Auto Generate Work Order Option in Field Service

 

I was preparing for the Pre-Sales demo for a client and came across a situation where the Work Order was not generating automatically, till I realised a couple of settings and the process of how to do it.

The following is what happened and how I could actually see my work order getting generated automatically for me and were also scheduled.

Post logging in to my instance I went to Field Service–> Service Agreements and clicked on +New to create a New service agreement.

The following details were filled in by me:

  1. Summary Information: : At this point the System status will be Estimate.FS1
  2. Detail InformationFSDEtails

I moved ahead to create a Booking Setup. This is where I was expecting the work order to get generated automatically.

I clicked on + Sign on the Booking Setup grid and tried creating a record and filled in all the required details on the Details section of the Booking Setup form.

FS3

Following is what made the Work Orders generate Automatically:

  1. Mark Auto Generate Work Order field to Yes.FS4
  2. Set the Booking Recurrence by clicking on the button on Ribbon control.FS5
  3. Go back to the Agreement and mark the Agreement status as Active.FS6
  4. Come back to Booking Setup done and you will see that the Booking Dates Grids have the records in it based on the Recurrence schedule selected.FS7
  5. Each record is a work order which gets scheduled automatically on the Schedule board.FS8

 

You are done.

This blog reflects my personal findings and based solely on my experience of using Field Service.

 

 

 

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Google photo

You are commenting using your Google account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s