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Topics started by Chris_Perkins

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Chris_PerkinsHero (Customer)

asked in Alliance

How does "Obsolete" work for Installed Items?

Hi, we are using V15.4.2 currently.We have found that when creating new Installed Items, we are able to select a Product ID even if set as Obsolete, which we were hoping would not be possible.Also are able to clone an existing Installed Item that has an Obsolete product.BUT if we go to an Installed Item and try to change the Product ID to something that is set as Obsolete, it does not show as an option, it only offers active Products.This seems inconsistent, so can anyone define how this is supposed to work please? And is there any way we can prevent users from using certain Product ID’s?Thanks

Chris_PerkinsHero (Customer)

asked in Alliance

Service Orders missing

Hi, we are using V15.4.2.0We have had a few users report that Service Orders that they created via PM Batch and have already allocated to an SA, have disappeared later. They are not in history or cancelled, just gone from the system. I thought perhaps they had made a mistake but we have had such accounts from several different areas now.In a recent case, they knew the exact SV number and we could not find it with Order Locator at all and when we searched similar numbers, we found that there was a gap in the numbering for this SV (i.e. SV2310230098 was missing but SV2310230097 and SV2310230099 were there).I know that you can get a gap in numbering if you start to create a new SV and then abandon it without saving but once saved, I don’t know any way to delete any order, without trace.We have not found any way to replicate this so far and it happens rarely.Has anyone else heard of cases like this? Any idea why or how it could be happening? and of course, how we can stop it?Thanks, eve

Chris_PerkinsHero (Customer)

asked in Alliance

Import for updating PriceBook prices

Hi, Using V15.4.2 currently and we had the wrong prices imported into a PriceBook ready for 2024 and they now need to be changed. The import sheet in Alliance will not allow me to overwrite those prices with the corrected ones, it runs through but afterwards I find the prices are not changed.If I try to delete those prices, i only have the option to delete the products, which also removes ALL pricing.Does anyone know a way to either:Delete pricing from a PriceBook for a list of products but ONLY for those with a specified FROM DATE? Or how to replace current prices with revised ones?I need this for Products and Activities please.Thank you

Chris_PerkinsHero (Customer)

asked in Alliance

Combining duplicate Installed Items

Hi, we use V15.4.Occasionally, we have users that accidentally create duplicate Installed Items and by the time we discover the duplication, both versions have history.Is there any way we could link or combine these installed items into just one, without losing the history of either?Thanks, Chris

Chris_PerkinsHero (Customer)

asked in Alliance

Want to hide "Accepted by Customer" slider

Hi,Can anyone tell me the name of the slider called “Accepted by Customer” in the Resolve screen of a Service Order please? We’d like to hide that for some Security Setup but I am struggling to find how it is identified. Seemed like it might be “is_accepted” but I think I am missing a prefix or such.

Chris_PerkinsHero (Customer)

asked in Alliance

Best way to handle Contacts with shared email addresses

Hi,We know that there is an option to allow email addresses to be used for more than one contact now, but we want to keep using that as a way to prevent duplicate contacts from being accidentally created. So ,we were wondering if there is any hybrid way that we can still get the warnings when someone tries to use the same email address but at the same time we could duplicate an email address when we really need to? Perhaps just some users being able to do that perhaps?Or get the warning but could ignore it.Any suggestions would be very welcome.Thanks, Chris

Chris_PerkinsHero (Customer)

asked in Alliance

Service Order Long Description added to Activity 1 comments

Hi, We have found that when we create a Service Order (directly or via a Filed Quotation), after saving, the comments in Activity 1 will contain the wording from the Long Description on the main tab.We are not sure if that is default behaviour or not so need to know if that is normal or we need to raise a support request? If normal, is there any way to select to do that or turn it off?Thank you.

Chris_PerkinsHero (Customer)

asked in Alliance

Can I turn off "Erase Contact Data"?

In the Contacts module, there is now an “Erase Contact Data” option (V15.4.2.0) but it clears all active and history for that Contact and we do not want our users to use it.Is there a way to hide that option altogether? Or control who can see it? or just prevent a user from using it?We tried just turning off the Delete option for Contacts in Security setup, but that did not affect this feature at all.Any advice would be welcome, thank you

Chris_PerkinsHero (Customer)

asked in Alliance

CS Call Request Type not mandatory

The Request type in our Customer Support Orders is set to be mandatory but users are still able to save a new CS order without entering one.If they later make a change, it then stops them until they add this but it should force them to add one when they create it, not only if they change something.This all works fine for Service Orders but not in Customer Support Orders. Are there any other settings that control or affect this?ThanksChris

Chris_PerkinsHero (Customer)

asked in Alliance

Can I exclude closed orders from the Activity Tracking Module?

