Topics started by courtney.engel

17 Topics

C
Sidekick (Customer)
courtney.engelSidekick (Customer)
asked in Service (Touch Apps, MWO, MRO)

Work Task Template External planning

We are currently working on upgrading from IFS 9 to IFS 10 EE (update 11 currently). I want to make sure that we always have a resource group connected to the work tasks that are generated so I am trying to figure out the best way to use work task templates (service work with most of the time one task per WO). Many of our work orders/work tasks are generated to have an outside contractor actually get a PO from us to do the work on site. We would use the internal resource groups for who needs to handle the call internally until completion. I found another thread that allowed me to understand that I can use a Non-inventory Purchase part to be able to automatically start a requisition, but I am trying to understand what the planning of External would be otherwise. We normally have been using a non-inventory part for our labor to contractors because the price is always changing due to scopes.I originally set this template up as line two was simply set up under planning and external manuall

6
Nethmini Kosvinna
Superhero (Employee)
2 years ago
C
Sidekick (Customer)
courtney.engelSidekick (Customer)
asked in Service (Touch Apps, MWO, MRO)

Multiple site per company issue with Maintenance Org IFS 10

We have two sites for one of our companies. We have employees in the field that can work on work orders or work tasks for either site. I am getting the error that they are not set up at the maintenance org for the newer site. So I went to the resource navigator. He has two employee records - one for each company which checks out (he can do work at both companies as well)He is set up at all three sitesThe problem seems to be that he is only set up at 210 on the maint org as the error statedWe are only allowed one maintenance org per employee from what I can tell. How do I resolve this?

3
U
Hero (Employee)
1 year ago
C
Sidekick (Customer)
courtney.engelSidekick (Customer)
asked in Service (Touch Apps, MWO, MRO)

Stuck Missing Reservation on maintenance material line IFS9

I have no idea how to this happened so I cannot replicate it in our test environments either.  We have a part on a released Maintenance Material Requisition that is reserved according to the MMRWhen you try to issue the part you get this warning messageYou can also see that when we try to issue it says that 0 are reserved on this screenSo when you say Yes to the informational message you get this errorWe get that same error if we try to unreserve the line manually, but on that screen it does look like it is still reservedSo we went out to the inventory in stock screen  where it shows we have 36 reserved.So we go to the Inventory part In stock Reservations and there is no sign of it being reserved to the Work order.We have tried ran PMRP and MRP against this part to see if that shakes anything up. But we do not know how to resolve this issue. Anyone have any ideas?

3
B
Hero (Employee)
1 year ago
C
Sidekick (Customer)
courtney.engelSidekick (Customer)
asked in Service (Touch Apps, MWO, MRO)

Base profile customizations not holding properly into user profiles in work task IFS10

We have customized the work task screen on base profiles. It was a new screen for our users in IFS 10 so we didn’t think we had to clear their personal nodes. In the base profile everything is clean looking. In the user profile everything is “smooshed”. I can get screenshots from the users - but it is not everyone either in a base profile. Just some of the users. In our test environment we saw it and then when I refreshed the base profile and logged in as some users it seemed fine. So I updated the base profile when we moved into production but it is still plaguing some users. Is there any reason this could be happening? Any suggestions other than removing the nodes from all of the users personal profiles to update back to the base? Or any easy way to do that for many users in different profiles?

3
C
Sidekick (Customer)
1 year ago
C
Sidekick (Customer)
courtney.engelSidekick (Customer)
asked in Service (Touch Apps, MWO, MRO)

IFS 10 Service & Maintenance IEE

We are moving from IFS9 to IFS10 IEE client. I just got the package delivered this week of 10 and I am working to understand all of the changes and upgrades that were done to figure out how to best utilize the updates. So far I have noticed locations, work tasks, basic data changes, & date configuration changes. I am wondering if there is a good resource to view training videos or to get help understanding the updates and how IFS views the customers to use them efficiently. So far it feels like Tasks are just another layer that may slow us down in the office until I figure out how to properly utilize them as we don’t have a lot of our own technicians in the field and work with many outside contractors to do our service work & ship parts to directly to customers or 3rd party technicians etc. We will be looking into the mobile application for the few field technicians and engineers we do have and possibly B2B for customers and contractors in the future as well, but I need to get

2
M
Hero (Partner)
2 years ago
C
Sidekick (Customer)
courtney.engelSidekick (Customer)
asked in Service (Touch Apps, MWO, MRO)

IFS 10 WO Credit invoice

We are working through our process for corrections and came across that the system is set up to send the negative lines of the credit to a new customer order instead of the original that needs to be corrected. Is there any where to change this creation of new lines and instead have it flow to the order we are correcting? 

