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Scheduler and Colors

Scheduler and Colors

Postby GUTHTIRE » Tue Aug 02, 2016 4:25 am

Is there a setting somewhere to enable all of the colors in the scheduler?

When we post an Invoice the associated entry in the schedule automatically changes to standard color, grey, for Closed.

When a customer arrives and you click their entry in the schedule and create a Repair Order shouldn't the item in the schedule change to light green (Arrived)? Likewise, if you create an invoice from a Repair Order which was created from the schedule shouldn't the entry in the schedule change to the standard color, dark green, for Completed. Are we missing a setting somewhere, a bug, or new functionality that we have yet to see?
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Re: Scheduler and colors...

Postby ricmorin » Tue Aug 02, 2016 4:52 am

Schedule statuses are independent from WIP statuses and do not automatically change based on actions in Manager, other than when posting. You need to MANUALLY change statuses in the Scheduler.
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Re: Scheduler and colors...

Postby GUTHTIRE » Tue Aug 02, 2016 5:54 am

ricmorin wrote:Schedule statuses are independent from WIP statuses and do not automatically change based on actions in Manager, other than when posting. You need to MANUALLY change statuses in the Scheduler.


Is this functionality being developed for a near future release?
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Re: Scheduler and colors...

Postby ricmorin » Tue Aug 02, 2016 6:02 am

It's possible, but logistically I doubt it. With user defined statuses, some people don't use the pre-programmed ones. Having the program automatically switch to pre-programmed statuses may cause issues with those users.

Of course there are those who say to make it user selectable. That would be awesome, but resources and time would be needed to develop something that many users would turn off. Not the best use of internal resources.

My personal take is this: why have a SEPARATE list of statuses in the Scheduler? I want ONE set that updates in BOTH places. SIMPLE.

I'll let M1 comment on what is being developed for the scheduler. Mine are strictly observations.
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Re: Scheduler and colors...

Postby murraymotive » Tue Aug 02, 2016 6:44 am

ricmorin wrote:It's possible, but logistically I doubt it. With user defined statuses, some people don't use the pre-programmed ones. Having the program automatically switch to pre-programmed statuses may cause issues with those users.

Of course there are those who say to make it user selectable. That would be awesome, but resources and time would be needed to develop something that many users would turn off. Not the best use of internal resources.

My personal take is this: why have a SEPARATE list of statuses in the Scheduler? I want ONE set that updates in BOTH places. SIMPLE.

I'll let M1 comment on what is being developed for the scheduler. Mine are strictly observations.


Having them mappable is not a massive task. We made a small tool to accomplish this in about 45mins.
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Re: Scheduler and colors...

Postby Johnny5 » Tue Aug 02, 2016 11:38 am

"...mappable is not a massive task. We made a small tool to accomplish this in about 45mins." Can you tell me more?

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Re: Scheduler and colors...

Postby GUTHTIRE » Tue Aug 02, 2016 12:19 pm

Johnny5 wrote:"...mappable is not a massive task. We made a small tool to accomplish this in about 45mins." Can you tell me more?

JD


Yes, please elaborate.
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Re: Scheduler and colors...

Postby murraymotive » Mon Aug 08, 2016 12:40 pm

Johnny5 wrote:"...mappable is not a massive task. We made a small tool to accomplish this in about 45mins." Can you tell me more?

JD


We compared SM.RepairOrderStatus.RepairOrderStatusId to SM.ScheduleStatus.StatusId to make a map in lieu of a sync tool. It watches SM.BOT_RepairOrderStatus.StatusDescription for changes and updates SM.Schedule.StatusId as the RO progresses.
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Re: Scheduler and colors...

Postby GUTHTIRE » Tue Aug 09, 2016 6:34 am

murraymotive wrote:
Johnny5 wrote:"...mappable is not a massive task. We made a small tool to accomplish this in about 45mins." Can you tell me more?

JD


We compared SM.RepairOrderStatus.RepairOrderStatusId to SM.ScheduleStatus.StatusId to make a map in lieu of a sync tool. It watches SM.BOT_RepairOrderStatus.StatusDescription for changes and updates SM.Schedule.StatusId as the RO progresses.


Is this tool something that you can share?
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Re: Scheduler and Colors

Postby timbre4 » Tue Aug 09, 2016 7:22 am

I believe this needs to be discussed further before sharing, to ensure an unsupportable condition is not being created.
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Re: Scheduler and colors...

Postby murraymotive » Wed Aug 10, 2016 6:59 am

GUTHTIRE wrote:
murraymotive wrote:
Johnny5 wrote:"...mappable is not a massive task. We made a small tool to accomplish this in about 45mins." Can you tell me more?

JD


We compared SM.RepairOrderStatus.RepairOrderStatusId to SM.ScheduleStatus.StatusId to make a map in lieu of a sync tool. It watches SM.BOT_RepairOrderStatus.StatusDescription for changes and updates SM.Schedule.StatusId as the RO progresses.


Is this tool something that you can share?


No, not really. It is not something easily installed & managed by someone who isn't familiar with going on. The next version maps StatusIds to each other that then auto-updates. I could share that one once I have the time to test it further.
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Re: Scheduler and colors...

Postby John C. » Wed Aug 10, 2016 10:55 am

murraymotive wrote:
Johnny5 wrote:"...mappable is not a massive task. We made a small tool to accomplish this in about 45mins." Can you tell me more?

JD


We compared SM.RepairOrderStatus.RepairOrderStatusId to SM.ScheduleStatus.StatusId to make a map in lieu of a sync tool. It watches SM.BOT_RepairOrderStatus.StatusDescription for changes and updates SM.Schedule.StatusId as the RO progresses.


Well, THAT makes perfect sense... but, I kid!!!! :mrgreen:
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Re: Scheduler and colors...

Postby Rich » Wed Aug 10, 2016 11:08 am

John C. wrote:
murraymotive wrote:
Johnny5 wrote:"...mappable is not a massive task. We made a small tool to accomplish this in about 45mins." Can you tell me more?

JD


We compared SM.RepairOrderStatus.RepairOrderStatusId to SM.ScheduleStatus.StatusId to make a map in lieu of a sync tool. It watches SM.BOT_RepairOrderStatus.StatusDescription for changes and updates SM.Schedule.StatusId as the RO progresses.


Well, THAT makes perfect sense... but, I kid!!!! :mrgreen:


Glad you said it!
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