Category (Role) as part of Work Order Item
My client would like the role to be selectable, same as , characteristic when when creating 'work order item'. This can be peformed currently by plugins. Most of my clients prefer vanilla systems. Is there a reason why does the category (Role) does not also appear as part of the Work Order Item...
Support for Re-visits
It is very common that a second visit is required when the job can't be completed. Reasons can be that a part needs ordering, the customer is absent or the engineer gets diverted mid travel or work to a more urgent issue. One way of handling this is to use a booking status with FS Status of cance...
Enable/Disable Overtime calculation
The current overtime calculation is not equivalent to standard Payroll guidelines. Overtime is assigned when travelling or in progress time occurs outside the assigned work hours. Overtime should occur when an employee works more than 40 hours in a given week, regardless if that is inside or ou...
Dynamics 365 Field Service option to integrate with legal entity fixed assets
Future featuring option to integrate with legal entity fixed assets records (e.g. Maquiladora) maybe optimum, in addition to supply chain or asset management customers. Not featuring integration with legal entity fixed assets, user may potentially not easily track and document fixed asset or fix...
Dynamics 365 Field service referral commission functionality
Wish we future feature the option to potentially track referral commission functionality based on 3rd party contact person and/or future potentially download from social or professional platform network. Not featuring referral commissions functionality, user may potentially process network commi...
Dynamics 365 Field service warranty tracking and ledger posting
Wish we future feature the option to easily track warranties along with warranty ledger posting, warranty retrieval and easy warranty accrual and warranty deferrals after warranty may had expired.
Dynamics 365 Field Service scheduling distribution from resourced pools
Wish there is the option to future easily process scheduling distribution based on fixed resources (technicians) pools. or process a reverse scheduling instead or in addition to the conventional scheduling on a day by day, month or quarter or annual basis. For purpose to easily calculate schedul...
Dynamics 365 Field service privacy field instructions
Wish we future feature the option to include privacy field instructions in the event to prevent potential inconveniences to the customer-consumer (e.g. construction site, vehicle pick up/drop off, time or schedule of customer, respecting lunch and birthday dates or times, etc...).
Allow for Completed Bookings to Keep Work Order Open
Allow for work order bookings to be completed and be able to set the work order to open - unscheduled. The reason for this is when using Time Entries, a booking has to be completed to stop time. Then, a new booking is needed for capturing any other time that is spent for that work order. Busines...
Ability to enter a negative line item on a work order
Currently if a correction is required in the billing of a Work order, there is no ability to correctly apply a negative value. You are able to enter a negative Quantity and/or a negative Unit Amount. However, if the result is a negative amount, the system automatically sets the value to $0.00 r...