Replies posted by Jacques Cormier

59 Replies

asked in Framework & Experience (Infrastructure, Cloud, Integration, Dev Tools)

Custom Tab with Custom Field - Cloud

Hi Travis,You have posted on the Alliance forum and I think that you want the IFS Cloud forum for you question. The people who post on the Alliance forum will not know how to help you on this topic. Can you repost in the correct forum.

3 days ago

OmnLorreZDo Gooder (Partner)

asked in Framework & Experience (Infrastructure, Cloud, Integration, Dev Tools)

IFS Cloud Mobile Integration Error

Hi Lorren,You posted in the Alliance sub-forum and it will not likely attract response I can see from your post that this question should be posted in one of the IFS forums. Please copy and repost appropriately.Regards,

1 month ago

PaulHDo Gooder (Customer)

asked in Alliance

API Session

Paul,I just came back from vacation and I see that no one responded to your question. I think that you log a ticket with Alliance support to have them respond to your question, which could get lost on this forum. This is not in my level of expertise, so I cannot answer your question myself.

2 months ago

Alexander HeinzeSuperhero (Employee)

posted in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

IFS Cloud - Next-Generation Service Management demystified (23R2)

@Alexander Heinze I just finished reading the NGSM manual. It is a huge timesaver to find when key new features are introduced and what they now do compared to the previous version. I had to prepare a presentation for an existing customer and from this document I can easily summarize the key features that should be the focus of their implementation, for phase 1. For someone like me who is relatively new to IFS Cloud (compared to 20+ years with Astea Alliance), I bemoaned the lack of clarity about the features in each version, even after going through 449 slides. This document is the new high water mark for how releases should be documented. 🙌

4 months ago

sordillo316Sidekick (Customer)

asked in Alliance

Field Change Order (FCO) Retrieve Limit

Nick,I could not see why the search is not revealing more than 100 records when no limits is selected. The QBE search should find the first 100 and then show arrows to display the next 100 rows. Please submit a ticket to have this looked at by our support team. jacques

4 months ago

athobieSidekick (Partner)

asked in Alliance

Create a prospect and Inactive customer for a contract quotation

Anthony,I like process 2 example, which gives you what you need with fewer steps.

4 months ago

athobieSidekick (Partner)

asked in Alliance

Create a prospect and Inactive customer for a contract quotation

Phil,You would be right, if the prospect never became a contact, which means that the prospect was not the source of business for that company and therefore should be made inactive. I am reluctant to suggest fixing this, as this is old code and unless someone has a good business case for changing it, then I would leave it alone. I’m ok with leaving the current validation that you found as it is.

4 months ago

athobieSidekick (Partner)

asked in Alliance

Create a prospect and Inactive customer for a contract quotation

We used to have a Sales Force Automation tool built in PowerBuilder up to version 6 before Alliance was converted to use the framework that came with version 8. I thought it was a good product and it had more features than any of the other competition. The problem with selling Sales Force Automation is that the expected users are sales reps, and they don’t want to have on their resume that they were using a no-name product like Astea. Instead they wanted SFDC (Sales Force Dot Com) or Oracle. When planning the conversion, the decision was made to drop SFA from our go-to-market strategy, and only offer it for companies who just needed basic lead tracking for sales opportunities. The same reason we dropped having full financials in Alliance and offered integration to any GL package. I have worked with a few customers who wanted SFA and decided on SFDC or Oracle and we made the integration with Alliance. This can be a very complex integration especially with bi-lateral pathways wit

4 months ago

LPHILLIPSSidekick (Customer)

asked in Alliance

Reporting Inconsistency

Hi Leann, Usually, there should not be any difference in the data or presentation of data on a report, whether it is run manually or in batch. If it is a standard report, can you show a picture on what you see for the same data in the 2 different modes? You can mask any data that you feel cannot be shown without revealing personal or customer information.

5 months ago

LauraBSidekick (Customer)

asked in HCM (Human Capital Management, Payroll)

Edit Person Record in IFS Cloud 23R1

Laura,In 23R1, there may be a solution. I presume that all employees in IFS will be created and maintained through another application. Therefore there is no need for users to access the person records of employees. If my assumption is correct, then I would suggest to add a filter to the record search to only find records that match is_customer = Yes or is_supplier = Yes (actual field name may be different). This can be done with Page Designer which is explained quite well in the Technical Documentation for 23R1. Once the changes have been made and then published, all user will only see contacts from either customers or suppliers. If you need more assistance, ask and I shall provide detailed steps to achieve this.

