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Change in Intra-Company Type Support in Company Edit window

Reference No: R2-8698

Version No: 06.00.04-00

Prior to Version 06.00.04-00

Earlier, in the Company Edit window, when the Company Type drop-down as Intra-Company was selected the system was creating multiple Intra Companies for the same Site. The Company Edit window did not comprise of any Intra-Company Type drop-down options, as shown in Figure 1.0.

Figure 1.0 Edit Company window with no Intra-Company Type options

https://documentation.r2help.com/mergedProjects/Maintenance/topics/images/CompanyBeforeIntraCompanyR28698.png

 

With Effect from Version 06.00.04-00

Now, in the Edit Company window, when the Company Type drop-down as Intra-Company is selected, the following Intra-Company Type options are provided enabling you to select and create multiple Intra Companies for the same Site.

  • All

  • E-Pool

  • Service

  • Sales

Figure 1.1 Edit Company window with Intra-Company Type options

https://documentation.r2help.com/mergedProjects/Maintenance/topics/images/CompanyAfterIntraCompanyR28698.png

The Intra-Company Type field is enabled only for Company Type drop-down as Intra-Company. The Intra-Company Type field is disabled with the default All option selected for the other Company Type drop-down options except for Intra-Company, as shown in Figure 1.2.

Figure 1.2  Intra-Company Type field Disabled for other Company Type drop-down options

https://documentation.r2help.com/mergedProjects/Maintenance/topics/images/JBLCompany2R28698.png

 

The details are explained in the sample workflow given below:

Scenario 1 - Company Type as Corporate

Prerequisites

Perform the following the steps:

  1. Select the Site [SAN FRANCISCO].

  2. Select the Maintenance module > Customer tab > Company tab.

  3. Create a Company [JBL] with the Company Type drop-down as Corporate.

  4. The Intra-Company Type field is disabled with the default All option selected, as shown in Figure 2.0.

Figure 2.0 Company [JBL] with the Company Type drop-down as Corporate

https://documentation.r2help.com/mergedProjects/Maintenance/topics/images/JBLCompanyR28698.png

 

  1. Click OK in the JBL Company Edit window.

  2. Select the Items tab and create a Serial Item [JBLH] and receive some Assets.

  3. Exit the Maintenance module.

Sample Workflow

  1. Select the Service module, click the WorkOrder icon and create a Service Work Order.

  2. Select the Equipment tab and click the Asset ID / Product ID importable button. The Serial Assets / Non Serial Items window is displayed.

  3. Search and tag the Asset [JBLH#01]. The Service Type dialog box is displayed.

  4. Select the Service Type [Corrective] and click OK.

  5. Save the Service Work Order [SWO-18].

  6. Select the Information tab. The Customer field displays as [Service customer], as the Site [SAN FRANCISCO] does not comprise of any Company with the Intra-Company Type as All/Service, as shown in Figure 2.1.

Figure 2.1 Service Work Order [SWO-18] with the Customer field as Service customer

https://documentation.r2help.com/mergedProjects/Maintenance/topics/images/SWO18R28698.png

 

  1. Exit the Service Work Order [SWO-18] window.

Scenario 2 - Company Type as Intra-Company and Intra-Company Type as All

Prerequisites

Perform the following the steps:

  1. Select the Site [SAN FRANCISCO].

  2. Select the Maintenance module > Customer tab > Company tab.

  3. Create a Company [COMPANY#1] with the Company Type drop-down as Intra Company.

  4. Select the Intra-Company Type drop-down as All, as shown in Figure 3.0.

Figure 3.0 Company [COMPANY#1] with the Company Type drop-down as Intra Company and Intra-Company Type drop-down as All

https://documentation.r2help.com/mergedProjects/Maintenance/topics/images/Company1IntraCompanyTypeAllR28698.png

 

  1. Click OK in the COMPANY#1 Company Edit window.

  2. Select the Items tab and create a Serial Item [JBL SMART] and receive some Assets.

  3. Exit the Maintenance module.

Sample Workflow

  1. Select the Service module, click the WorkOrder icon and create a Service Work Order.

  2. Select the Equipment tab and click the Asset ID / Product ID importable button. The Serial Assets / Non Serial Items window is displayed.

