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D365

16 results found

  1. 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

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    completed  ·  0 comments  ·  Field Service  ·  Admin →
  2. 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

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    completed  ·  0 comments  ·  Field Service  ·  Admin →
  3. 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

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    completed  ·  1 comment  ·  Field Service  ·  Admin →
  4. 1 vote

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    completed  ·  1 comment  ·  Field Service  ·  Admin →
  5. Remove "Deactivate" button from Resource Category and Resource Characteristic Sections

    Remove "Deactivate" button from Resource Category and Resource Characteristic Sections

    1 vote

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    completed  ·  1 comment  ·  Field Service  ·  Admin →
  6. 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

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    completed  ·  0 comments  ·  Field Service  ·  Admin →
  7. 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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    completed  ·  3 comments  ·  Field Service  ·  Admin →
  8. 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

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  9. 1 vote

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  10. 1 vote

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  11. 1 vote

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  12. 1 vote

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    completed  ·  0 comments  ·  Field Service  ·  Admin →
  13. 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

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  14. Updating Warning message after user selects Work Order "Deactive" button

    PBI 97852
    Updating Warning message after user selects Work Order "Deactive" button

    1 vote

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  15. 1 vote

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  16. 1 vote

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