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D365

8 results found

  1. Remaining PO amount should be displayed with running total and declining balance so sales can get more PO

    Need a way to have the PO be able to get reduced by outgoing invoices and display how much remaining

    2 votes

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  2. Add a PPE Request form to the App

    Add a PPE Request form that has all of our standard PPE Items and a Max amount they can order within a certain time frame.

    1 vote

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    planned  ·  0 comments  ·  Surge App  ·  Admin →
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  3. Add a Uniform/Safety page in the bookable resource record.

    There is PPE size information in workday that I would like duplicated in FS for reporting purposes. I would also like a few new fields around PPE Returned Date, Uniform Return Date and a notes section. I will need to work on a full list of fields and I will send them over.

    1 vote

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    planned  ·  0 comments  ·  Field Service  ·  Admin →
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  4. 1 vote

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    0 comments  ·  Surge App  ·  Admin →
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  5. Rename the eFS App to Surge App

    eFS has been rebranded to Surge and we need the name and link updated

    1 vote

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    0 comments  ·  Surge App  ·  Admin →
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  6. Update time entry to Workday to include cost center

    Problem: The technicians that are "traveling" to other cost centers (ie, national techs working regional projects" hours go into WD with their default cost center. Once the work order contains the cost center, can we send the cost center over as part of the hours entry to workday?

    Currently, those hours are having to be analyzed and reclassed to enter the time correctly.

    When the techs were entering their time directly to workday, they were able to select a different cost center when entering hours, so WD should accept entry to that cost center field.

    1 vote

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    0 comments  ·  Surge App  ·  Admin →
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  7. Time Entry Calculated Field in Bookings

    Calculated field in the bookings tab that sums up time entries on each booking. This would allow us to filter out which forecasted bookings have time entries associated with them and easily clean up the system when needed.

    1 vote

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  8. Opportunity ID needs to be included from Project Contract onto the Invoice Proposal

    Opportunity ID needs to be included from Project Contract onto the Invoice Proposal

    1 vote

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