Standard order data fields
Field
Description
General
Code
In this field, enter a relevant code for the new standard order.
Order group
In this mandatory field, select the order group to which the standard order should be linked. This can be chosen from a pick list.
User-defined type
This field specifies the standard order's initial user-defined order type.
Status
In this mandatory field you must enter the standard order's initial status. When end users apply the standard order / request this status will be the initial status of the new order / request.
Property
In this mandatory field, select a property from the pick list to link the standard order to a property.
Reservation unit
In this field, you can select a reservation unit from the pick list to link the standard order to a department.
Asset
In this field, you can select an asset from the pick list to link the standard order to an asset.
Description
Enter a fitting description that is to be displayed on the new order / request when the standard order is applied. End users can modify this description as required.
Priority
You can select a priority from a pick list to specify the term within which the standard order must be carried out.
Department
In this field, you can select a department from the pick list to link the standard order to a department.
Budget
In this field, select the budget to which the order costs should be booked.
Assigned by
In this field, select the person for whom an order is completed (and who is charged for it). An option can be chosen from a pick list including all addresses of this type in the Contracts TSI.
Trade
In this field, you can link the standard order to a specific trade, which can be selected from a pick list.
Cost category
In this field, you can select a cost category from a pick list.
Project
In this field you can select one of the available projects from a pick list.
To be approved by
The person who must authorize the order. For this field a pick list is available, containing people from the Personnel TSI.
SLA service
Use this field to link an SLA service to a standard request or a standard order. This is very useful because when creating a request or order, the correct SLA service is always completed based on a standard.
SLA priority
Specify a number to search for an SLA. By specifying an SLA priority for the order, a specific SLA can be found via the SLA scope.
Weighting
Specify a number to indicate the importance of the order. Based on the weighting, the completion time score and response time score are calculated.
Display type
A display type is a specific set of data that the Planon administrator can choose to make visible for Planon ProCenter elements such as Orders, Properties, People, Contracts, Item groups and Assets. Click the button within this field to open the Display type pick list from which you can specify a display type for the selected user-defined business object.
If the name of a user-defined business object is not displayed correctly in the Display type pick list, change the translation of the user-defined business object in Field Definer.
Standard order links
Applicability user groups
Specify to which user groups the standard order applies. The options are: All, None or Specific. If you select Specific, you have to make the actual link to the user groups via the action menu. In Service Desk, only standard orders that are linked to the user group of the entered Internal requestor will be displayed.
Applicability item groups
Specify to which item groups the standard order applies. The options are: All, None or Specific. If you select Specific, you have to make the actual link to the item groups via the action menu. In Service Desk, only standard orders that are linked to the item group of the entered Asset ID will be displayed.
Applicability properties
Specify to which properties the standard order applies. The options are: All, None or Specific. If you select Specific, you have to make the actual link to the properties via the action menu. In Service Desk, only standard orders that are linked to the entered Property will be displayed.
Applicability space categories
Specify to which space categories the standard order applies. The options are: All, None or Specific. If you select Specific, you have to make the actual link to the space categories via the action menu. In Service Desk, only standard orders that are linked to the space category of the entered Space will be displayed.
User group detail
Displays all linked user groups if the Specific option is selected in the Applicability user groups field. This field will be empty, if All is selected in the Applicability user groups field.
Asset group detail
Displays all linked asset groups if the Specific option is selected in the Applicability item groups field. This field will be empty, if All is selected in the Applicability item groups field.
Property detail
Displays all linked properties in case the Specific option is selected in the Applicability properties field. This field will be empty, if All is selected in the Applicability properties field.
Space category detail
Displays all linked space categories in case the Specific option is selected in the Applicability space categories field. This field will be empty, if All is selected in the Applicability space categories field.