25

Being able to use a Cusomer Asset on a Work Order without the need for the Service Account to be related to that Asset

If there are Customer Assets that change their location from time to time (cars, ships, lorries, trains, construction machines, ...) it is painful to appropriately plan Work Orders ahead of time for the same Asset but changing locations. When trying to decouple a Customer Asset from the Servic...

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3 Comments

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Category: Work order (27)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thanks for sharing your feedback. We believe we grasp what you are trying to do; however, to ensure our understanding, please answer the following questions:

  • In this scenario, it sounds like the mobile asset could be treated as a Service Account with an address and geolocation that changes. In what ways are these mobile assets distinct from a Service Account?
  • Does it often cross territories?
  • Can you help us understand why it is treated as a Customer Asset?
  • How far in advance is work scheduled?
  • Can you share any other relevant use-case details that makes enabling associating a customer asset to any service account the best way to manage work on these items?

Jason Cohen

PM, Microsoft

17

Allow to create a work order for a contact (not account)

Field Service today only supports creating Work Orders for a Service Account. It would be great to also support Contact (so we can support the B2C scenario).

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7 Comments

Read more... 7 Comments

Category: Work order (27)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thank you for your feedback.

Currently this is not in our roadmap; however, we are tracking it and if we get more feedback and votes, we may consider it in the future. As you're likely aware, all of our data is associate to service accounts so this would be a significant shift, however, if there's enough demand, we would consider making this change.

Sincerely,

Jason Cohen

PM, Microsoft

12

Generate a quote from Work Order

We would like to use the work order functionality and take advantage of the Incidents definition and relationship with services and service tasks plus characteristics. After that we would be generating a quote that is sent to the customer for approval/ changes. Currently we have to use a plug-...

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4 Comments

Read more... 4 Comments

Category: Work order (27)

STATUS DETAILS
Under Review
Ideas Administrator

Thank you for your feedback.

We need some more details to understand your suggestion better. Can you please help us by answering the following questions?

  • What would happen to a work order that generated a quote if the quote isn't accepted?
  • How would you expect scheduling logic to handle a quoted work order before the quote has been accepted?
  • Once the quote has been accepted, how would you expect that to be reflected on the work order?

While we can see this as a potentially interesting use case, we'd love to understand if this work order to quote idea is a more broad demand by seeing this get more votes. At the moment, this isn't something we've heard from the market/community, aside from here.

Sincerely,

Jason Cohen

PM, Microsoft.

8

Completion of a requirement when booking(s) are completed

When all bookings of a requirement are completed, the work order will get status Open - Completed. Nevertheless, the requirement of the work order is still Active. In case a work order was executed in less time than planned, the remaining duration will still be >0. The combination of the 'a...

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0 Comments

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Category: Work order (27)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thank you for your feedback.

Currently this is not in our roadmap; however, we are tracking it and if we get more feedback and votes, we may consider it in the future.

Sincerely,

Jason Cohen 

PM, Microsoft.

5

BUG - Change from Potential Customer to Account for Oppty convert to Work Order

When converting an opportunity from Opportunity to Work Order you are reading from the Potential Customer field. You should not be using this field any more. Sometimes the Potential customer gets stuck on contact, and then you get an error when trying to convert. Please use the Account field o...

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0 Comments

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Category: Work order (27)

STATUS DETAILS
Declined
Ideas Administrator

Thank you for reaching out.

Your suggestion seems like it may be a product bug. Please reach out to the relevant support channels as specified in Product support (http://go.microsoft.com/fwlink/?LinkID=616937). If this is a bug, we would love to get it addressed.

Sincerely,
Jason Cohen

PM, Microsoft.

5

Add a new Work Order System Status for non-billable or Agreement Work Orders to close them out without generating an Invoice

Add a new work order system status of 'Closed-Non-Billable' so that Work Orders that do go ahead but do NOT need to have an invoice generated can be closed out. At the moment the only option is to create a sub-status that links to the 'Closed - Canceled' system status which is misleading if th...

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1 Comments

Read more... 1 Comments

Category: Work order (27)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thank you for your feedback.

