Hi @SALY I would consider setting up the Customers as Functional Objects and your rental equipment as Serial Objects (Company Owned) when they are purchased and placed in the inventory. (Better to avoid the Serial Maintenance Aware process) If you are using the service request/work order flow to execute the rental action (i.e. deliver and install the equipment at the customer site) when the work order is set to ‘WorkDone’ you can run a custom event to move the rental(s) serial objects to the Customer Functional Object structure. If the service contract is defined at the customer functional object level and ‘Include Objects added to Structure’ is set, this will help with the invoicing process as well. Hope this helps. Thank you for your suggestion! Kind regards!
Hi, Saly, Are you sure you have resources that meet the search criteria? You can go in the SEARCH button, disable all the criteria to check if the resources are correctly connected to the site. If that is the case, none of them meet the task requirement. You should then either adjust task requirements or your resources capabilities. If that is not the case, it points out to some problem connecting your resource to the site in the Resource Navigation functionality. Regards, Leibnitz Thank you Leibnitz,I have checked above parameters and it is set up as you describe. I do see my resources in the Resource Monitoring Gantt, but as described I can not allocate the resources on the work order. I doubled-checked and I have same search criteria for both. And from work order: If I add the resource on the line and the then RMB to Allocate Resource I get the schedule from that resource, but I can newer get the whole group. Regards Sandra
Hi, You can find how to do Resource set up in online documentation under Maintenance Resource Set up. http://docweb.corpnet.ifsworld.com/ifsdoc/Apps10/documentation/en/WorkTaskManagement/AboutMaintenanceResourceSetup.htm Regards, Uthpala Thank you Uthpala for you response, I cannot open the link (nor my colleague), is there something wrong with the link ? Can you upload a pdf-file or is it a access issue? Regards, Sandra
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