To-Do Basket
- proaxia
To-Do Basket is one of the parts of UI5 application.
Below are presented and explained:
Overview of orders
To-do Basket - Overview
Search/reload functionality
With this function data can be searched for the several columns e.g. (Ref. order number, VIN, email address, name, city, model code)
To-Do Basket - search functionality
Search tab allows user to find an order. Depending on information which is known for user it is possible to insert some part of them into the bar. System finds defined data even if specified columns are not visible on the screen (it is possible to change it in settings). The common way to search data is inserting order number, customer data (name) or license plate.
To-Do Basket - Order number
To-Do Basket- Searching of order
To-Do Basket - reload
Reload button works similar as refresh. Clicking reload button updates the data.
To-Do Basket - Searching an order
To-Do Basket - Reloading data
If an order was confirmed it is not necessary to get back from the tab and go into it once again- clicking on reload button will update information about the order.
To-Do Basket- Reloading functionality
View settings
View settings divides into 3 parts: Columns, Sort and Filter. All of them are easy to configure display functions.
To-Do Basket – View settings
Configurable lists
Configurable lists divide all appointments by their specification. Number above logo shows how many appointments are scheduled with these certain options. If view is selected logo is filled e.g. all orders in figure below.
To-Do Basket - Configurable lists
Function
Each Function can be assigned to a specific Status in the To-Do Basket.
- Function Confirm
With the function the SRS Order can be confirmed. In the BAdI /DBME/WMA_ORDER_TDO_STATUS the Method FUNCTION_EXECUTE is called.
BAdI Executing an Action in the To-Do Basket
In the Method FUNCTION_EXECUTE the VSS-Order is created in the Batch.
- Function Reschedule
With the action Reschedule the user can search for a new appointment for an existing SRS Order
Action "Reschedule"
Change confirmation
- Function replan
For the orders that are allocated the old function “Reschedule” will be still used.
New function “Replan” was introduced to change the appointment date for the orders that were saved without additional allocation of resources.
New function – “Replan”
New function can be executed from the To-Do Basket:
New function – “Replan” (2)
User should enter in the pop-up new planned date for the order:
New function – “Replan” (3)
- Function Business Order create
With this Action BOCR a new VSS-Order can be created in the SRS-Standard. To Create e.g. a CS Order the BAdI /DBME/WD8_ORDER must be implemented. This Method is called in the Action BOCR.
BAdI for Creating a Business Order
- Function Business Order delete
With this Action BODE the existing VSS-Order is rejected in the SRS-Standard. To Delete e.g. a CS Order the BAdI /DBME/WD8_ORDER must be implemented. This Method is called in the Action BODE.
BAdI for Creating a Business Order
- Function Cancel
With the Action CANC the Flag CANCELLED is set in the SRS order header (Table /DBME/WMA_AORDH) and all Demands of the SRS order (Table /DBME/WMA_ADEMA).
- Function Cancel unplanned demands
Unplanned demands are visible in the system, even if the respective VSS Order is already completely processed.
This function allows the user to trigger the cancelation of all demands (/DBM/WMA_AORDH), which are not allocated to a resource. The cancelation is only carried out for demands, where the respective Job of the VSS Order is completed or invoiced. All other demands will be ignored.
- Function Restore
With the Action REST the Flag CANCELLED is deleted in the SRS order header (Table /DBME/WMA_AORDH) and all Demands of the SRS order (Table /DBME/WMA_ADEMA). The SRS order is reactivated.
- Customer specific functions
From the To-Do Basket it is possible to call own defined functions. These functions can be:
- Transaction Calls in SAP Backend from SAPUI5 Application To-Do Basket
- Calling Report
- Influence the Transaction call, setting parameters (method URL_PREPARE)
- Calling URL (external)
To influence the logic the following BAdI can be implemented:
BAdI for To-Do Basket
The function can be defined in the Customizing.
Define Customer specific Action for the To-Do Basket
Detailed view
By clicking on details on the right side it is possible to open the order details. In this tab user have access to vehicle data, customer data and order data. User can also display all information about appointment like demands or agreements. Detailed view provides options like reschedule or confirm as well.
