Equipment Service Desk
Users can manage work requests, orders, and agreements directly within the app, while maintaining integration with core programs such as (MOS170), (COS100), and (MOS100).
The Equipment Service Desk template is based on the Mashup Customer Service Desk and includes the same functionality in an application form with some exceptions. Use this template as a starting point to develop further with the application tooling.
The ESD is built around an equipment perspective. In the index list, you can search or filter by item number, serial number, or customer number. Once a record is selected, the corresponding data grids show detailed information.
- 'Overview': This tab provides data from the M3 program (MMS240) and shows customer information.
- 'Orders': This tab lists open and closed MCOs, MCO lines, related work orders, operations, and related delivery orders. The tab lists other orders, such as engineering orders, sales orders, and quotations. The tab contains several links to the M3 program and to other Experience Designer applications.
- 'Agreements': This tab lists service and rental agreements and information about the agreements. The tab provides direct access to the Service Agreement Workbench and the Rental Counter.
- Additional features: Users can create new work requests or MCOs through a form from the app header.
M3 Business Engine configuration
- Basic configuration for M3 Rental Management and Service Order Management
- Functional search activated for these tables:
- MMILON
- OOHEAD
- MMOHED
- ACUORH
- QUHEAD
- MGHEAD
See the Components section for details regarding specific configuration for each component.
How to use the application
When you open the application, a list is loaded. You can then filter on 'Item', 'Serial', or 'Customer number'. When you select a record, information is displayed in the other tabs and components.
On the 'Overview' tab, equipment-related information is displayed in multiple data grids and tabs.
On the 'Orders' tab, several types of orders related to the equipment or customer are displayed, and you can work with these orders.
On the 'Agreements' tab, you can display and manage all connected service and rental agreements for the selected customer.
Components
This table shows the specific configuration per component:
| Component | Component details |
|---|---|
| IndexList |
Component ID: IndexList_Equipment Purpose: Lists all equipments in the current company M3BE data used: 'Equipment/Serialized Item. Open' (MMS240) Data services used: Lst_Equipment Comments: Search query used: CONO:{userContext.CONO} |
| AppHeader |
Component ID: AppHeader Purpose: Header with buttons for adding orders M3BE data used: 'Work Request. Open' (MOS170), 'Maintenance Customer Orders. Open' (COS100) Data services used: Add_WorkRequest, Add_MCO |
| DetailsHeader |
Component ID: DetailsHeader_Equipment Purpose: Shows address details for the selected address M3BE data used: 'Customer. Open' (CRS610) Data services used: Get_Address |
| Form |
Component ID: Form_BasicInformation Purpose: Shows additional information for the selected equipment M3BE data used: 'Equipment/Serialized Item. Open' (MMS240) Data services used: Get_EquipmentInfo, Upd_Equipment |
| DataGrid |
Component ID: Datagrid_MeterReading Purpose: Shows meter readings and updated meter readings for the selected equipment M3BE data used: 'Equipment. Report Meter Reading' (MOS160) Data services used: Lst_MeterReading, Upd_Meter |
| DataGrid |
Component ID: DataGrid_WORequest Purpose: Shows work requests for the selected equipment and access to (MOS170) M3BE data used: 'Work Request. Open' (MOS170) Data services used: Lst_WorkRequest, Add_WorkRequest |
| DataGrid |
Component ID: Datagrid_Attribute Purpose: Shows additional information about attributes for the selected equipment M3BE data used: 'Attribute Value. Connect to' (ATS101) Data services used: Lst_Attributes |
| DataGrid |
Component ID: DataGrid_AsbuiltStructure Purpose: Shows additional information about as-built structure for the selected equipment M3BE data used: 'As-Built Structure. Open' (MOS256) Data services used: Lst_AsBuiltStructure |
| DataGrid |
Component ID: DataGrid_Service History Purpose: Shows service history for the selected equipment M3BE data used: 'Equipment. Open Service History' (MOS180) Data services used: Lst_ServiceHistory |
