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Service Origin

A service origin line tells a service screen where its Copy From button looks: which lookup lists the source documents and which lists their lines. The delivered lines are what make Copy From work.

Where
Not on the delivered Service Management menu
Who uses it
The implementation consultant
When
At setup, only when a copy-from source is added or changed
Needs first
Nothing

What it is for​

When a user presses a Copy From entry on Billing Proposal, the screen looks up the line whose Process Code is the source screen. Without that line the copy is refused with "You don't have rights".

Every field in plain words​

General​

FieldWhat it meansWhat to put
Process CodeThe source screen copied fromPick a screen code. Cannot be changed once saved. Required. Cannot be changed once saved
Help ObjectLookup listing the source documentsPick a lookup
Helpobject LinesLookup listing the source linesPick a lookup
Required MultipleSeveral source documents may be picked at onceTick to allow it
PredefineDelivered lineRecorded only
BlockStops the record from being picked on new documentsLeave clear while it is in use

How to configure it​

Leave the delivered lines as they are. Required Multiple lets the user pick several source documents at once. Predefine is stored only. The Basic Data tab shows a user-group grid that has no column set-up in this release, so it shows nothing.

Scenarios​

  • Billing proposals copy from service orders. The line with Process Code SMSO must exist and name its header and line lookups.

What it is connected to​

If something looks wrong​

  • Copy From says "You don't have rights". There is no origin line for that source screen.