Searching for service activities for Service management
Menu path
Service management à Reports à Service activities à Service activities
Introduction
This page allows you to search for service activities.
Roles & rights
To search for service activities, function right 858 – View service lines is required. Users with the Service desk, Service engineer, Service planner, or Service manager role have this function right.
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 251.
How do I search for service activities?
- On the Service activities page, define the search criteria.
- Click Show. For more information, see Overview of service activities for Service management.
Tips and tricks
You can customize the fields and columns that you want to be displayed on the page by clicking Customize.
Buttons
Fields
Criteria section
Division
Type or select a division to display service activities for the division.
Requests section
Type
Type or select a request type to display service activities with the request type.
Priority
Select a priority to display service activities with the priority. You can select 1 – Urgent, 2 – High, 3 – Medium, 4 – Low, or 5 – Long term. You can also leave the field blank to display service activities with any priority.
Account
Type or select an account to display service activities for the account.
ID
Type an ID to display service activities for the ID.
Status
Select a request status to display service activities for the status. You can select 0 – Open, 1 – Approved, 2 – Rejected, 3 – Processed, 4 – Realized, or 5 – Draft. You can also leave this field blank to display service activities with any status.
Contract items section
Contract
Type or select a contract to display service activities for the contract.
Service serial number
Type or select a serial number of the service to display service activities with the service serial number.
Part (serial number)
Type or select a serial number of the part to display service activities with the part serial number.
Solution
Type or select a solution to display service activities with the solution.
City
Type a city to display service activities with the city.
Configuration
Type or select a configuration to display service activities with the configuration.
Configuration item
Type or select a configuration item to display service activities with the configuration item.
Problem
Type or select a problem to display service activities with the problem.
Postal code
Type or select a zip code to display service activities with the zip code.
Resources & Material planning section
Person
Type or select a person who will be in-charge of the service activity. Select the Empty check box to view service activities that have not been assigned to any person.
Type
Select a type to display service activities with the type. You can select Planning or Realization. You can also leave this field blank to display service activities with any type.
Item
Type or select an item to display service activities with the item.
Hours required
Type the hour range to display service activities that requires the number of hours defined.
Entry type
Select an entry type to display service activities with the entry type. You can select Part or Hour. You can also leave this field blank to display service activities with any entry type.
Sorting section
Column
Define the columns by selecting the relevant options. By default, Request: ID is selected. Select the Descending check box if you want the data in the column to be displayed in a descending order.
Refresh automatically section
Refresh automatically
Type the number of seconds you want the page to be automatically refreshed. For example, if you type 30 seconds, the service activity overview will be automatically refreshed every 30 seconds. Select the Pause check box if you want to pause the automatic refresh.
View section
This section is not displayed by default. Click Customize, and then select the check box next to View to display it.
On (Service activity)
Select this option to display the service activities grouped by activity.
On (Request)
Select this option to display the service activities grouped by request.
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: |
23.297.959 |
Assortment: |
Exact Synergy Enterprise
|
Date: |
10-04-2014 |
Release: |
250 |
Attachment: |
|
Disclaimer |