Results 1-10 of 21848 for work+order+price+list
Opportunity to Work Order Process
...The decision of our customer is based onfrom which of our subsidiaries they purchaseif there is a frame agreement in place for the products / services they purchase the frame agreement fixes prices in a specified currencyfinancial considerations of our customer (i.e. better x-rate or cash availability in one currency than another)The problems that arise are as follows:When user changes Work Order Type and the Price List is empty in Work Order type or not in the same currency as in the Work Order error message pops up means either we need one Work Order Type per currency (approx. 100), making it 900 Work Order Types instead of 100 or we need to prevent user from changing Work Order TypeSuggestion: if the Price List field on Work Order Type is NULL, just ignore it, don't try to overwrite what is in Work Order already.When creating a Work Order from Opportunity the following happens due to the setup described aboveCustomer in Opportunity is in base currencyOpportunity is NOT in base currency...
Category: Work order (95)
Add option to Work Order Type to get Price List from Service or Billing Account
...Recommend adding an option set field to the Work Order Type called "Price List Source" with values 'Work Order Type', 'Billing Account', and 'Service Account' which drive the record from which the Work Order gets the Price List value....
Category: Work order (95)
Ability to assign a custom Price List at a project level that will apply to intracompany work orders
...This is called intracompany work and has its own set of special rates and mark-ups that service charges the projects but because you can only assign 1 price list to an account/worksite, when we do intracompany work, the services and material mark up rates being applied to those work orders, is entirely manual and creates too many areas for error....
Category: Work order (95)
Anomalous Work Order Identification
...Use machine learning to highlight Work Orders which are significantly outside of the norm is some way (Price, Duration, Number of bookings, etc.) to allow organizations to look at a select list of work orders which may yield both opportunities for an organization to learn how to improve their offerings and to allow organizations to troubleshoot work orders which may be inaccurate or experiencing trouble....
Category: Work order (95)
Generate Work Order from Quote
...I would like to see a method to go directly from a Quote to a Work Order (eg. when building a price for a customer generate a Work Order to determine resource availability and soft booking prior to customer approval of a quote)....
Category: Work order (95)
Add filtering to the Work Order list(New) view
...The Work Order list(New) view has useful new features that we would like to be able to use....
Category: Work order (95)
Accessing Work Orders easily in custom workspace
...Suggestion is to fix work order customization settings so that users are able to open their work orders from a list in a custom workspace just as easily as one is able to open a purchase order from a list in a custom workspace....
Category: Work order (95)
Write-In Products for Work Order Products
...Having to add all the details for a new product and then price list item(s) is rather time-consuming....
Category: Work order (95)
Product Price List not working as expected
...But I don't set the default price list for any products.My understanding (and I think CRM help supports this) is that the default price list is optional and that provided a product has a price list item for a price list that matches the price list of an opportunity or an order etc, the product can be added to a record.So, if I have an order with a retail price list I would expect to be able to add products that have price list items on the retail price list.What I find, in practice, is that I can't add any products to opportunities etc unless I set a Default Price List - which is weird because this is not a mandatory field.And when I set a Default Price List of say retail, I find that products that only have retail price list items can be added to an opportunity with a wholesale price list....
Category: Opportunity (248)
Work order arrival time
...Right now when you want to change the work order status to "In progress" it's mandatory to select the "Actual arriving time" and it can't begin earlier than the "start time" or later than the "end time", this doesn't allow to track all the possibilities for a work order...
Category: Work order (95)
Helpful resources
| Top authors | Ideas submitted | Ideas implemented |
|---|---|---|
| 153 | 25 | |
| 75 | 22 | |
| 111 | 20 |