Basic Data for B2B Contracting—Exercises
Required Data
Basic Data for Work Processing
Purpose: The purpose of this exercise is to set up the
basic data required for running this particular functionality.
- Create a priority, discovery, symptom, class, fault type, performed
action, cause, supplier and maintenance organization to be used in the exercise below.
-
Enter the employee connected to the user as an employee of the maintenance
organization that you created.
General exercise for
Work Processing.
Create Document Class
Purpose: The purpose of this exercise is to show you the
required data that is used in the exercises below.
- Open the Document Basic window and create a document class.
General exercise for
Creating a
Document Class.
Create Document Format
Purpose: The purpose of this exercise is to show you the
required data that is used in the exercises below.
- Open the Document Basic window and create a document format.
General exercise for
Creating a New
Format.
Party List
Purpose: The purpose of this exercise is to set up the
basic data required for running this particular functionality.
Windows:
Equipment Basic Data
- Create a party list with the Contractor party
type in which the supplier is a member.
General exercise for
Party
List.
Main Exercise
Purpose: The purpose of this lesson is to create the basic
data require to perform the B2B Contracting functionality.
Windows:
Explore Users
B2B Basic Data
Define B2B Login User
- Log on as an Admin user.
- Open the Explore Users window.
- Double-click on your user.
- Click User Properties. The User Properties dialog
box is opened.
- Create a new record.
- Enter CONTRACTOR_ID in the Name field and the name of the
supplier to which the user belongs in the Value field.
Define Priorities
- Open the B2B Basic Data window.
- Click the
Priorities
tab.
- Populate the page.
- Enter 1 in the Weight field for the priority that you created.
- Enter 1 in the B2B LOV
Order field.
- Save the record (F12).
Define Discoveries
- Open the B2B Basic Data window.
- Click the
Discoveries
tab.
- Populate the page.
- Enter 1 in the B2B LOV Order field
for the discovery code that you created.
- Save the record
(F12).
Define Symptoms
- Open the B2B Basic Data window.
- Click the
Symptoms
tab.
- Populate the page.
- Enter 1 in the B2B LOV Order field
for the symptom that you created
- Save the record (F12).
Define Classes
- Open the B2B Basic Data window.
- Click the
Classes
tab.
- Populate the page.
- Enter 1 in the B2B LOV Order field
for the class that you created.
- Save the record (F12).
Define Fault Types
- Open the B2B Basic Data window.
- Click the
Fault Types
tab.
- Populate the page.
- Enter 1 in the B2B LOV Order field
for the fault type that you created.
- Save the record (F12).
Define Performed Actions
- Open the B2B Basic Data window.
- Click the
Performed Actions tab.
- Populate the page.
- Enter 1 in the
B2B LOV Order field for the performed action that you
created.
- Save the record (F12).
Define Causes
- Open the B2B Basic Data window.
- Click the
Causes
tab.
- Populate the page.
- Enter 1 in the B2B LOV Order field
for the cause that you created.
- Save the record (F12).
Define Maintenance Organizations
- Open the B2B Basic Data window.
- Click the
Maintenance
Organizations tab.
- Populate the page.
- Enter 1 in the B2B
LOV Order field for the maintenance organization that you
created.
- Save the record (F12).
Define Document Classes and Formats
- Open the B2B Basic Data window.
- Click the B2B Doc Classes and Formats tab.
- Populate the page.
- Enter 1 in the B2B LOV Order field
for the document class that you created.
- Enter the format
you created in the Default Format Value field.
- Save the record (F12).