We are starting to use the Service module on IFSAPP10 and we have some issues on how to solve the best flow for renting out machines (a serial object) to our customers.We want to:Invoice from the Service contract only, since we invoice other services like pm, call-outs etc. in other words we do NOT want to invoice trough Rental Order Lines. The serial object must remain as company owned. The serial object is set as rental asset and then set up as a fixed asset in Finance.Questions:Can use the service request/work order flow to move a machine to an external customer without using a customer order? Is there any other options on moving a serial object from the warehouse to a customer so that it is till Company owned and in facility at a costumer location?
When Allocating a resource on a work task or looking in Resource monitoring Gantt we wish to see where the resource is on other planned/active jobs that same day in terms of the geographical locations i.e. the Location address of the object or Customer address.Preferably the object location address would be visable on the “pop-up” when you hover over already planned or active work in the Allocate Resource schedule but no such luck. Or can we modify the information in below pop-up?Resource Allocation on Work task Or if we can see it in the resource monitoring gantt, for example if a customer calls, it would be good to see where the resource already is located.Any tips on how to easily see addresses in the schedule? I know that you can RMB twice from Recource monitoring gantt and see the customer address, but that beats the purpose of an easy overview of where the resources are at the moment. FSM is not an option for us at the moment and we use IFSAPP10.17.
I have set up a new Maintenance Resource group and when I try to allocate resource from that group on a new work task, I cannot see the the schedules of the team when I right-click. So I am guessing that I am missing some parameter in the set up. Any ideas what can be wrong? Or does anyone have good work instruction on how to set up this data in IFSAPP?
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