Core TSIs : Work assignments : Implications of upgrading to a Planon version with work assignments
Implications of upgrading to a Planon version with work assignments
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The basic work assignments functionality (1:1 planning) became available on all order-related functionality after upgrades to Planon Live L47 or higher. If you are upgrading from a release earlier than this, then you should take into account this section, otherwise it can be ignored/it is already the way it works.
This had several implications, even for users who did not purchase the Resource Planner Pro license and who did not switch to the corresponding Work Assignments feature that allows for 1:n planning.
The following changes are applied in the Planon application upon an upgrade from an older version:
For each order with an internal tradesperson filled in, a work assignment is created.
Status mapping settings for AppSuite are moved from AppSuite Order settings to Field Definer > Orders > Business object settings > Status mapping tab.
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The status mapping for the Assigned and Reassigned statuses will be merged.
Statuses cannot appear in more than one status mapping. On the upgrade, the AppSuite Order settings settings are merged with the Field definer > Business object settings on Orders. The AppSuite Order settings are leading and will replace any existing status mapping. If a status is mapped multiple times in the AppSuite configuration, the status mapping with the highest priority is merged and the others are ignored. Also see: Synchronization between order and work assignment(s).
The PMFS status field on the Orders data panel no longer displays the Fetched status, because it became obsolete.
A data loss warning message will be displayed upon changing the Internal tradesperson or Status on the order, while the corresponding work assignment is on a mobile device.