In service order, after the service is completed not all the items were used, and some were returned. How to reflect the reduction of costs in the service order?
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Reduce cost in Service Order
Best answer by greglang
I’m not sure if any proper way exists for this but for me I run into the problem all the time. I created a GI that looks at the Service Order Lines and ties them to Appointment lines.
I use that GI as a feed for a Import Scenario that then filters on records where the Service Line does not have a corresponding Appointment line where the job is marked finished and have the action to remove the service order lines.
I have this run every night as a scheduled task to keep things clean.
+1I’m not sure if any proper way exists for this but for me I run into the problem all the time. I created a GI that looks at the Service Order Lines and ties them to Appointment lines.
I use that GI as a feed for a Import Scenario that then filters on records where the Service Line does not have a corresponding Appointment line where the job is marked finished and have the action to remove the service order lines.
I have this run every night as a scheduled task to keep things clean.
Greg Lang
1 person likes this
+1Attached are the GI’s and Imports I use for the above example. I wish this could be done with If statements in one Import but as far as I know they can not so I broke it out to 3 imports I have run automatically in a row overnight with a good buffer between. I have all the filters in the GI because using Restrictions on the Import seems to put more stress on the system.
Here is a screenshot of the core logic to remove the lines.
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