| DataGrid |
Component ID: DataGrid_Warranty Purpose: Shows connected warranty to the selected equipment M3BE data used: 'Equipment. Connect Warranty' (MOS390) Data services used: Lst_Warranty |
| DataGrid |
Component ID: DataGrid_IoTLocation Purpose: Lists the equipment address M3BE data used: 'Equipment Address. Open' (MOS272) Data services used: Lst_LoTlocation |
| Form |
Component ID: Form_CustomerInformation Purpose: Shows the most important fields and the customer information M3BE data used: 'Customer. Open' (CRS610) Data services used: Lst_CustomerInfo |
| DataGrid |
Component ID: DataGrid_ListOpenMCOHeaders Purpose: Lists connected open MCOs M3BE data used: 'Maintenance Customer Orders. Open' (COS100) Data services used: Lst_ OpenMCOHeader, Add_MCOLine Comments: Search query used: BANO:{IndexList_Equipment.SERN} AOSL:[00 TO 69] SortBy:ORNO |
| DataGrid |
Component ID: DataGrid_ListOpenMCOLines Purpose: Lists the MCO Lines from the selected MCO in List Open MCO Headers M3BE data used: 'Maintenance Customer Orders. Open' (COS100) Data services used: Lst_OpenMCOLines |
| DataGrid |
Component ID: DataGrid_RelatedOpenWO Purpose: Lists the related work orders to the selected MCO in the MCO Open Header data grid M3BE data used: 'Work Order. Open' (MOS100) Data services used: Lst_RelatedWOOpen Comments: Search query used: RORN:{DataGrid_ClosedMCOHeader.ORNO} |
| DataGrid |
Component ID: DataGrid_WorkOrderOperartionOpenMCO Purpose: Shows the operations for the selected work order in DataGrid_RelatedOpenWO M3BE data used: 'Work Order. Open' (MOS100) Data services used: Lst_WorkOrderLineOpenMCO |
| DataGrid |
Component ID: DataGrid_WOMaterialDO Purpose: Shows any related distribution orders for the selected work order M3BE data used: 'Req/Distr Order. Open' (MMS100) Data services used: Lst_Distributionorder Comments: Search query used: CONO:{userContext.CONO} FACI:{DataGrid_RelatedOpenWO.FACI} RORC:6 RORN:{DataGrid_RelatedOpenWO.MWNO} SortBy:TRNR |
| DataGrid |
Component ID: DataGrid_ClosedMCOHeaders Purpose: Shows closed MCOs related to the selected equipment M3BE data used: 'Maintenance Customer Orders. Open' (COS100) Data services used: Lst_ClosedMCOHeaders Comments: Search query used: BANO:{IndexList_Equipment.SERN} AOSL:70 SortBy:ORNO |
| DataGrid |
Component ID: DataGrid_ClosedMCOLines Purpose: Lists related MCO lines for the selected MCO in the Closed MCO Header data grid M3BE data used: 'Maintenance Customer Orders. Open' (COS100) Data services used: Lst_ClosedMCOLines |
| DataGrid |
Component ID: DataGrid_RelatedClosedWOs Purpose: Shows information about the selected equipment in DataGrid_EquipmentSearch M3BE data used: 'Work Order. Open' (MOS100) Data services used: Lst_RelatedWOClosed Comments: Search query used: RORN:{DataGrid_ClosedMCOHeader.ORNO} |
| DataGrid |
Component ID: DataGrid_WorkOrderOperartionClosedMCO Purpose: Shows the operations for the selected work order M3BE data used: 'Work Order. Open' (MOS100) Data services used: Lst_WorkOrderLineClosedMCO |
| DataGrid |
Component ID: DataGrid_Workorder Purpose: Lists work orders for the selected equipment in IndexList_Equipment M3BE data used: 'Work Order. Open' (MOS100) Data services used: Lst_WorkOrder |
| DataGrid |
Component ID: DataGrid_WorkOrderOperation Purpose: Shows the operations for the selected work order M3BE data used: 'Work Order. Open' (MOS100) Data services used: Lst_WorkOrderLine |
| DataGrid |
Component ID: DataGrid_WorkOrderDO Purpose: Shows any related distribution orders for the selected work order M3BE data used: 'Req/Distr Order. Open' (MMS100) Data services used: Lst_WOMaterialDO Comments: Search query used: CONO:{userContext.CONO} FACI:{DataGrid_RelatedOpenWO.FACI} RORC:6 RORN:{DataGrid_RelatedOpenWO.MWNO} SortBy:TRNR |
| DataGrid |
Component ID: DataGrid_EngineeeringOrder Purpose: Lists all engineering orders for the selected equipment in IndexList_Equipment M3BE data used: 'Eng Order. Open' (MOS200) Data services used: Lst_EngineeringOrder |
| DataGrid |
Component ID: DataGrid_SalesOrders Purpose: Lists sales for the selected customer in IndexList_Equipment M3BE data used: 'Customer Order. Open Toolbox' (OIS300) Data services used: Lst_SalesorderHeader |
| DataGrid |
