Field Service Fix: Agreement booking date WO generation
Hi,
When agreement booking dates are being generated, the conversion through the asynchronous MSFT flow doesn't work as stable (one of my customers has after 2 months that 296 booking dates are not transformed to WO's).
This results in the WO's not being generated from t...
Allow to have differing Incident pattern within a Agreement Booking Setup
Or Field Service customers often ask how to set something like this up: Incident Type A monthly Additionally Inc Type B every quarter Additionally Inc Type C every year So that a yearly maintenance job consists of Inc Type A,B and C but a monthly job contains only A. Another example: If you ha...
Set a start and end date for invoicing Agreement invoice products
It would be great that we can provide a start and end date to agreement invoice products so you can make the transaction to: Start invoicing a new product starting on 1st of april, creating the agreement invoiceproduct on the 5th of january for example. We need it to be in the same agreement inv...
Enable Work Orders to be created for Agreements that are under renewal (have an associated draft/active quote)
If an Agreement is under a renewal quote, open Agreement Booking Dates that have not already had a work order created, do not create the work order. These Booking Dates are still valid, regardless of whether there is an active quote for the Agreement. The ...
Administrator
Thank you for your feedback. We love this idea.
Interestingly, this is something we've been discussing as part of our roadmap; however, we do not currently have concrete plans to implement it. Anything you can do to get this idea more votes will help us increase the priority of this feature in future planning discussions.
Thanks for sharing,
Jason Cohen
PM - Dynamics 365 Field Service