on 2023 Nov 28 2:12 PM
Hi,
I want to process the following scenario:
My problem is:
1) On the contract I have to indicate Service Organization. I want to have multiple service organizations in which the contract is valid. So is it required for Service Organization to be mandatory on the Contract? Now, the contract is saved with errors if there is no SO.
2) In In-House Repair process, field Service Organization is not available on Repair Quotation. Therefore only contracts with SO empty are proposed.
3) In On-Site Service process, field Service Organization is required on Service Quotation to be able to propose contract. Therefore contracts with empty SO are not proposed.
So how to manage Sales Organizations in case I want to have both processes with Repair Q and Service Q?
How to set Service Organization to optional on Service Contract?
How to enable Service Organization field on Repair Order?
Settings for Service Organizations:
SPRO > Service > Master Data > Organizational Management > Organizational Data Determination > Change Rules and Profiles > Change Rules and Profiles
You can uncheck Service Org as mandatory
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