MWO: Limited Customer List and Missing Location in Service Request
Hi everyone,
when creating a new Service Request and add to my Work in MWO, how can I display a full list of customers including their locations?
Currently, I only see a small subset of customers and I’m not able to select or view the location. We are using IFS Cloud 24R2
Even after selecting a customer, no location is shown:
Any advice or configuration hints would be greatly appreciated!
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Have a look at the sync rule for customers:
They way I read it is that MWO will only sync customers associated to the user’s assigned tasks plus customers associated to a service object (with party type Customer in your allowed sites). Depending on your requirements you could either modify this sync rule of change the Default Filter Method to “Include”, which allows you to specify a WHERE clause for additional customers. See IFS Cloud - MWO Service demystified (24R2) | IFS Community for an example.
@Alexander Heinze Thanks, that helped — we can now see all customers!
Unfortunately, I still haven’t been able to solve the issue with the locations. I’m not seeing any locations at all. We are not working with objects, in case that’s relevant.
Additionally I checked the following:
Customer = all customer has an address + visit address
Workflow configuration = New work is available
Do you have any idea what might be causing this? I couldn’t find anything in the documentation that explains the issue.
Thanks in advance!
The sync rule for the “LocationPartyAddress” entity looks like that:
visit_address = 'TRUE' AND (party_type_db = 'LOCATION' OR party_type_db = 'CUSTOMER') AND location_id IN (SELECT location_id FROM Equipment_Object where contract in (SELECT site FROM user_allowed_site_pub))
If you don’t use objects, this query won’t return any records. So again: Depending on your requirements you could either modify this sync rule or change the Default Filter Method to “Include”, which allows you to specify a WHERE clause for additional customers. Both options have pros and cons, but option 2 will at least show if you are on the right path.