Infor Mobility for Field Service Administration Guide Cloud Edition

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About this guide
System configuration
Setting the application type in Mobility Core Toolbox
Setting the log retention period
Configuring organisation unit
Adding an organisation subunit
Deleting an organisation subunit
User maintenance
Setting up user locale, language, and time zone
Importing users from M3 company
Importing users accounts from a file
Updating a user account
Mobility for Field Service roles
Assigning a role
Creating a new role
Setting system role properties for Mobility Transaction Manager
Copying settings for a role
Editing a role
Deleting a role
Updating settings for Field Service users
Configuring Security roles in Infor Ming.le
Configuring Security roles in Infor OS Portal
Designing dialogs for MFS
Dialog triggers
Defining triggers
Defining a trigger
Defining conditions
Defining a setter
Setting the user defined data for a dialog column control type
Multiple list source parameter
Combo box list display parameters
Numeric column parameters
Text length parameter
Header text parameter
Setting the user defined data for Service Identifier column
Setting the user defined data for Service Group code field
Setting the user defined data for Warranty Check field
Setting the service history
Setting the Customer-Opportunity tab
Adding the main service check box in Service Report dialog
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Branding a mobile app
M3 BE Integration
Importing data from M3
Specifying selection settings
Specifying code group settings
Setting up integration metadata
Mapping M3 BE fields to Mobility Core columns
Starting the import of data from M3
Getting new and updated data from M3
Standard integration
Enabling standard integration of specific tables
Disabling standard integration of specific tables
MFS configuration
Configuring Field Service settings
Updating settings for Field Service users
Setting up your Start Menu
Creating a start menu
Adding items to the start menu
Adding Transaction Manager in the navigation menu
Assigning a menu to a role
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Code maintenance
Setting code display options
Base data maintenance
Configuring enhanced base data loading
Configuring base data selection
Configuring user base data selection
Configuring equipment base data
Offline base data logs
Maintaining filters
Creating a new filter group
Modifying filter group settings
Modifying a subfilter
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Setting up MFS stock message parameter in M3
Configuring Display completed work order
Configuring Start menu
Configuring Equipment
Configuring Account
Document management configuration
Specifying IDM settings
Setting up API Gateway for MFS
Specifying the IDM settings for IDM with Infor OS support
Attaching documents
Mappings for equipment drawings
Mappings for equipment drawings without serial number
Mappings for equipment-related documents
Mappings for equipment-related documents without serial number
Mappings for service-related documents
Mappings for work order operation related documents
Mappings for item images
Mappings for invoice documents
Mappings for images to be retrieved from IDM
Mappings for captured images to be sent to IDM
Mappings for technician signature to be sent to IDM
Mappings for technician signature to be retrieved from IDM
Mappings for client signature to be sent to IDM
Mappings for client signature to be retrieved from IDM
Translations
Adding a language
Updating language details
Importing a language pack
Deleting a language
Exporting a language
Translating table and column descriptions
Translating code group descriptions
Translating code descriptions
Translating role names
Translating filter groups and filters
Translating organisation unit names
Translating start menu entries
Translating application strings and messages
Configuring M3 to print for external contacts
Defining the settings for user-controlled document output
Defining settings for Output Service Selection with no existing user in the list
Defining settings for Output Service Selection with user in the list
Configuring work order print settings for external contacts
Configuring quotation and invoice specification print settings for external contacts
Configuring service report print settings for external contacts
MFS transactions
Mobility Transaction Manager
Viewing transactions
Resending transactions
List of tables for import of M3 data
For Field Service application type
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