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...
Embedded Knowledge Search for Work Order
"Embedded Knowledge Search" in Customer Service feature is good for Field Service engineers. Lots of standard Entities can add "Embedded Knowledge Search", so I'd like to add it on Work Order, too.
Thanks for raising this idea. We love the idea of adding more knowledge capabilities within Field Service but we are not sure if it makes sense to have this knowledge search on Work Order when so many work orders are started from a case. It seems that the scenarios from Work Order where you would search for knowledge during creation are the reactive type work order, which are the ones most likely coming from a Case. For proactive work orders coming from maintenance scenarios, it doesn't seem like such a function would add much additional value.
We're open to the idea so let's see if this gets more feedback and votes.
Thanks, again.
Jason Cohen
PM - Dynamics 365 Field Service
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...
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
Filter the new look experience for Work Orders
With the new look experience, I'm not able to filter the views directly from the columns like in the old experience.
It will be great to filter the views with the new look experience for Work Order.
Add editing possibilitys for restrictions on "new Work Order experience form"
I would need it to be possible to to edit the new Work Order experience form. I my prject I need to be able to hide/delete the "post" button since note every technician should be allowed to post the WO.
I would be appreciated if the current restriction was removed so that I co...
Ability to assign a custom Price List at a project level that will apply to intracompany work orders
Currently you can create a custom Price Lists for Services and Material mark-ups but those list can only be applied to the Account/Worksites. This is ideal when you are billing a customer directly but we think it would be a great idea to have the ability to apply custom price lists at the Proj...
Opportunity to Work Order Process
Currently a Work Order needs to fulfill multiple conditions with regards to currency to be created without errors:
- Transactioncurrency must be the currency of the Billing Account (note that by default behavior the Billing Account field is filled with the Service Account b...
STATUS DETAILSNew
Dynamics 365 - Filter option "is one of"
Please add to the edit filter list "is one of" where it allows you to add multiple data ent...
Create Work order from Power BI system dashboard
With Power BI report/ dashboard getting enabled as a system dashboard in model-driven apps (in 2020 wave-2 release), field service organizations can make data-driven decisions and generate trackable actions in the form of work orders. Enabling organizations to create work orders directly from Pow...
Thanks, Rakesh. I think this idea could make sense. Before we commit to doing work on this concept, we'd like to see how the community feels about this concept. Let's give it some more time to collect more votes.
Thanks, again.
Jason Cohen
PM, Dynamics 365 Field Service
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...
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.
Administrator
Thank you for your feedback.
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Sincerely,
Jason Cohen
PM, Microsoft.