Understanding Transactions in Mobile FieldServiceThis chapter provides an overview of transactions in PeopleSoft Enterprise Mobile FieldService and discusses how to:
Work with service orders on a mobile device.
View service inventory on a mobile device.
Note. The pages shown in the following sections represent pages viewed on a laptop. Pages viewed on a personal digital assistant (PDA) have a different layout and show fewer fields because of limited space.
Understanding Transactions in Mobile FieldServicePeopleSoft Enterprise Mobile FieldService delivers much of the functionality of PeopleSoft Enterprise FieldService to a laptop. The functionality that is available to you may differ depending on the permissions that are set by your administrator.
This table lists the components available in PeopleSoft Enterprise Mobile FieldService and describes the functionality of each component:
|
Object |
Actions Available on Mobile Devices |
|
|
|
|
|
View installed product details and any associated cases and service orders. |
|
|
Required Material |
View a list of materials required to complete the service order. |
|
View and add time, expense, and material information. |
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View item ID, description, quantity, and unit of measure for items on technicians' trucks. |
Working with Service Orders on a Mobile Device
This section discusses how to:
Work with service orders.
Work with service order activities.
View required material.
Manage time, materials and expenses.
View installed product details.
PeopleSoft Enterprise Mobile FieldService provides filtering, sorting, and searching capabilities for service order selection on the mobile device. Dataset rules determine the service orders that are delivered to the mobile device during synchronization.
Note. Only service orders that are assigned to the technician using the mobile device are downloaded during synchronization. Closed service orders are excluded from the synchronization process.
Pages Used to Manage Service Orders on a Mobile Device
|
Page Name |
Object Name |
Navigation |
Usage |
|
RFM_SO_TECH_2 |
CRM, My Service Orders, Service Order Detail |
View, edit, or add service orders. |
|
|
RFM_SO_TECH_2 |
Click the Activity Details button for the activity you wish to view. |
Enter detailed information about a service order activity. |
|
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RFM_SO_TECH_2 |
CRM, My Service Orders, Required Material |
View a list of materials required to complete the service order. |
|
|
RFM_SO_TECH_2 |
CRM, My Service Orders, Time Material Expense |
Record time, material, and expense information. |
|
|
RFM_INST_PRODUCT |
CRM, My Service Orders Click the Installed Products button. |
View the service order history for an installed product, including materials that were used or removed. |
Working with Service Orders
Access the Service Order Detail page.
Note. For service orders that normally require management approval, a technician can create a new service order on his or her mobile device. The technician, however, cannot change the status of the service order to Complete or Close on the mobile device and cannot upload it to the server, where it would appear as Approved by the technician. The system displays an error message to the user if they attempt to change the status to Complete or Close.
The Service Order component allows users to:
Add, edit, and clone service orders.
If a dispatcher or agent creates a service order on the server and wants a technician to work on it but the technician has not synchronized with the server and cannot see the new service order, the technician can create a new service order on the mobile device by specifying the service order ID that was given by the dispatcher as the merge service order ID. Upon synchronization, the data that was entered on the mobile service order will be merged with the original service order.
View service order details and associated activities.
Add, view, and update time, expense, and material entries.
View materials that are required to complete the service order.
View installed product details.
Access to installed products is denied if the service order is associated with an invalid installed product record.
Add and view notes.
See Also
Creating and Managing Service Orders
Working with Service Order Activities
Access the Activity Details page.
The Activity Details page allows users to:
Edit service order activity details.
View a technician's assignment.
See Also
Entering Information Related to Specific Activity Lines
Viewing Required Material
Access the Required Material page.
This page lists materials that are required to complete the service order.
See Also
Understanding Material Usage and Removal
Managing Time, Materials, and Expenses
Access the Time Material Expense page.
The Time Material Expense page allows users to:
Add, edit, and remove time entries.
Clone time entries as the basis for additional time reporting to minimize data entry tasks.
Add, edit, and remove material entries.
If users select used as the action when recording material usage, the failure code field is not available for edit.
Add, edit, and remove expense entries.
See Also
Ordering and Receiving Materials
Viewing Installed Product Details
Access the Installed Products page.
The Installed Products page:
Displays installed product detail information.
Displays a summary of cases and service orders that are associated with the selected installed product.
See Also
Understanding Installed Products
Viewing Service Inventory on a Mobile Device
This section discusses how to view service inventory.
Page Used to View Service Inventory on a Mobile Device
|
Page Name |
Object Name |
Navigation |
Usage |
|
RFM_TRUCK_INQ |
My Service Inventory |
View good and defective inventory on a technician's truck. |
Viewing Service Inventory
Access the My Service Inventory page.
The My Service Inventory page:
Displays good and defective inventory items on a technician's truck.
Displays product details.
See Also