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Question

Person not visible in Direct allocation in service management

  • November 4, 2022
  • 7 replies
  • 118 views

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In the work task --scheduling & allocation in service management, in the direct allocation, it does not show any LOV in Allocated to person, so how can we bring /create a person that shows up in direct allocation. I can see that person in Allocations on demand.

 

7 replies

  • Superhero (Employee)
  • November 7, 2022

In the work task --scheduling & allocation in service management, in the direct allocation, it does not show any LOV in Allocated to person, so how can we bring /create a person that shows up in direct allocation. I can see that person in Allocations on demand.

 

Is this Apps10 or Cloud? Do you have “Apply Constraints” ticked?
 

 


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  • Author
  • Sidekick (Customer)
  • November 8, 2022

Hi Anmise

I am doing this on cloud. I kept the constraints ON and off both ways but still could not see any resource

 

 


  • Superhero (Employee)
  • November 8, 2022

Hi Anmise

I am doing this on cloud. I kept the constraints ON and off both ways but still could not see any resource

 

 

Is you resource linked to the maintenance organisation? Do you have an employee record? 


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  • Author
  • Sidekick (Customer)
  • November 8, 2022

I have a maintenance organization & a site attached to it. The site has many users out of which 1 is my resource. The site is associated with a company  which has many employees that has my resource also. Other than that, anything else to setup?


  • Superhero (Employee)
  • November 8, 2022

I have a maintenance organization & a site attached to it. The site has many users out of which 1 is my resource. The site is associated with a company  which has many employees that has my resource also. Other than that, anything else to setup?

The maintenance organization should match the maintenance organization of the task.

 


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  • Author
  • Sidekick (Customer)
  • November 9, 2022

It seems everything is setup as per this

 

 


  • Superhero (Employee)
  • November 9, 2022

It seems everything is setup as per this

 

 

Ok, does your resource belong to any resource group connected to the company and site?  A resource group with “Use in Service” and “Use in Maintenance” ticked.