5

Add Workflow ( and/or Approval ) functionality to the Field Service modules

We have some great Workflow/approval processes in a number of areas in GP. If we could add the same or similar functionality into the Field Service series, that would be very beneficial for several of our GP Customers.

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Category: Field Service - Other (8)

STATUS DETAILS
New
2

Allow User to Remove Linked PO on Service Call (Field Service)

If you use Generate PO option on a Service Call, the parts get linked to PO. If the user decides that they will NOT wait for that item or find the item elsewhere, they cannot remove the item from the Service Call due to the linking in the SVC00203 and POP10110 table. IT is required to run a se...

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Category: Field Service - Other (8)

STATUS DETAILS
Under Review
Ideas Administrator

Thank you for your feedback, we will consider this functionality during planning going forward.

 

Best Regards,

Theresa Nistler

1

post immediatly a reverse billing in Field Service

When a reverse invoice is processed in Field Service Utilities, it does not automatically create a Sales Credit Memo in SOP. A new invoice has to be created from Field Service for the same contract and then it will create the credit memo in SOP. This needs to be an immediate posting.

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Category: Field Service - Other (8)

STATUS DETAILS
Under Review
Ideas Administrator

Thank you for your suggestion. We will consider this functionality for a future release.  

Best regards. 

This posting is provided "AS IS" with no warranties, and confers no rights. 

1

Dynamics GP Service Call History window sort options

Inquiry > Service Call Management > History By Customer window does not appear to have any obvious sort (not Service Call, Entry Date, Service Call Description). Client would like to have the window sort by Entry Date, or have an option to sort by different columns displayed in the scrol...

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Category: Field Service - Other (8)

STATUS DETAILS
Under Review
Ideas Administrator

Thank you for your suggestion. We will consider this functionality for a future release.  

Best regards. 

This posting is provided "AS IS" with no warranties, and confers no rights. 

1

Add Doc Attach to Field Service windows ( such as RMA Entry/Update )

As we continue to add Doc Attach to more areas in GP, please consider adding to the Field Service modules, such as RMA Entry/Update windows.

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Category: Field Service - Other (8)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thank you for the suggestion, we will consider this for a future release.

Jodi Christiansen
PM, Microsoft 

1

Multiple Equipment IDs on a Field Service Call

Add the ability to have multiple equipment IDs on a Field Service Call.

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Category: Field Service - Other (8)

STATUS DETAILS
Under Review
Ideas Administrator

Thank you for your suggestion. We will consider this functionality for a future release. Best regards. This posting is provided "AS IS" with no warranties, and confers no rights.

1

Add the ability to open a closed field service call

Please add the ability to re-open a service calls that was already invoiced. Users make mistakes and it requires them to make adjustment on the service call. Add a special security role for this since we want to make sure the invoice has NOT already been posted in case a return needs to proces...

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Category: Field Service - Other (8)

STATUS DETAILS
Under Review
Ideas Administrator

We will look to adding this to a future release.

Jodi Christiansen
PM, Microsoft 

1

Report Type changes to Template instead of Standard

We recently began using the Field Service Call Entry Window in Web Client and the Report Type in our Terminal Server automatically changed to Template instead of Standard for all users. We need the Report Option to remain as Standard in the Service Call Entry Window when printed as we currently ...

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Category: Field Service - Other (8)

STATUS DETAILS
New