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 ...
Recreate any background System Jobs when the owner of an Agreement is changed
The scenario is that an Agreement is created and activated by a user that subsequently leaves the company.
The Owner of the System jobs that are then waiting for say Agreement expiry or a Booking Date to create a Work Order does then not have the system permissions to run that...
Copying Agreement of Recurring Schedule
Hi Gregg,
Yes, this is issue that I highlighted in below. As your product allowed user to update such as duration(1year) /start/end date in new agreement, but new agreement booking set up backend cal...
Prefered resource & Prefered Start Time is missleading naming on agreement booking setup
On the agreement booking setup we can set a prefered resource and a prefered start time. The naming for those fields leads me and the users to think that the system will be smart and schedule the order around the start time you set when the technician is free to do work. This is specially conf...
Validation on invalid Month/Day combinations when filling/updating reccurence setting of the Agreement Booking Setup
When filling in the reccruence on the Agreement Booking you are able to input month day combinations that are not possible.
For example when you selecect every 31st of November a booking date should be generated, the system allows you to apply this...
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...
Send notifications to admins when workflows/async jobs fail
Please consider implementing a feature where admins can receive an email notification anytime an async workflow/system job fails.
Allowing bulk WO generation from agreement booking dates
Hi all,
From the agreement booking dates, with the Advanced find you could generate WO's in bulk. However since the advanced find is becoming depreciated, this is no option any more. When opening the agreement booking dates, there is no default button available to generate WO'...
Field Service: Bulk import and creation of SLA Items
As a D365 Field, Service Manager or Admin
I want to add SLA items in bulk, at time 200-300 items. I
So that I reduce the effort to load these records
Ideally this could be managed through the import wizard or Power Query.
Monitoring and Alerting when record auto-generation fails in agreements
I think the system should alert a user when an agreement fails to generate an invoice, work order or booking as configured by recurrence. It would also be useful to be able to report on what records are expected to be auto-generated to compare with actual records auto-generated.