You use user defined fields (UDFs) to gather additional information about a service order item. To learn how to set up a user defined field set, see Configure Custom Fields/User Defined Fields (UDFs).
To assign a user defined field set to a service order item:
- Click the Resources link from the Main Menu. The Resources screen opens.
- Select the item for the user defined fields.
- Right-click and select Edit -> Edit. The Edit Resource screen opens.
- Select the Additional Information tab.
- Select the user field set from the Order Item User Fields Type drop-down in the Display section. Only UDF sets created in the Opportunity Types screen are available for selection.
- Click OK. The user defined fields display on the User Defined Fields tab on the Edit Service Order Item screen.
Comments
40 comments
These are stored in ER125_ORDER_ITEM_UDFS.
Sharon
0 upvotes
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?
0 upvotes
Shelby,
User Defined field are currently not editable from the Service Orders / Service Order Items grids.
Sharon
0 upvotes
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
0 upvotes
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!
0 upvotes
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
0 upvotes
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
0 upvotes
Thanks, Sharon... none of the above appear to be in the way: I'll put in a support ticket.
Zak.
0 upvotes
It looks like it has been 3 years... Are there any updates on how to display service order item UDFs? From what I can tell I can only see the service order UDFs by opening the service order item. Is there a way to see them on the order?
0 upvotes
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
0 upvotes
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