Skip to main content

We have a scenario where we would like to add a service automatically to a service order if the SA adds a specific product. Doing thsi with Problem Code backoffice works fine for PMs and UMs, but sometimes a customer may request a product that is not originally on the order. The SA will then have to add both a product and a service, but we would like this to be added automatically (to avoid potential loss of revenue).

Hi Bjørn,

The Alliance application does not have an option to add a Service demand upon the addition of a new Material demand.  The method you describe with the Problem Code is most likely the Service Guide functionality.  This functionality is designed to provide a set of demands for the OOS of the order which is usually an item.  This is not a material demand driven process.

To explain further:

✅ How the Service Guide Works

  1. Auto-load happens only once

    • The service guide linked to the problem code is added only when the order is first created.
    • If you add or change the problem code after the first save, its service guide demands will not load automatically.
  2. Before first save

    • If you manually select a problem code before saving the order, its associated service guide demands will be added.
  3. Adding items later

    • When you add additional items, the system duplicates existing demands for each item only if the global parameter “Increase Demands” is set to Serv. Guide Dem. By Item.
    • If the parameter is set to Serv. Guide Dem., the system just increases the quantity of existing demands instead of creating new ones.
  4. Manual adjustments

    • After the initial auto-load, you can manually add or delete demands as needed.

So in a nutshell, if you are adding a new product item as a material demand, it is not an installed item at that point and the service guide does not come into play at all.

From my view, this would require a customization that you would have to define the joins between the products and expected demands that would be inserted when this happens.

I suppose you could create an API to do this driven by an event driven process flow to do this type of activity based on rules you set in the initial SQL selection when a new material line is added.  If this is not feasible, suggestion is to discuss this with IFS as a services request to either build a process flow to do this or develop a customization to do this type of action.