You probably know this screen: "Repair Status Setup" in Service Management in Microsoft Dynamics NAV.
Then you know these 4 parameters as well:
- "pending status allowed"
- "In proces status allowed"
- " finished status allowed"
- "on hold status allowed"
What is the meaning of these parameters?
The online help is telling us:
What do we learn from this?:
- it is about changing the "Service Order Setup"
- When a checkmark in this parameter for a specific repair status occurs, then you can change a service order status to this status when this service order contains a service item line with the specific repair status
Is it that simple?
- YES, When you keep with default demo parameters, you will not notice any difficulties
- NO, when you alter the default setting, you can get into some troubles
STEP 1: Lets assume we have following parameter settings:
STEP2: And we make a new service order like this:
2 service item lines: both with Repair status: Initial
Service order status: pending
STEP3: We change the repair status on the lines to In Process
"you cannot change status to in process in service header ..."
Time for a first conclusion:
- the above mentionned parameters do not only have impact on "manually changing the service order status". It is clear that they also have impact on changing the repair status on the lines!
This error was caused because of the parameter setup:
- for the repair status initial, only the "pending status allowed" was checkmarked
This means that no other service order status is allowed then "pending". But off course, Dynamics NAV is also changing the status automatically depending on the priority of service order status connected with the repair status.
So his means, that no further transition of the status is possible.
STEP 4: Lets, assume that we want it to be possible that repair status can only change to "in process".
Then we need to change the parameter setup.
For the repair status initial, we need to add a checkmark also in " in process".
Time for a second conclusion:
- With these parameters you can manage which steps in repair status can be made.
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