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Everything posted by ALIPO
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Supplier Contracts - how to add and can this be done in bulk?
ALIPO replied to ALIPO's topic in Supplier Manager
Perfect, that worked. Thanks for the advice Alex and for raising the defect. -
Supplier Contracts - how to add and can this be done in bulk?
ALIPO replied to ALIPO's topic in Supplier Manager
Hi Alex I am trying to add a new contract using the new '+' button with as much detail as is available to me but when I click to 'CREATE' nothing happens, so I have filled in every field in case I am missing a mandatory one (although there are no indicators of such) and I still get the same result. There are no errors returned to indicate what is wrong. Here are some screenshots showing the data entered in the vane hope you can tell me what is the problem. Thanks in advance. Andrew -
Supplier Contracts - how to add and can this be done in bulk?
ALIPO replied to ALIPO's topic in Supplier Manager
I'm not getting the "+" -
Supplier Contracts - how to add and can this be done in bulk?
ALIPO replied to ALIPO's topic in Supplier Manager
I think I have fathomed it out. I was expecting to see a button to add a contract from the overall list of contracts but I believe that you need to add contracts to a supplier, thus ensuring that the supplier exists first. -
I have the role of Contract Administrator but I do not seem to be able to add a new contract. The wiki says what detail can be added but it does not say how to create a new contract. With Supplier Manager there is a big red + to enable you to add a new supplier but there is no obvious way to add a new contract in contract manager. Can anyone shed any light on this and whether it's possible to enter a list in bulk, eg from a csv or similar please? I don't fancy adding them one by one! Thanks in advance. Andrew
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@David Hallthank you. I forgot it was mixed in with cost centre, department, division etc. I thought that company had it's own management list. All sorted now - many thanks.
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All Please save my sanity and remind me where to add additional company names in Service Manager. Thanks, Andrew
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Yes Victor, this is for Gareth.
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I have but I think it's related to me not making the new team available as a supporting team against a Service in the Service Portfolio. Now all good thanks Mary. Andrew
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That is the view criteria that I created for me but when trying to create it for my colleague, Gareth, nothing happened, it did not save. Andrew
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I am looking to upload a .csv template to update Assets. Situation is that we have dozens of Assets that need to be marked as being disposed and I believe that the Manage Assets Bulk Upload function can do this, and as long as we verify on Serial Number no duplicates will be created. Initially I thought the function was for 'NEW' only but then remembered the VERIFICATION option I tried uploading my a test .csv but that failed The reason made no sense to me other than a database error occurred. Andrew
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I have created a new Service Desk team called 'Asset & Software Management' but it is not appearing in assignment dropdowns It should appear between 'Argo' & 'Business Patents'
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Can the bulk upload .csv be used to 'Update' existing records without creating duplicates or only used to 'Upload' new records?
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I have been working with our FM department to see whether Service Manager will work for them and demonstrating how to set up a view to filter FM assets from IT but the view for Gareth does not 'save'. The VIEW is configured like this: But I suspect security settings or permissions are preventing him being able to 'save' the VIEW
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Mental block - I have forgotten where sites are managed in Service Manager
ALIPO replied to ALIPO's topic in Service Manager
Hi Dave, many thanks. All good now. -
Hi A new Service Managed user is unable to save a View from Manage Assets His roles/permissions are: He is able to edit Asset Types and their attributes but just cannot save a View. No errors returned. Any help gratefully received. Regards, Andrew
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Hi We are looking to capture FM assets in Service Manager along with IT Assets and in order to do this I need to be able to create a new Asset Class of FM so that I can create FM specific Asset Types. Our instance is configured with General (Asset Class) and Furniture (Asset Type) underneath but I cannot see how to create a new Asset Type of FM to enable me to create FM Asset Types, eg Desk 1600, Manual Desk 1600, Electric Desk 1600, Conference Table 1600, Standard Chair, Ergo Chair etc (you get the drift). I could add all of these desk types under General (as opposed to just furniture) but thought it better to have a top class of FM (could be easier for reporting etc). @Hornbill Support Teamplease advise if this is possible and how to go about configuring Service Manager to achieve this result. @anyone else - has anyone used Service Manager in this way and do you have any tips please? Regards, Andrew
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@Martyn Houghton thank you, he was not enabled for assignments. Now all good, just need to work out how to close it now.
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I have an issue whereby a team member (Luca) is not visible when trying to assign tickets to them within their team. I have removed them from the team and re-added them as well as removing and re-adding Service Manager roles but no joy. Any ideas please? he has a Service Manager role he is a member of the team team is set to view and action tasks Any assistance would be greatly appreciated. Thanks, Andrew
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One of the features that is missing is a Shopping Basket for the Portal whereby customers can request items such as Hardware or Software. Would anyone else find this feature useful and @Hornbill Support Team is this on your roadmap? The question has been asked previously but @Hornbill Support Team (Steve Boardman) said it wasn't possible back in 2019 but time has passed since then. Thanks, Andrew
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I would like to configure the On-Hold feature so that you can only select a predetermined reason for putting a call on hold eg Waiting on Customer, Waiting on 3rd Party, Waiting on License, Waiting on Delivery Also is it possible for the call to automatically come off hold when the timer expires or if the customer updates the call? Thanks, Andrew
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Timesheet Manager widget is missing information for reports
ALIPO replied to ALIPO's topic in Timesheet Manager
Apologies, posted on wrong stream.