Configurations in M3 BE

These configurations must be performed by an administrator in M3 BE:

• M3 - Work Order Types (MOS120)
  • The work order types must be category 70 or 71
  • Parameter 70 : Create MCO line automatically is normally set to 3.
  • Parameter 096: Mandatory service error report is set to 0 - Not required. The MFS app will still require the technician to submit a service error report for each work order operation.
  • Parameter 193 : Close WO without displaying MOS050 is normally selected.
  • Parameter 210: Dispatch policy if doing order initiated lines.
  • Parameter 211 : Delayed material issue is normally selected.
  • Parameter 240: Dispatch policy for field service is defined for mobile warehouse.
  • Parameter 380: Mandatory approval of time transactions is set to 0 - Not mandatory unless you intend to allow back office to approve time transactions.
  • Parameter 390: Employee mandatory when reporting operation is selected.
  • Parameter 410: Check operation start is set to 3 - Started/Not Started.
  • Parameter 450: Document variant is usually set to 10-MRO.
  • Parameter 490: Default purchase order type for order initiated is defined.
  • Parameter 491: Default distribution order type for order initiated is defined.
• M3 - Employees (CRS530)

  The G panel includes the warehouse and location fields.

• M3 - Miscellaneous Costs (COS160)

  Mandatory approval are normally off unless you intend to approve the costs in M3 first before the Field Service Technician can close the MFS operation.

• M3 - Equipment/Item (MMS240)

  Equipment accounts are set through this configuration.

• M3 - Time zone (DRS045)

  Time zone is used as reference when converting date and time retrieved from M3. It is also used by M3 Mobility Core as reference when posting date and time to M3 APIs. "&SYS" must be defined for the current year.

• M3 - Maintenance Settings (CRS788)
  • Parameter 00: Consolidated facility is defined if you intend the technician to refer to the services under this facility. The Facility in Field Service Settings parameters must be set with the same value.
  • Parameter 049: Miscellaneous cost defined as item is selected.
• M3 - Employee Allocation (CBS020): Define per order type on how employees are allocated to the work order operation upon generation. The employee allocation must be set to 3 - Auto when work order is created. The capability required must not be selected because the app does not yet support capability checking.
• Material Receipt parameters: Dispatch Policy, Goods Receiving Method, Package based receiving and others.