  3. Search and tag the Asset [JBL SMART#01]. The Service Type dialog box is displayed.

  4. Select the Service Type [Corrective] and click OK.

  5. Save the Service Work Order [SWO-19].

  6. Select the Information tab. The Customer field displays as [COMPANY#1], as shown in Figure 3.1.

Figure 3.1 Service Work Order [SWO-19] with the Customer field as [COMPANY#1]

https://documentation.r2help.com/mergedProjects/Maintenance/topics/images/SWO19R28698.png

 

  1. Exit the Service Work Order [SWO-19] window.

Scenario 3 - Company Type as Intra-Company and Intra-Company Type as Service

Prerequisites

Perform the following the steps:

  1. Select the Site [SAN FRANCISCO].

  2. Select the Maintenance module > Customer tab > Company tab.

  3. Create a Company [COMPANY#3] with the Company Type drop-down as Intra Company.

  4. Select the Intra-Company Type drop-down as Service, as shown in Figure 4.0.

Figure 4.0 Company [COMPANY#3] with the Company Type drop-down as Intra Company and Intra-Company Type drop-down as Service

https://documentation.r2help.com/mergedProjects/Maintenance/topics/images/Company3R28698.png

 

  1. Click OK in the COMPANY#3 Company Edit window.

  2. Select the Items tab and create a Serial Item [JBL SMART] and receive some Assets.

  3. Exit the Maintenance module.

Sample Workflow

  1. Select the Service module, click the WorkOrder icon and create a Service Work Order.

  2. Select the Equipment tab and click the Asset ID / Product ID importable button. The Serial Assets / Non Serial Items window is displayed.

  3. Search and tag the Asset [JBL SMART#02]. The Service Type dialog box is displayed.

  4. Select the Service Type [Corrective] and click OK.

  5. Save the Service Work Order [SWO-20].

  6. Select the Information tab. The Customer field displays as [COMPANY#3], as shown in Figure 4.1.

Figure 4.1 Service Work Order [SWO-20] with the Customer field as [COMPANY#3]

https://documentation.r2help.com/mergedProjects/Maintenance/topics/images/SWO20R28698.png

 

  1. Exit the Service Work Order [SWO-20] window.


  • When an Internal Asset is tagged to the Service Work Order, the Customer field defaults to the Intra-Company with the Intra-Company Type as Service from the Work Order Site.

  • When the Intra-Company with the Intra-Company Type as Service is not available in the Work Order Site then the Customer field will default to the Intra-Company Type as All from the Work Order Site.

  • When the Intra-Company with the Intra-Company Type as All is not available in the Work Order Site then the Customer field will default to the Service Customer.

Scenario 4 - Operation Order with the Company Type as Corporate

Prerequisites

Perform the following the steps:

  1. Select the Site [SAN FRANCISCO].

  2. Select the Maintenance module > Customer tab > Company tab.

  3. Create a Company [JBL] with the Company Type drop-down as Corporate.

  4. The Intra-Company Type drop-down is selected as All by default, as shown in Figure 5.0.

Figure 5.0 Company [JBL] with the Company Type drop-down as Corporate

https://documentation.r2help.com/mergedProjects/Maintenance/topics/images/JBLCompanyR28698.png

 

  1. Click OK in the JBL Company Edit window.

  2. Exit the Maintenance module.

Sample Workflow

  1. Select the Account module and tag the Company [JBL].

  2. Select the File menu > New sub menu > Operation Order option. The Reservation (Operation Order) window is displayed.

  3. Select the Customer tab and verify the Customer. The Customer is not defaulted to the Customer [JBL], shown in Figure 5.1.

The Customer is not defaulted to the Customer [JBL], as the tagged Company Type is Corporate in the Company Edit [JBL] window.

