Topics started by Pierre-Louis D

7 Topics

P
Do Gooder (Partner)
Pierre-Louis DDo Gooder (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Keep attachments when creating a Customer order from a Sales quotation

Hello community, I attach some documents to my sales quotation (an Excel file and a PDF) and I would like them to be automatically attached to the customer order created from the sales quotation.How can I achieve this? Thank you,

3
P
Do Gooder (Customer)
1 year ago
P
Do Gooder (Partner)
Pierre-Louis DDo Gooder (Partner)
asked in Service (Touch Apps, MWO, MRO)

How to "Include in fixed line" on Service Quotation?

Hello community,I would like to show only a global price of all the resources and material of a work task on a service quotation. I belive this should be possible as there is a Field “Include in Fixed Line” (see below) but I do not know how to set it to Yes as it is not editable on the Other demabds tab.How can I do that?Thank you !

1
Thilini Kumarasinghe
Superhero (Employee)
1 year ago
P
Do Gooder (Partner)
Pierre-Louis DDo Gooder (Partner)
asked in Service (Touch Apps, MWO, MRO)

Retrieve the report from IFS MWO Maintenance in IFS cloud

Hello community, Where can I retrieve in IFS cloud the report from IFS MWO Maintenance (see below) ? Thank you,

1
Bandula
Hero (Employee)
1 year ago
P
Do Gooder (Partner)
Pierre-Louis DDo Gooder (Partner)
asked in Distribution (CRM, Commerce)

How to handle discount coupons in IFS ?

Hello community, I would like to know if it is possible to create and manage discount coupons in IFS. For example, if my customer buys 100€ of goods I offer a 20€ discount on its next purchase.How could I :create the discount coupon in IFS apply the discount coupon on the next customer order see how much money remains for the discount coupons of my customer (in this example if the next customer order is less than 20€ and there is still some money remaining on the discount coupon)Thank you,

0
P
Do Gooder (Partner)
1 year ago
P
Do Gooder (Partner)
Pierre-Louis DDo Gooder (Partner)
asked in Service (Touch Apps, MWO, MRO)

How does PSO interact with Transfer to mobile to IFS MWO Maintenance ?

Hello community, As far as I understand when a Work Order is Tansferred to mobile, the resource can no longer be reallocated (see below)However the whole point of PSO is to dynamically reallocate the resources to optimize them.Therefore, how do they interact ? If a work order has been Transferred to mobile can PSO still reallocate it and Transfer to mobile to another resource? Thank you,

1
M
Do Gooder (Employee)
1 year ago
P
Do Gooder (Partner)
Pierre-Louis DDo Gooder (Partner)
asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

How to detach trip hours from work task hours invoice calculation?

Hello community, I would like the time to invoice on a work task to only consider the time report of work done not the time report of trips. This is because I do not want to invoice the trip hours but still need to get the time spent during trips.For example: I set the time duration of a work task to 0,1 hour with the Work Order Invoice type Max quantity Then I do the trip and the work with time reports and I get the following (in blue trip hours to and from the work and in yellow the time spent on work) I would like Max Qty to consider only the work done (in yellow) instead of suming the two. In this example, the quantity to invoice on each line should be:Line 1: 0 Line 2: 0,1 Line 3: 0How can I achieve that? Also, how can I see that the line correspond to a trip time report vs work time report? (Here I get the information because I know how much time is spent on each time report but I cannot find the information directly on the line) Thank you, 

0
P
Do Gooder (Partner)
1 year ago
P
Do Gooder (Partner)
Pierre-Louis DDo Gooder (Partner)
asked in Service (Touch Apps, MWO, MRO)

MWO Maintenance - Maintenance report customization and retrieval in web interface

Hello all,I would like to customize the maintenance report of the application IFS MWO Maintenance (the html report you get when you finish a work order):Add fields Remove fields Reorganize fieldsIs it possible and how?Furthermore, how can I retrieve this report in the web interface of IFS? Thank you for your help

1
James Ashmore
Hero (Employee)
1 year ago

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