Capture Asset on All Debrief Lines

You can now debrief work performed on multiple assets on a single service work order.  The Redwood Add/Edit Debrief UIs for labor and expenses have been enhanced to capture the asset being serviced and use it get Subscription coverage when calculation charges.  The ability to capture the asset worked on has been available for parts debrief for several releases.  When posting charges/costs, a maintenance work order is created for each asset captured on the debrief lines..

The following screenshot shows the addition of the Asset field to the Add Labor Details UI.  If an asset was captured on the debrief header, the Asset LOV displays the debrief header asset and all its descendants, which is the current functionality in the parts debrief UI.  If no asset was captured on the debrief header, the Asset LOV lists all of the customer's assets located at the service address on the debrief Header (defaults from service work order).

25A Add Field Service Labor Debrief UI with Asset and Serial Number

In addition, when depot repair charges are calculated, if assets were captured on the maintenance work order material and/or resource transactions, these assets are used to get the subscription coverage.  For depot repair charges created in the Depot Repair UI (expenses and fixed charges), you can also now also enter the asset as shown in the following screenshot.

25A Add Depot Repair Expense Details UI with Asset and Serial Number

By eliminating the need to create a work order for every product repaired by a field technician, this new feature simplifies field service scheduling and debriefing.

Steps to Enable

You don't need to do anything to enable this feature.

Access Requirements

Users who are assigned a configured job role that contains these privileges can access this feature:

• Access Depot Repair Search (RCL_DEPOT_REPAIR_SEARCH_PRIV)
• Access Depot Repair for Depot Repair Manager (RCL_DEPOT_DETAILS_PRIV)