The Technician in the field is allowed to create a valid Service Order in the field, which allows the selection of valid Work Types, Service Departments, Service Order Groups, Response Types, Service Order Types, and Coverage Zones. Certain setup prerequisites are necessary.
Technicians
A layout entitled Mobile Technician is available on the bottom right side of the Main tab in Service Management > Setup > Global Setup > Technicians, as shown in Mobile Technician Layout. The existing Mobile Visit Allowed field (Mobile Visit Allowed (Old)) was moved to this layout and relabelled as Mobile Service Order Allowed.
Other fields available on this layout are as follows:
Default Service Department
This is for the Mobile Service Order. It is used in the Print Service Report if the Service Order does not have a Service Department. It can also be used when locating the best Allowable Work during the creation of a valid Service Order.
Create Valid Mobile Service Order
Indicate whether you wish to create a valid Mobile Service Order. This field is only enabled when Mobile Service Order Allowed is not equal to N-Never and Default Service Department is non-blank.
Mobile Technician Layout
Mobile Visit Allowed (Old)
Mobile Service Order Webservice
If the Technician provides a valid Location/Customer and the Create Valid Mobile Service Order field in Technicians is selected, the Allowable Work is created as follows:
If an active Agreement with a PM Allowable Work matches the Default Service Department on file for the Location, the Allowable Work and Agreement are assigned to the Service Order. The Renewal is defaulted when a Service Order is added in Coins ERP+.
If no Agreement is found, look at the Location/Customer Allowable Work to see if an Allowable Work with an exact match to the Default Service Department is on file, and then assign this Allowable Work to the Service Order.
If an exact match on the Service Department cannot be found in the Location/Customer Allowable Work list, the system searches for a unique Allowable Work where the Default Service Department matches the Service Department(s) listed within the Allowable Work records. If multiple Allowable Work qualify, the Service Order is considered invalid.
If no Allowable Work can be found, the Service Order is marked as invalid, and no further processing can occur. Be sure not to assign the Service Department to the Service Order; doing this renders the Service Order as invalid.
If an Allowable Work is assigned to the Service Order:
The Default Service Department is assigned to the Service Order. This allows the Service Order Stages to be created upon commit. The Service Order’s Status then follows the Stages and no longer uses parameter SE/MDEFSTAT (Default Mobile Service Order Status).
The Service Order Group defaults from the Service Department when the value in the Service Department is non-blank, thereby overriding parameter SE/MDEFSGRP (Default Mobile Service Order Group). Estimated Hours for the Service Order default from the Service Order Group assigned to the Service Order.
The Service Order Type defaults from the Service Department.
If a Service Order’s Analysis Sets require a non-blank value to pass validation, the first entry needs to be assigned for each field. Otherwise, leave this blank.
The Allowable Work and Cost Heads are created.
The Service Order and related data are published to M1X as if the Service Order was created in Coins ERP+. No special handling for Quoted Rate/Service Department is required.