Replies posted by Roshan Madusanka

20 Replies

Dolly
Do Gooder (Customer)
DollyDo Gooder (Customer)
posted in Assets (Asset Management)

TO CHANGE DETAILS OF REPLACE OBJECT STATUS

Hi @Dolly ,Object Status is the registered status is set by default when the information is saved for a new object. For an existing object.As per the definition of object status ‘Replaced’ -Object is replaced by a new object from the Object window. The Right-of-use object type gets replaced when the lease contract is terminated through Acquire Lease Asset.As a result of this activity,A new object is created and the old object receives the status Replaced. The new object will have the same calculation index as the old object. The calculation index of the new object can be modified or removed altogether. A voucher is also created and transferred to the hold table in IFS/Accounting Rules.Hope this helps.Best Regards,Roshan

5
Mayura Wasantha
Hero (Employee)
13 days ago
O
Do Gooder (Employee)
olofjDo Gooder (Employee)
asked in Document Management (DocMan)

Limitations for purchase order attachment

Hi @olofj,As per my knowledge there should not be any problem while attaching a 10 files to PO which is less than 1 GB.Hope this helps.Best Regards,Roshan

6
O
Do Gooder (Employee)
8 months ago
O
Do Gooder (Employee)
olofjDo Gooder (Employee)
asked in Document Management (DocMan)

Limitations for purchase order attachment

Hi olofj,This post might be able to help you.Best Regards,Roshan

6
O
Do Gooder (Employee)
8 months ago
M
Do Gooder (Employee)
marcin.mrozikDo Gooder (Employee)
asked in Document Management (DocMan)

Document Management - Button "New" in Document Class LOV

Hi Marcin,I was able to experience the same issue in IFS Cloud 23.1.1.For me, when I click on the + mark. Nothing happens. I believe this should be reported via a support ticket. Then our product development team will be able to provide an answer.Best Regards,Roshan

2
M
Do Gooder (Employee)
9 months ago
R
Do Gooder (Partner)
RaviprasadpremDo Gooder (Partner)
asked in Assets (Asset Management)

SLA elapsed days

 Hi Raviprasadprem,In Prepare work order window you can Find SLA column here. In Work Task Window you can Find SLA here.  Please note that in the work task window ‘SLA Latest Start’ and ‘SLA Latest Finish’ is calculated based on the SLA Order Line connected to the work task. This field is only applicable for work tasks that have originated from a service contract. This field is for informational purposes only.As per my knowledge if the Work Task is originated from a service contract then you can have an idea regarding SLA by checking ‘SLA Latest Start’ and ‘SLA Latest Finish’ fields.Hope this helps,Best Regards,Roshan 

4
Nethmini Kosvinna
Superhero (Employee)
10 months ago
R
Sidekick (Partner)
Ryo AsadaSidekick (Partner)
asked in Document Management (DocMan)

Print Document without downloading

Hi Ryo Asada,Please find below link. This might be able to help you.Hope this helps.Best Regards,Roshan

4
R
Sidekick (Partner)
10 months ago
Y
Do Gooder (Partner)
YINKAREDo Gooder (Partner)
asked in Document Management (DocMan)

Getting Error “Invalid file name” when trying to save document using “Copy File To…”

Hi YINKARE,Please find below link. This might be able to help you.As per my knowledge, similar situation reported before.Hope this helps.Best Regards,Roshan

5
Mathias Dahl
Superhero (Employee)
10 months ago
Edie
Sidekick (Partner)
EdieSidekick (Partner)
asked in Assets (Asset Management)

Prepare work order - Coordinator on customer information tab

Hi @Edie,Could you please mention, this user is a employee of the company?And also please advice the ‘Reported By’ field in the Prepare Work Order is fetched or Its empty?Thanks in Advance!Best Regards,Roshan

5
Edie
Sidekick (Partner)
11 months ago
Edie
Sidekick (Partner)
EdieSidekick (Partner)
asked in Assets (Asset Management)

Coordinator is not auto populating for one of my CS Reps

Hi @Edie,Could you please mention that you are using IFS Apps or Cloud ?And also please mention the version of UPD or SU. Thanks in Advance!Best Regards,Roshan

2
Edie
Sidekick (Partner)
11 months ago
C
Do Gooder (Customer)
CSLDo Gooder (Customer)
asked in Assets (Asset Management)

Cannot Delete Work Task Cost Lines

Hi @CSL,It’s a pleasure to help you with this.@EqeRobertK Hope you had your answer :)Best Regards,Roshan 

5
Roshan Madusanka
Sidekick (Employee)
11 months ago
C
Do Gooder (Customer)
CSLDo Gooder (Customer)
asked in Assets (Asset Management)

Cannot Delete Work Task Cost Lines

Hi CSL,Please below explanation.As per your steps mentioned, after cancelling the Purchase order, you are receiving an Information Message as “Reopen Purchase Requisition Line(s) and Connected Approval Quotation Lines(S) ?”On the above if you click ‘Yes’ only it will reopen the requisition. Otherwise, it will be in the closed status. Once the Purchase Requisition is transferred to a Purchase Order, the Requisition is closed. The Purchase Order remains connected to the Work Order/Work TaskWe can change the requisition status to planned. But it is not possible to cancel requisition. There are connected work task cost lines.As per my knowledge when work task cost transaction line was created it cannot be removed from work task.When creating a transaction via Work order requisition tab, Work task Cost tab gets updated automatically with a positive cost line when you GRN the Purchase order line/s. In a case if you cancel the relevant GRN, the system automatically generates a Negative cost l