Hi,I was just testing SU4, which fixes the issue of not being able to open order in history from the Activity tracking module, which works well BUT is there any way we can exclude closed orders from the list, so we can concentrate only on open Service Orders? I would like a way to exclude them in my search or a way to identify the order status in the search list, so i can avoid opening those that are already done with.ThanksChris

Chris_PerkinsHero (Customer)

asked in Alliance

Is there a way to restrict what attachments can be seen on Mobile?

Hi,Is there any way we can control which attachments an SA can have access to in Mobile? At the moment it seems that anything we attach to a Service Order, is available for them to view but we would rather that they can only see certain files, to make it easier for them to find the ones they need and also to avoid them accessing some files that they should not see.Thanks

Chris_PerkinsHero (Customer)

asked in Alliance

Any way to change a user_name?

Hi, we are using V15.4.02We have occasions when people change their names (marriage, divorce, other) and that means that their usernames change (because we have their name as part of their username).Is there any way we can change a username without having to create a completely new one? Some users are connected to so many things that creating a new one is a major task.ThanksChris

Chris_PerkinsHero (Customer)

asked in Alliance

Checklist answers not using languages on Mobile

We are using V15.4.2.0 and using English for the UI for all areas but have custom languages set as well as the core languages so we can show descriptions in local languages (only affects the descriptions seen etc.).In V14.5, we did not have the option to translate Answer Lists (for the Checklists) into other languages (checklists we could translate but not the answers), answers were only in one language (US English). In V15.4 however, we now have the option to add translations to answer lists too, which we have done (we use 13 languages) and now we can see the answers in local language in back-office BUT we are not able to see the translated answers in Mobile correctly.Either we still see English or in some cases, SA’s are seeing Polish answers (in Spain and USA), which is very odd.I think we must need to set something up in order for Mobile to select the right language to use for the answer lists on Mobile. Can anyone help with this? Has anyone done this for checklists in various l

Chris_PerkinsHero (Customer)

asked in Alliance

Can Revenue Recognition rules be changed?

V15.4.2.0For a Customer Contract, we can see the Revenue Recognition in the Revenue Recognition tab and by default it is dividing the revenue up from start to end, month by month.When a contract starts mid-month, Alliance will allocate just a part of the revenue to that month (i.e. starting half way through the month will give an allocation of half a month revenue) but that does not match with our finance system (IFS - there are several choices in IFS as to how revenue deferral is handled), so I wondered if there is any way to change this behaviour so that it is always allocated evenly (i.e. whatever the date of the contract start, a full month of revenue is allocated in that first month and the same for the remaining months)?ThanksChris

Chris_PerkinsHero (Customer)

asked in Alliance

Auto-Fill not correctly adding products to a contract OOS

Hi, we are using V15.4We have found an issue when creating a Contract or Contract Quotation, when adding products to the Obj. of Services (OOS). In V15, once you start typing in a field, the auto-fill feature offers you matching products and you can select what you want from the list and it seems to add the product BUT we have found that it does not really add it properly, only looks like it did. To properly add the product you MUST also click the elipsis (...) and then select it in the pop-up.If you don’t select it properly, you only find out when you run the PM Batch Scheduler and you find that all of the products not added properly, do not get added to the Service Orders.I think it will be necessary for me to open a support request for this but my question for now is: Is there any way to turn off the auto-fill, to stop it suggesting matching choices? Then we can avoid the issue until fixed.If so, can this be set per module or would be a global switch off? Is it controlled in All

Chris_PerkinsHero (Customer)

asked in Alliance

How to find the table names

Now using V15.4Hi,In V14 I could usually find the right field names and table names (to write some SQL). The field names showing at the bottom of the screen when you click on them and the table names I could find in the Modules tab in the Export Template Wizard.Can anyone tell me the best way to find the table names in V15? So for example, if I was in the Customer Contracts Module and wanted to know which table the Contract Type was in, where would it show me that it was in CCONTH? (I know this one already but just as an example)ThanksChris

