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Auto Resolve Orders


Githmi Gamage
Hero (Employee)
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Is there a way to automatically set the order status to resolved after fulfilling all assigned activities without out manually going into resolve tab and ticking the resolved checkbox in astea alliance - v15? 

Best answer by Akila Kariyawasam

Hi Githmi you can follow these steps.

 

Go to Prompts (Service) module → turn on the Auto-Resolution Policy

 

 

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Phil Seifert
Ultimate Hero (Employee)
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  • Ultimate Hero (Employee)
  • January 12, 2022

Yes there is… see this topic from Pranavan:

Auto Resolve Service Orders (Tip) | IFS Community


Phil Seifert
Ultimate Hero (Employee)
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  • Ultimate Hero (Employee)
  • January 12, 2022

In addition, you can also use the Resolve Queue to invoice a batch of resolved orders if you are also looking to auto-invoice.


Forum|alt.badge.img+9

Hi Githmi you can follow these steps.

 

Go to Prompts (Service) module → turn on the Auto-Resolution Policy

 

 


Pranavan Paranthaman
Hero (Employee)
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@Phil Seifert I think in alliance v-15 they have change the options name?


Phil Seifert
Ultimate Hero (Employee)
Forum|alt.badge.img+23
  • Ultimate Hero (Employee)
  • January 12, 2022

Correct the name was changed but it is the same general principle.  This feature has been there in all versions of Alliance for a long time…  Just need to go to the Prompts (Service).

 


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