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Assign User Defined Fields (UDFs) to Service Order Items

Comments

40 comments

  • Martin Wooding

    Hi Maggie,

    Can these fields be used in iEBMS SOP?  I haven't been able to work out how to display them.

    cheers

    Martin

  • Kieron Marshall

    Wow I have wanted SOItem UDFS on gridviews for Forever, but now I see as well they are on the SOI Master, but not on the Event level or on the Service order level on 20.93B .

    Maggie, is this perhaps a bug that they do not show on event SO items as well? seems rather inconsistent to have it on the master view, but not all the child views.

  • Kieron Marshall

    Service Order item Udf's appear fine on the Work Order Items grid, so I feel like it shouldn't be any more challenging to also add to the service Order items as well as its been done for work order items.

    Something I put as an enhancement for years ago which unfortunately hasn't had any movement as yet.

  • Ken Treadway

    Martin, yes there are plans to include it in another public facing feature that is as yet undeveloped.  This would be a public facing "ordering portal" that would far surpass what is available today in SOP.  The functionality to include service order item UDF's or custom fields would very naturally be something that would be a part of this new feature.  At this time, there is no scheduled availability, but this is the component that would be used by those customers not needing ESCV.

  • Martin Wooding

    I have asked for this functionality for 10 years and when it is finally made available it is only in a module that is expensive and not necessary for everyone.  What does that roadmap for this functionality look like?  Are there plans to include it in other modules?

    Martin

  • Permanently deleted user

    Maggie,

    Thank you for the link to the 20.82 What's New, but still a couple challenges in keeping track of what's real and new:  

    - I don't see mention of the new UDF SOI feature in the 20.82 What's New (tried searching for all the references I could think of but nothing came up...), so that unfortunately so far hasn't help identify what's available;

    - to your point that KB articles are written "for the most currently released version": isn't 20.8P also considered a current version, with active updates?  If so, then even more reason to be able to identify which "current version" relates to a KB article, and (more so) a way to compare what features are exclusive to one current version or the other.

    I don't mean to belabor the point, but between this thread and the comments in the "Configuring Custom Fields" article that suggest SOI UDFs as an available feature but confuses version 20.8 and 20.82, I think having some better way to gain clarity on what's "current" will help us all.

    Thank you,

    Zak.

     

     

  • Maggie U.

    Hi Zak,

    I double-checked on my end and am seeing it on the Service Order Items screen. Are you going to the Service Order Items screen from the Main Menu? Do you see the name of your UDF set in the Group drop-down on the Show Columns screen? Which Ungerboeck version are you using?

    Thanks!

    Maggie

  • Sharon Whitehall

    Here are some additional rules:

    1. Editable only if all the rows on the grid have same UDF Type. You could also have empty UDF Type rows in the grid, but just one valid UDF Type.
    2. You can have different resources displayed but if they all have same UDF Type, the UDF column for that type should be editable.
    3. Make sure other basic rules for editing the column is not overridden by this logic. (Meaning, make sure the column editing of grid works correctly as on the Edit Item page)
    4. Note this grid displays both Order Item UDF sets and Order UDF sets. Only Order Item UDF sets are made editable.
    5. Only columns belonging to the correct UDF set should be editable

  • Jodi Webb

    Hi Michelle, 

    Service Order item UDFs should be able to be viewed on the Service Orders as well as the Work Orders/items. This is currently being worked on by developers as it is not working as expected, however I can't give you a time line on this. 

    You may want to speak to your primary Momentus contact about getting this resolved on your application. 

    Warm regards, 

    Jodi

  • Thanks, Sharon... none of the above appear to be in the way:  I'll put in a support ticket.

    Zak.

  • Was happy to read in the current "What's New in 30.97" release notes that Order Item UDFs are now editable in the SOI Grid (page 50, item 478031), but I'm not seeing that behavior in practice:  What configuration is needed to enable this?

    (I see the qualifier that "all the rows displayed on the grid have the same Opportunity Type", but even with an order of just one item the UDF column is not editable...)

    Zak
    30.97C

  • Maggie U.

    Hi Zak,

    This feature will only be in v20.82 and is not planned to be put into v20.8.  The What's New document provides an overview of the features available in v20.82 through to Service Release E.

    https://supportcenter.ungerboeck.com/hc/en-us/articles/221225048-Service-Release-E-Available-for-19-82-20-82

    Thanks,
    Maggie

     

     

  • Kieron Marshall

    Is it likely to make this feature more easy to apply we will be given the ability to edit multiple resources and apply the same UDF? We would have a large groups of items that get the same UDF and doing them one by one would be very time consuming.

  • Maggie U.

    Hi Sean,

    We have removed this information because dates on articles often lead to assumptions that aren't necessarily accurate.  For example, an article that was written (or last updated) in 2013 may still be applicable but the assumption would be it's out of date since it was written so long ago.  

    Thanks,

    Maggie

  • Maggie U.

    Hi Zak,

    I got the scoop from the Product Manager. They were only placed on the Service Order Items main screen because they were initially designed to be used in a public-facing online capacity and the information was more date dependent than event or service order dependent. The good news is the that the main screen can be filtered to the event or service order you need so the information is still there for you, just need to do some filtering to get to the set of data you need.

    The Product Manager is going to add this to his backlog but, full transparency, it won't be worked on in the upcoming months. Although it looks quick and straightforward, there are some technical challenges that make it more time consuming and that makes it difficult to fit into the existing development schedule. 

