpdateFileRevision and a Generic Enquiry joining Sales Orders created by the Import Scenario (Customer order nbr is in the original file name) at least checks that all the versions were imported.
Thanks so much for this confirmation and analysis.
I have the same problem. Although multiple files will sync from FTP with different time stamps, only the latest version is picked up by the prepare. Previous unprocessed files are not processed. Must be missing something?
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