Figure 5.1 Account module > File menu > New sub menu > Operation Order option > Reservation (Operation Order) window

https://documentation.r2help.com/mergedProjects/Maintenance/topics/images/ReservationOPernOrdR28698.png

 

  1. Exit the Reservation (Operation Order) window.

Scenario 5 - Operation Order with the Company Type as Intra-Company and Intra-Company Type as All

Prerequisites

Perform the following the steps:

  1. Select the Site [SAN FRANCISCO].

  2. Select the Maintenance module > Customer tab > Company tab.

  3. Create a Company [COMPANY#1] with the Company Type drop-down as Intra Company.

  4. Select the Intra-Company Type drop-down as All, as shown in Figure 6.0.

Figure 6.0 Company [COMPANY#1] with the Company Type drop-down as Intra Company and Intra-Company Type drop-down as All

https://documentation.r2help.com/mergedProjects/Maintenance/topics/images/Company1IntraCompanyTypeAllR28698.png

 

  1. Click OK in the COMPANY#1 Company Edit window.

  2. Exit the Maintenance module.

Sample Workflow

  1. Select the Account module and tag the Company [COMPANY#1].

  2. Select the File menu > New sub menu > Operation Order option. The Reservation (Operation Order) window is displayed.

  3. Select the Customer tab and verify the Customer. The Customer is defaulted to the Customer [COMPANY#1], shown in Figure 6.1.

The Customer is defaulted to the Customer [COMPANY#1], as the tagged Company Type is Intra-Company with the Intra-Company Type [All] in the Company Edit [COMPANY#1] window.

Figure 6.1 Account module > File menu > New sub menu > Operation Order option > CO326650 Reservation (Operation Order) window

https://documentation.r2help.com/mergedProjects/Maintenance/topics/images/ReservationOPernOrdScenario5R28698.png

 

  1. Exit the CO326650 Reservation (Operation Order) window.

Scenario 6 - Operation Order with the Company Type as Intra-Company and Intra-Company Type as E-Pool

Prerequisites

Perform the following the steps:

  1. Select the Site [SAN FRANCISCO].

  2. Select the Maintenance module > Customer tab > Company tab.

  3. Create a Company [COMPANY#4] with the Company Type drop-down as Intra Company.

  4. Select the Intra-Company Type drop-down as E-Pool, as shown in Figure 7.0.

Figure 7.0 Company [COMPANY#4] with the Company Type drop-down as Intra Company and Intra-Company Type drop-down as E-Pool

https://documentation.r2help.com/mergedProjects/Maintenance/topics/images/Company4IntraCompanyTypeEPoolR28698.png

 

  1. Click OK in the COMPANY#4 Company Edit window.

  2. Exit the Maintenance module.

Sample Workflow

  1. Select the Account module and tag the Company [COMPANY#4].

  2. Select the File menu > New sub menu > Operation Order option. The Reservation (Operation Order) window is displayed.

  3. Select the Customer tab and verify the Customer. The Customer is defaulted to the Customer [COMPANY#4], shown in Figure 7.1.

The Customer is defaulted to the Customer [COMPANY#4], as the tagged Company Type is Intra-Company with the Intra-Company Type [E-Pool] in the Company Edit [COMPANY#4] window.

Figure 7.1 Account module > File menu > New sub menu > Operation Order option > CO326664 Reservation (Operation Order) window

https://documentation.r2help.com/mergedProjects/Maintenance/topics/images/ReservationOPernOrdScenario6R28698.png

 

  1. Exit the CO326664 Reservation (Operation Order) window.

Scenario 7 - Operation Order with Search Company / Contact window displaying the Companies with Intra-Company Type drop-down as All or E-Pool

Prerequisites

Perform the following the steps:

  1. Select the Site [SAN FRANCISCO].

  2. Select the Maintenance module > Customer tab > Company tab.

  3. Create a Company [COMPANY#4] with the Company Type drop-down as Intra Company.

  4. Select the Intra-Company Type drop-down as E-Pool, as shown in Figure 7.0.

Figure 7.0 Company [COMPANY#4] with the Company Type drop-down as Intra Company and Intra-Company Type drop-down as E-Pool

https://documentation.r2help.com/mergedProjects/Maintenance/topics/images/Company4IntraCompanyTypeEPoolR28698.png

