Scheduler and Colors
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Scheduler and Colors
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?
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?
Dan
- ricmorin
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Re: Scheduler and colors...
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.
Ric Morin - Volunteer Forum Moderator, Shop Owner, ASE Master L1
Motorcar Alternatives, LLC
603-622-6434 x203
www.motorcaralternatives.com
I find my life is a lot easier when I use Special Orders
Motorcar Alternatives, LLC
603-622-6434 x203
www.motorcaralternatives.com
I find my life is a lot easier when I use Special Orders
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Re: Scheduler and colors...
Is this functionality being developed for a near future release?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.
Dan
- ricmorin
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Re: Scheduler and colors...
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.
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.
Ric Morin - Volunteer Forum Moderator, Shop Owner, ASE Master L1
Motorcar Alternatives, LLC
603-622-6434 x203
www.motorcaralternatives.com
I find my life is a lot easier when I use Special Orders
Motorcar Alternatives, LLC
603-622-6434 x203
www.motorcaralternatives.com
I find my life is a lot easier when I use Special Orders
- murraymotive
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Re: Scheduler and colors...
Having them mappable is not a massive task. We made a small tool to accomplish this in about 45mins.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.
- Johnny5
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Re: Scheduler and colors...
"...mappable is not a massive task. We made a small tool to accomplish this in about 45mins." Can you tell me more?
JD
JD
John Dwulet AKA: Johnny5
Retired - Mitchell1
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Re: Scheduler and colors...
Yes, please elaborate.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
Dan
- murraymotive
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Re: Scheduler and colors...
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.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
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Re: Scheduler and colors...
Is this tool something that you can share?murraymotive wrote: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.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
Dan
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Re: Scheduler and Colors
I believe this needs to be discussed further before sharing, to ensure an unsupportable condition is not being created.
Tim McDonnell -
Sr. Product Market Mgr / Forum Moderator / Mitchell 1 Media Developer
Sr. Product Market Mgr / Forum Moderator / Mitchell 1 Media Developer
- murraymotive
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Re: Scheduler and colors...
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.GUTHTIRE wrote:Is this tool something that you can share?murraymotive wrote: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.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
- John C.
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Re: Scheduler and colors...
Well, THAT makes perfect sense... but, I kid!!!!murraymotive wrote: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.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
John C.
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Re: Scheduler and colors...
Glad you said it!John C. wrote:Well, THAT makes perfect sense... but, I kid!!!!murraymotive wrote: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.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
Rich Hays
Work 9-11 or 616-696-0020
Being able to get CAPE off a Skew T chart is important in this hobby.
Work 9-11 or 616-696-0020
Being able to get CAPE off a Skew T chart is important in this hobby.