2
C
Sidekick (Customer)
1 year ago
C
Sidekick (Customer)
courtney.engelSidekick (Customer)
asked in Service (Touch Apps, MWO, MRO)

Maintenance Surveys (eForm) set up documentation help

We are utilizing IFS 10 and moving into Aurena. I am looking for the documentation about Maintenance Surveys to document how to set them up and their capabilities. I am also wondering if a survey can be attached to work task steps or task templates I did not see that as part of the workflow configuration yet. How do you allow a tech to save where they are if you are not utilizing MWO? Finally, can surveys be linked or utilize the measurements in IFS?

2
Alexander Heinze
Superhero (Employee)
4 days ago
C
Sidekick (Customer)
courtney.engelSidekick (Customer)
asked in Service (Touch Apps, MWO, MRO)

IFS 9 vs IFS 10 Work order posting transaction status question

In IFS 9 service we are currently using the RMB to Hold a transaction for a manager to approve if we feel they need to approve if it should truly not be charged to the customer or if it was approved the correct account. Once the manager approves it was correct, they move it to To Not Invoiceable and close the work orderIn IFS 10 there does not seem to a be a hold transaction in the invoicing processThis also means in migration everything that we did have held moved to invoiceable. We do not hold all things for managers, but just some. What are some suggestions for what to do instead now?

1
CSheprutterkey
Hero (Partner)
2 years ago
C
Sidekick (Customer)
courtney.engelSidekick (Customer)
asked in Service (Touch Apps, MWO, MRO)

Work Task Template Categories

I am trying to understand how the categories are supposed to be working in IFS10 EE on the work task templates. I have the item classes assigned and then have set up the template in the Failure Analysis. I understand that if we do not have the Cateory Item Class of the one we want to set it up under we will not get the option in the analysis. What is the purpose of the rest of the categories? I am looking for ways to lesson the LOV for the users selecting task templates based upon conditions of their work order, but may not be going as deep as having a different task template assigned to every item class & Symptom set up in the failure analysis as the “Select Task from Item Class” requires. Is there something we are missing in the set up?

1
L
Do Gooder (Customer)
2 years ago
C
Sidekick (Customer)
courtney.engelSidekick (Customer)
asked in Service (Touch Apps, MWO, MRO)

Failure Analysis Set Up Navigator updates

In IFS 10 EE is there a better way to control updates to the Failure Analysis codes? For example I can tell that in the basic data the option to invalidate or block has been added to many of the basic data codes, but when they are marked blocked they do not stop showing up for the end user because they are already in the failure analysis set up navigator. Are we missing something that can help control that?

1
Cindyhutchins
Sidekick (Employee)
2 years ago
C
Sidekick (Customer)
courtney.engelSidekick (Customer)
asked in Service (Touch Apps, MWO, MRO)

Work Task Planned Finish calculation from Duration

IFS 10 update 11 regarding dates. I noticed that the duration on the work task originally sets the planned finish date after the planned start is entered. When you update the duration longer, the planned finish will recalculate based on that, but if you update the duration to a shorter time it does not update the planned finish. Is there a reason for that functionality or am I missing something in my data?Duration was at 4, entered planned start date/time of 10:00 AM and it ended at 3pm with the hour of lunch calculated.Duration changed to 20 and get a pop up which pushed out the planned finish.When you bring back to 6 hours it doesn’t re-calculate again. 

1
Y
Superhero (Employee)
2 years ago
C
Sidekick (Customer)
courtney.engelSidekick (Customer)
asked in Service (Touch Apps, MWO, MRO)

Two sites one company issue with customer order in service

We recently moved into IFS 10 and still shaking out some bugs we might have missed from the testing. We have two sites for one company. Most of our inventory and supplies for sending out equipment is at our 210 location. We have work orders started for technicians on site connected to the original customer order and project in which the original NO order was a 215. Therefore the Work Order is a 215. I want to consume the material from 210 on a new work task and sell it from 210. We create a customer order for service before we issue our parts as a placeholder of where to send the parts etc. When we try to create the customer order we get this error:BUT on the other hand if we issue the parts, create the invoice preview, and allow the system to then create a customer order for the parts it does everything correctly for 210 as requiredIs this a bug? Is there a patch for it? Has anyone else seen this or have input?

