3

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...

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Category: Resource Scheduling Optimization (44)

STATUS DETAILS
Declined
Ideas Administrator

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

2

Capacity hours

Would be helpful to have capacity available as a number of hours, we have engineers that work in shifts but are available for a set number of hours within that shift so bookings can come in at any time


for instance - engineer is contracted for 7 hrs working day between the hou...

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Category: Resource Scheduling Optimization (44)

STATUS DETAILS
Needs Votes
2

Schedule Service Activities with RSO

I think not every company uses Work Orders but Service Activities like in the Customer Service Hub. So it would be great to give the possibility to schedule and optimize Service Activities with RSO

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Category: Resource Scheduling Optimization (44)

STATUS DETAILS
Needs Votes
2

RSO: Dependency between requirements(cross day, cross resource)

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Category: Resource Scheduling Optimization (44)

STATUS DETAILS
Under Review
2

RSO - Allow Batch Scheduling of Orders.

Currently, the RSO will schedule all Work Orders within a certain territory.

Would be great to be able to search for a batch, or subset of Work Orders in the Work Order View (or Requirements in the Resource Requirements View), multi-select, and trigger scheduling on just that subse...

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1 Comments

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Category: Resource Scheduling Optimization (44)

STATUS DETAILS
Completed
Ideas Administrator

 Thanks Boris for the feedback, yes, this is in our roadmap already, optimization scope extensibility to allow customer define their own view of scheduling, in your case, optimize a sub-set of work orders not always per territory  

 Regards,

 Feifei Qiu | MSFT PM

2

RSO available on more than one organisation at a time

The Resource Scheduling Optimization add-on can only be deployed on one organisation or instance per tenant at a time.  I read this as meaning that, once live, any testing using the RSO either happens in the Prod instance or has to be done out of hours.

Could the RSO be available o...

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Category: Resource Scheduling Optimization (44)

STATUS DETAILS
Completed
Ideas Administrator

It’s possible to have more than 1 RSO deployment on multiple Dynamics365 Organizations which on the same tenant, but customer need to purchase additional RSO entitlement .  if they are enterprise account, can contact their local account manager to purchase additional RSO

Regards,

Feifei Qiu | MSFT PM

2

RSO - Aggregate Total Work Orders Scheduled, Total Work Orders Modified, Total Travel Time on Scheduling Optimization Requests and Show in grid on Scheduling Optimization Schedule form

Would be useful to display this data in the grid to compare subsequent iterations of RSO executions. Ideally, would be useful to be able to roll back to a specific iteration of the RSO if a subsequent iteration results in fewer Work Order Scheduled or more total Travel Time than a prior iterat...

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Category: Resource Scheduling Optimization (44)

STATUS DETAILS
Completed
Ideas Administrator

Thanks Boris for the feedback, yes , this is part of what if analysis scenario we are planning for future roadmap: more analytical statistic to show # of work order, # of travel time, # of working hours etc optimized for specific RSO run, and with the capability to compare multiple runs and rollback if subsequent run doesn't satisfy business goal 

1

See Travel Time from previous and next job while trying to find best spot for scheduling

When scheduling a Work Order, to find the best time, it would be nice if the system looked at jobs later in the day. Right now the system is only looking at jobs prior but if there is a work order scheduled later in the day, it should take that work order into account for travel time. Would ...

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Category: Resource Scheduling Optimization (44)

STATUS DETAILS
New
1

Global schedule board view settings

When accessing the schedule board within the work order via the button "book", the default board view settings are not stored.

Every time the user has to change the settings (timezone, etc.) again.

On example is the difference between the time zone in the workorder and the displaye...

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Category: Resource Scheduling Optimization (44)

STATUS DETAILS
New
1

Consider a maximum weight constaints for route Optimization

For a waste management scenario with Trucks collecting bins. This scenario can be usefull for every city in the world.


RSO should consider a Max Weight constraint for the trucks and also the possibility to add a ...

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Category: Resource Scheduling Optimization (44)

STATUS DETAILS
New