To-Do Basket - Detailed view 1
To-Do Basket - Detailed view 2
- Header data
To-Do Basket - Order header data
- Tabs
To-Do Basket - Order tabs
Demands
To-Do Basket - Order demands
There is the functionality to add new demands in the existing order.
To-Do Basket - create new demands
When maintenance/service/decision tree is selected – pop-up with selection of the services will appear, like following example for maintenance:
To-Do Basket - create new demands (2)
User has also possibility to add manual demand to the list – once “Manual” is selected then new line will be added to the demand list, where the user can choose necessary work.
To-Do Basket - manual demand creation
Action history
To-Do Basket - Order action history
Parameters
To-Do Basket - Order parameters
Agreements
To-Do Basket - Order agreements
Notes
To-Do Basket - Order notes
Attachments
To-Do Basket - Order attachments
It is possible to edit attachments in the To-Do Basket.
To-Do Basket - Add attachments (1)
To-Do Basket - Add attachments (2)
- Actions
To-Do Basket - Order available functions
- Show order in planner
To-Do Basket - Show order in planner (1)
To-Do Basket - Show order in planner (2)
- Edit
To-Do Basket - Order edition (1)
Possibility to select demands for rescheduling
The whole order may be rescheduled or only the subset of the given demands. The new version of the popup for rescheduling is available in the To Do Basket. There is a dedicated tab, where you can indicate, which demands are the subject for rescheduling. Please however note the crucial characteristic of the rescheduling: always the whole order is rescheduled. Even if you indicate, that the given demands are not to be rescheduled, they will be a subject for the new order allocation anyway, but the SRS allocation logic will try to keep them unchanged.
Example #1:
A VSS Order has been created with the following demands:
Meeting with Service Advisor (demand type SERV_ADV_B)
Oil change (demand type WORK_GEN)
Engine repair (demand type WORK_GEN)
Meeting with Service Advisor (demand type SERV_ADV_E)
It is not a problem to trigger the rescheduling of demands 3 and 4. In that case the allocations of demands 1 and 2 may stay unchanged (if the planning procedure still confirms the availability of the resources). You may select the demands 3 and 4 and trigger the rescheduling of them. In that case the whole order will be rescheduled (the demands 1 – 4) will be a subject for rescheduling, but the planning procedure will keep (if possible) the allocations of 1 and 2 unchanged.
Example #2:
A VSS Order has been created with the following demands:
Meeting with Service Advisor (demand type SERV_ADV_B)
Oil change (demand type WORK_GEN)
Engine repair (demand type WORK_GEN)
Meeting with Service Advisor (demand type SERV_ADV_E)
Replacement car (demand type RCAR)
Your intention is again to reschedule the demands 3 and 4. Please notice however, that in this case it is not possible to reschedule the demands 3 and 4 only. The demand 5 (replacement car) has to be rescheduled as well to keep the replacement car available during the whole repair time. If you shift the allocations of 3 and 4 to the future, the allocation of 5 must be adapted as well (made longer).
So the general rule is: even if you mark the given demands as relevant for rescheduling, still the whole order is rescheduled (with the attempt to keep the allocations of unselected demands unchanged).
Planning Parameter: Maximal Duration
The maximum duration is an additional planning parameter, that the user can provide on the date screen. The User can provide the maximum total duration as a new constraint for the planning. The VSS SRS Planning Engine tries to find an available appointment slot, where the total duration of the appointment will not exceed the maximum duration specified by the user.
If the search is not successful, the user receives feedback.
Since the new release it is possible to enter the maximum appointment duration. It is the maximum duration of the allocation which may be proposed by the planning procedure. If the allocation may not be proposed (the visit time cannot be found which would meet the constraints), the corresponding error message is issued. Maximum appointment duration can be provided both while creation of the order and when rescheduling the existing order.
Jump to other apps
To-Do Basket - Jump to other apps
Log with details
Log functionality has been implemented.