1
D
Do Gooder (Employee)
1 year ago
C
Sidekick (Customer)
courtney.engelSidekick (Customer)
asked in Service (Touch Apps, MWO, MRO)

IFS 9 Jobs/operations vs IFS 10 Jobs/Work Tasks

I am currently working on starting to build utilization of the jobs and operations of separate standard jobs for the installation side of our company. I am finding that the Jobs/Operations are a bit clunky to work with first off. We will be moving to IFS 10 shortly and I am wondering what is the difference between the operations vs Work Tasks. Will what I create move into there easily, do they function similar? Or am I best off to wait until we move into 10 to turn on this utilization? And if it helps to know we will not be moving into Aurena with this upgrade yet.

1
Thilini Kumarasinghe
Superhero (Employee)
3 years ago
C
Sidekick (Customer)
courtney.engelSidekick (Customer)
asked in Distribution (CRM, Commerce)

Unreserving parts on a customer order pick list

We are using IFS 9 Patch 17 as of November. Recently I had an employee who created a quote to order situation for parts. They reserved the parts and then created the picklist. This area does not use Shipment so it was just a picklist. When they got out to the area the part was not there and cannot be fulfilled. In the past they thought they could still pull it off of the picklist (but no one remembers how they did it). I took the situation to our test environment and proved if the part did not make it to the pick list you can still unreserve it. Once on the pick list you cannot unreserve, you cannot change quantities, and I cannot seem to figure out how to report the line not picked. Anything I try to change on the line of the pick list just does not let us save. Could this be an issue in SP 17 or is there something I am missing when trying to help them out? 

1
J
Superhero (Employee)
3 years ago
C
Sidekick (Customer)
courtney.engelSidekick (Customer)
posted in Service (Touch Apps, MWO, MRO)

IFS 9 Work Orders with Manufactured Materials

When material needs to be manufactured on a shop order for a work order, how are others handling this? The only Supply Codes on the material of a work order are Invent Order and Project inventory. MRP will run and pick up the demand, but the manufactured assemblies often get mixed in with the production materials. We are currently creating our own shop orders for these, but they loose all connection to what you need the material for other than notes.

0
C
Sidekick (Customer)
4 years ago
C
Sidekick (Customer)
courtney.engelSidekick (Customer)
asked in Service (Touch Apps, MWO, MRO)

Service And Maintenance Location Contacts

We are using IFS 10 and are using the customer party type locations for the stores that we service. I am attempting to figure out the best way to utilize and update the contact information on the locations. It seems to pull from the customer record, but I don’t know how to get it to update. Here is a location we connected as the visit and taxThe address pulls in perfectly to the work tasks created. And when you update the customer record for that address, that works perfectly to update the location address.Our only concern so far is that this contact seems to have pulled from the customer record comm method. The line in green is what it pulled upon creation, but I have added the line below for that address record to be defaulted to that phone number.I cannot seem to get the location to update the data. Am I missing something?Also, I cannot update on the location itself either for contact information. And I also tried invalidating the original contact which also did nothing on the locat

0
C
Sidekick (Customer)
1 year ago
C
Sidekick (Customer)
courtney.engelSidekick (Customer)
asked in Service (Touch Apps, MWO, MRO)

IFS 9 Patch 14 Work order Dates

We are attempting to analyze how we are using the dates and use them more efficiently in our system. We know that the Planned start date will populate the Material requisition due date, and in turn the Material needed date. Other than that and the Requested Finish populating the Wanted Delivery date we have not been able to figure out any other details about how to use them to plan for any part shipping and picking lead times. We have not yet ventured into the standard jobs and operations, but are simply trying to get the dates to help us. Before the latest patch the planned start date would give the Customer Wanted Delivery date a starting date to calculate the shipping lead time, but now that does not seem to be working either. Does anyone have any suggestions on how to properly use the dates? We are not yet using mobile either.

0
C
Sidekick (Customer)
4 years ago

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