My current process has me creating 4 work orders each representing a milestone within a project. This works to replicate progress invoicing within Field Service at the cost of losing insight at the higher level in a single view.
Would it not be possible to set up a parent work order logic similar to the incident type logic is Primary (is parent); and then tie in the child work orders in the entire process. I couldn't find information from Microsoft on the intended purpose of those fields but found some from IBM which seems to I think make my idea seem reasonable?...
https://www.ibm.com/support/pages/when-use-child-work-orders-tasks-and-multi-asset-location-table-work-orders
What you could then do is have a Parent work Order be completed only when all children are completed (if dependent), but it would also allow me to submit one quote to the client and have 4 child work orders spawn from it, see the profitability of the Parent Work Order (project as a whole), instead of only the milestones.
I understand that I'm currently using field service instead of project operations but as of now there is a minimum license requirement for project operations which is the root cause.
Comments
We use the linked work order concept for our instance of Field Service to manage progress billings because of some of our integrations. Our Parent/ Child result in a single invoice for multiple work orders, while our progress billings are all linked to a primary work order, but invoice independent of one another. Then we can report on the primary and all linked work orders to see performance overall.
Category: Field Service