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Hi All,
When I imported the Field Service Mobile project file into the Woodford solution, there is a tab called, “Scan Customer Assets”, I am not really clear on what it does. Does the user scan after the asset has been registered or do we use it to register the asset. How do we configure the barcode parameters into it? What are the next steps to configure this. An example of my client's requirement is, when the technician goes on site and does the job, they would like to scan the barcode of the work order product and register it as a customer asset against that client and work order. This should also update the inventory.
Is there a piece of any documentation which I can have to get some clarity on this?
Thanks in Advance.
Miloni
I've heard that it was designed this way so developers can manually change what field to search for the asset. There is no documentation stating this so I can see why people can get confused as its not normal to edit Microsoft issued code.
I had the same question, which nobody was able to answer. So, I had a look at the ScanCustomerAssets.js, which is a Offline HTML component of the Woodford Client. The code is quite simple and pointed out, that this functionality in fact only searches for GUID. There is also a developer comment in the code which confirms that. I made some tests by generating bar codes from customer asset's GUID and was able to scan and find a specific customer asset.
I my opinion that function is nearly useless in the real world because you have serial numbers which are used by many industries. Not to mention, that bar codes from GUID are quite large.
However, a developer should be easily able to change the behavior of ScanCustomerAssets.js in order to find customer assets by other fields rather than the ID.
If I understand correctly, you expected the system to use the same identical barcode number for both, the UPC code and the serial ?
If yes, than I think this is not the way it works. You would need to still make a difference between when you do have a Serial and when an UPC. For me there is usually a difference between these both. Or am I wrong here? A Serial would identify your Customer Asset, however an UPC would only identify your product/product model. So if you sell one instance of your product you would have one Serial so that you can have multiple serials related to one product. OR if you want to create/track the serials already in advance and not only at the time of selling than of course you could create one new product record in the system for each serial and this way "leverage" the same number across both of the entities. When I created POCs or models like that however I usually go differently. If I want to create/track a Serial in advance I would create a new entity as a child of the out-of-the-box Product entity.
So after you have extended your data model that way: own entity for Serial with Product as a parent entity (=lookup to Product in Serial record), than you could scan this Serial lookup on the Work Order Product record in FS Mobile and have a Form Rule extracting the Product information for you automatically.
I implemented the part according to your suggestion to scan the bar code for the work order product and by the work flow, this serial number is passed to the customer asset that it creates. Works good.
However, right now, the work order products are supposed to be manually added one by one from the application, and when the WO Product is used, we can scan the barcode and save the serial number. Is there a way in which we can record the work order product by scanning the barcode? What I mean to say here is, for adding the work order product itself, I can scan the barcode, and from the serial number captured, the system can identify by itself what kind of product was scanned.
According to your suggestion, what i tried is, i created a product and configured the upc code for the barcode it had. Then from the FS mobile app, in the WO product, i scanned the barcode with the field i had created. What it did was it captured the serial number, but it did not identify the product i scanned. I dont know if I am doing something wrong over here.
Thanks for your help in advance. I much appreciate it.
Regards,
Miloni
I think this is mainly for identifying the Product. It is enabled for barcode scan in FS mobile out of the box. You could assign a Product to a Work Order Product by scanning its UPC Code. I don't know about any other automatism this would trigger.
Thank you @moko33. This does make sense having the workflow for sending through the serial number. My only question is, apart from changing the field formatting to barcode, is there any other configuration we need to do to get the serial number?
I noticed we have to enter the UPC code on a product level which uniquely identifies the manufacturer I reckon. Does it relate in any way to this entire process or is it more it identify the product category while recording the inventory?
Thanks a lot for your response though. Really appreciate. :)
As much as I know the Scan Asset currently identifies the GUID of the Customer Asset record only.
What you need is a new field on the Customer Asset entity like "Serial" which gets enabled for Barcode via Woodford.
As soon as your Technician has installed a Work Order Product where the underlying Product has Convert to Customer Asset = Yes, and the Line Status has been switched to Used and Work Order sysemstatus to open-completed, the Asset gets created and the Technician can use the barcode scanner to fill in the Serial.
You can additionally create a new barcode enabled Serial field on the Work Order Product entity to be able to store the serial in an earlier stage and automatically populate it to the Asset via Workflow.
At the moment I think there is no documentation available by Mircosoft how to configure the Scan Asset menu entry directly at the Home screen of your mobile app. I have simply removed it from there. You can activate the scan functionality for any field you wish by switching the field formatting to barcode left from the field list in Woodford. This enables a small scan button next to the field in the mobile app.
If you add this field to a view in Woodford you can also search for records by scanning the barcode than.
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