    I'll also update the article to clarify the UDFS are available on the main Service Order Items screen only.

    Thanks,
    Maggie

  • Shelby Dodge

    I may have gotten confused along the thread. 

    All I'm wanting is to create a checkbox UDF that will show up as a separate column under the Service Order Items Tab in the Event details screen. I need the checkbox to be accessible from that column - similar set up situation to the "complete" column in the work order items tab - where you can check the box from the list screen instead of going into edit each individual item.  

    I've created the UDF, but 1. It won't show up in my show columns for service order items within the event. and 2. If I put it in the general service order items it requires me to open into each individual item and edit it. 

    Solutions?

  • Carrie Spalding

    Martin,

    Sorry, these aren't available in SOP - only ESCV for now.

    Thanks,

    --Carrie

  • Kris Corrigan

    Hi

    Which table are the UDF's stored for SO Items, I have checked CR073 table and cant find my entries?

    Thanks

    Kris

  • Permanently deleted user

    Hello,

    A few questions on how UDFs on SOIs function (don't have 20.82 running, but trying to decide if making the leap to get this functionality is worth the effort now):

    - are UDFs available in the Edit Multiple window?  (i.e. select multiple SOI in an Order; right click, edit:edit multiple; change UDF value for all selected items at once)

    - can relationships be made between UDFs and standard SOI field?  (e.g. have the value of a UDF influence the Unit Charge on an item)

    - what's happens to the values of a UDF with an order is copied and the price list is changed in the process?  (I assume/hope there's at least a toggle option to maintain or ignore UDFs).

    (and confirming there's still no hope of a 20.8 update that will include SOI UDFs, and upgrading to 20.82 is the only way to gain this feature?!).

    Thank you,

    Zak.

  • Sean Tame

    Hi Maggie,

    I does seem odd that comments display the author and date but the articles do not.  Often I have wanted to know when an article was written (or updated) but this is not shown.  The information is included on any subscription e-mails but not on the KB itself.  Can we get this info added?

    Thanks.

  • Hi Maggie,

    I'm on v20.90J.

    I should have been more specific:  I was looking for the fields in the SOI grid at the Event and Service Order levels.  I hadn't looked elsewhere (since that's not where I wanted them!) but do now see SOI UDFs on the master SOI screen and in the SOI grid in an Event's Functions' SOI tab.  

    How can I get them at the Event and SO levels?

    (And a side note:  the Group drop-down on the Show Columns screen for the master SOI and Functions screens show the UDF sets twice - why is that?) 

    Zak.

  • Kris Corrigan

    Hi

    I have created a UDF field for SO items, is this only available via the tab on the edit layout?

    I would like to have this within the show columns of the item on the service order screen in order to populate the entry.

    Thanks

    Kris

  • Jerry

    Just picking up on Kieron Marshall's comment from 3 years ago which didn't get a response - totally agree and still in 30.96E, these fiels are available on Work Order Items grid but not Service Order Items grid!

  • Maggie U.

    Hi Zak,

    This is only available in v20.82. 

    We currently write all knowledge base articles for the most currently released version but will take your suggestion under consideration.

    Thanks,
    Maggie

  • Chanh Huynh

    Hi all

    I am trying to use UDFs on the Event Service Order Items grid and in the Edit Service Order - SO Items grid but am struggling with being able to show UDFs in the Actuals tab.

    I was able to show this in the ordered tab by creating custom formula fields which references the UDF fields and then added this to the grid. Works a treat.

    But when I try to do the same in the Actuals section, firstly I cannot show the UDF in the edit service order items window to make any changes, and secondly, cannot reference the same custom fields (like in ordered) or create new custom fields in the actuals grid.

    Has anyone had any success here?

  • Kieron Marshall

    As a hack you could look at on soitems is to repurpose say usernumber1 field if not used and put a 1 for true or a text based note1 and put y /n

  • Maggie U.

    Hi Zak,

    The most currently released version is the most current version available to our clients, in this case v20.82E.  Since our documentation is fluid and doesn't get "cut off" with each version, the available documentation will be applicable to the latest version our clients have access to. 

    I will contact Product Management regarding the What's New entry for UDF's on the service order item so they can ensure it is added and the document is updated.

    Thanks,
    Maggie

  • Hello,

    The description above mentions that the SOI UDFs can be added as columns on Service Order Item grids, but I'm not seeing the UDFs I've added to resources/SOIs listed as available column options in the Show Columns dialog box.  (the UDF tab in the SOI edit window appears as expected).

    Anyone have any tips on how to make Service Order Item UDFs appear in a SOI grid?


    Thanks,

    Zak.

  • Ken Treadway

    @Sean, I have discussed your post with our Product Team and thank you for your post. The feature set for the next iteration of what is known today as Service Order Processing (SOP) is an exciting opportunity for both our team members and our customers. A transformed version of online ordering is indeed on our roadmap. The next major milestone in the development cycle will be a broad discussion at the Global Conference later this year, which will be the springboard for the roadmap. At this time, release expectations, feature sets, and timeline are not defined. For customers unable to attend the Global Conference, we invite their participation and input to partner on this project. 

  • Sharon Whitehall

    Kris,

    Thank you for your question.  These fields are available on the 'Edit Service Order Item' window, 'User Defined Fields' tab.  I can understand your position for a easier to way to view these fields.  The challenge with making these fields available else where is performance when adding too many fields to grids.  I would encourage you to enter this as an enhancement request with your business request and the Product Manager can review your request.

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