Creating M3 Issue from Customers List

  1. From the navigation menu, select Customers.
  2. Select a customer to create an M3 issue from.
  3. Proceed to M3 Issues.
  4. Click + icon.
  5. Specify this information in the Issue management header section:
    M3 Issue type
    Select from the list of M3 Issue types. This field is required.
    Description
    Provide a brief description of the issue.
    Text
    Provide details about the issue.
    M3 issue date and time
    Select the date when the issue report is received.
    M3 priority
    Provide the issue management priority.
    M3 issue reporter
    This field is disabled and the logged in user is set.
    Text description
    Add a text description to the Issue Management header. This field is required.
  6. Specify this information in the Issue management line section:
    Initial reason
    Select from the list of initial reason code. This field is required.
    Text
    Provide details about the issue. This field is required and the default value is the description of the selected Initial reason.
    Description

    Provide a brief description of the issue.

    Item number

    Select an item number.

    Lot number
    Select the serial number of the selected item in the Item number field.
    Transaction quantity in alternate unit of measure

    Specify the quantity for a planned or actual transaction of the issue.

    Warehouse
    Select a warehouse.
    Customer
    This field is disabled and automatically set to the customer connected to the M3 issue.
    Order category
    Specify the code for a specific type of order. You can indicate 601 - Maintenance work order head or 771 - Maintenance customer order.
    Browse Work Orders / Maintenance Customer Orders
    Browse from Work Order Operation or Maintenance Customer Orders depending on the selected order category. This is only displayed once an order category is selected.
    Order number
    This field is disabled and is automatically set based on the selected Work Order Operation or Maintenance Order Number from the Browse Work Orders / Maintenance Customer Orders.
    Order line
    This field is disabled and is automatically set based on the selected Work Order Operation or Maintenance Order Number from the Browse Work Orders / Maintenance Customer Orders.
    Reported by
    This field is disabled and is set to the logged in user.
  7. Click Create M3 Issue.