5 months ago

CedDeanHuDo Gooder (Partner)

asked in HCM (Human Capital Management, Payroll)

ChristopheSidekick (Partner)

asked in Alliance

Information on address table

Christophe,These address record fields are ‘vestigial’ from the early days of Alliance. I think that since version 8, address 1 contains all the 3 values separated by a special character. Also compatibility with new international standards for mapping software. They can be used as extra fields for data, but Alliance does not use them. Someone more technical may correct my post.

6 months ago

Jacques CormierHero (Employee)

asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

How to purge old tasks in IFS Cloud

I have found my own answer by using the Archiving Data process described in the Tailoring Guide. I’ll close this post.

7 months ago

Jacques CormierHero (Employee)

asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Split allowed not working in PSO

I set up some data in the customer’s cfg environment and the PSO scheduled the tasks by splitting the tasks over multiple days. Another case closed! Thank you so much!

7 months ago

Jacques CormierHero (Employee)

asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Split allowed not working in PSO

Thanks Alex!The customer had already set all the activity types to have this variable set to YES, as it is more obvious when creating activity types. I have changed it as you suggest in Resource Shift Type in the customer’s environment and I will find out today if this solves their problem with unscheduled tasks.

7 months ago

Jacques CormierHero (Employee)

asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

how to enable parameters in PSO modeling Dataset

Thank you, Alex. As a follow on question, are there limits to the number of URL’s that can be added in the parameters based on URL parameter type. I don’t know where to find a reference what the different values mean in Parameter Value:Do you know what those values mean or where they come from?

7 months ago

Jacques CormierHero (Employee)

asked in Finance (Financials)

Why is I cannot select a country for a new company

Thank you all. A developer assigned to our project was able to allow more countries to display in the dropdown. I didn’t have the correct permissions to do the task myself, which I have corrected.

8 months ago

Jacques CormierHero (Employee)

asked in Service (Touch Apps, MWO, MRO)

MWO screen does not show tiles

@Rukmal Fernando , the Toshiba customer is on SU2. Thank you very much. I will tell everyone on the project team.

8 months ago

Jacques CormierHero (Employee)

asked in Service (Touch Apps, MWO, MRO)

MWO screen does not show tiles

Yes, I am on 23R1. how can i see the version number

8 months ago

Jacques CormierHero (Employee)

asked in Finance (Financials)

Why is I cannot select a country for a new company

Thank you, gumabs, but it is not working for me. Country of Canada already had Used in Application field set to ON, and it still fails. I changed the field to OFF and saved, and I then I changed it back to ON. When i tried again for a new company, the dropdown for country only shows the 2 countries that I pasted in my original post on this thread.Do you have any other suggestions?

8 months ago

Laurence DEBRIESidekick (Partner)

asked in Alliance

Keep tooltip displayed untill mouse move

Phil is correct that in Astea Browser even up the v15.sp4.su6 it is as you show in your picture. On individual screens the tooltip displays as long as the cursor is on top of the value, that is for those fields where the tooltip was implemented. We have had customers who are still using Astea Browser who have had timeout changed on specific pages by customization.In Browser Agnostic version for v15.sp4.su6, that I run on Chrome or Edge, the tooltip on the list column value displays as long as the cursor is on the value. SU6 has not yet been released yet but I believe that it works this way since SP3 at least.

9 months ago

bskallerudSidekick (Customer)

asked in Alliance

Alliance 15.4 - issues creating private appointments

Hi Bjorn,I tried in our QA environment and I could select Current Location from the Dropdown for the field Current Location. When I checked the address table for the records for the location (lat and long), I found that the address came from the BWORK address for the employee that was assigned the personal activity. The address_xref table contains the address records for the employee. Is it possible that your employees do not have an address as many of our customers do not want users to see employee’s personal addresses in the application. The current location field allows you to select another Current Location value in the dropdown. Perhaps you can populate an address for start shift or end shift for an employee and default the value of the field Current Location to Start or End Shift.

10 months ago

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Replies posted by Jacques Cormier

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