Implications of upgrading to a Planon version with work assignments
An upgrade from older versions than Planon Live L47 will have implications due to the introduction of work assignments.
The basic work assignments functionality (1:1 planning) became available on all order-related functionality when you upgraded to Planon Live L47 or higher.
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 > > > tab.
| • 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 > 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.