Customization DS1177
SVC Preventative Maintenance Service Type Swap
Problem Definition:
ACME is using Dynamics GP Field Service Preventative Maintenance. When generating Service Calls from Preventative Maintenance, they need to change the default Service Type, depending on a couple of rules described below, so that when the Service Call creates a Sales Invoice it uses the desired Sales and Cost of Sales accounts.
The Service Type needs to be changed as follows:
- If the Equipment Record is assigned to an active Contract, use the Service Type from the Contract. Active means that the current date (not the GP User Date) falls within the Start/End Dates of the contract.
- If an active Seller or Vendor Warranty is assigned to the Equipment record, use the Service Type assigned to the Warranty. Active means that the current date (not the GP User Date) falls within the Start/End Dates of the contract. An Equipment Record should not have both Seller and Vendor Warranties, however, if that should happen, use the Vendor Warranty.
- An Equipment Record should not have both an active Contract and Warranty, however, if that should happen, use the Contract.
Design Features:
When the PM Edit List opens, the enhancement will update the Service Type (as shown above) using the rules described in the Problem Definition section. The Service Type shown in this window will then be used to create the Service Call.
Assumptions/Requirements:
- The functionality described above will not work with eConnect, any software that uses eConnect, or any software that directly writes to, updates, or deletes from SQL tables.
- The functionality described above is intended for the GP Desktop client.
- Unless otherwise noted in this document, reporting is not included in this estimate.
- Unless otherwise noted in this document, Word Template functionality is not addressed.
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