Schedule (book) multiple (bulk) Work Orders
In my company we have the following scenario:
filter some work orders (20-50 items) by street and schedule them to a bookable resource person.
Currently this can be done, one by one, but takes a lot of time.
Is there any existent feature that can help us to do this fast...
RSO to Support Requirement Groups
Use Resource Scheduling Optimization (RSO) to optimize to Support Requirement Groups.
- Currently they have 2 resources
- R1 - User (Driver)
- R2 - Equipment (Big Truck)
- All work orders have specific requirement ...
STATUS DETAILSNew
Ability to set travel mode based on Resource Requirement/Resource
My customer wants ability to set travel mode (Driving/Walking/Train) per resource requirement/Resource. The main means of transportation vary from region to region but customer can only set a single travel mode per instance now.Â
Create Bookings based on hours, without exact start and end time
We would like to create Bookings (Bookable Resource Booking) based on hours, without entering an exact start and end time: "Start" and "End" should be date only fields. "Duration" should contain the number of hours. It is important that the work is done on a specific day but it is up to the resou...
Future looking Travel Schedule
In a lot of scenarios we are facing issues with planned road close in different area. Planned construction or maintenance of roads is prescheduled and available in the modern navigation devises today. For an better automated schedule it would be required that future, and planned changes at the t...
Enable Optimization for Toll Free Streets
In a lot of our existing scenarios in europe there is a need to enable the RSO to handle toll free streets for the route optimization. When streets with toll can be excluded, the scheduling is optimized for the companies fees. This includes the used vehicle if it is a car, light truck or heavy ...
Ability to hide Schedule Board tabs launched from the RSO optimization schedule
When you open the schedule board using the button on the optimization schedule, a new tab is generated, this might give you quite a number of tabs. Hiding them works (e.g. by only assigning them to a dummy user) , however if you now try to open them again from the optimization schedule, you en...
Suggest to assign that specific RSO SB tab to yourself ONLY instead of dummy user, in that case, other dispatchers won't see that many tabs, and RSO admin still can access schedule-board tab if needed
Certification Expiration
For Certification-type Characteristics, add Expiration Date functionality and notifications/alerts of imminent expiration (configurable); also add the dates to the Resource tooltip on the URS Schedule Board
Thanks Boris for the feedback, this is duplicate feedback as ID0003028, hence close this one.
Provide more detailed documentation on RSO scheduling
RSO is a great addition to Field Service but there is limited documentation for Dynamics 365 consultants to understand how the optimisation engine operates, which makes it difficult to discuss solutions with clients.
I have tested schedules with many different configuration and th...
RSO white paper based on latest version in the market just got published, please check here for more details https://docs.microsoft.com/en-us/dynamics365/customer-engagement/field-service/rso-overview
Add Billable vs. Non-Billable Setting to Pay Types
When Booking Journals are created for a Bookable Resource Booking, the system automatically sets certain ones to Billable and others to Non-Billable (ex. Booking Journals for Travel are always set to Non-Billable).
Each Pay Type should be configurable as either Billable or...
Thank you for your feedback. We are not considering the suggestion at this time due to the following reason: There is currently the ability to flag these travel booking journals as Billable.
On journals with a type of working hours, overtime or business closure, billable is set as true by default.
On journals with a type of break, billable is set according to BreakHoursBillable field on the Price List specified on the work order.
On journals with a type of travel, if TravelChargeType on the Account for this work order is set to Hourly, then Billable is set to true by default, otherwise billable is set to false.
Hope this helps!
Sincerely,
Shloma Baum
PM, Microsoft
Administrator
You can leverage Resource Scheduling Optimization to achieve this scenario. For more, please refer to this document https://docs.microsoft.com/en-us/dynamics365/customer-engagement/field-service/rso-overview