Setup >  Customer relation >  Entry transactions >  Service responses  

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This function is used to manage the settings for the customization of the Service response entry screens.

A standard intervention entry transaction is initialized during the software installation. It can be modified or deleted with the aid of this option, which can also be used to create new ones.

It is possible to set up several different transactions for the workbench. Each transaction, identified by a code and a title, appears in a selection window during the call to the "Intervention" option.

Prerequisite

SEEREFERTTO Refer to documentation Implementation

Screen management

The setup is carried out by entering information into the header and five tabs that contain those fields that can be set up.

Header

Presentation

Transaction header

The transaction header allows the user to create new transaction codes or to look for existing transactions to be modified or deleted.

A transaction can be assigned to one or more users at the menu Profile level.

Transaction

This is the code identifying the Interventions entry transaction setup.

A description is assigned to each setup transaction code. These are the two items of information that appear in the selection window proposed at the start of the Interventions entry.

Access code

The transactions can be filtered according to operators, thanks to the use of an access code : if the field is entered, only the users who have this access code in their profile will be able to access the transaction.

If several transactions are set up for a function, and the user only has access to one of them because of the access codes, the selection window is no longer offered: access is by direct entry.

Active

This field is used to activate or deactivate the selected entry transaction.

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Fields

The following fields are present on this tab :

Service response transaction

  • Transaction (field HTRNUM)

 
  • Description (field DESAXX)

This field is used to enter a title for each transaction.

This title must provide a good understanding of the specific use reserved for each transaction.
  • Active (field ENAFLG)

This flag is used to activate or deactivate a transaction.
The inactive transactions are not presented in the transaction selection window.

Access code that is used to restrict access to data by user or group of users.
If this field is assigned, only users with this access code in their profile can use this transaction.
If several transactions are set up for a function, and the user only has access to one of them because of the access codes, the selection window is no longer suggested: the access is by direct entry. 

 

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Tab Parameter Definitions

Presentation

This tab is used to manage the presence of different functionalities in the Intervention entry transaction :

  • Addresses
  • Resources
  • Consumptions  

When a functionality is activated, the detail of the managed information is defined in the following tabs.

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Fields

The following fields are present on this tab :

Functionalities

  • Addresses (field TITNADDFLG)

This option makes it possible for a simple click to de-activate all the functionality related to the

management of the intervention location.
  • Resources (field TITNRSEFLG)

This option makes it possible for a simple click to de-activate all the functionality related to the

resource reservation.
  • Consumptions (field TITNHDTFLG)

This option makes it possible for a simple click to de-activate all the functionality related to the

management of the consumptions in an intervention.

Fixed columns

  • Resource grid (field COLFIXRER)

 
  • Consumption grid (field COLFIXHDT)

 

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Tab Service Responses

Presentation

It is necessary to define in this tab the method of managing certain fields in the Interventions entry screen, in particular specifying for each of the proposed fields whether they are :

  • Hidden: The field is not shown on the screen, but it can be initialized with default values, according to other setups that control its update.
  • Displayed: This field is displayed, but not accessible in entry mode. If the setups control the update of the field, the default value appears and it is not modifiable by the operator.
  • Entered: The field is present on the screen and is accessible in entry mode. It can be initialized with a modifiable default value.

The proposed fields are :

  • Subcontracted
  • Sub-contracted amount
  • Additional information
  • Actual time passed

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Fields

The following fields are present on this tab :

Entry

  • Subcontracted (field SCOCOD)

This field is used to define the status of the entry of the selected information.

This information can be either entered, displayed or hidden.
  • Subcontracted amount (field SCOAMTCOD)

 
  • Additional information (field OBJCOD)

 
  • Actual duration (field TIMSPGCOD)

 

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Tab Addresses

Presentation

This tab is used to define the method of managing certain fields linked to the addresses in the Interventions entry screen by deciding for each field proposed whether they are :

  • Hidden: The field is not shown on the screen, but it can be initialized with default values, according to other setups that control its update.
  • Displayed: This field is displayed, but not accessible in entry mode. If the setups control the update of the field, the default value appears and it is not modifiable by the operator.
  • Entered: The field is present on the screen and is accessible in entry mode. It can be initialized with a modifiable default value.

The proposed fields are :

  • Distance
  • Estimated duration
  • Specific indications

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Fields

The following fields are present on this tab :

Entry

  • Distance (field DTCKILCOD)

This field is used to define the status of the entry of the selected information.

