Prevent Overlapping or Duplicate Debrief Entry

Prevent Overlapping or Duplicate Debrief Entry

Accurate reporting is important to service organizations. If technicians are allowed to create overlapping labor lines this results in inaccurate labor cost and utilization reporting. There should be some method/functionality to prevent technicians from saving labor lines that overlap with another labor line in the work order. Even better is to prevent a technician from entering an labor line that overlaps another labor line for the same day/different work order.

Duplicate lines are another issue and primarily impact part debrief lines. Due to the way ServiceMax manages car stock, it is possible for a technician to enter two part consumption lines for the same part. If the QOH in the users car stock is 1, the lines would be saved. The application should prevent this type of entry.

What is the underlying problem do you intend to solve with this idea?
Inaccurate reporting and inventory errors
Product Area?
Communities Mobile Field Service Management Parts Management Reporting & Analytics
What version of ServiceMax are you on?
Summer 16
7 Comments
Grill Chef mohan_nilakanti
Grill Chef

Hi Jeff,

I agree the package itself must provide this functionality but since its not available, you can build your custom code to check the overlaps and throw an error if a duplicate entry is found using triggers and classes.

Regards

Mohan

Sushi Chef jmsilveira
Sushi Chef

Hi Mohan,

We are already doing something similar on the browser side. Is it possible to do something on the FSA app so that the error is thrown when the user attempts to save an overlapping line?

Thanks,

Jeff

Grill Chef mohan_nilakanti
Grill Chef

Hi Jeff,

I'm sure you can do that if you are trying to execute that logic via Apex Trigger code but the only drawback would be you should be online for that logic to be executed. Since, you mentioned that its a FSA where the user can be offline as well then while the sync to the database happens then there might be errors coming up as the trigger code might not allow you to save the records to the salesforce DB.

It's just my thoughts but I haven't tested this functionality before as we are not using FSA as of now. It would be a worthy try if you would like to experiment.

Regards

Mohan

Product Team
Product Team
Status changed to: New

Code snippet execution has been enabled on FSA client. Configure code snippet execution as on change event on datetime field. If there is an overlapping time entries then error is thrown on exiting the field.

 

@archana_krishna  you can provide more details.

Product Team
Product Team

@jmsilveira 

FSA tablet apps can can execute JS code snippets when offline too. These snippets can query what the client has, execute custom logic and give feedback to the app if there are validation errors. This is supported 19.1 onwards.

Prevent overlapping time entries - there is a sample snippet in the user doc that can be used to achieve this. This sample can be configured to fire on change of a datetime field (say End Date time) 

Detecting duplicate lines can also be a done as a JS snippet. 

Refer this for details : https://userdocs.servicemax.com/ServiceMaxHelp/191/en_us/svmxhlp.htm#FSA/FSAcustomcodesnippet.htm%3F...

 

Community Manager
Community Manager
 
Product Team
Product Team
Status changed to: Delivered