@Phil SeifertOk Thanks Phil, Great Shortcut !I don’t know what can be the effort but we can imagine a button like “Action” button that we now have in the Installed item transaction to create an order. Regardsanthony
Hi @Kimmie @Phil SeifertI don’t know if it can help in your goals, but there is a field available in both screens : Customer Support and Service Order that can be used to filter orders, and is in the QBE also : OwnerIn your process, if this field is not used for a specific usage, it can be used to filter orders.The Field Owner is available in the ITIL tab.Regardsanthony
HI @Phil Seifert Thanks for your information.If you make a search with the order type criteria for Service Orders (without status), and some of thems are cancelled, I think you have to navigate between Service order transaction to Service order in HistoryRegardsantony
Hi @Phil Seifert Thanks you very much for your help . very useful :)Regards anthony
Hi @Phil Seifert Quick additional questions :1/ Could you ask R&D Team if there is a link (key) between the 2 tables : dse_schedule’ &’ demand_schedule’ 2/ What are the diferences between the 2 tables ? We are trying to know if one the tables is the result of the DSE scheduling displayed in the DC ?Thanks and Regards
Hi @Phil Seifert Thanks for your explanation.Could you ask the R&D team to see if we can have a query on the JSON message that carries the data displayed on the Dispatch console ?Has anyone already created a query or a program to extract relevant data from these columns which contain the json?{"AllocationId":2618899,"Timestamp":"2024-03-19T08:45:30.3297653Z","SessionId":"DEMO@@DSE_TTNP","Algorithm":"Clustering","AllocationReportId":"DecisionTree-DEMO@@DSE_TTNP.Dynamic.19-03-2024-08-45-31.247","Allocated":[{"Id":"454426","OrderId":"764792-8@@1","VisitType":"Activity","Status":"Tentative","ServiceAgentId":"2007407","IsLongDuration":false,"AddressId":"13301","AllocationId":"DecisionTree-DEMO@@DSE_TTNP.Dynamic.19-03-2024-08-45-31.247","Visits":[{"TravelStart":"2024-03-29T07:29:00Z","CallStart":"2024-03-29T08:00:00Z","Duration":"00:30:00","TravelDistance":27305.0}],"Sla":{"SLAStart":"2024-03-29T08:00:00Z","SLAArrive":"2024-03-29T08:00:00Z","HitArrive":true}},{"Id":"454438","OrderId":"76
Hi @Phil Seifert Thanks for your explanation.We made this checks (grant access, restart services) yesterday and it was the same.Is it possible that we have some changes in the SU7 to manage the process flow ?(it’s strange because all PF worked well before)Finally to resolve the issue, we changed the sql account to connect to the database, but we didn’t know the root cause.Thanks and Regardsanthony
Hi @Reid Gilbert when we geocode in Alliance , do we store in the Alliance database the data of the geocoder result: partial_match , location_type (rooftp, range_interlopated, approximate, geometric_center)or Could it possible to store in new fields ? Thanks and Regardsantony
Hi @Phil Seifert Thanks for your suggestionYesterday, I have used the “current location” evaluation method.But whatever the method used , the suggest SA should take in account the shift of the SA, shouldn't it ?In my case the activity was planned in the past and in the “grey section”Today, I made another test with other evaluation method : last activity, start of the shift and the result is the same. The activity was assigned on the next day but at 00:00Regardsanthony
Hi @Phil Seifert I understood what you said, but I don’t understand why at R&D level we have made this choice.It’s usual to have a monthly maintenance and a semestrial or annual maintenance for a same product and for the monthly maintenance if you miss a first date, you need to modify the next date (floating). Of course the semestrial or annual maintenance will not change.If we could add many PM Maintenance for a product, it could be a way to solve that, but we can’t. Some process with legal maintenance like the lift sector have these constraints.Regardsanthony
@Phil Seifert Thanks for your help. Do you have an idea for the use case, because I can’t find a way to manage this case of PM scheduling with multiple problem code , each different by MP schedule?I don’t know why by design we oppose floating and alone. Regards
Hi @ktolkacevic Thanks for your help.We will try your way. Thanks and Regards anthony
