Configuring the Order pop-up per order type

Application management : Configuration : Resource Planner Configurations : Additional configuration information : Configuring the Order pop-up per order type

In order to apply an Order layout to Order pop-ups, for both planned and unplanned orders, you must complete the following procedure. This procedure must be repeated for any relevant user-defined order type that is used in Resource planner.

Procedure

1. Go to Layouts > All business objects.

2. Select the relevant user-defined order type you want to use in Resource planner, for example Minor new works.

3. Select the Layouts selection level.

4. Select the relevant layout and put it Under construction by clicking the padlock icon.

This layout will not only be used in the Resource planner Order details pop-up, but in Order details pop-ups throughout Planon ProCenter!

5. Go to the Generic TSI layouts panel.

6. Select Yes in the For use in pop-up field.

7. Click Save and set the layout to Completed by clicking the padlock again.