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?
Solved
Astea 15.4.2 - Resolve question
+12Best answer by Phil Seifert
Ok, I don’t believe at this time there is any setting to prevent resolving the order if any of the activity or material demands are not yet completed/fulfilled.
I do know that Mobile does give you an option to resolve the order when completing the work order but this will not take into account other activities / materials on the service order not linked to the work order itself. (e.g. your warehouse ships the product and it is not confirmed received by customer or another work order is delivering a material).
There are settings to require mandatory fields for things like cause, repair, problem codes or resolved text but the user will get a warning which means they will be able to insert those and then resolve.
Such functionality exists if a user tries to invoice (complete the order). In this case, the following message is displayed. There is no validation on Resolve.
So the answer is it is not possible to prevent setting the service order to resolve if there are unfufilled demands but invoicing will not proceed until they are all fulfilled.
+24Hi Bjørn,
Are you referring to Mobile Edge users or backend users?
+12Hi Phil,
That would be both.
+24Ok, I don’t believe at this time there is any setting to prevent resolving the order if any of the activity or material demands are not yet completed/fulfilled.
I do know that Mobile does give you an option to resolve the order when completing the work order but this will not take into account other activities / materials on the service order not linked to the work order itself. (e.g. your warehouse ships the product and it is not confirmed received by customer or another work order is delivering a material).
There are settings to require mandatory fields for things like cause, repair, problem codes or resolved text but the user will get a warning which means they will be able to insert those and then resolve.
Such functionality exists if a user tries to invoice (complete the order). In this case, the following message is displayed. There is no validation on Resolve.
So the answer is it is not possible to prevent setting the service order to resolve if there are unfufilled demands but invoicing will not proceed until they are all fulfilled.
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