M3 Service Manager Workspace

The M3 Service Manager Workspace supports the daily operations of service managers.

The workspace improves productivity by providing access to all IPC processes that apply to this role through widgets, links, and monitoring tools. The workspace brings together work order monitoring, equipment tracking, customer lookup, and maintenance scheduling in a single interface.

Before you use the workspace

This workspace uses standard configurable widgets such as M3 Information Monitor, M3 Information Viewer, and M3 Search & List. Because you can configure these widgets, you should treat the workspace as a template rather than a finished production workspace.

Before you use the workspace in production, create your own copy and make the required changes. Standard workspace updates can be delivered at any time and may overwrite changes made directly to the original workspace.

Widgets

This table shows the available widgets in the workspace:

Widget Description
My Day Shows the current date, greeting, and user profile.
Equipment not Available Use this widget to identify equipment that is not available. Click a record to view equipment details, review status updates, and investigate equipment that requires attention.
On Your Radar Use this widget to monitor work activity, such as delayed work requests, breakdown service orders, and work orders with various statuses. Click a card to view additional details.
On Your Radar Drilldown Use this drillback to view detailed records for the selected card in the On Your Radar widget. Click a record to perform additional actions.
Customers Use this widget to search for and view customer records. Click a link to view additional customer information.
Customer Contacts Use this widget to search for and view customer contact information, such as customer names, email addresses, and phone numbers. Filter customer records by facility or status. Click a record to open the customer record and perform additional actions.
Customer Equipment List Use this widget to search for and view customer equipment records. Click a link to view additional details.
Items Use this widget to search for and view item records, such as the item name, description, status, and responsible user. Click a link to view additional item information.
Price and Availability Use this widget to view item pricing details and available inventory across warehouses.
Item Creation Use this widget to create new items using pre-configured templates.
Create Work Order Use this widget to create work orders. Click New work order to open the form and specify the required information
Receive Purchase Order Use this widget to search for and receive open purchase order lines. Filter purchase order lines by warehouse, supplier, or date range.
Where am I Working Use this widget to sign in to a new company or division.

APIs used in the workspace

This table shows the APIs used in this workspace:

Widget Program Transaction
Equipment Not Available MMS240MI SearchEquipment
On Your Radar MOS170MI Search
On Your Radar MOS100MI SearchWo
On Your Radar MOS100MI SearchOp
On Your Radar - Drilldown MOS170MI Search
On Your Radar - Drilldown MOS100MI SearchWo
On Your Radar - Drilldown MOS100MI SearchOp
Customers CRS610MI SearchCustomer
Items MMS200MI SearchItem

Tables used in the workspace

You must activate these tables within M3 Function Search to retrieve data:

  • MPDWOR
  • MPLWRQ
  • MITMAS
  • OCUSMA
  • MSEQMA

Known limitations

The workspace has these limitations:

  • Available in English only.
  • Optimized for the four-column layout in OS Portal.