12 Create Service Orders Mobile Application
This chapter discusses these topics:
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Section 12.1, "Create Service Orders Mobile Application Overview"
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Section 12.2, "Setting Up the Create Service Orders Mobile Tablet Application"
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Section 12.3, "Using the Create Service Orders Mobile Tablet Application"
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Important Note: Before you use the mobile applications, Oracle strongly recommends that you have a complete understanding of how to use the associated processes and applications in the JD Edwards EnterpriseOne base software.For additional information about the processes and applications associated with the mobile applications discussed in this chapter, see:
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12.1 Create Service Orders Mobile Application Overview
The Create Service Orders mobile application for tablet enables you to review and update existing service orders entered by you, and to add service orders. The application enables you to see service order details, such as:
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Service order description
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Equipment number
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Branch/Plant number
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Failure description
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Customer number
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Site number
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Supervisor number
In the mobile application for Create Service Orders, you can view detailed information, update notes, and also update the data in these fields:
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Equipment number
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Branch Plant
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Assigned To number
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Customer number
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Site number
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Supervisor number
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Priority
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Requested Finish Date
When you enter or update a service order, the device stores the data in the Work Order Master File table (F4801).
This table lists the applications that are available to review and update equipment details:
| Type of Application | Additional Information |
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| Base EnterpriseOne application | Use this application in the JD Edwards EnterpriseOne system to review and update service order details:
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| Tablet application | Create Service Orders (M177141)
To download the tablet application to your tablet device, search on the following text in the application store:
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12.1.1 Differences and Limitations: Create Service Orders
Mobile applications are intended to be a simplified version of the applications that are available in the base software. In most cases, these applications provide a subset of the functionality available in the base software.
The Create Service Orders mobile application uses your login ID to search for service orders you enter. After you launch the mobile application, the system displays all your service orders. You can search for specific orders and filter orders from your list.
When you work with notes for service orders, the Create Service Orders mobile application uses the existing text attachments that are read-only. If you add any text to the existing notes, the device appends the new text to the existing text attachments for notes. You cannot change the already existing notes for any service order.
Barcode Scanning (Release 9.1 Update)
The Create Service Orders mobile application (M177141) is designed to scan data from a barcode and populate the equipment number in the Equipment Number field. To scan barcode data, you can use the native camera on your device or a third-party handheld Bluetooth-enabled scanning device. To use this functionality, you must create barcodes that represent a single field in the JD Edwards EnterpriseOne system. This application does not accept barcodes that consist of data for multiple fields.
You can generate barcodes using services such as those offered by Barcodes Inc.
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Note: Oracle is not affiliated with Barcodes, Inc. and does not require or recommend that you use this service to create your barcodes. |
Language Support
Additionally, you should be aware of how a user's language preference can affect the search functionality for business unit and branch/plant records. See Section 1.2.2.1, "Language Support for Business Unit and Branch Plant Searches"
12.2 Setting Up the Create Service Orders Mobile Tablet Application
Before you can use the Create Service Orders application on a mobile tablet device, you: must
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Set processing options for the Create Service Orders mobile application (M177141).
The Create Service Orders application for tablet looks at some of the processing options of P17714, P48022, and P17012S programs to determine how the mobile application processes data while you add your service orders.
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(Release 9.1 Update) Disable the Bluetooth option in your device's settings if you want to use the native device camera to scan barcodes of equipment number. Enable the Bluetooth option if you want to use a Bluetooth-enabled scanning device to scan the barcodes. To scan barcodes using a Bluetooth scanning device, you must configure the scanning device to the mobile device.
12.2.1 Setting Processing Options for the Service WO Tablet Program (M177141)
You use processing options to specify default processing information for a program.
12.2.1.1 Versions
- 1. Work Order Revisions (P17714) Version
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Use this processing option to specify the version of the Work Order Revisions program that you want to run while running the Create Service Orders mobile application for tablet. If you leave it blank, the device uses the ZJDE0001 version.
- 2. Search for Work Orders (P48022) Version
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Use this processing option to specify the version of the Search for Work Orders program that you want to run while running the Create Service Orders mobile application for tablet. If you leave it blank, the device uses the ZJDE0001 version.
- 3. Equipment Search/Select (P17012S) Version
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Use this processing option to specify the version of the Equipment Search/Select program that you want to run while running the Create Service Orders mobile application for tablet. If you leave it blank, the device uses the ZJDE0001 version.
