8

Allow for Completed Bookings to Keep Work Order Open

Allow for work order bookings to be completed and be able to set the work order to open - unscheduled. The reason for this is when using Time Entries, a booking has to be completed to stop time. Then, a new booking is needed for capturing any other time that is spent for that work order. Busines...

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Category: Work order (58)

STATUS DETAILS
Needs Votes
8

Automatic price and quantity calculation of expense and services depending om parameter settings

Should be under a different category (Work Order Review), but I couldn't change. When Bookings related to a Work Order are completed a Review of the job is made. Anything (time, material, expense, fee) that should be invoiced to customer or just added as a cost needs to be entered manually. If...

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2 Comments

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Category: Work order (58)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thank you for your feedback.

We need some more details to understand your suggestion better. Can you please help us by answering the following questions?

  •  Automatic creation of WO Service lines based on Timestamps, Booking Journals, or Bookings is a common extension however we would like to understand the common scenarios and pricing details to understand how we can satisfy the majority solution that all of our customers can use.
  • Expenses are likely never going to be automatically managed by our solution. We are not clear that we can satisfy the majority solution that all of our customers can use which considers local/regional/corporate rules. However, we are working with PSA towards separating their Time and Expense capability to enable the basic ability to capture expenses. Once that base capability is available, extending it to meet specific customer scenarios should be more achievable.

Sincerely,

Jason Cohen

PM, Microsoft.

7

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 ...

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Category: Work order (58)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thank you for your feedback.

Currently this is not in our roadmap; however, we are tracking it and, if we get more feedback and votes, we may consider it in the future.

Sincerely,
Jason Cohen
PM, Dynamics 365 Field Service

7

Add a new Work Order System Status for non-billable or Agreement Work Orders to close them out without generating an Invoice

Add a new work order system status of 'Closed-Non-Billable' so that Work Orders that do go ahead but do NOT need to have an invoice generated can be closed out. At the moment the only option is to create a sub-status that links to the 'Closed - Canceled' system status which is misleading if th...

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2 Comments

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Category: Work order (58)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thank you for your feedback.

I think a way to indicate that an invoice should not be generated in certain circumstances is an interesting idea.If we were to implement a way to ensure Invoices are not generated in certain circumstances, we would not likely do it with a new System Status but it is still an idea worth consideration.

In the meantime, there are likely many ways to handle this from complex to simple. One workaround is to ensure that WOs generated from Agreements get an entitlement or pricelist applied that will drive the invoice that does get generated to $0.

If this concept gets more votes, we'll give it more consideration.

Sincerely,
Jason Cohen
PM, Microsoft

7

Ability to roll up multiple Work Orders into one Invoice

All of our customers have asked for the ability to roll up multiple Work Orders into one Invoice for their clients. A lot of their clients have many Work Orders throughout a single month, and they would prefer to have one Invoice for all of them as opposed to one Invoice per Work Order. Ideall...

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0 Comments

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Category: Work order (58)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thank you for your feedback.

We think this idea is interesting. If this idea gains more votes, we'll look more closely into what it would take to deliver this feature.

One area we'd be interested to understand in more detail is whether these customers are using an ERP system to handle their more complex invoicing requirements. It would seem like a simpler ask to satisfy once the data from FS is integrated into a financial system.

As always, we really appreciate your feedback. Keep the suggestions coming.

Thank you,
Jason Cohen
PM, Microsoft

6

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.

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1 Comments

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Category: Work order (58)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thanks for raising this idea. We love the idea of adding more knowledge capabilities within Field Service but we are not sure if it makes sense to have this knowledge search on Work Order when so many work orders are started from a case. It seems that the scenarios from Work Order where you would search for knowledge during creation are the reactive type work order, which are the ones most likely coming from a Case. For proactive work orders coming from maintenance scenarios, it doesn't seem like such a function would add much additional value.

We're open to the idea so let's see if this gets more feedback and votes.

Thanks, again.

Jason Cohen
PM - Dynamics 365 Field Service

5

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...

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Category: Work order (58)

STATUS DETAILS
Declined
Ideas Administrator

Thank you for reaching out.

Your suggestion seems like it may be a product bug. Please reach out to the relevant support channels as specified in Product support (http://go.microsoft.com/fwlink/?LinkID=616937). If this is a bug, we would love to get it addressed.

Sincerely,
Jason Cohen

PM, Microsoft.

4

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...

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0 Comments

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Category: Work order (58)

STATUS DETAILS
Declined
Ideas Administrator

Thank you for your feedback.

We are not considering the suggestion at this time, however, that is because it is already possible to satisfy this with OOTB behavior. Using entitlements, you can drive pricelist application through many different configurations. It will not apply at the WO level, but will apply at the specific WO Product or WO Service levels. It will even allow variable application with different pricelists applying to different WO lines based on their unique applications.

We sincerely hope you'll look into this existing feature as we believe it will allow this capability and much more complex scenarios.

Work Order Entitlements 

Sincerely,
Jason Cohen
PM - Dynamics 365 Field Service

3

A simpler way to set a flat service fee against the whole work order

All of my customers use flat fees for service calls and find the complexity around price list item annoying. They just want a single box to override all other settings and add a flat fee.

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Category: Work order (58)

STATUS DETAILS
Needs Votes
3

Create Work order from Power BI system dashboard

With Power BI report/ dashboard getting enabled as a system dashboard in model-driven apps (in 2020 wave-2 release), field service organizations can make data-driven decisions and generate trackable actions in the form of work orders. Enabling organizations to create work orders directly from Pow...

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1 Comments

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Category: Work order (58)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thanks, Rakesh. I think this idea could make sense. Before we commit to doing work on this concept, we'd like to see how the community feels about this concept. Let's give it some more time to collect more votes.

Thanks, again.

Jason Cohen
PM, Dynamics 365 Field Service