AcceptLabel | Accept Label | Text | | Free-text slot. Stored only; the recommendations card and actions do not show it. |
AssetId | Asset | Lookup → Asset | | The asset the work is for. A document offers the open, unlinked recommendations of its own asset. Cannot be changed after the first save. |
ChecklistLineId | Checklist Line | Lookup | | The checklist answer that raised the recommendation. Changing that answer re-evaluates the rules, updating this recommendation, or removing it when its rule no longer matches and it is not utilised. Cannot be changed after the first save. |
ComplaintItemId | Complaint Item | Lookup | | The complaint catalogue row the recommendation was raised from; its quantity and mandatory flag were copied onto the recommendation. |
ComplaintLineId | Complaint Line | Lookup | | The complaint line whose posting raised the recommendation. Deleting or re-pointing the complaint line removes or reconciles its recommendations. |
Condition | Condition | PickList | | The Red, Amber or Green verdict copied from the checklist answer; the recommendations card shows it as Risk High, Moderate or Low. Values: Red, Amber, Green. |
CreatedById | Created By | Lookup → UserAccount | Yes | |
CreatedDateTime | Created Date | DateAndTime | Yes | |
ExternalId | External | MultiLineText, unique | | |
IconName | Icon Name | Text | | |
Id | Id | Guid | Yes | |
IsAccepted | Is Accepted | Boolean | Yes | The customer accepted the work. Set by saving a tick on the document's recommendations card, by a mandatory complaint item, by an Accept recommendation nudge or by AI Mechanic. Ticking it on the record itself does not create a line. |
IsConsumed | Is Consumed | Boolean | Yes | Used by the field-sales outlet suggestions shown on a visit; no service process sets it. |
IsRejected | Is Rejected | Boolean | Yes | The customer declined the work. Setting it (by clearing an accepted tick on the card, or on the record) clears Is Accepted and withdraws the line the acceptance created; this is refused while that service order line is allocated, picked or invoiced. A rejected recommendation is never offered on another document. |
IsUtilized | Is Utilized | Boolean | Yes | Set when Invoice or Selective Invoice runs on the service order that holds the recommendation's line, for every such line of the order. A utilised recommendation is never offered again and cannot be deleted. |
ItemId | Item | Lookup → Item | | The part or labour item recommended; it becomes the item of the line created when the recommendation is accepted. |
ModifiedById | Modified By | Lookup → UserAccount | Yes | |
Name | Name | Text | Yes | Short title. Checklist-raised recommendations are named after the rule's Recommendation Type (or the checklist line's name), complaint-raised ones after the item. There is no numbering series. |
NumericValue | Numeric Value | Number | | The numeric reading of the checklist line that raised the recommendation (a measurement). Used as the service order line quantity only when Quantity is empty or zero. |
OpportunityId | Opportunity | Lookup | | The service opportunity the recommendation was raised on or accepted into. A recommendation linked to an opportunity is not offered on other opportunities. |
OpportunityLineId | Opportunity Line | Lookup | | The opportunity line created when the recommendation was accepted on a service opportunity; cleared again if it is rejected. |
OwnerId | Owner | Lookup → UserAccount | Yes | |
Quantity | Quantity | Number | | How many of the item to order. Seeded from the rule or complaint item and kept when the checklist answer changes. An accepted service order line takes Quantity when above zero, otherwise Numeric Value when above zero, otherwise 1; an opportunity line takes Quantity as it is, so 0 is refused there. |
QuoteId | Quote | Lookup → Quote | | The estimate the recommendation was raised on (by its checklist or complaint). A recommendation linked to an estimate is not offered on service orders or opportunities. |
QuoteLineId | Quote Line | Lookup | | The estimate line created for a mandatory complaint item posted on an estimate. |
Recommendation | Recommendation | Text | | Free-text slot. Stored only; the recommendations card and actions do not show it. |
RecommendationRemarks | Recommendation Remarks | Text | | Explanation of the advice. Complaint recommendations fill it as 'Complaint : … Fault : … Recommended Qty : …'. |
RecommendationType | Recommendation Type | PickList | | Where the recommendation came from: Health Check, Past, Complaint or IOT. Groups the rows on the recommendations card and is copied onto the created line. Complaint recommendations are always Complaint; checklist ones take the rule's value. Values: Health, Past, Complaint, IOT. |
RecordTypeId | Record Type | Guid, hidden | | |
RejectLabel | Reject Label | Text | | Free-text slot. Stored only; the recommendations card and actions do not show it. |
RepairOrderId | Repair Order | Lookup | | The service order the recommendation was raised on (by the order's checklist or complaints), or that invoiced it. Stored as the Service Order link; the seeded record page does not show it. |
RepairOrderLineId | Repair Order Line | Lookup | | The service order line created when the recommendation was accepted on a service order; cleared if it is rejected. Stored as the Service Order Line link. |
ServiceRequestId | ServiceRequest | Guid | | |
ServiceRequestLineId | ServiceRequestLine | Guid | | |
Source | Source | PickList | | Not written by any process; the source is in Recommendation Type and the complaint or checklist links. Values: Repair Order Complaint, Opportunity Complaint. |
TextValue | Text Value | Text | | The text answer of the checklist line that raised the recommendation, refreshed when the answer changes. |
Title | Title | Text | | |
UIProps | UI Props | Text | | |
UpdatedDateTime | Modified Date | DateAndTime | Yes | |
ValueType | Value Type | PickList | | The kind of reading behind the recommendation; checklist recommendations copy the checklist line's data type. Values: Numeric, Boolean, RAG. |