Hi @Phil Seifert For this comment : another option would be to incorporate the data directly into email body.Could you explain (R&D) a little bit ? or giv an example ? we cannot use an xls file in the body ?Thanks and Regards anthony
Hi @Phil Seifert Yes Thanks Phil we could use Consolidated Email in some use cases.Here, I will have an Excel list from Alliance (List of installed items with various status) sent by email to people.The key feature is really the ability to export by email (or macro + API) an excel file.With The Export function I can create a list (SQL query) to export, but then I would like to send it to technicians.It’s a workaround, because initially they would like to have this list directly available in Mobility (cf question about Knowledge base)Regardsanthony
Hi @Phil Seifert Thanks for your answer.SSRS is it still an option for SaaS installation ? Maybe I have a misunderstanding about this feature, but I thought that SSRS cannot be used with Saas Azure or require additional costs vs previous usages.Thanks and Regardsanthony
Hi @Phil Seifert Thanks Phil for your answer.For your last question : The goal is to share data with technicians in mobility and in Alliance.As they have access to the knowledge base, we could put files in the knowledge base, but we need a solution to automate the process. Aslo, with this way, we avoid the usage of various applications in the field. As far as I know we cannot share data (excel file) in the messenger or with another way.directly in alliance. (except an email, but it’s outside).Thanks and Regardsantony
Thanks @Phil Seifert @Jacques Cormier for your advices. For the process 2 : for you : Contract opportunity is better than contract quotation ?Contract quotation will be used only for a renewall process. I will have a relation between the customer (C1) who asks for a new contract and the customer (C2) where installed items are. The contract will be for this customer and we are invoicing for this customer (C2). but the Invoice will be sent to the customer C1 (contact) who asks for contract quotation.I assume I have both as customer an not only site, especially for C1 for the invoicing process.regardsanthony
Hi @Phil Seifert @Jacques Cormier Thanks for your detailed explanation. I’m not sure that create a sales opportunity will be a good way, because I have to ship the product (and in my use case the product is already installed) So, for my use case : A potential customer who asks for a preventative contract quotation : what can be the best way to do that in Alliance ? If the customer is OK : We just validate the contract and then run the preventative maintenance. No installation, No shipping in this case. The potential customer only want to change his service provider. Possible ways : - Don’t use Prospect transaction ? but Use Contact Transaction - Identify with customized fields : Customer is a “prospect” and Contact is “prospect” - Use Contract Quotation instead of Contract Opportunity ? I sent in attachement 2 process : tell me for you the best (simple) way or advices for other ways. Thanks and Regards anthony
Hi @Phil Seifert in this case, I understand that we can have a contract quotation as opportunity.If Yes, how can I add it in the Prospect ScreenIf I click to add, I don’t have the choice to add a contract quotation, only a sales opportunity.I didn’t find the way to create a conctrat quotation directly from the screen prospect. Thanks and Regardsanthony
HI @Reid GilbertThanks for your help 👍anthony
Hi Reid, Phil,@Phil Seifert : I can agree with what you explained above, but we don’t have this option for many times, and the repair orders process works well in both cases : return the product to the customer site and remain the item (bad to good) in your inventory. Thanks and Regards anthony
Hi @Reid Gilbert one more question about this option.Is it possible in mobile edge to change the site of a Installed Item after the discover search ?I didn’t find the way to do that after the search.Thanks and Regardsanthony
Hi @Phil Seifert Yes Phil that’s why I tried to explain. Thanks to translate my english in a good english :)And You Confirm that we don’t have multiple contracts in a SVThanksanthony
Hi @Reid Gilbert Thanks I found the screen, but I only have the site message.Do we set something to have the warehouse field in the message ? Thanks and Regards
Hi @Reid Gilbert yes the MOE was enabled.Maybe I don’t use the good screen to run the search ?Regardsanthony
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