12.2.2 Setting Up the Bluetooth Option in the Mobile Device to Scan Barcodes (Release 9.1 Update)
The Create Service Orders mobile application (M177141) includes the Equipment Number field in two locations in the app. One is in the filters screen, and another is in the screen that displays when you add a new service order record. You use the Equipment Number filter to filter records by equipment number. When you create a new service order record using the Create Service Orders mobile application (M177141), you must enter the equipment number in the Equipment Number field.
You can populate the Equipment Number field (in the filter screen, as well as in the add new service order screen) using three options:
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Use the keyboard on your mobile device to manually enter the data.
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Use the camera application on your mobile device to scan the data. To use this option, you must disable the Bluetooth option in your device settings.
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Use a Bluetooth-enabled scanning device to scan the data. To use this option, you must:
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Enable the Bluetooth option in your device settings.
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Configure the third-party scanning device to connect to your mobile device.
Note that when you enable the Bluetooth in your device settings, the system locks the keyboard and you can use the keyboard only after you disable the Bluetooth option.
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12.3 Using the Create Service Orders Mobile Tablet Application
The Create Service Orders tablet application enables you to search the service orders, view details, and update the branch/plant and address book details of service orders. In addition, the Create Service Orders tablet application enables you to:
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Add new service orders.
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Add, delete, or modify photos for service orders.
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View photos for equipment associated to service orders.
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View or append notes pertaining to a service order.
Before you use the Create Service Orders tablet application, you must download and install the application from the application store on your tablet device.
12.3.1 Adding Work Orders Using the Create Service Orders Mobile Tablet Application
To add service orders:
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Open the application by tapping the Service WO icon on your device, and log in.
See Chapter 3, "Logging Into Mobile Enterprise Applications"
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Tap the Add button on the top right hand side of your left pane. Based on the setting in the processing options, the device retrieves values in the Customer Number, Site Number, Assigned To Number, and Supervisor Number fields. You can add a service order using these values or you can clear these values and enter new values for your service order.
To clear the default values on the Service Order Details tab, tap the menu button on the top right hand side of the screen. This button gives tow options: Clear and Defaults. Tap the Clear button to clear the values or tap the Defaults button to restore default values.
Figure 12-2 Service Order Details: Default
Description of ''Figure 12-2 Service Order Details: Default''
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Enter values in these fields on the Service Order Details tab:
- Service Order Description
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Specify the description for the service order. You must enter a value in this field.
- Equipment Number (Release 9.1 Update)
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Enter data in the Equipment Number field using one of these options:
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Use the keyboard on your mobile device to manually enter the data. Alternately, you can tap the search and select button to search and select a piece of equipment.
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Use the camera application on your mobile device to scan the data.
To use this option, tap the QR Code button next to the Equipment Number field. The system launches the device camera and you can scan the barcode of the equipment.
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Use a Bluetooth-enabled scanning device to scan the data.
To use this option, tap the Equipment Number field to activate the scanning device. Then, scan the barcode of the item using the scanning device.
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- Branch Plant
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Specify the branch plant for the service order.
Alternately, tap the Search button next to the Branch Plant field, and then tap the button on the Branch Plant window. You can also search by entering a description in the Description field.
The device displays branch plants based on your search. Tap the branch plant that you want to select.
- Failure Description
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Specify the failure description for the service order.
- Customer Number
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Specify the address book number for the customer for the service order. Based on the setting in the processing option, the device by default has this number. You can change the number by entering a different address book number in the Customer Number field.
Alternately, tap the Search button next to the Customer Number field, and then tap the Search button on the Address Book window. You can also search by entering a description in the Search Description field.
- Site Number
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Specify the address book number for the site for the service order. Based on the setting in the processing option, the device by default has this number. You can change the number by entering a different address book number in the Site Number field.
Alternately, tap the Search button next to the Site Number field, and then tap the Search button on the Address Book window. You can also search by entering a description in the Search Description field.
- Assigned To Number
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Specify the Assigned To value for the service order. Based on the setting in the processing option, the device by default has this number. You can change the number by entering a different address book number in the Assigned To field.
Alternately, tap the Search button next to the Assigned To field, and then tap the Search button on the Address Book window. You can also search by entering a description in the Search Description field.
- Supervisor Number
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Specify the address book number for the supervisor for the service order. Based on the setting in the processing option, the device by default has this number. You can change the number by entering a different address book number in the Supervisor Number field.
