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On this blog we will cover stories from all around the Exact ecosystem.

Posts Tagged ‘product update 252’

Service Management: register single service activities

Written by Michiel Dorjee on . Posted in Exact Synergy

Service Management allows users to manage multiple service activities within one service order. Customer feedback shows that for a lot of business processes only one service activity applies, knowing upfront who is the service engineer and the material that is needed.

From product update 252, which is expected for commercial availability early January 2014, we are introducing a new ‘Service order (single)’ request. This service order supports one service activity type per request and one or more service engineers and material lines. The service order request displays all information regarding the request and the corresponding activity in one screen. The user can define the layout (if user rights are granted) to show information in tabs or as page sections.

Click on the screenshots below to enlarge.

 FlatRequest_picture1       FlatRequest_picture2

Highlights:

  • Support of a simpler user interface for registration and managing service requests involving one activity only;
  • A service order request only registers, plans and manages one service activity in the main service order request screen;
  • More prefilled (defaulted) service order information in the request to reduce number of key entries of the end user. This will make it easier to enter a request and will avoid users to make mistakes.

If you have any questions, do not hesitate to leave a reply on this blog.

Rapid handling of small-scale Service activities

Written by Michiel Dorjee on . Posted in Exact Synergy

Service Management customers with many small-scale Service activities usually have a lot of activities that need to be authorized and realized every day. These are often in-house activities such as calibrating instruments, modifications, small repairs, etcetera. This process is currently handled per request, which means a lot of processing time.

To facilitate this process handling we have built two new Service Management pages with overviews of Service activities that can be authorized or realized. The use is very simple. Use the checkbox to select all Service activities in the list that can be authorized or realized or select activities individually. With one press of a button the activities processed. This saves you a lot of mouse clicks and time! 

SMS Bulk realization

This functionality will be available from product update 252, which is expected for commercial availability early January 2014. If you have any questions, do not hesitate to leave a reply.