Tailored Service Guidelines

Use this widget to retrieve or generate troubleshooting guidelines associated with a specific service rendered for a product. The guidelines include the product error, possible causes, troubleshooting actions, repair comments, and notes. Based on the product’s historical record of rendered services compiled by the Tailored Service Guidelines widget, Gen AI generates the guidelines. The information displayed on the widget is also saved as a record in the text block of ‘Work Order. Open’ (MOS100) in M3.

Prerequisite

When you use this widget from homepage or workspace, ensure that you have an application or widget, such as the M3 Information Viewer, configured to publish the required context messages. The Tailored Service Guidelines widget uses the context message data to retrieve related work orders and services.

See section on supported context messages to know the required messages for this widget.

Limitation

This table shows the average number of tokens that this widget can use for each call:
Technology used Average tokens per usage
  • M3 Business Engine
  • Widget SDK
  • OS Portal, ION API Gateway and Security
  • GenAI
 750

APIs used in the widget

This widget requires application program interfaces (APIs) that retrieve and display data.

This table shows the M3 APIs available in this widget:
Program Transaction
MMS021MI LstItmHierarchy
MOS057MI LstByProduct
MMS200MI GetItmBasic
MOS300MI GetBasic
CRS980MI DltTxtBlockLins

RtvNewTextID

AddTxtBlockHead

SetTextID

GetTextID

SltTxtBlock

LstTxtBlocks

See information about testing and running an API in the M3 Core User and Administration Library (Cloud).

Supported context messages

This widget receives these published inforBusinessContext and inforWidgetContext messages:
  • InforProductNumber - PRNO
  • InforWorkOrderNumber - MWNO
  • InforService - SUFI
  • InforSerialNumber - BANO
  • InforProductStructureType - STRT
  • InforFacility - FACI

Generating the service guidelines

  1. Click any product or service from an existing work order.
  2. On the Service Guidelines widget, click Generate. The Guidelines dialog shows the service summary and the service guidelines to be posted on the widget.
  3. Optionally, update the service guidelines generated by Gen AI.
  4. Click Save.