0
When an Agreement is created and Recurrence is set on the Agreement Booking Setup, it generates Agreement Booking Dates "X" days in advance. After which the users are expected to wait for 1 hour (as advised by a Microsoft employee) to see the automatic generation of the Work Orders. It would be useful to see the automatic generation of Work Orders soon after the Agreement Booking Dates are created instead of having to wait for 1 hour.
Category: Work order
STATUS DETAILS
Completed
Ideas Administrator

Thank you for your feedback.

We will be releasing this feature as part of the functionality in Wave 1 2020. It will be enabled through configuration, for now. When you have an environment with Wave 1 2020 features installed, navigate to Settings > Field Service Settings > Other tab and, as an Administrator, toggle the "Enhanced Background Processes" flag to "Enabled."

As part of a broader effort to rebuild the Field Service Workflows and Power Automate Flows, we took the opportunity to reduce the wait time for WO generation from Agreement Booking Setups and Invoice generation from Agreement Invoice Setups down to 10 minutes, as opposed to an hour. At this time, we’re not interested in pushing the delay to anything shorter given that the intent of Agreements is for non-immediate, proactive service and that there’s risk to the process where customers may not have captured all of the detail they intend before the work orders begin to generate, if we go shorter.

Please refer to the following link for more information: https://docs.microsoft.com/en-us/dynamics365/field-service/configure-default-settings?branch=pr-en-us-5456#other-settings. As of the moment I am writing this, the updated documentation for enabling Enhanced Background Processes has not yet been published, but it will be in the next few days.

Sincerely,
Jason Cohen
PM - Dynamics 365 Field Service