About this Release

This release represents a major improvement to the ESB and major and mostly minor improvements to the mobile application. 

Mobile Application Release Notes

New Features

 NEW  Large Form Factor Transfer Inventory Process (Including Transfer to Warehouse)

ServiceMobility has now been enhanced to optimize the transfer inventory process for large form factor devices.  In addition to inbound and outbound tech-to-tech inventory transfer capabilities, ServiceMobility now offers the ability for a technician to transfer inventory to a warehouse location.  A unique set of FlexForms can now be configured to be associated with inbound and outbound tech-to-tech transfers as well as transfer to warehouse.

Dispositioned parts can be transferred to warehouse, but currently not between technicians in the inbound and outbound tech-to-tech transfers.

Setting Up Inventory Transfer Flex Forms

FlexForms can be setup for inventory transfers via System Category 40 of the System Category REST API.  

A sample payload is as follows:

{
    "SysCatID": "40",
    "Desc": {
        "en": "Inventory Transfer Type"
    },
    "SysActs": [
        {
            "SysActID": "1001",
            "IsActive": true,
            "Desc": {
                "en": "Inbound"
            },
            "FlexForms": [
                "2021",
                "3190"
            ]
        },
        {
            "SysActID": "1002",
            "IsActive": true,
            "Desc": {
                "en": "Outbound"
            },
            "FlexForms": [
                "2021"
            ]
        },
        {
            "SysActID": "1003",
            "IsActive": true,
            "Desc": {
                "en": "Warehouse"
            },
            "FlexForms": [
                "3190"
            ]
        }
    ]
}

Setting Up a Warehouse in ServiceMobility

A warehouse can be setup for via the Inventory REST API with a StorageLocationType = 1002.  

A sample payload is as follows:

{
    "ModifiedUTC": "2019-12-01T12:00:00.000Z",
    "StorageLocationID": "ChicagoDC",
    "StorageLocationType": "1002",
    "Address": {
        "AddrLine1": "1060 West Addison St",
        "AddrType": "1001",
        "City": "Chicago",
        "Country": "USA",
        "Region": "IL",
        "Zip": "60613"
    },
        "Contacts": [{
        "Email": "YourEmailAddress@servicepower.com",
        "FirstName": "Warehouse",
        "IsPrimary": true,
        "LastName": "User",
        "Phones": [{
            "PhoneNum": "312-555-1000",
            "PhoneType": "1001"
        }]
    }],
    "Name": "Chicago Distribution Center"
}

Automatically Adding Dispositioned Inventory to Transfer to Warehouse

Transfer to warehouse functionality can be configured to automatically add all inventory in a disposition bucket. This is done by adding the defaultTransferRMADisposition property as shown in the following snipped via the Mobile Configuration REST API:

    "Inventory": {
        ...
        "defaultTransferRMADisposition": "1002"
     }

 NEW  Large Form Factor - Disposition Parts in Inventory from Within Inventory Process

ServiceMobility now allows a user to disposition parts in inventory from the large form factor View Inventory screen.

NEW  Large Form Factor - Disposition Parts in Inventory from Within Work Order Process

ServiceMobility now allows a user to disposition parts in inventory from within the work order process. This is specifically for parts that are not ordered.  When the inventory is dispositioned from this process, the line item quantity will be decremented by the amount quantity positively adjusted.  For example, if a line item has a quantity of 2 and the user taps the disposition button on the line item and adjusts it by only one, the line item dispositioned will now have a quantity of 1.  Similarly, if that same line item was adjust by 2, the line item would be removed from the work order.

The ability to enable this functionality is controlled via the dispositionLineItemsEnabled property in the Mobile Application Configuration REST API as shown below.

 "WorkOrder": {
        ...
        "dispositionLineItemsEnabled": "true",
        ...
    },

NEW  Ability to Scan a Barcode within a FlexForm

A new field type has been added to FlexForms that provides the ability to scan a barcode.   This is setup by adding a field of field input type = 3000 via the Flex Attribute API.  A sample payload is as follows:

{
    "FlexAttrID": "SampleField1",
    "AutoPopulate": false,
    "InputType": 3000,
    "IsActive": true,
    "IsReq": false,
    "Desc": {
        "en": "Your Field Description"
    },
    "Label": {
        "en": "Your Field Name",
        "es": "Your Field Name"
    }
}

NEW  Customer-definable Criteria to Retrieve Estimate, Site and Asset History

ServiceMobility now allows customers to define customer-specific criteria to retrieve estimate, site and asset history.  This is configurable via the Mobile Application Configuration.  A sample configuration is as follows:

"RestApi": {

       ...

