Hi Chris,As you are already aware, it is not possible to have the same item (OOS) on different contracts when they have an overlapping date range for validity. Sounds to me like you should take this up as a change request so that perhaps the check only considers the type of request (PM or UM) with your IFS consultant.I am not aware of a way to manage this other than perhaps making dummy items with a very similar serial number (1234 vs 1234-1) but this also means managing more data in your system as well so not always desired. Best is to consult with one of the IFS business consultants.Phil
Hi Piet,You may want to experiment with the following setting in the configuration editor whether it handles your request or not.
Correct but please note that Order History Archiving only archives older than three years, not two. As long as this is enough, great!
The Pre-Planning guide supplied with Alliance 15.1 (your version) does indicate the screen resolution required is 1024x768 as a minimum but usually it is better to have something higher than that low resolution.However, since you are using Alliance 15.1, you may want to investigate the Alliance Browser magnification tool in the lower right corner. Please set this to 100% and refresh your screen to have it redraw according to this setting. Hopefully, this will render the screen such that you now see the scroll bars again in the PSA Center.
I don’t believe there is a general tool to do this for all scenarios but the following may help to advise which records need to be changed without going back and forth between updating one service order, try to change and then get an error for the next service order.Use Activity Tracker to search for any activities assigned to the agent. You will still need to change them one by one but at least you have a list.User order locator to find all orders assigned to the agent on the order levelNote - Orders that are in Pending Invoice or Need Audit are still considered active orders so if the agent is on such orders, either close the order following your processes to move it to history or change the activity/order information for the agent. Use Customer Contracts search to filter to the sales representative and find contracts related to the agent that are still active. Use Customer Center to find customers having this agent as the sales representative Hopefully this helps you to identify mo
This is a lower spec’d system but meets requirements.I would suggest:Run SFC /scannow and fix any corrupted windows files Check if disk compression is enabled on the drive and turn it off if enabled - note, this can take time and you may want to ensure there is enough space or backup your drive. Uninstall the application, remove the %\appdata%\local\Astea\<environment-user>.xml file Remove any of the %appdata%\local\temp files especially if there is an Astea folder in the Temp folder Reinstall the Employee Portal using IE 11 with the installation landing page as a trusted site.
If you are also wondering how to determine which products (Portals) allow which modules, please see the topic:
There is an Excel document that comes with the Alliance setup called Astea Alliance Feature Matrix V15.0.xls. I have attached the one which comes with Alliance 15.3.Within this document, there is a worksheet labeled Product Module Mapping. In row 2, you will see the Products (Portals in Employees Security) and using this to cross reference the module names in column A, you should be able to determine in which portal the module is used. A screenshot snippet is below. Hopefully, this points you in the right direction.
You should be able to add permissions to the security role of the users you want to have the access. If there are other users having the same security role and you do not want to grant them all permission, you can clone the security role and then modify the new role permissions.In the Security Setup module, open the security role, filter by modules to make it quicker to see the modules and then select the permissions you wish to grant for that role: Hope this helps.
To further clarify Joshua’s response and your question about setting the refresh. The ability to refresh at different rates is not a function of the Dispatch Console. For example, you can’t say refresh every 5 minutes or every 30 minutes. The system is designed to PUSH the information to active sessions once a change has been made. Please see this text from the Dispatch Console User’s Guide: Live updates: (Must be set to True in the Astea Configuration Editor’s Profile > DC section).If the data that you are viewing belongs to a node that is a part of an active DSE Session or an active Dispatch Console Session, updates to the data are immediately displayed on the Dispatch Console, even if they were made elsewhere or by another user.Certain data elements need to be updated dynamically, so that current data in Astea Alliance is represented in the dispatch console. The data is initially loaded when dispatch console starts or is reloaded, but when modifications are made, data that ha
Check the following:In Internet Explorer - for the site level (trusted site for example) if the option to allow Status Bar updates via Scripts is enabled: Though this is not your situation, some customers do not see the status bar at all in the Alliance Browser Employee Portal if they disable this option.
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