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Filter on ‘Project’ in the Service request

Written by Michiel Dorjee on . Posted in Exact Synergy

In most cases Service Management customers are having a lot of Service configurations for every account in their administration. In every Service request, an extensive list of Service configurations is generated what affects CPU usage. In this situation we advise you to use Projects which can be linked to the configurations.

In the Service Order request we have built a filter on the available Service configurations that are linked to a particular Project. The benefit is that the system does not have to retrieve a large amount of data which improves the response time significantly. This functionality will be available in Exact Synergy Enterprise product update 252.

How does it work? In the Service order request there is a ‘Project’ field.

ServiceOrder_filterProject

By filtering on ‘Project’, only the Service configurations that are linked to the Project – in this example we have linked to project ‘P001’ – will be shown in the Configurations section.

ServiceOrder_listConfigurations

In case there are no configurations linked to the selected Project, we present a notification so that the user understands why no data is presented.

ServiceOrder_listConfigurations-message

If you have any questions, please leave a reply on this article.

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Comments (3)

  • Hugo Ideler

    |

    Hello,
    I hope that you implement this as a setting and not as a required feature.
    Many customers in project structured organisations, like service companies do, use a project structure for gaining information about what they do in the feild of service. They want to use a request as a project, so they will fill in the field project with a different projectcode then linked to a service configuration.

    Reply

  • Vincent Henricks

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    This is indeed implemented as a setting in the request, so that customers can benefit from the performance and speed because less data needs to be loaded.

    Reply

  • Hugo Ideler

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    Great!

    Reply

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