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.
Add relationship between Work Order Service Task and Incident Type Service Task
When the Work Order Service Task is generated from Incident Type (OOB logic), the ‘Name’ field (on Work Order Service Task) is populated with Service Task name (Task Type Name) I think in many scenarios it would be better to use Incident Type Service Task name instead. It would be ...
D365 should throw some error/notification if there are any lines which are in estimated state (which will not be considered in invoice as they are not marked as status- used), when the system status for work order is changed to Closed- Posted.
D365 should throw some error/notification if there are any lines which are in estimated state (which will not be considered in invoice as they are not marked as status- used), when the system status for work order is changed to Closed- Posted. Which will enable their technicians/users to put f...
Notification if there are any lines which are in estimated state when the system status for work order is changed to Closed- Posted.
-Uses multiple work order product with line statuses both- used and estimated (they have like 50 lines in it) -As when we close the work order with Status- Closed-posted, it automatically generates invoice, in which only the lines with used line status are involved (which is by design) -Expect...
Service Tasks to have steps
While working with one of the customer we figured out that they have multiple sequential tasks to be executed while working on a work order. This is fulfilled through usage of Service tasks under an incident type. However, the service tasks also have a conditional logic and for each of the ser...
Write-In Products for Work Order Products
Please could you include the option to add 'write-in' products as Word Order Products, in the same was as can be done on Invoices. The business rationale for this is that there can be items that aren't individually stock controlled, but the business would still like to add to invoices. Having ...
Add option to Work Order Type to get Price List from Service or Billing Account
Currently, the work order inherits the Price List value from the Work Order Type assigned. Often, the price list is actually a property of the Service or Billing Account. Recommend adding an option set field to the Work Order Type called "Price List Source" with values 'Work Order Type', 'Bill...
Add option to Work Order Type to get taxable from Service Account
Currently, the work order inherits the Taxable (Y/N) value from the Work Order Type assigned. Often, whether the order should be taxable or not is actually a property of the type of account. Recommend adding the Taxable field to the Account entity and adding an option set field to the Work Ord...
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...
Ability to generate Work Orders soon after the Agreement Booking Dates are created
When an Agreement is created and Recurrence is set on the Agreement Booking Setup, it generates Agreement Booking Dates "X" days in advance. After which the users are expected to wait for 1 hour (as advised by a Microsoft employee) to see the automatic generation of the Work Orders. It would b...