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Author: uk365guy

MICROSOFT DYNAMICS 365 FIELD SERVICES WORK ORDER RELATIONSHIPS

uk365guy

WORK ORDER -RELATIONSHIPS

Work Order Types – Categorize Work
Order(Install, Repairs, Preventative Maintenance)




Priority – Rates the importance of the Work Order. Can be configured and increased or Decreased as needed Reflected on Schedule Board.

Service Territory – Organize Work Orders and Resources by geographical Area.

Incident- Common Issues that a customer could report.
Products- Items that may be needed for the issue.
Services-Determines the services required to complete the work Order
Service Tasks:- Check list or Step by Step instructions.
Characteristics- Skills, Knowledge, or Certification Required.
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MICROSOFT DYNAMICS 365 FIELD SERVICES WORK ORDER LIFE CYCLE

uk365guy

WORK ORDER LIFE CYCLE

Field Services Work Order Life Cycle have 5 steps to follow:
1.Work Order Creation.
2.Schedule.
3.Dispatch.
4.Service.
5.Review/Approval.


So in each step that there are 4 work items always updated according to the work type:
1.What Happens
2.Who Performs
3.Work Order Status.
4.Booking Status.

Finally the Review/Approval step have booking status changes to completed.

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MICROSOFT DYNAMICS 365 FIELD SERVICES WORK ORDER CREATION STEPS

uk365guy

CREATE AND MODIFY WORK ORDER TYPES

1.Click the module drop-down selector on the Navigation bar.
2.Click Field Service.
3.Click the right arrow to see Administration.
4.Click Administration.
5.Click Work Order Types.
6.Click New
7.In the Name fields type “Break Fix”.
8.Click the Incident Required field to change the value to Yes.
9.Click the Price List field.
10.Click the Lookup icon.
11.Select Default Price List.
12.Click SAVE.
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MICROSOFT DYNAMICS 365 FIELD SERVICES BOOKABLE RESOURCES

uk365guy

BOOKABLE RESOURCES:

1.Users, Equipment, Accounts, Contacts, etc that are used to service work orders.






2. Characterisitics (skills and certifications) and Category Associations can be included for better scheduling.


 Review

1.Out of the box Field Service has several different items that will need to be configured.
2.Using Products and Price Lists allows for using different products pricing based on the Account, Work Order,Etc.
3.Resources are Users, Equipments, Accounts, Contacts, etc. that are used to service work orders.
4.Territories can be used to limit results in the Scheduling Assistant as well as filter the results in the Schedule Board.

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MICROSOFT DYNAMICS 365 FIELD SERVICES PRODUCTS AND SERVICES

uk365guy

PRODUCTS AND SERVICES

1. Anything the Company Sells
2.Maybe added Manually to a work order
3.Can be added automatically to a work order from and incident
4.May be marked as “used ” billed to a client or left as “estimated” on a work order.

PRODUCTS AND SERVICES CATEGORIES:

1.Inventory : Products sold and deducted from inventory.
2.Non-Inventory: Products sold but not tracked in inventory 
3.Services: Sold on time and materials Basis
 a) List Price and costs are hourly rates.

4.Duration of Services:
a)Manually Entered on Mobile by Field Agent
b)Dervied from elapsed time between Work order Schedule Statuses.

PRICE LISTS:

1.Define different Pricing Levels
2.Specify how much a customer is charged for products and services
3.Are noted on the Account,Work Order, Agreement, or Individual or Service.


PRICING FEATURES:

1.Minimum Charge Amount
a) Sets the Minimum amount for the visit.Value is added on to final price regardless of the Amount charged.
2.Minimum Charge Duration
a) Can make the first X amount of time Free.
3.Flat Fee Option.


ADDITIONAL INFORMATION:

1.The Work Order Price List is used if a Product has a different default price list than the work order.
2.The Price of the Product will come from the List Price on the Product if an Item is not on the Work Order Price List.
3.Add Products and Services to Price Lists.
4.Add Products and Services to Incidents when adding Products and Services to Work Orders.

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