Alternately, tap the Search button next to the Supervisor Number field, and then tap the Search button on the Address Book window. You can also search by entering a description in the Search Description field.
- Priority
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Select a priority for the service order from the dropdown menu.
Note:
The device defaults the Requested Finish Date to the system date. If required, you can change this date. -
Tap the Save button to save the service order.
To save the service order and add photos for the service order, tap the Save and Add Photo button. After you tap this button, the device takes you to Service Order Photos screen to add photos for the service order.
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To add photos of the service order, tap the Add button.
The system displays two options: Album and Camera.
To attach an existing photo from your device's photo gallery to the service order, tap the Album option.
To take a new photo, tap the Camera option to use the device's camera feature.
You can add a description of the photo.
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The system adds the photo to the Photos screen, and displays the number of photos available for the service order on the Photos button.
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Tap the Status Update tab to update service order status information. You can update the date and time information and add a remark for the service order.
You can update the equipment status and children status for the equipment in the Equipment Status Information section of the Status Update tab.
Note:
The device displays the Equipment Status Information section only if you enter a value in the Equipment Number field on the Service Order Details tab for the specific order. -
To enter notes for the service order, tap the Notes tab. Tap the New Notes field to enter new notes.
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To log out of the application, tap the menu button at the bottom left of the screen, and then tap Logout.
12.3.2 Reviewing or Modifying Work Orders Using the Create Service Orders Mobile Tablet Application
To review or modify service orders:
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To review or update a service order, tap the service order that you want to modify from the service order list.
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To search orders by status, priority, or order date, tap the Filter button in the left pane of the My Service Work Orders screen.
- Status
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This field retrieves the service orders based on the status of the orders.
Select status in the From and To dropdown menus.
The device displays service orders based on your search. Tap the service order that you want to select.
- Priority
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This field retrieves the service orders based on the priority of the orders. Select a priority from the Priority dropdown menu.
The device displays service orders based on your search. Tap the order that you want to select.
- Order Date
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This field retrieves the service orders based on the specified date range. To search for orders by date range, specify a date range in the From and To fields. The device retrieves the orders within the specified date range.
- Equipment Number (Release 9.1 Update)
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To filter service order records by equipment, enter data in the Equipment Number field using one of these options:
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Use the keyboard on your mobile device to manually enter the data. Alternately, you can tap the search and select button to search and select a piece of equipment.
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Use the camera application on your mobile device to scan the data.
To use this option, tap the QR Code button next to the Equipment Number field. The system launches the device camera and you can scan the barcode of the equipment.
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Use a Bluetooth-enabled scanning device to scan the data.
To use this option, tap the Equipment Number field to activate the scanning device. Then, scan the barcode of the item using the scanning device.
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In the Filters screen, to discontinue the search and to go back to the list of service orders, tap the Cancel button.
To delete the filter values you specified, and to enter new filter values, tap the Clear button.
To continue the search by using the filter values that you specified, tap the Apply button. Tapping the Apply button takes you to the My Service Orders screen that displays service orders based on your filter values.
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To select a service order, tap the order from the order list on the left pane.
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To update the service order details, perform these steps:
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To update the equipment number, tap the Equipment Number field on the right side of the screen. You can use the Visual Assist icon to search for a value and return it to the Equipment Number field, or you can manually enter an equipment number in the field.
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To update the site number, select the site number, and then enter the new site number. Alternately, you can use the Visual Assist icon to search for a value and return it to the Site Number field.
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Similarly, update branch plant, assigned to number, supervisor number, customer number, priority, or requested finish date.
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Tap the Save button.
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Tap the Save button to save the service order.
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To view or add photos, tap the Photos button at the bottom of the screen. The system displays two options: Service Order Photos and Equipment Photos. Tap the option that you want to select.
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To view photos of the associated equipment, tap the Equipment Photos link.
To view or add photos for the service order, tap the Service Order Photos link.
To attach an existing photo from your device's photo gallery to the service order, tap the Album option.
To take a new photo, tap the Camera option to use the device's camera feature.
You can add a description of the photo.
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To enter notes and review existing notes, tap the Notes tab. Tap the New Notes field to enter new notes. The system appends the new notes to the previous notes that display in the Notes History section.
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To log out of the application, tap the menu button at the bottom left of the screen, and then tap Logout.