This information can be either entered, displayed or hidden.
  • Estimated duration (field TRITIMCOD)

 
  • Additional information (field IFFADDCOD)

 

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Tab Consumptions

Presentation

In this tab it is necessary to define the method of managing certain fields in the Consumptions entry screen, in particular specifying for each of the fields proposed, whether they are :

  • Hidden: The field is not shown on the screen, but it can be initialized with default values, according to other setups that control its update.
  • Displayed: This field is displayed, but not accessible in entry mode. If the setups control the update of the field, the default value appears and it is not modifiable by the operator.
  • Entered: The field is present on the screen and is accessible in entry mode. It can be initialized with a modifiable default value.

The Time management field determines the presence of the Time management section in the Interventions consumptions tab.

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Fields

The following fields are present on this tab :

Entry

  • Base (field HDTMACCOD)

This field is used to define the status of the entry of the selected information.

This information can be either entered, displayed or hidden.
  • Component (field HDTCPNCOD)

 
  • Consumption type (field HDTTYPCOD)

 
  • Major version (field ECCCOD)

 
  • Minor version (field ECCCODMIN)

 
  • Storage site (field HSTOFCYCOD)

This field is used to define the status of the entry of the selected information.

This information can be either entered, displayed or hidden.
  • Stock issue (field STOISSCOD)

 
  • Quantity to issue (field ISSQTYCOD)

This field is used to define the status of the selected information inquiry.

This information can either be displayed or hidden.
  • Quantity issued (field ISSISSCOD)

 
  • Date executed (field DONDATCOD)

This field is used to define the status of the entry of the selected information.

This information can be either entered, displayed or hidden.
  • Time executed (field DONHOUCOD)

 
  • Actual duration (field HDTTIMCOD)

 
  • Billable (field HDTINVCOD)

 
  • Amount to invoice (field AMTINVCOD)

 
  • Amount consumed (field HDTAMTCOD)

 
  • Points debited (field HDTPITCOD)

 
  • Text (field HDTTEXCOD)

 
  • Time consumed (field HDTNUMCOD)

 

Display

  • Time management (field ITNTIMFLG)

 

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Tab Browsers

Presentation

In this function, the following fields can be accessed:

  • Header sections,
  • Stock movement sections,
  • Line distribution.

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Fields

The following fields are present on this tab :

Grid Browsers

This field is used to indicate the different additional browsers that will be added by the entry transaction

.

The authorized browsers are those associated with the INTERVEN table. It must be different to ITN and IT2.
  • Description (field OBJLISCLA)

 
  • Index (field CLELIS)

This field is used to define an index for the principal file for the display in the left list and in the selection windows. If this field is empty, it is the first index in the table that is used.
  • Sort order (field ORDLIS)

This field is used to define the direction from moving through the principal table for the display in the left list and the selection windows for the object.
  • Filter (field FLTLIS)

This field is used to define the filter applied for the display of the contents of the additional browser.

Last read

  • Display (field DERLU)

This option is used to activate the display of the Last read browser in the service request management

function.
  • In first position (field FIRLIS)

This field makes it possible to place the left list 'Last read' in first position.

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Action icon

Pre-loading dimensions

 

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Tab Browsers

Presentation

The Browsers tab is used to define the additional left list browsers in the Service request object.
This tab is used to specify the different additional browsers that will be added by the entry transaction.
This requires the entry of the specific browsers, as well as the filter applied for the display of their contents.

Last read

Display

It is possible to activate the display of the last record read in the customer base management function via this field.

In first position

This field is used to place the last read list in first position of the left lists.

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Fields

The following fields are present on this tab :

Grid Browsers

This field is used to indicate the different additional browsers that will be added by the entry transaction

.

The authorized browsers are those associated with the INTERVEN table. It must be different to ITN and IT2.
  • Description (field OBJLISCLA)

 
  • Index (field CLELIS)

This field is used to define an index for the principal file for the display in the left list and in the selection windows. If this field is empty, it is the first index in the table that is used.
  • Sort order (field ORDLIS)

This field is used to define the direction from moving through the principal table for the display in the left list and the selection windows for the object.
  • Filter (field FLTLIS)

This field is used to define the filter applied for the display of the contents of the additional browser.

Last read

  • Display (field DERLU)

This option is used to activate the display of the Last read browser in the service request management

function.
  • In first position (field FIRLIS)

This field makes it possible to place the left list 'Last read' in first position.

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Reports

By default, the following reports are associated with this function :

  PRTSCR : Screen print

This can be changed using a different setup.

Menu Bar

At the end of the entry, the [Validation] button makes it possible to save the performed setup and trigger the generation of the corresponding screens.

This button allows the user to copy the transaction to another folder.

It is possible to copy the selected transaction to a group of folders in a single environment, the field All folders is provided for this.

Error messages

The only error messages are the generic ones.

Tables used

SEEREFERTTO Refer to documentation Implementation