Chris_PerkinsHero (Customer)

asked in Alliance

Can we prevent users selecting both Site and Customer in Customer Center

V15.4Is there any setting that we can use that will prevent users from setting on both the customer and the site sliders, in Customer Center.In our processes, we do not allow to use one record for both site and customer but since we upgraded, we are seeing this happen more (I have no idea why), so would like to lock it out, if possible.Thanks

Chris_PerkinsHero (Customer)

asked in Service (Touch Apps, MWO, MRO)

SA carry out work before contract start date

Using V15.4We often have situations where an SA needs to carry out Contract work early, before the contract start date. In V14, we were not able to set an ETA prior to the contract start date but the SA was able to do the job earlier than the contract start date. But in V15, it seems the SA is also restricted from doing the work early, which is a problem for us now.Is there a setting that controls this or is there any other way in V15 that an SA can carry out work in advance of the contract start date?ThanksChris

Chris_PerkinsHero (Customer)

asked in Alliance

How can SA do Contract work in advance of contract start date?

Using V15.4We often have situations where an SA needs to carry out Contract work early, before the contract start date. In V14, we were not able to set an ETA prior to the contract start date but the SA was able to do the job earlier than the contract start date. But in V15, it seems the SA is also restricted from doing the work early, which is a problem for us now.Is there a setting that controls this or is there any other way in V15 that an SA can carry out work in advance of the contract start date?ThanksChris

Chris_PerkinsHero (Customer)

asked in Alliance

Mobile - allow SA to change serial number

V15.4Hi, we just upgraded from V14.5. In V14 we had set it in MOE-6200, for the SA to be able to edit the serial number, which worked fine.But in V15.4 we are finding that this no longer works. I can make a change to the serial number but when it tries to save the change, we get a message:“A2GEN029:Cannot change serial number because there are open order created for this serial item”This is an odd message since on Mobile, pretty much everything has an open order against it. How can we change this? Or is it a bug?ThanksChris

Chris_PerkinsHero (Customer)

asked in Alliance

Manual SQL in Export Template Wizard

Hi we currently use V14.5 but soon to move to 15.4.In V14.5 I frequently use the Manual SQL part of Export Template Wizard to create and run simply SQL, which is very handy. I just tried to do the same in V15.4 but cannot find this option, so am wondering how I can run some SQL in V15.4?This is what I use in V14.5… ThanksChris

Chris_PerkinsHero (Customer)

asked in Alliance

Obsolete parts used in BOM's

Hi, we have a product used in a lot of BOM’s (over 50 BOMs) that is becoming obsolete and will be replaced by a new product. What is the best way to replace this part in all of those BOMs with the new part number?If the answer is that it has to be done manually, what is the best way to find all the places that the old number is in use?ThanksChris

Chris_PerkinsHero (Customer)

asked in Alliance

Contract Lookup before save not working

Hi,In our current version (14.5) when we open a new Service Order or Field Quote, if the user forgets to enter the Contract before saving, they get a pop up to ask for the contract ID (this is a setting in the Workflow). But in V15.4 (SU2), even though we have the same setting turned on, the users do not get the pop up; it just saves and then have no contract at all set (we always want a contract or a TnM set).Is there another setting that affects this or is this a bug? ThanksChris

Chris_PerkinsHero (Customer)

asked in Alliance

Expenses: Billing Type changes after fulfilled on Mobile Edge

We are using V14.5 but same situation is also in V15.4We use Expenses to cover the costs for ad-hoc expenses and on the Field Quotation we set them to Fixed Price, so we can add the price to be whatever is needs to be.However, we are finding that when these expenses are fulfilled on Mobile Edge (15.3.2.01 and also in 15.4.5.01), the Billing Type changes from Fixed Price, back to Policy and therefore the quoted price is also removed.If fulfilled in Back Office, the billing type does not change, only if done via Mobile.Is there a setting somewhere to control this or is this a problem perhaps?ThanksChris

Chris_PerkinsHero (Customer)

asked in Alliance

Contract Revenue Recognition extremely high

Hi, we are using V14.5 and I have a contract that is active and invoice (4000€ only) but when I look at the Revenue recognition, I am seeing the periods duplicated. One is correct (approx. 340€ each) but the duplicate is showing about 58 MILLION € for each period.Can anyone suggest where I need to look to see what is causing this and how to correct it please? ThanksChris

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