Component ID: DataGrid_SalesOrdersLines Purpose: Lists sales order lines for the selected customer orders in DataGrid_SalesOrders M3BE data used: 'Customer Order. Open Toolbox' (OIS300) Data services used: Lst_SalesOrderLines Comments: Search query used: CONO:{userContext.CONO} FACI:{userContext.FACI} CUNO:{IndexList_Equipment.CUNO} SortBy:ORNO |
| DataGrid |
Component ID: DataGrid_ Quotationheader Purpose: Lists quotes for the selected customer in IndexList_Equipment M3BE data used: 'Quotation. Open' (QUS100) Data services used: Lst_QuotationSalesHeader Comments: Search query used: CONO:{userContext.CONO} FACI:{userContext.FACI} CUNO:{IndexList_Equipment.CUNO} SortBy:OFNO |
| DataGrid |
Component ID: DataGrid_ Quotationheader Purpose: Lists quote lines for the selected quotes in DataGrid_ Quotationheader M3BE data used: 'Quotation. Open' (QUS100) Data services used: Lst_QuotationLine |
| DataGrid |
Component ID: DataGrid_ServiceAgreement Purpose: Shows a list of the agreements connected to the selected customer in the IndexList_Equipment M3BE data used: 'Maint Agrmnt. Open' (COS410) Data services used: Lst_ServiceAgreement |
| Form |
Component ID: Form_BasicAgreementInformation Purpose: Shows agreement information about the selected agreement M3BE data used: 'Maint Agrmnt. Open' (COS410) Data services used: Get_AgreementData |
| DataGrid |
Component ID: DataGrid_AgreementSite Purpose: Shows information about the agreement selected in the DataGrid_ServiceAgreement M3BE data used: 'Agreement Site. Open' (COS403) Data services used: Lst_AgreementSite |
| DataGrid |
Component ID: DataGrid_ServicePricing Purpose: Shows the service pricing connected to the selected agreement in the DataGrid_ServiceAgreement M3BE data used: 'Maint Agrmnt. Open' (COS410) Data services used: Lst_AgreementLines |
| DataGrid |
Component ID: DataGrid_AgreementInvoiceLines Purpose: Shows invoiced lines for the selected agreement in DataGrid_ServiceAgreement M3BE data used: 'Maintenance Agreement Equipment. Open' (COS433) Data services used: Lst_AgreementInvoiceLines |
| DataGrid |
Component ID: DataGrid_InvoiceSplit Purpose: Shows the invoice split for the agreement selected in the DataGrid_ServiceAgreement M3BE data used: 'Maint Agrmnt. Connect Payers' (COS427) Data services used: Lst_InvoiceSplit |
| DataGrid |
Component ID: DataGrid_RentalAgreement Purpose: Shows a list of the rental agreements connected to the selected customer from the Indexlist_Equipment M3BE data used: 'Rental Agreement. Open' (STS100) Data services used: Lst_RentalAgreement |
| DataGrid |
Component ID: DataGrid_RentalInvoices Purpose: Shows rental invoices M3BE data used: 'Rental Invoice. Display/Credit' (STS350) Data services used: Lst_Rentalinvoices |
| DataGrid |
Component ID: DataGrid_RentalAgreementLines Purpose: Shows rental agreement lines for the selected agreement in DataGrid_RentalAgreement M3BE data used: 'Rental Agreement. Open' (STS100) Data services used: Lst_RentalAgreementLines |
Links and bookmarks
This table shows the available links and bookmarks in the application:
| Link ID | Type | Purpose |
|---|---|---|
| Link_RentalCounter | M3 Bookmark | Go to the EDA app to work on the agreement. |
| Link_ServiceAgreementWorkbench | M3 Bookmark | Go to the EDA app to work on the agreement. |
| Link_CustomerOrderHub | M3 Bookmark | Go to the EDA app to work on the customer order. |
| Link_CustomerOverview | M3 Bookmark | Go to the EDA app to work on the customer record. |
| Link_MOS170 | M3 Automation | Go to the M3 program to work with selected record. |
| Link_COS100 | M3 Automation | Go to the M3 program to work with selected record. |
| Link_MOS100 | M3 Automation | Go to the M3 program to work with selected record. |
Dialogs
This table shows the dialogs that you can use in the Equipment Service Desk application:
| Dialog ID | API program | Purpose |
|---|---|---|
| Dialog_AddMCO | COS100MI_Add | Create a new MCO. |
| Dialog_AddWorkRequest | MOS170MI_Add | Create a new work request. |
| Dialog_UpdMeter | MOS160MI_Upd | Update the meter record. |
| Dialog_AddMCOLine | COS100MI_Add | Create a new MCO line. |
Conditional styles
This table shows the styling conditions applied to each component in the Equipment Service Desk application:
| Component | Condition name | Target field | Condition | Styling |
|---|---|---|---|---|
| DataGrid_WorkOrder | LF65E1 | WHHS | WHHS = 40 | Color |