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Field Service Agreements are used to automatically schedule work orders and invoices based on a set occurrence(s). These agreements are most commonly used for preventative maintenance type of work. For example, if you are a floor polish company, a routine floor maintenance agreement can be setup for a customer on a yearly basis. In this blog post, we will just focus on the auto generation of Work Orders.

Structure of Field Service Agreements:

  1. Agreement
  2. Agreement Booking Setup
  3. Agreement Booking Recurrence
  4. Agreement Booking Incident

Agreement

The Agreement record is where customer information such as Billing Account, Start and End Date, Price List, etc. is defined. The duration is automatically calculated based on the Start and End Date. All agreements start with a system status of ‘Estimate‘ and move to ‘Active‘ once the Agreement is setup.

Field Service Agreements

 

Agreement Booking Setup

This is where we define what activity we are performing and how often it needs to be performed. If we would like to generate the work orders 15 days in advance, this gives us the flexibility to work with a customer’s schedule. In the example below (in the work order settings section), we have set the attributes based on the earlier requirements.

Field Service Agreements

Agreement Booking Recurrence

The next step is to define how often the Work Order should auto generate, this is completed by setting up a Booking Recurrence.

Field Service Agreements

In this example below, we have set a yearly Recurrence Pattern for April 1. As you can see, there is a lot of flexibility in setting a Recurrences Pattern.

Field Service Agreements

 

Agreement Booking Incident

The final step is to create an Agreement Booking Incident. This is where we define specifically what to do, such as a Work Order – an incident is chosen and will be populated on all auto generated Work Orders. If you are performing preventative maintenance on a specific piece of equipment (Customer Asset), this can be defined and will allow the Work Order to tie back to the Asset.

Field Service Agreements

Finally, the Agreement can be activated. Upon activation, the Agreement Booking Date will be created. The status of the Booking date is Active and once the predefined date is met, a Work Order is generated and the status changes to Processed.

Field Service Agreements

 

If you are interested in finding more about Field Service and Dynamics 365, please search our blog and follow us on social media.

Happy Dynamics 365’ing!

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JoeCRM

Joe CRM is a CRM superhero who runs on pure Microsoft Dynamics CRM adrenaline. As the face of PowerObjects, Joe CRM’s mission is to reveal innovative ways to use Dynamics CRM and bring the application to more businesses and organizations around the world.