Service User Templates (tsmdm1160m000)
Use this session to create user templates to define authorizations for a field service engineer. You can define authorizations such as creating a service order, a material line, and a travel line. Based on the authorizations provided, the engineer can handle the assignments.
You can also define the template in the Service User Profiles (tsmdm1150m000) session. This template is linked to the login code of a service employee.
You can also use the Service Order Parameters (tssoc0100m000) session to define a template that is applicable for all service employees.
LN follows a search mechanism to determine the template you can use. LN first considers the template defined in the Service User Profiles (tsmdm1150m000) session based on the employee login code. If the template is not defined in the Service User Profiles (tsmdm1150m000) session, the template defined in the Service Order Parameters (tssoc0100m000) session is considered.
Field Information
- Service User Template
-
The code of the service user template.
Note: When a Service User Template is deleted, the linked cost defaults, delivery type and warehouse authorizations are also deleted. - Description
-
The description or name of the code.
- Accept Assignment
-
The authorization you set for the service engineer, that defines the method of acceptance of the assignment.
Allowed values
- Manual
-
The service engineer can accept or reject the assignment when it is released.
- Automatic
-
The assignment is accepted when it is released.
- Create Service Order
-
If this check box is selected, the service engineer is authorized to create a service order.
- Create Assignment
-
If this check box is selected, the service engineer is authorized to create an assignment.
- Create Material Line
-
If this check box is selected, the service engineer is authorized to create a material line.
- Create Other Line
-
If this check box is selected, the service engineer is authorized to create another cost line.
- Create Travel Line
-
If this check box is selected, the service engineer is authorized to create a travel line.
- Register Hours
-
If this check box is selected, the service engineer is authorized to register the work hours of the engineer.
- Change Unit Cost
-
If this check box is selected, the service engineer is authorized to change the unit cost.
- Report Complete Assignment and Activity
-
If this check box is selected, the service engineer is authorized to report the completion of the assignment and the activity.
- Report Complete Service Order
-
If this check box is selected, the service engineer is authorized to report the completion of a service order.
- Authorized to use all warehouses
-
If this check box is selected, the service engineer is authorized to use all the warehouses.
- Hours required
-
If this check box is selected, labor hours must be registered for the current service order activity and for the engineer who logs in.
Note:LN does not consider the travel time of the engineer.
This field is enabled only when the Authorized to Report Complete Assignment and Activity or the Authorized to Report Complete Service Order check box is selected.
- Problem Code required
-
Indicates that the problem code is required, when reporting the completion of the service order activity.
Allowed values
- None
- Warning
-
A question is asked whether to continue completing the activity in case no actual problem/solution code is maintained.
- Mandatory
-
The order activity cannot be set to completed when actual problem/solution code is not filled.
- Not Applicable
Note:This field is enabled only when the Authorized to Report Complete Assignment and Activity or the Authorized to Report Complete Service Order check box is selected.
This field is set to Not Applicable if the Authorized to Report Complete Assignment and Activity or the Authorized to Report Complete Service Order check box is cleared.
This field is visible only if the Use Diagnostics check box is selected in the General Service Parameters (tsmdm0100m000) session.
- Solution Code required
-
Indicates that the solution code is required, when reporting the completion of the service order activity.
Allowed values
- None
- Warning
-
A question is asked whether to continue completing the activity in case no actual problem/solution code is maintained.
- Mandatory
-
The order activity cannot be set to completed when actual problem/solution code is not filled.
- Not Applicable
Note:This field is enabled only when the Authorized to Report Complete Assignment and Activity or the Authorized to Report Complete Service Order check box is selected.
This field is set to Not Applicable if the Authorized to Report Complete Assignment and Activity or the Authorized to Report Complete Service Order check box is not selected.
This field is visible only if the Use Diagnostics check box is selected in the General Service Parameters (tsmdm0100m000) session.
- Show Item Inventory
-
If this check box is selected, the Item Inventory screen is displayed in Mobile Service.
- Show Pricing Information
-
If this check box is selected, the Pricing Information is displayed in the Visit Report, in Mobile Service.