OrderThirdPartyService transition

The OrderThirdPartyService transition allows for third party services to be ordered via direct email to the specified supplier(s) from FBO One. This transition screen is added within a Service Workflow.

Typically, the transition is used for ordering by email to third-party suppliers for services such as transport, catering, laundry, etc.

This transition generates from the SupplyOrderEmailSubject / SupplyOrderEmailBody and attaches a PDF version of the Supply Order itself.

Note: To send an email containing the Supply Order contents and without the PDF attachment, see OrderThirdPartyServiceTextOnly transition

Contents:

Transition properties

Name

OrderThirdPartyService

Workflow type

Service

Linked to

Product

Purpose

Sends an email message to a supplier to order a 3rd party service with supply order attachment

Impacts

Service

Email out

Yes

Product settings

YES

Configuration string

YES

Email message settings

YES

Report settings

YES

NewUI OrderThirdPartyService transition screen

See 2017 UI: Order Third Party Service workflow screen for demo and more information.

Classic OrderThirdPartyService transition screen

Note: HTML text editor is not available in Classic transition. Manual HTML tags may be added.

Additional information

  1. The list of available Suppliers as linked to this 3rd Party Service is controlled by the Suppliers list assigned to the product. See How to create a supplier & link them to a product.

  2. The 'Supply order subject' and 'Supply order contents' fields are taken from the Supply order template assigned to the product via 'Edit Supply Order template' action in the product detail page.

    1. Priority for lookup of Subject and Body for a given transition is as follows:

      1. ConfigString (from the workflow transition)

      2. OrderLine (from the user editing the subject/body text)

      3. Product (from the supply order template)

      4. Email/FBO Setting: SupplyOrderEmailSubject / SupplyOrderEmailBody

Product settings

See below for a list of relevant product settings found in the Add Product - add/edit screen ‘Third party services’ section.

Product setting

Description

Example

Product setting

Description

Example

Is supplier's order number mandatory

Indicates if the free text ‘Supplier’s order number' field is a mandatory field to be filled in the transition.

Caption for supplier's order number

Free text to change the ‘Supplier’s order number’ field title text to a user defined text.

Send supply order by email

Indicates if the ‘Send supply order email’ checkbox is automatically set to true on opening the transition.

Note: Supply order is still sent if the checkbox is manually checked.

Is Supply Order Email in HTML Format

Indicates if the HTML editor is used for the Supply order contents field allowing for rich text formatting. If set to ‘False’ the supply order email out will contain no HTML formatting and show any HTML tags as plain text.

 

Use delivery date or service date as price reference date

Indicates if the ‘Delivery Date/Time’ field is mandatory for pricing.

Is Delivery Date Applicable

Indicates if the 'Delivery Date/Time' field is shown in the transition.

Show supplier pick-list

If no Suppliers are linked to the product, then ‘Supplier’ field with a drop down of all suppliers will show if product setting ‘Show supplier pick list’ is set. Otherwise, no drop down is shown, with manual adding of supplier emails available.

Configuration string settings

The following ‘Configuration string' settings can be set on the transition in Service workflows.

All settings must be separated by a semi-colon ';'. If not specified the default settings apply.

Configuration string

Type

Default

Description

Example

Configuration string

Type

Default

Description

Example

Subject

String

Blank

Allows overriding the default Supply template email subject/SupplyOrderEmailSubject for this workflow transition.

Subject=Revised catering order ~RegistrationCode~ / ~OrderKey~

Body

String

Blank

Allows overriding the default Supply template email body/SupplyOrderEmailBody for this workflow transition.

Body=Dear supplier,
Please see below revised catering order:

....

Please confirm this service back to ~Reports-Email~

Many Thanks
~EmployeeDisplayName~;

ShowQuantity

Boolean

False

By default, the 'Quantity' field does not appear in the OrderThirdPartyService transition screen. To show the Quantity field, ensure the 'Configuration string' ShowQuantity=true is added to the Service Workflow along with the transition:

ShowQuantity=True

DefaultQuantity

Integer

1

The ShowQuantity=true configuration string may be combined with the configuration string DefaultQuantity=1 (change the number accordingly) to ensure the quantity is set to a particular number by default

DefaultQuantity=2

ShowServiceInternalRemarks

Boolean

True

Indicates if the Internal Remarks field is shown in the transition (default is to hide).

ShowServiceInternalRemarks=true

ShowServiceExternalRemarks

Boolean

True

Indicates if the External Remarks field is shown in the transition (default is to show).

ShowServiceExternalRemarks=true

IsSupplierOrderNumberMandatory

 

None

Indicates whether the Suppliers Order Number is mandatory or not during the transition. For example when the product setting 'Is Supplier Order Number Mandatory', is set to true, and the configuration string IsSupplierOrderNumberMandatory=false is set within the service transition, then the field is no longer mandatory during this transition.

IsSupplierOrderNumberMandatory=false
IsSupplierOrderNumberMandatory=true

 

Email message settings

Each Email message setting can be overridden per FBO location, by adding the setting in the ‘FBO location settings' section. See Email Message Settings (Administration)

Email message setting

Default

Description

Example

Email message setting

Default

Description

Example

SupplyOrderEmailSubject

Service Request ~OrderDisplayName~ / ~AircraftRegistrationCode~

The email subject default for order 3rd party services.

See SupplyOrderEmailSubject / SupplyOrderEmailBody for more information.

 

SupplyOrderEmailBody

REF number: ~OrderKey~
ATTN: ~SupplierContactName~

Dear Duty manager,

Please see our ~ProductCode~ request for <b>~RegistrationCode~</b> ~AircraftTypeShortName~.

~Supplyorderdetails~

In order to ensure timely payment please add order reference number ~OrderKey~ to all invoices pertaining this flight.

Kind Regards,

~EmployeeFirstName~
~Reports-Address1~
Phone: ~Reports-Phone~
Email: ~Reports-Email~
~Reports-Internet~

<font size="1.5px"> <i>Timestamp: ~CurrentDateTime~</i></font>

The email body default for order 3rd party services.

See SupplyOrderEmailSubject / SupplyOrderEmailBody for more information.

 

 

 

 

 

Report settings

Each Report setting can be overridden per FBO location, by adding the setting in the ‘FBO location settings' section. See Report Settings (Settings)

Setting

Default

Description

Example

Setting

Default

Description

Example

SupplyOrder-Color

#99CCFF

 

Changes the background color of the header bar of the Supply Order PDF.

SupplyOrder-Footer

~Address1~ | ~Address2~ | ~Zipcode~ | ~City~ | ~Country~\nPhone: ~Phone~ | Fax: ~Fax~ | E-mail: ~Email~\nFreq: ~Frequency~ | SITA: ~Sita~ | Internet: ~Internet~

Changes the footer text of the Supply Order PDF. See Email template variables for more options.

SupplyOrder-HeaderTextColor

Black

Changes the header text color (in the header bar) of the Supply Order PDF.

SupplyOrder-HeaderTitle

Service Request

Changes the header title text of the Supply Order PDF

SupplyOrder-TextColor

#000081

Changes the text color of the Supply Order PDF

Outgoing Email

Clicking OK on the transition will send the email to the supplier emails added.

The outgoing email subject is that of the SupplyOrderEmailSubject setting and the email body is that of the SupplyOrderEmailBody setting.

The Supply Order itself will be attached to the email.