Date Format

The format in which the date field is displayed. This format is displayed from the "User Preferences" business component based on the login user ID. In case the format is not defined, the system displays the date format from the "Enterprise Modeling" business component by default.

Validity of Service Price List to a Customer

Use the drop-down list box to specify whether service price list validity must be checked or not. The system lists the options “Required” and “Not Required”. By default, the system displays “Required”.

Approval Of Customer Order

Use the drop-down list box to specify whether customer order must be approved or not. The system lists the options “Required” and “Not Required”. This field is set as “Required” by default.

Automatic Creation of Visit Package

Use the drop-down list box to specify the option by which the visit package can be created automatically. The system provides the following options:

• On Confirm – to create visit package on confirming the customer order

• On  Authorize – to create visit package on  authorize  of the customer order

• Not Required – to disallow the Auto creation of  visit package

By default, this field is set as “On Authorize

Automatic Creation of Repair Order

Use the drop-down list box to specify the option by which the repair order can be created automatically. The system provides the following options:

• On Confirm– to create repair order on confirming the customer order

• On Authorize – to create repair order on approval of the customer order

• Not Required – to disallow  the Auto creation of  repair order

The system displays “On Authorize” by default.

Automatic Creation of Work Scope

Use the drop-down list box to specify the option by which the work scope can be created automatically. The system provides the following options:

• On Confirm – to create work scope on confirming the customer order

• On Authorize – to create work scope on approval of the customer order

• Not Required – to disallow the Auto creation of  work scope

The system displays “On Authorize” by default.

Capability Check for Auto-generated Orders

Use the drop-down list box to indicate whether work center capability must be checked for execution orders generated automatically. You can generate execution orders such as visit package, repair order and work scope from this business component. The system provides the options “Required” and “Not Required” and sets the field as “Required” by default.

Numbering type for Visit Package

Use the drop-down list box to specify the numbering type for visit package. The system lists all the numbering types created for the “Visit Package” transaction type in the “Create Numbering Class” activity of the “Document Numbering Class” business component that are valid on the current date.

Numbering type for Repair Order

Use the drop-down list box to specify the numbering type for repair order. The system lists all the numbering types created for the “Repair Order” transaction type in the “Create Numbering Class” activity of the “Document Numbering Class” business component that are valid on the current date.

Numbering type for Work Scope

Use the drop-down list box to specify the numbering type for work scope. The system lists all the numbering types created for the “Work Scope” transaction type in the “Create Numbering Class” activity of the “Document Numbering Class” business component that are valid on the current date.

Material Quotation Prior to Quote Confirmation

Use the drop-down list box to specify whether material quotation prior to confirmation of quote is required or not.  Select any one of the following options.

  “Yes”  indicates that the material quotation prior to confirmation of quote is required.

 “No” indicates that the material quotation prior to confirmation of quote is not required

Last Modified By

The login ID of the user who last modified the options

Last Modified Date

The date on which the options were last modified