Allow us to have the BPF on the new work order form for Copilot
I've read that, by design, the new Copilot form for work orders hides the BPF. I don't understand the logic behind this; we should be the ones to decide if we want to deactivate the BPF or not. Copilot does NOT make this form redundant as my BPF for work orders has many embedded workflows and ...
Possibility to have different currency on work order than on Service or Billing Account
Given by the fact, that OOB the currency on work order has to be same as currency on service account (or the billing account respectively), we are faced the issue, that the custom solution cannot automatically create the work order, based on a quote, if the linked accounts do not have the same...
Add editing possibilitys for restrictions on "new Work Order experience form"
I would need it to be possible to to edit the new Work Order experience form. I my prject I need to be able to hide/delete the "post" button since note every technician should be allowed to post the WO.
I would be appreciated if the current restriction was removed so that I co...
Ability to assign a custom Price List at a project level that will apply to intracompany work orders
Currently you can create a custom Price Lists for Services and Material mark-ups but those list can only be applied to the Account/Worksites. This is ideal when you are billing a customer directly but we think it would be a great idea to have the ability to apply custom price lists at the Proj...
Add filtering to the Work Order list(New) view
The Work Order list(New) view has useful new features that we would like to be able to use. However, our users still require the ability to filter records in the view. Without this, the view becomes impractical. The quick find tool does not provide a suitable alternative.
Field service work order integrate with contact
Account selection is mandatory to create work order, all our business cases are work order related to contacts. we sell insurance products, tyre, and batteries directly to our contacts, not accounts.
we can create opportunities, and cases for a contact but I am not able to cre...
Opportunity to Work Order Process
Currently a Work Order needs to fulfill multiple conditions with regards to currency to be created without errors:
- Transactioncurrency must be the currency of the Billing Account (note that by default behavior the Billing Account field is filled with the Service Account b...
STATUS DETAILSNew
Time Entry sub grid is showing limited records per page with scrolling , instead of showing all the records.
Time Entry sub grid is showing limited records per page with scrolling , instead of showing all the records.
View Control Components for WO Products, Services and Service Tasks should also work from WO Incident
We have on the Field Service Mobile App, these Controls on the Work Order-form for Work Order Products, Work Order Services and Work Order Service Tasks, which should make it easy for the technician to use Products, Services and Service Tasks on the Work Order just by checking it.
Workorder completed time record actual completed on time
If a workorder is completed ahead of scheduled end time the system reverts back to store the scheduled end time in the msdyn_completedon field. This is really not a new idea but a request to fix a bug. If you want to store the originally scheduled end time then store ...