Applications › Warehouse › List
Overview
Use the External Service list in the Warehouse application to review external service records and organize the information displayed for your work. Warehouse and inventory users can search the list, apply available filters, review key details such as sheet number, responsible project manager, service type, quantity, unit, and order status, and export the displayed information when required.
Workflow
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Open Warehouse, then select external-service to open the External Service list.
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Review the external service records in the list. Use the available columns to identify the relevant entry, including Sheet no., Name, P.M Responsible, Service type, Order status, Qty, and Unit.
Tip: Use Order status together with the responsible project manager and service type to focus your review on the appropriate external service work.
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Decide whether you need to find a specific record or narrow the displayed results:
- Enter a keyword in Search to locate matching records.
- Select Apply filter to apply the selected filter criteria.
- Select Tickets when you need to work with the available ticket view or filter option.
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Decide whether the current list layout is suitable:
- Select Standard Layout to use the standard list arrangement.
- Select Columns Chooser to choose which columns are displayed.
- Select Add Layout when you need an additional layout. Enter a name in Layout name, then select Save.
- Select Update Current to save changes to the current layout.
Note: Use clear layout names that identify their purpose, such as “External Service by Project Manager” or “External Service Status Review”.
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Decide whether a saved layout should be retained or removed:
- Select Cancel to stop editing without saving the current changes.
- Select Delete Current to remove the current layout.
- Select Delete to remove the selected item when applicable.
Warning: Deleting a layout removes that saved arrangement. Review the selected layout before using Delete Current or Delete.
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When the list contains the information you need, select Export to produce an export of the displayed external service data.
Examples
A warehouse manager needs to review external services assigned to a particular project manager before preparing a weekly operational update.
- Open Warehouse and select external-service.
- Enter the project manager’s name in Search and select Apply filter.
- Review the resulting records using Sheet no., Service type, Order status, Qty, and Unit.
- Select Columns Chooser and retain the columns needed for the update, such as sheet number, responsible project manager, service type, order status, quantity, and unit.
- Select Add Layout, enter
Weekly External Service Reviewin Layout name, and select Save. - Select Export to create an export of the filtered external service list for the weekly review.
Tips
Tip: Search before exporting so that the export contains only the external service records relevant to your current review.
Tip: Create separate layouts for different operational purposes, such as service-type review, project-manager review, or status review.
Note: If you change the displayed columns in an existing layout, select Update Current to retain the revised arrangement.
Troubleshooting
| Symptom | Likely cause | Fix |
|---|---|---|
| The required external service record is not visible. | The list contains more records than can be reviewed easily. | Enter a relevant value in Search and select Apply filter. |
| The list does not show the information needed for review. | The current layout does not include the required columns. | Select Columns Chooser, adjust the displayed columns, and select Update Current or save a new layout. |
| An unwanted layout change is still being edited. | The layout has not yet been saved or cancelled. | Select Cancel to stop the current edit without saving it. |
| The exported information is broader than expected. | The list was exported before narrowing the results. | Use Search and Apply filter before selecting Export. |
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