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. The guidelines are generated by GenAI based on the product’s historical record of rendered services compiled by the Tailored Service Guidelines widget. However, the content may still require verification to ensure the accuracy of AI-generated responses. 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 workspace, ensure that you have an application or widget, such as the M3 Information Viewer, configured to publish the required context messages. The context message data is used by the Tailored Service Guidelines widget to retrieve related work orders and services.

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

Limitation

Responses generated by AI may not always be accurate or reliable. You must verify the information generated by AI and use it responsibly.

This table shows the technologies and average number of tokens that are used by this widget for each call:
Technology used Average tokens per usage

M3 Business Engine

Widget SDK

OS Portal, ION API Gateway, and Security

GenAI

IDM

 1000
Note: When you click Generate all, the average token usage is multiplied by the number of supported languages in M3.

See the information on the languages supported in M3 in KB1954472 in Infor Customer Portal.

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, modify the service guidelines generated by Gen AI.
  4. If your summary requires translation, select an available language from the Language field. The summary may take awhile to translate.
  5. Click Save to save the summary in your selected language.