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Topics started by bskallerud

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bskallerudSidekick (Customer)

asked in Alliance

Import 1st Count Sheep - Alliance

Question from my team: is it possible to eaisly create an import for 1st Count Sheet?We have played around a bit with the Import Template Wizard, but would love som pointers

bskallerudSidekick (Customer)

asked in Alliance

Is anybody running Astea Alliance integrated with PSO?

We are looking at route planning software (particularly for strategic planning), and wonder if anybody here has experience with PAS/Astea Alliance (on-prem) integration or know of anybody running this.

bskallerudSidekick (Customer)

asked in Alliance

Make Action Group mandatory on service orders

We have a request from operations to make Action Group mandatory on all service orders (PM and UM). Is this doable, or are there obstacles that cannot be overcome?

bskallerudSidekick (Customer)

asked in Alliance

Error when saving changes to an Employee

Trying to change the default Action Group for an Employee. Or doing any changes at all (here, trying to add a note). Never experienced this before:

bskallerudSidekick (Customer)

asked in Alliance

Alliance 15.4: is it possbile to only push certain alerts to SAs?

Some alerts are for backoffice, some are for SAs. And some are for both. Any way to filter who gets them?Or do we use Alerts for SAs and Notes for backoffice?

bskallerudSidekick (Customer)

asked in Alliance

Deactivating Contract Templates (15.4)

We are in a situation where we have loads of contract templates (well over a hundred), and we wonder if there is a clever way to disable unwanted templates. As we cannot delete templates used, this would be very helpful

bskallerudSidekick (Customer)

asked in Alliance

Customers with alerts - v15.4

Hi allMy backoffice team have asked if there is a way to find all customers with active alerts. From what I can see, this is not visible except looking at the attachements on the customer. Any easy way to find this? Or will I need to create a SQL-script?

bskallerudSidekick (Customer)

asked in Alliance

Alliance 15.4 import items with TAGs only

We are importing a bunch of new contracts due to a merger, and for the first time we have to import items without serial numbers on contracts. The products are not serialized, but we do have TAGs on all of them. We have tried to modify the customer_contract_maint-ccontrl_xref-Items template, but without luck.We have 1000+ items we need to get on contracts, and would very much like to not do it manually. Any tips?

bskallerudSidekick (Customer)

asked in Alliance

Alliance 15.4 - issues creating private appointments

We have just created a bunch of new SAs in Alliance, and if we try to create a private appointment we cannot use “Current location”. This is the first day they use the system. Is this possibly Node-related - all the users are set up with a new node

bskallerudSidekick (Customer)

asked in Alliance

v15: what has happened to Below Stock Level-module?

In the Astea Browser we have the Below Stock Level-module: But this is not availablke in the Employee Web Portal?

bskallerudSidekick (Customer)

asked in Alliance

A bit of praise for Astea 15.4.4

We deployed 15.4.4 last week, and our users were really please with the addition of the action button for Installed Items: The “right-click” functionality on this page in Astea Browser was sorely missed when we moved to 15.2, so this was very welcome

bskallerudSidekick (Customer)

asked in Alliance

Astea 15.4 General Queue question

Question from the logistics team: in 15.2 they used to filter General Queue by Demand Type to filter out internal transfers and whatnot. In 15.4 it does not seem that Demand Type is available in General Queue. Any tips on how to see all orders but filter out internal orders?

bskallerudSidekick (Customer)

asked in Alliance

15.4 Counting question

We are counting inventory, and all counts except 1 have status Roll Forward Completed. If I zoom in on it, it flags all lines as Roll Forward Completed, but it has status Partially Rolled Forward How can I get this rolled forward?

bskallerudSidekick (Customer)

asked in Alliance

Astea 15.4: numbers of orders in Consolidated Billing Batch

We have different users get different number of orders up in the Consolidated Billing Batch module. Setup is the same, and we have cleared all filters and reset the view. Any tips?

bskallerudSidekick (Customer)

asked in Alliance

Alliance15.4 - mass deletion of Contacts?

