E-CRM: Site Name Field In Customer Information Becomes Blank On A Service Order
Last updated on APRIL 14, 2017
Applies to:PeopleSoft Enterprise CRM Integrated FieldService - Version 9.1 and later
Information in this document applies to any platform.
When creating a Service Order for a Site, if the Anonymous Caller checkbox is selected in the Service Order page, the Site Name field becomes blank in Customer Information section of the Service Order tab.
1) Login as VP1/VP1, then navigate to Field Service > Add Service Order, select BU = EGNBU then click on "Add Service Order" button;
2) Click on Site Name lookup icon and choose the first result ("Lakeside View Restaurant - 1"): the Service Order page contains the following information:
Customer field = "Lakeside View Restaurant"
"Site Name" field = "Lakeside View Restaurant - 1"
Address = two values, an empty value and an Address value ("2315 Clement Street San Francisco").
3) Click on "Anonymous Called" checkbox: the Service Order page contains the following information:
Customer field = "Anonymous User"
"Site Name" field = "" => empty
Address = "2315 Clement Street San Francisco".
4) Click on Service ID lookup icon and choose the first value. Click Save. The Service Order is generated without a Site Name, although the Address is still visible.
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