PSA provides a great work hour and expense recording tool for resources.
A lot of customers are asking for the same functionality in Field Service!
We use the same resource entities, schedule Board in both products. Why it is not possible to record work hours and expenses related to a work order?
Comments
Expenses and non work order time needed!!!!!
Category: Field Service
I ditto Antti's comments about this being a big need in Field Service. Ideally the Actuals entity from PSA would extend on the existing FS functionality where time is generated from the bookings associated on a work order to create a time journal entry. The PSA Actuals could be leveraged to allow for additional time entry for non-work order activities which would allow the user to account for all of their time during a time period. A number of partners have had to build this out using custom entities as this is a big need in the market.
Category: Field Service
To add, I would like to see the Actuals entity extended to FS so that Time Entries could be leveraged together with PSA. With Actuals we would get coherent financial data when using both PSA and FS.
Category: Field Service
I am getting the same request from a client. We can import resource bookings linked to work orders but no way to directly create and link. Can we get any response from Microsoft regarding if this can be done?
Category: Field Service
Jason jacoh@microsoft.com (administrator) on 3/10/2020 3:26:01 AM
Thank you for your feedback.
The Field Service Time Entries capability is in Early Access, now, and will be GA as of April 2020. We're excited for the feature and hope it meets your needs.
At this time, we do not plan to implement Expense functionality.
Time Entry documentation: https://docs.microsoft.com/en-us/dynamics365/field-service/field-service-time-entry
Jason Cohen
PM, Dynamics 365 Field Service