5
Roshan Madusanka
Sidekick (Employee)
11 months ago
Roshan Madusanka
Sidekick (Employee)
Roshan MadusankaSidekick (Employee)
asked in Document Management (DocMan)

Map Position not appearing on My Assignments

Hi All,I have found the solution.Steps1. Go to the relevant Work task and Click on the ‘Address’ button on the header level2. Then you can select the ‘Location Address’ and click ‘Ok’Then the Location will show on ‘Technician Portals > Service Technician > Unassigned Tasks’Thanks for the help!Best Regards,Roshan​​​​​​​

5
Roshan Madusanka
Sidekick (Employee)
1 year ago
Roshan Madusanka
Sidekick (Employee)
Roshan MadusankaSidekick (Employee)
asked in Document Management (DocMan)

Map Position not appearing on My Assignments

Hi Mattias,Thank you for your reply.I would like to get the location. As the first tile in first screenshot.Best Regards,Roshan

5
Roshan Madusanka
Sidekick (Employee)
1 year ago
X
Sidekick (Partner)
XitLokesYSidekick (Partner)
asked in Document Management (DocMan)

Can someone help us in understanding the Redline functionality in IFS document management

Hi XitLokesY,Please find below explanation.Document Redlining - When editing a original file, you may need to add comments to this file. By using this feature, you can check out a redlining file usually connected with an external application used for redlining. The redlining file can be Checked Out and In by different users. To be able to Check Out the redline file, the user must have access to this feature. The user must at least have View Access to access the document revision. The access for checking out redline files follows the access for viewing original file.Hope this helps. Best Regards,Roshan

5
X
Sidekick (Partner)
1 year ago
D
Do Gooder (Partner)
DjedaiDo Gooder (Partner)
asked in Assets (Asset Management)

Work Task Template : Planned By

Hi Djedai, Planned By definition: The signature of the person who planned the Work Task Template.By this field you can identify the person who planned the Work Task Template. Created By definition:The signature of the user who created the initial revision of the work task template. This value will remain as it is also after new revision(s) have been created.Created by field related to the person who created the initial revision of the work task template Hope this helps Best Regards,Roshan

4
D
Do Gooder (Partner)
1 year ago
Roshan Madusanka
Sidekick (Employee)
Roshan MadusankaSidekick (Employee)
asked in Document Management (DocMan)

Map Position not appearing on My Assignments

Please find the regarding assignments tab as well  

5
Roshan Madusanka
Sidekick (Employee)
1 year ago
P
Do Gooder
pmsm4488Do Gooder
asked in Document Management (DocMan)

how to create document management lobby

Hi pmsm4488,You can find the document management lobby on lobby overview.Navigate to Lobby Overview and search for ‘Document Management’ you will see below screen And also you can find document management lobby in Aurena client also.you can navigate to Document Management > My Documentsyou will see below screen Hope this helps youBest regards,Roshan 

3
S
Superhero (Customer)
1 year ago
D
Do Gooder (Partner)
DjedaiDo Gooder (Partner)
asked in Document Management (DocMan)

Docman: set Defaut Edit AAccess instead of Admin Acess Level for user who created document

Hi Djedai,If you have large number of documents to change the document access level from ‘Admin’ to ‘Edit’.You can use below method to change responsible person.Go to Document Revision window and select the regarding documents (As you can see now the responsible person is EAM4) Then Change/Settings >> Change Responsible Person Select the new user (User ID: ALAIN) you want to give the responsibility and click OK Then you will see the responsible person was changed in previous selected documents.  

6
Mathias Dahl
Superhero (Employee)
1 year ago
D
Do Gooder (Partner)
DjedaiDo Gooder (Partner)
asked in Document Management (DocMan)

Docman: set Defaut Edit AAccess instead of Admin Acess Level for user who created document

Hi Djedai, Please find below workaround to give Edit access instead of Admin access.This way you will be able give another person Admin access and to get document created person Edit access.My Login User : ALAIN Steps:In Document Revision window at ACCESS tab add another person and give Admin access. (New person: EAM4 User ID: EAM4)   Change/Settings >> Change Responsible Person   Change Responsible person to new person (EAM4)   Then you will see previous responsible person (ALAIN) automatically removed from the Access.   Then again you can Add previous user (ALAIN) and give only Edit Access.    

6
Mathias Dahl
Superhero (Employee)
1 year ago
D
Do Gooder (Partner)
DjedaiDo Gooder (Partner)
asked in Document Management (DocMan)

Docman: set Defaut Edit AAccess instead of Admin Acess Level for user who created document

Hi Djedai, The document responsible person (person who created the document) always has administrator access.As per my knowledge there’s no other means of fetching the admin access by default.The administrator can Change Document Access, Change Document Status or Delete the document.A user can get access from many sources with different levelsPersonal Access Group Access Object AccessAnd also, we can define access viaDocument revision Access template Object access.And to have unrestricted access to all documents,There is a functionality called ‘DOCMAN ADMINISTRATOR’. To enable this privilege ‘DOCMAN ADMINISTRATOR’ can be assigned for one or more permission sets.whether user is an admin or not can be clearly identify by check box visible in user settings.Hope this will helps youBest Regards,Roshan

6
Mathias Dahl
Superhero (Employee)
1 year ago

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