Configuring Order lines - Actions and Updating behavior
You can adjust how order lines work in the app, by configuring the following options:
Trigger automatic updates of Order line data
In
Field definer , you can set up automatic updates for
Order lines whenever specific
Order line fields are updated. As administrator, you can define which fields trigger should this behavior, using a setting on the
Order lines business object. By default, the
Quantity and
Finalized? fields are selected, but you can add more fields. This ensures that site engineers can always work with the latest information. See
Settings for the Order lines business object in
Field definer for the procedure.
Actions
In the App configuration TSI > Work assignments module, you can enable the following actions on the app for Order lines:
• The Edit action for order lines can be made visible on the app via the Actions tab at: Summary page > Materials details page > Used materials details page > Order lines details block. This action is typically used to enable adjusting a pre-filled quantity to a quantity that was actually used.
• The Delete action for order lines can be made visible via the Actions tab at: Summary page > Materials details page > Used materials details page > Order lines details block. This action will only work for order lines that app users have added themselves, on the device, and which have not yet been finalized (that is: the back-office has not yet set the Finalized? field on the order line to Yes).
Fields and Filtering
• Add the Product field that is available on the order line’s Add, Edit, and Details pages to your configuration.
• If you use Unit Pricing, a Contract unit priced only filter is available on the Filter block. Use it to limit the selection to products that are part of the linked contract unit pricing list.
• You can also add the Contractual unit priced product field to the List block to show whether a product is covered by the contract.
Procedure
1. On the navigation panel, go to PMFS Live app.
2. Select the Work assignments module.
3. Go to the web definition and select the relevant sub web definition.
4. At the bottom panel of PSS definitions, select the details page or block for which you want to enable an action, or make any other settings. For example: the Order lines details block, the Add order line details page and Add order line details block. Also see the suggestions above.
5. On the data panel, select the Actions tab.
6. Select an action and set the Is visible field to Yes.
7. On the List fields tab add any fields you require to the app's layout.
8. Click Save.
The selected action and / or field is enabled on the app.