0

Time Entry early access feature

Time Entry early access feature has inconsistent behavior.I have opted it for two trial organizations.On one it is showing Time entry tab but When I tried to create Time Entry it was throwing business process error saying "Date is not specified for the time entry". On another organization,the ...

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Category: Field Service (39)

STATUS DETAILS
Declined
5

Toggle for "Update End Time" (Y/N) on the Booking Status

The current design of the BRB entity Booking Status updating the End Date/Time impacts our situation of wanting to complete a Booking with the Scheduled End Date/Time values. Currently when you complete a booking, it over-writes the End Date/Time value with a current datestamps Suggestion raised...

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1 Comments

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Category: Field Service (39)

STATUS DETAILS
Needs Votes
0

Time Entries Bug - Customer time entry forces time to "AM"

If entering an exact time in the Times Entries list (in desktop browser) i.e. modifying the time from the drop down list, the system forces the time "AM" and cannot be changed. This happens for both start and end times. Exact times are needed for client billing.

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Category: Field Service (39)

STATUS DETAILS
Declined
1

Retrieve required work order skills from entities other than incident type (e.g. asset, product, customer)

OOTB the work order skills are populated based on the incident type. However multiple customers have explained situations where they would like to specify required skills also on the account (e.g. entry certificate), customer asset (e.g. for highly-customized assets) or product (instead of bui...

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Category: Field Service (39)

STATUS DETAILS
Needs Votes
0

Product Suggestions and Product Property Command

Is it possible add 'suggestions' and 'property' command button inside a form and sub-view of 'Agreement Invoice Product' similar to 'opportunity product', 'quote product' and 'sale order product'. I think It's helpfull for do upselling of a current agreement product. In the same way you can ad...

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Category: Field Service (39)

STATUS DETAILS
Needs Votes
1

[Field Service] Ability to create WO from Quote and Order

In Field Service, B2B Scenarios, it is very much possible that a Technician finds a part needs to be replace and B2B , usually, follows a requisition process for procuring the same which take a standard sales life cycle.
In such scenarios, an opportunity is created and nurtured through Q...

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Category: Field Service (39)

STATUS DETAILS
Declined
0

Geofencing on Territories and Territories Grouping

Geofencing on Territories is highly desirable for the businesses who wants to provide work under different SLA’s for a specified territory. Updating work order statuses when within a certain radius of the Territory or Territories (currently tide up with customer location e.g. Service Acc...

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0 Comments

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Category: Field Service (39)

STATUS DETAILS
Needs Votes
15

Request to add "Set Recurrence" feature in "Time Off Request" form

Current Design ============= - Current out of the box design doesn’t have a recurrence feature in the "Time Off Request" form side - Business (end users) perspective, there would be already arranged daily or weekly meetings - In that case, end users should create this "Time Off Request" ...

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Category: Field Service (39)

STATUS DETAILS
Under Review
7

Asset maintenance calendar/report

In particular in Discrete Manufacturing, lots of preventative maintenance work orders are created. Many customers have been asked for a way to visualize assets and the associate (PM) work orders, either as a calendar or as a Gantt chart. This is also helpful when you have a number of asset at ...

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Category: Field Service (39)

STATUS DETAILS
Needs Votes
5

Book multiple resources for the same requirement (via multi-select on the Schedule Board)

It is possible today in Field Service to create Requirement records with child Requirement Details. This allows planners who operate within a set of working-hour constraints (defined on the Work Calendar) to book multiple Resources across multiple Days for a single requirement, which is a mass...

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0 Comments

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Category: Field Service (39)

STATUS DETAILS
Needs Votes