 

  1. Click OK in the COMPANY#4 Company Edit window.

  2. Exit the Maintenance module.

Sample Workflow

  1. Select the Account module and tag the Company [COMPANY#4].

  2. Select the File menu > New sub menu > Operation Order option. The Reservation (Operation Order) window is displayed.

  3. Select the Customer tab and verify the Customer. The Customer is defaulted to the Customer [COMPANY#4], shown in Figure 7.1.

The Customer is defaulted to the Customer [COMPANY#4], as the tagged Company Type is Intra-Company with the Intra-Company Type [E-Pool] in the Company Edit [COMPANY#4] window.

Figure 7.1 Account module > File menu > New sub menu > Operation Order option > CO326664 Reservation (Operation Order) window

https://documentation.r2help.com/mergedProjects/Maintenance/topics/images/ReservationOPernOrdScenario6R28698.png

 

  1. Select the Company importable button. The Search Company / Contact window is displayed, displaying only the list of Companies with the Company Type drop-down  as Intra-Company and Intra-Company Type drop-down as All or E-Pool, as shown in Figure 7.2.

Figure 7.2 Search Company / Contact window displaying the Companies with the Intra-Company Type drop-down as All or E-Pool

https://documentation.r2help.com/mergedProjects/Maintenance/topics/images/SearchCompanyContactR28698.png

 

  1. Exit the CO326664 Reservation (Operation Order) window.

Scenario 8 - Equipment Usage View with the Company Type as Intra-Company and Intra-Company Type as All

Prerequisites

  1. Select the Site [SAN FRANCISCO].

  2. Select the Maintenance module > Customer tab > Company tab.

  3. Create a Company [COMPANY#1] with the Company Type drop-down as Intra Company.

  4. Select the Intra-Company Type drop-down as All, as shown in Figure 8.0.

Figure 8.0 Company [COMPANY#1] with the Company Type drop-down as Intra Company and Intra-Company Type drop-down as All

https://documentation.r2help.com/mergedProjects/Maintenance/topics/images/Company1IntraCompanyTypeAllR28698.png

 

  1. Click OK in the COMPANY#1 Company Edit window.

  2. Select the Items tab and create a Serial Item [JBL SMART] and receive some Assets.

  3. Exit the Maintenance module.

Sample Workflow

  1. Select the Search Inventory module and tag the Item [JBL SMART] and click the Equipment Usage View icon. The Equipment Usage View window for the Item [JBL SMART] is displayed.

  2. Perform a right-click on the Left Hand Side of the Equipment Usage View window. The Create Quote and Create Hold options are displayed, as shown in Figure 8.1.

Figure 8.1 Account module > File menu > New sub menu > Operation Order option > CO326664 Reservation (Operation Order) window

https://documentation.r2help.com/mergedProjects/Maintenance/topics/images/EUVR28698.png

 

  1. Select the Create Quote option. The Quote dialog box is displayed with the Customer Info section displaying the Customer [COMPANY#1] details, as shown in Figure 8.2.

The Customer [COMPANY#1] details are displayed in the Customer Info section of the Quote dialog box, as the Customer [COMPANY#1] is tagged with the Company Type [Intra-Company] and the Intra-Company Type [All].

Figure 8.2 Create Quote > Quote dialog box > Customer Info section displaying the Customer [COMPANY#1] with the Intra-Company Type as All

https://documentation.r2help.com/mergedProjects/Maintenance/topics/images/EUVCustomerInfoDialogBoxR28698.png

 

  1. Cancel the Quote dialog box.

Similarly, the Customer [COMPANY#1] details are displayed in the Customer Info section of the Create Hold dialog box, as the Customer [COMPANY#1] is tagged with the Company Type [Intra-Company] and the Intra-Company Type [All].

  1. Exit the Equipment Usage View window.