Force specification of external document numbers

BEYOND Service allows you to force the specification of external document numbers on service documents (service quote and service order).
The above mentioned service documents can be created after activating the option only if an external document number is specified on the card.

To force the specification of an external document number for service documents, proceed as follows:

1. Open the search function from the role center (ALT+Q).
2. Search for Service Management Setup and click on the appropriate search result.
3. The Service Management Setup page is displayed. On this page you will find the settings for your service area.
4. To force the user to enter an external document number for service documents, activate the Ext. Doc. No. Mandatory slider under the Mandatory Fields tab.
   

The mandatory field External Document No. is displayed on the service document cards. No service document can be created without specifying an external document number.