Different scenarios in Request logging in Service Management are handled via New Request Assistant with below starting options.
According to this you can start Request Logging either from Customer, Contact or Asset. In every Request Logging flow, you can enter other required data (Service, Contract, Location, Service Organization) after entering one of above three fields to create the Request.
As a result of entering the Customer first, it enables the Service, Contract and Location fields and filter the LOV values in Contact, Object and Contract fields according to the Customer. In Location LOV only the Customer party type addresses which are connected to the Customer will be available. Default customer contact will be fetched, and Object is fetched if only one record is available.
Enter the Object next to the Customer will be filter the LOV values in Service and Contract fields. Location LOV will get Object connected Location party type addresses also according to the Object.
If you enter Service next to the Customer, it will filter the LOV values in Object and Contract fields according to the Service. If you enter Contract next to the Customer, it will filter the LOV values in Object and Service fields according to the Contract. If you enter a Contract line, an Object must be selected in order to create the request.
If you enter Location next to the Customer, it will filter Objects based on Location ID.
If you enter the Service next to the Object, it will enable the Service Organization field and default Service Organization from Service will be fetch to the field. Contract LOV values also filter again according to the Service, Contract is fetched if only one record is available.
If you enter the Contract next to the Object, Service LOV values will filter again according to the Contract.
Change or Delete action of Customer field will clear all values in other fields.
As a result of entering the Object first, it enables the Service, Contract and Location fields and filter the LOV values in Location, Service and Contract fields according to the Object. Location LOV will show only Object connected Location party type addresses until you select the Customer. Default Customer and Location will be fetched to the relevant fields if one record is available. Selection of Contact will not affect the filtering process.
If you enter the Service next to the Object, it will enable the Service Organization field and default Service Organization from Service will be fetched to the field. Contract LOV values also filter again according to the Service. The Contract is fetched if only one record is available.
If you enter the Contract next to the Object, Service LOV values will filter again according to the Contract.
As a result of entering the Contact, only the Customer field LOV values will be filtered.
Enter Customer next to the Contact will continue the filtering process same as the Request Logging – Start from Customer.
Enter Object next to the Contact will continue the filtering process same as the Request Logging – Start from Object.