        "Criteria": {
            "AssetHistory": "{\\\"and\\\":[{\\\"==\\\":[{\\\"$expression\\\":\\\"$substring(Assets[0].Model,0,6)\\\"},\\\"{{$substring(Asset.Model,0,6)}}\\\"]},{\\\"==\\\":[{\\\"$expression\\\":\\\"Assets[0].SerialNum\\\"},\\\"{{Asset.SerialNum}}\\\"]},{\\\"==\\\":[{\\\"$expression\\\":\\\"Location.Contacts[IsPrimary=true].LastName\\\"},\\\"{{Location.Contacts[IsPrimary=true].LastName}}\\\"]},{\\\"==\\\":[{\\\"$expression\\\":\\\"Location.Address.Zip\\\"},\\\"{{Location.Address.Zip}}\\\"]}]}",
            "SiteHistory": "{\\\"and\\\":[{\\\"==\\\":[{\\\"$expression\\\":\\\"Location.Contacts[IsPrimary=true].LastName\\\"},\\\"{{Location.Contacts[IsPrimary=true].LastName}}\\\"]},{\\\"in\\\":[{\\\"var\\\":\\\"Location.Address.AddrLine1\\\"},\\\"{{Location.Address.AddrLine1}}\\\"]},{\\\"==\\\":[{\\\"$expression\\\":\\\"Location.Address.Zip\\\"},\\\"{{Location.Address.Zip}}\\\"]}]}",
            "EstimateHistory": "{\\\"and\\\":[{\\\"==\\\":[{\\\"$expression\\\":\\\"$substring(Assets[0].Model,0,6)\\\"},\\\"{{$substring(Assets[0].Model,0,6)}}\\\"]},{\\\"==\\\":[{\\\"$expression\\\":\\\"Assets[0].SerialNum\\\"},\\\"{{Assets[0].SerialNum}}\\\"]},{\\\"==\\\":[{\\\"$expression\\\":\\\"Location.Contacts[IsPrimary=true].LastName\\\"},\\\"{{Location.Contacts[IsPrimary=true].LastName}}\\\"]},{\\\"==\\\":[{\\\"$expression\\\":\\\"Location.Address.Zip\\\"},\\\"{{Location.Address.Zip}}\\\"]}]}"
        }
    },

NEW  Enforce Customer Email Address Prior to Closing Work Order

When the EmailInvoice = true, ServiceMobility will now enforce the email address is captured prior to closing the work order.

NEW  Install Date is Mandatory When Editing an Asset

When editing an asset, the install date is now mandatory prior to saving changes to that asset.

ESB Release Notes

CHANGED Modified the Work Order REST API and Work Order Export API to add the SupersededPartsDesc field to the line item and ordered parts collections.  

CHANGED Modified the Inventory Usage Transaction to include the FlexAttributes (FlexForm responses).

NEW Added the Process Template Query API.  This API returns a collection of work order objects based on the filter criteria passed in on the GET request. Process Templates provide a means to create a work order for either parts sale process, duplicate work order, etc in various processes in mobile application. 

CHANGED Adjust inventory reason codes system category have now been defined as System Category 1000.  

Issues Resolved

FIXED Resolved an issue where a work order can be rejected after it is in a completed state.

FIXED Resolved an issue where a technician was able to duplicate a work order even when the WorkOrder.Rule.CanDuplicate was false.

FIXED Resolved an issue where the estimate deilvery date was cleared when the user navigated into the line item detail.

FIXED Resolved an issue that allowed a user to add negative values to line items in the stock level recommendation process.

FIXED ServiceMobility no longer erases ship to and urgency when no value is provided in the response from the parts ordering API.

FIXED Resolved an issue where the technician is able to reschedule a work order other menu when CanReschedule is false.

FIXED Resolved an issue where the technician is able to duplicate a work order other menu when CanDuplicate is false.

FIXED Resolved an issue where the search bar criteria persists upon completing the receipt of a shipment.

FIXED Resolved an issue where the serial number wasn't being validated upon editing an asset when ValidateSerialNum is true.

FIXED Resolved an issue where tomorrow's call was being displayed in the upcoming call window.

FIXED Resolved an issue where navigating out of the line item detail screen pops up an "ordered part" notification message.