Question from my team (I could not immediately find anything): is it possible to do a mass-deletion of Contacts? They would like to delete all contacts that are Inactive (several thousand)

bskallerudSidekick (Customer)

asked in Alliance

Dispatch Console resorting tables too quickly (15.4)

We do a lot of manual dispatching, and the dispatcher will typically sort the Unallocated orders in the DC by ZIP or ETA (or other criteria). If they find 10 orders with the same ZIP they want to dispatch they drag and drop this on the SAs timeline. If they are not quick enough to select the next order, the DC will resort the Unallocated table, and the dispatchers have to scroll down again from the top (it takes 3-5 seconds before this happens). Any idea if we can change the time it takes before this happens or something?

bskallerudSidekick (Customer)

asked in Alliance

Astea 15.4.2 - Resolve question

Is it possible to prevent users to set Service Orders as Resolved as long as there are open/incomplete activities and/or Material demands that are not Fulfilled?

bskallerudSidekick (Customer)

asked in Alliance

Alliance 15.4.2 - problems attaching Excel files to orders etc

We have always attached different documents to orders, customer, contracts, etc. After going from 15.2 to 15.4.2 we find that one of the Excel woork books we often attach (as xlsx) gives the following error: There are photos in the work book, and if I remove these I can upload as normal. But we did not have this issue in 15.2

bskallerudSidekick (Customer)

asked in Alliance

v15.4: set Batch Parameters defaults in Employee Web Portal

Is it possible to change the default parameters in eg. the Contract Billing Batch. We use Ongoing 99% of the time, but the batch is always set to Interim

bskallerudSidekick (Customer)

asked in Alliance

Contract cancellation challenge... Astea 15.4

Here’s the scenario: a contact is renewed for 12 months (from 01.04.2023 to 30.04.2024) and invoiced for the period of 01.04.2023 to 30.09.2023. But then we need to cancel the contract from 12.02.2023 (prior to renewal). We are not allowed to cancel a contract outside of the current active period. And we can not cancel the renewal as it has been invoices in the current period.I have tried to create a credit note towards the invoice for period 01.04.2023 - 30.09.2023. But this does not “roll back” the invoice on the contract.Any advice about this? Or do we just have to cancel from the earliest possible time (01.04.2023)? UPDATE: in 15.2 we were asked if we wanted to cancel EVEN if it was invoiced in active period

bskallerudSidekick (Customer)

asked in Alliance

Contract: auto-populate node on contract

We have just upgraded to Alliance 15.4, and most of the users now use the Employee Web Portal. There are, of course, some functional differences between this and the Astea Browser. A question has come up: is it possible to auto-populate the Node on new contracts in WEP? With Astea Browser it is always set to the customer node (which is what we use 95% of the time).

bskallerudSidekick (Customer)

asked in Alliance

Removing PM SA from Removed Item

We have some instances where an installed item is removed before the PM SA is removed from the item. When I try to deactivate the SA, I this message:I am not allowed to alter the data in item_inst.pm_sa_person_id, as there are constraints on this field.The UPDATE statement conflicted with the FOREIGN KEY constraint "fk_item_inst_person_3". The conflict occurred in database "WLN_15", table "dbo.person", column 'person_id'.Is there an easy way around this?

bskallerudSidekick (Customer)

asked in Alliance

Assign activity before Open Date i Dispatch Console (15.4)

Question from my dispatch team: sometimes we want to assign a service order to a date before the Open Date (our schedules can be a bit liquid). To do this they have to open the order and change the Open Date to (at least) the date they want to assign it to. This is very cumbersome if we need to do it on several hundrer orders. So - is there a way to overrule this?

bskallerudSidekick (Customer)

asked in Alliance

Add product as material on Service Order on mobile (15.4)

I try to figure out how the SAs can assign a product as a component on an Item when they add the material themselves on Mobile - is the only option to go to Item - Component - Add Component (+)?

bskallerudSidekick (Customer)

asked in Alliance

Can't see Components on Astea Mobile (15.4)

We are looking into using components on Items, but it is imperative that the SAs can see item components on the work orders. How do we activate this?

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