Question

FSM : Contracts : PM Task Generation onHold for OnHold Places

C
Rank
Userlevel 5
Badge +15

Hi Team,

We are looking at blocking the generation of PM Schedule Tasks depending on the Place Status.

If the Place status is HOLD, we dont want the PM schedule to be generated, is there functionality available with any App Param or any predefined setting ?

Alternatively, if its not available already, any solution options to address the same 

3 replies

Kalpani Dissanayake
Rank
Userlevel 6
Badge +20

Hi @CKOppBox 

You may try to achieve this using value type business rule. Below is one example,

If the customer place credit status is blocked., set the newly created request status to Hold.

Hope this may help.

Kalpani
C
Rank
Userlevel 5
Badge +15

Thanks @Kalpani Dissanayake,

The above assists to restrict the request.

What we are looking is to stop the PM request to be created from the Contract PM Schedule definition.

GogBenbeH
Rank
Userlevel 1
Badge +4

@CKOppBox in theory you would need to create a custom process to mass update all contract PM schedules status to Schedule on Hold  for those PM Schedules associated to a contract for that place based on place status, then a reversal rule when you want them to recreate, but as many customers generate PMs in advance you also have to account for what is already generated but not completed usually.

Reply


Terms & ConditionsCookie settings