Recurring Services- Missing Maintenance Plan type "Service Order"

[Silvia_Ventura]

Hi colleagues,

new version CE2011 provides a new functionality "Recurring Services" with several Apps to create/modify/display/scheduling maintenance plans.

There is a new maintenance plan type called "Service Order SO". However, some customers reported that this new type of maintenance plan is not available in spite of activation of scope 4X5 and the assignment of the role "Service Planner".

What is missing ?

[Silvia_Ventura · Accepted solution]

This is the solution :

1. Copy Business Role BR_SERVICE_PLANNER and create a new business role. Note that BR_SERVICE_PLANNER is using Write Access = "No Access" and your new business role will set this default value.

2. Modify the restrictions in your new business role setting the value Write Access = "Unrestricted". I've added the screen shot with the settings of my BR ZBR_SERVICE_PLANNER.

Hope it helps you

BR, Silvia