Visit Report Templates (tsmdm5100m000)
Use this session to create and view the default visit report templates. The templates are applicable to a specific sold-to business partner and service department combination.
- The visit report templates can be defined only if the Mobile Field Service check box is selected in the Implemented Software Components (tccom0100s000) session.
- The templates are downloaded to the Mobile Service application.
- If the templates are defined in LN and visit report is generated in the Mobile Service Application, LN searches the applicable template, based on the sold-to business partner, the service department or the combination of both.
- If the templates are not defined in LN, the default template available at the time of installing the Mobile Service application, is used.
Field Information
- Visit Report Template
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The code of the visit report template.
- Effective Date
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The date from when the visit report template is effective.
Note: When you add a new template, the Effective Date is set to the current system date. - Description
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The description or name of the code.
- Sold-to Business Partner
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The code of the sold-to business partner for which the visit report template is defined.
Note:- The business partner must be active.
- If this value is not specified, the visit report template is applicable for all sold-to partners.
- Name
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The name of the sold-to business partner for which the visit report template is defined.
- Service Office
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The service department for which the visit report template is defined.
Note: If this value is not specified, the visit report template is applicable for all the service departments. - Description
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The description or name of the code.
- Visit Report Template Filename
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The file name of the visit report template.
- Active
-
If this check box is selected, the template can be used to generate the visit reports.
- Change Date
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The date and time when the template is created or last modified.
Note: By default, the current system date is used. - File Size in MB
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The file size in MB.