I think a way to indicate that an invoice should not be generated in certain circumstances is an interesting idea.If we were to implement a way to ensure Invoices are not generated in certain circumstances, we would not likely do it with a new System Status but it is still an idea worth consideration.

In the meantime, there are likely many ways to handle this from complex to simple. One workaround is to ensure that WOs generated from Agreements get an entitlement or pricelist applied that will drive the invoice that does get generated to $0.

If this concept gets more votes, we'll give it more consideration.

Sincerely,
Jason Cohen
PM, Microsoft

3

Add a completed y/n flag on the WO Incident

In case of managing multiple incidents on a single WO, the follow-up resource could not track what incidents were solved from the first visit, and what were not due to the following : 1-First visit resource can not complete the WO as only 1 incident has been solved and the work is not done 2-T...

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0 Comments

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Category: Work order (27)

STATUS DETAILS
Declined
Ideas Administrator

Thank you for your feedback. As this may not align to how a significant portion of our customers manage their work, for now, we will not implement this at the product level. Further, if this is important to how this is managed for a specific implementation, it is a simple enough addition to add.

Sincerely,

Jason Cohen

PM, Microsoft.

3

On change of Primary Incident Type also replace subordinated records

After a new Work Order is created and a Primary Incident Type populated, at least the following records get populated into the new Work Order coming from the Primary Incident: - Work Order Products - Work Order Services - Work Order Service Tasks - Characteristics If a User changes the Primary...

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0 Comments

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Category: Work order (27)

STATUS DETAILS
Declined
Ideas Administrator

Thank you for your feedback.

Since we support the concept of multiple Work Order Incidents per Work Order, this would likely cause some additional complexity. While it is not our expected scenario, it is possible that there are customers that use the Primary Incident field to apply multiple incident types. For those customers this would be a breaking change.

As this doesn't seem to be an overwhelming need, this would cause an unpredictable change for existing customers that have come to understand how it currently works, and that a customer that wants it to work in this way could consider adding additional validations to make the system operate in this way, we won't plan to make this change at the product level.

However, we welcome your thoughts on ways the system should be improved and we hope you will keep providing additional suggestions in the future.

-Jason Cohen

(Microsoft PM)

3

Automatic price and quantity calculation of expense and services depending om parameter settings

Should be under a different category (Work Order Review), but I couldn't change. When Bookings related to a Work Order are completed a Review of the job is made. Anything (time, material, expense, fee) that should be invoiced to customer or just added as a cost needs to be entered manually. If...

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1 Comments

Read more... 1 Comments

Category: Work order (27)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thank you for your feedback.

We need some more details to understand your suggestion better. Can you please help us by answering the following questions?

  •  Automatic creation of WO Service lines based on Timestamps, Booking Journals, or Bookings is a common extension however we would like to understand the common scenarios and pricing details to understand how we can satisfy the majority solution that all of our customers can use.
  • Expenses are likely never going to be automatically managed by our solution. We are not clear that we can satisfy the majority solution that all of our customers can use which considers local/regional/corporate rules. However, we are working with PSA towards separating their Time and Expense capability to enable the basic ability to capture expenses. Once that base capability is available, extending it to meet specific customer scenarios should be more achievable.

Sincerely,

Jason Cohen

PM, Microsoft.

2

Add option to Work Order Type to get Price List from Service or Billing Account

Currently, the work order inherits the Price List value from the Work Order Type assigned. Often, the price list is actually a property of the Service or Billing Account. Recommend adding an option set field to the Work Order Type called "Price List Source" with values 'Work Order Type', 'Bill...

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0 Comments

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Category: Work order (27)

STATUS DETAILS
Declined
Ideas Administrator

Thank you for your feedback.

We are not considering the suggestion at this time, however, that is because it is already possible to satisfy this with OOTB behavior. Using entitlements, you can drive pricelist application through many different configurations. It will not apply at the WO level, but will apply at the specific WO Product or WO Service levels. It will even allow variable application with different pricelists applying to different WO lines based on their unique applications.

We sincerely hope you'll look into this existing feature as we believe it will allow this capability and much more complex scenarios.

Work Order Entitlements 

Sincerely,
Jason Cohen
PM - Dynamics 365 Field Service