Taking over contract line settings to an order
Due to contractual obligations, it may be required to have a set of order settings for one customer, such as a job sign-off procedure, which does not necessarily apply to the other customers. In that case, you can make sign-off settings and other customer-related order settings on the contract line.
Sign-off settings and other customer-related settings are usually configured on a standard order and apply to all orders that are based on this standard order, for all customers and engineers alike. If you want to differentiate these settings per order, you could create various standard orders. However, you may prefer to configure sign-off settings and other settings on the linked contract line, which will be taken over to the order.
The fields for sign-off settings are:
• Sign-off required?
• Sign-off by engineer required?
Additional fields with important job information that can be configured on the contract line are:
• Appointment booking?
• High priority?
• EHS required?
If you configure these settings on the contract line, you can apply them directly to the orders you create for this contract line. When such orders (or their work assignment(s)) are subsequently sent to a mobile device, the job information will contain the settings from the contract line, provided that they were not changed on the order.
 | It is possible to edit the sign-off / job settings on the order. If you change settings from Yes to No on the order, you will be warned that there is a difference with the settings on the linked contract line. You can continue with your changes if required. Changing settings from No to Yes will proceed without a warning. If you change the reference to the contract line on the order layout, only settings of the contract that are set to Yes will be taken over to the order. |
Procedure
1. Go to the Layouts TSI.
2. At All business objects, select the Contract lines business object or one of its subtypes.
3. At Layouts, select the relevant layout and set it under construction by clicking the padlock icon.
4. Add the required fields (settings) to the layout. See the Layouts documentation to find out how you can add fields to a layout: .
5. Click Save.
6. At All business objects, set the business object to Completed.
The fields are now available on the selected layout of the contract lines and can be set to Yes or No by a contract manager. When creating orders for these contract lines, the set values are copied to the order and subsequently to the job(s) assigned to the field engineers.