D365
19 results found
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Rename the eFS App to Surge App
eFS has been rebranded to Surge and we need the name and link updated
1 votecompleted ·
AdminOldfield, Michelle
(Business Analyst, Advanced Technology Services, Inc.)
responded
This will be released on 7/1/25.
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Update the Voucher Time OT Rules...Again
Travel Time needs to be removed from the straight time calculation for Voucher.
1 vote -
Add Cost Center Field on Work Order
Add the cost center field on the work order and create an integration from F&O to duplicate the cost center information. We also need to add the cost center information onto the Assignment email which is why the data needs to be held on the work order and not the project.
1 vote -
Add a Calculated Forecast End Date to the Work Order
Add a field on the work order called "Calculated Forecast End Date." This would work like the Calculated Start Date and/or the Calculated End Dates but would look at the active requirements forecasted bookings. It would return the last forecasted booking date on any active requirements.
1 vote -
Update Colorado OT Rules
Current Rules
If the Overtime Type field on the related work order in Field Service = "Colorado"
THEN overtime should be calculated as below -
Over 12 hours per day is OT1.5Updated Rules
Over 12 hours per day is OT1.5
And/Or
Over 40 Hours per Week is OT1.51 vote -
Add Start and End Dates to Bookable Resource Records.
By adding these dates we can calculate Utilization correctly for any new resource and any resource who has been terminated.
1 vote -
Integration between Salesforce & D365 - Resource Requirement Name
Add a new field on the RR that the Integration will look at and populate the unique identifier instead of tagging it to the end of the RR Name
1 vote -
Add Travel OT, Travel Double Time to FS, F&O, APP & TSR (CA specifically)
Add Travel - OT and Travel - Double Time into the OT calculations for California OT Rules.
This will allow us to properly bill to customer within California for Travel time.
1 vote -
1 vote
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1 vote
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1 vote
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1 vote
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Update "Send Work Order TSR email on TSR creation" workflow to check for contact status (active/inactive)
PBI 100173 Update "Send Work Order TSR email on TSR creation" workflow to check for contact status (active/inactive)
1 vote -
Updating Warning message after user selects Work Order "Deactive" button
PBI 97852
Updating Warning message after user selects Work Order "Deactive" button1 vote -
1 vote
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1 vote
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Update notifications tatus flow to make "Roles" a required association on a RR: require WO
PBI 98368
1 vote -
Remove "Deactivate" button from Resource Category and Resource Characteristic Sections
Remove "Deactivate" button from Resource Category and Resource Characteristic Sections
1 vote -
Update TSR to show different Date Ranges depending on Voucher or Revenue projects
With the update to the OT hours in the App to calculate Voucher and Revenue projects differently we need the TSR to change dates ranges as well.
1 vote
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