Observation on Equipment Object Navigator is bit strange to me🤔. Could you please open the ‘Serial Object; window and query for 7000 123-500 500154. Check whether it has a Belongs to Object? Problem is, that object doesn’t exisit (Searched for serial 500154): Br, Michael I hope you/your user has access to Site ‘NLS01’? Otherwise, it seems to be data corruption to me. I have full access to all sites - So yes I unfortunately think it’s data corruption. Thanks for the attempt and ideas. Much appreciated. Best regards,Michael
Observation on Equipment Object Navigator is bit strange to me🤔. Could you please open the ‘Serial Object; window and query for 7000 123-500 500154. Check whether it has a Belongs to Object? Problem is, that object doesn’t exisit (Searched for serial 500154): Br,Michael
That confirms that, serial number 500154 has been moved as child object in 7000 123-500 500144 serial object. Thus, the given error message appears. How do you want handle this now? Move the Serial 500154 back into Inventory & issue it back? Not sure what’s the best way to do it, when I look at the object: 7000 123-500 500144 I cannot see the serial 500154 underneath: I will try in our test system to see if I can move it back into Inventory and re-issue it afterwards. Thanks,Michael
Hello, could you check and confirm the ’Current Position.” of the part that you are going to place in? This can be done by querying the respective part in the Part Serial window. Is it in “In Facility” now? Refer the below image, This is what I can see, a bit nervous that it has a Superior Serial No. (it should not be there I believe!) Thanks,Michael
Hi Alexander, Thanks for the reply, engineers will remain the same, but in our business, we service vessels, they move around, have crew change. Sometime Captain signs, could be 1st officer etc. Captain A is moved from vessel A to vessel B etc.We’ll leave it as it is, normally not difficult, but we unfortunately have to use laptops and keypads, hence I was asked the question by our engineers. But I think we’ll leave it as it is. Thanks,Michael
Hi Mathias,Did consider that, but as it might not always be the same and a few will have the option of n/a answers.But thanks for your help, much appreciated.
Hi Mathias, Thanks for the reply. If there was a standard functionality, I would have liked to use that. Would you know if an event is created, can we edit the document and keep it on that specific order?To show Work Order 1234, we have completed check: 1, 2 and 4. To later update check 3 and 5 when those are completed?
Thank you @EqeMithuV , it was exactly what I was looking for, thanks for the help :-) Best regards,Michael
Hi @KaneDK , When you convert the customer order or sales quotation from the business opportunity the discount source will be transferred as manual even though it is fetched to business opportunity from customer agreement or pricelist. This might be due to the reason that business opportunity doesn't capture the source of discount. Hence system is recalculating & adding the discount again when quantity is changed for the customer order line. To avoid this thing to happen you can check the Freeze discounts along with price freeze check box at site and check price freeze check box in business opportunity ( this will be inherited to CO lines) Also, you can suggest this as an improved for IFS in the upcoming releases. Hope this helps!! Regards, Mithun K V worked like a charm, thanks for the quick support :-) Best regards,Michael
Follow up question @ArcStephA, is there a way to see the previous revisions of the sales quotes? Or only the active one you’ll be able to see? Thanks,Michael
Thanks Steve, was way easier than I expected :-D
@skullk for some reason I cannot log into Microsoft Stream and see the video. Is there another link? Or some documents that are available?Thank you,Michael
From checking deeper, we’ve found that the default Tax Code on the customer doesn’t carry over and leave columns “Tax Code” empty on the Customer Order. But on the Invoice details, we can see the tax line have been added 2 times:But on line level on the Customer Order it remains empty:But as you can see still calculates it double. I tried with one of our finance people (lack of permission for me currently), and she could manually add the tax code and then everything calculates correctly. I just don’t quite understand why it shows one way on the Proforma Invoice and another way in the final invoice? And why it puts 2 lines of tax code on the order, while on the Customer Order the Tax Code is empty?
Hi Eresha,*EDITED* Just tried to add the line number as you mentioned on the contract. That did the trick. Thanks,Michael
Hi Eresha, So if customer have a Free of Charge service contract, we cannot use PM Action jobs? Or how to invoice it and link the cost to the service contract? Retried in our Test system to generate a new Service Contract and include a new line under “PM Settings”, but get same error as before. I’m unsure where/what I should add on the Service Contract to get it to accept the PM Job? Thank you,Michael
Hi Eresha, As below screenshot, we have some contracts where travel is covered for x amount of hours. But when the engineer have booked his hours and we send the job off to invoicing, there’s no indication of 4 hours of travel to be free of charge. So the Invoice team will have manually to split it into 2 lines and set 1 line (of 4 hours) to “notinvoiceable” Thanks,Michael
Ahh perfect, that worked like a charm :-) Thank you very much for the help. Best regards,Michael
Hi Eresha, Please see below, looking up the part in “Serial Object” and add “Belongs to Object” and “Belongs to Site”: When I try to save, I get the below error: Thank you,Michael
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