Customer Asset - Historical Records
Customer Assets may change over time. They may be upgraded and become a different product, other field may change, they could move accounts so their external id changes etc. Currently if you look at any Work Order/Incident, it shows you the current asset data. So if you look at an old call and...
Multi Visit Work Orders
Ability to have multiple visits/resource bookings for a single work order to be carried out consecutively, not at the same time. i.e. An Installation Work Order which requires 3 bookings: a. Initial Site Survey, b. The installation visit, c. a Quality control visit. The structure to define the...
RSO to take into account Customer Rating when scheduling
Some customers (key accounts) are considered more important than others. When scheduling two identical work orders (same distances, priority etc) the one for the more important customer needs to take precedence and be given a higher score by RSO. Need the facility to have an account rating aga...
Business Process Flow on Field Service Mobile
Currently a technician can move a work order from any status to any other status. In reality there is a natural progression of statuses. At it's simplest this is Travelling --> In-Progress --> Complete. Under specific circumstances you may have 'Travel Home' after 'Complete' or you could...
Set Primary Incident duration when converting a Case to a Work Order
When you create a WO directly, or update the primary indent type on the WO it takes the duration correctly from the duration of the incident type whether there are tasks or not on the incident type. When you create the WO by converting a Case to a WO it takes it from the tasks attached to the ...
Surface FO Project group to Project in CE
The Project Group concept from FO should be carried forward to CE to allow the classification of Projects into types such as 'Customer', 'Internal', 'Overhead' etc and also affect postings if required. Tthis is a bit wider and it does not only affect project accounting. Projects get created in CE...
API to provide applicable price and cost for Pricing Dimensions
Project Operations finds the correct role prices (sell and cost) for a task, quote line detail, contract line detail, and actuals using pricing dimensions. It would be useful to have an API we can invoke in custom code or perhaps as an action to provide these. Specifically, we would like to calc...
Expense and Time Entry should use the same App
Currently a user has to use separate apps for Expense Entry in UO and Time Entry in Project Operations. They should be able to use just a single app,
Add recurrence to Patterns
In a scenario where you have a resource working a recurring pattern of say Tuesday 8 hours, Wednesday 8 hours, Thursday 4 hours over several months, it becomes cumbersome to create this using patterns; particularity if you have say 10 resources. This could be handled by adding a recurrence mecha...
Support for Re-visits
It is very common that a second visit is required when the job can't be completed. Reasons can be that a part needs ordering, the customer is absent or the engineer gets diverted mid travel or work to a more urgent issue. One way of handling this is to use a booking status with FS Status of cance...