Authorizing service activities in bulk for Service management
Menu path
Service management à Reports à Bulk operations à Bulk authorization
Introduction
This page allows you to authorize the service activity requests in bulk.
Roles and rights
All users can authorize the service activities in bulk.
Note:
- For more details on function rights, go to System à Setup à Security à Function rights.
- For more details on roles, go to System à Setup à Security à Roles.
What version are you using?
The information in this document is based on product update 252.
How do I authorize the service activities in bulk?
- On the Bulk authorization page, define the search criteria under the Criteria section.
- Click Refresh.
- Select the check box(es) of the service activity requests of the customers to be authorized.
- Click Authorize.
Keep in mind: The Authorize button is enabled only if a check box is selected.
Buttons
Refresh
Click this to update the results according to the defined search criteria.
Authorize
Click this to authorize the service activity requests of the selected customer(s).
Note: This button is enabled only if a check box is selected.
Close
Click this to exit.
Fields
Criteria section
Request created until
Type or select a date to view the service activity requests that are created before or on the selected date. By default, the current date is displayed.
Division
Type or select a division to view the service activity requests of the selected division. This field is mandatory.
Account
Type or select an account to view the service activity requests of the selected account. You can leave this field blank to display the service activity requests for any accounts.
Activity type
Type or select an activity type to view the service activity requests with the selected activity type. You can leave this field blank to display the service activity requests with any activity types.
Planned date
Type or select the planned date or date range to view the service activity requests with the selected planned dates. You can leave these fields blank to display the service activity requests with any planned dates.
Related documents
| Main Category: |
Support Product Know How |
Document Type: |
Online help main |
| Category: |
On-line help files |
Security level: |
All - 0 |
| Sub category: |
Details |
Document ID: |
25.303.781 |
| Assortment: |
Exact Synergy Enterprise
|
Date: |
25-10-2013 |
| Release: |
252 |
Attachment: |
|
| Disclaimer |