Manage Handover Reference—Exercises
Required Data
Create Task
Purpose: The purpose of this exercise is to create
a task to be used to create a handover reference from.
- Create a new task for a case.
General exercise for Create Task
Enter Site
Purpose: The purpose of this exercise is to define
a site to be used as a ref ID for a business object which is to be connected to
a business object queue.
Windows:
Site
- Create a new site.
General Exercise for Entering
a Site
Connect Site to the User.
Purpose: The purpose of this exercise is to connect
the site you created to your user ID
Windows:
Sites per User
- Connect the site you created to your user ID
General Exercise for Connecting
a Site to a User
Define Maintenance Organization
Purpose: The purpose of this exercise is to define
a maintenance organization to be used as a ref ID in a business object which is
to be connected to a business object queue.
Windows:
Organization Basic Data
- Create a new maintenance organization
- Enter the above created site as the site for the
maintenance organization (to be used as a ref ID the site we select as
the maintenance organization site should be any site allowed to the user)
Main Exercise
Purpose: The purpose of this lesson is to manage
a handover reference from a task to a business object.
Windows:
Case
- Open the
Case window and query (F3)
for the case with the task you created.
- Right Click and Click Accept. The
Accept Case dialog is opened.
- Click OK.
- Click the
Tasks tab.
- Select the row with the task, right click and click Accept
Task. The Accept Task dialog box is opened. Click OK.
- Select the row with the task, right click and click Create
Handover Reference. The Handover dialog box is opened.
- Select work order in the Handover Reference
field.
- Click OK.
- Use List to select the site you created in
the WO Site field.
- Use List to select the maintenance
organization you created in the Maint. Org field.
- Enter My first work order handover, in the Short
Description field.
- Make sure the Open Form check box is selected
and click OK. The
Service Request
window is opened.
- Click on each tab and go through the information and
see what can be modified and enter values accordingly.
- Close the window.
Note Try creating a handover
reference to a customer order and return material authorization by yourself.
(First, create more tasks and accept them as shown in Required Data). Use the
same steps mentioned above except for selecting the appropriate values in the Handover
Reference field.
- Select the row with the task, right click and click View
Handover Reference.
- Select the row with the task, right click and click Disconnect
Handover Reference.
- A message appears inquiring whether you wish to
remove the connection. Click Yes.