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Question

Reason code at Detail level of SOR/Appointments

  • October 25, 2024
  • 0 replies
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We have large service orders with many lines - each line represents a task at an appointment and we can have up to 20 appointments. There are often times when a task can’t be completed at an appointment. We want our service techs to be able to indicate a reason code when a task is not completed, and a free text field to indicate the reason - and of course we want to be able toe easily report on these reason codes on a weekly basis. See example of an appointment task and what we would like to see:

 

Inventory ID - Service L1 - Status - Not Performed - Reason Code - 04 Wrong Measurement - Reason Description - “Client provided wrong measurement”.

 

Is there any way I can get a field like reason code in the Detail section of Appointment/Service Orders without a customization? 

 

I see there are attributes associated to the SKUs which are used in the Detail section but I don’t see any way of adding those attributes to the Detail section. I am also able to add attributes to the overall SOR/Appointment but this does not tie directly to a task, so does not work. 

 

Any one have a work around or way of achieving this?

 

 

 

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