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I have created an agreement and select 'Auto Generate Work Order' and 'Auto Generate Booking' as yes. I didn't enter any value in 'Generate Work Order Days In Advance' field. Selected preferred resource and preferred start time in agreement booking set up. Booking Recurrence is selected on daily basis.
After activating the agreement, booking dates are generated according to the preferred start time. But after that, all the work orders are generated at the same time which is prior to the booking date. I am also adding few screenshots of the set up i have done. Kindly help me to resolve this issue. I need to generate the work order at the booking time on daily basis.
Can you share a screenshot of one of the work orders that have been generated (in particular the Settings tab)? I see booking dates, but not the actual work order.
Thank you for the reply.
Please find below screenshot of the work order settings tab.
What I don't understand is your statement "the work orders are generated at the same time which is prior to the booking date".
Just to make sure we have the same understanding: Your agreement creates agreement booking dates with a recurrence pattern of daily. Once the booking date falls into the "Generate WOs in advance" horizon, a WO gets created. The WO has a date window start/end, which is calculated from the agreement booking date plus/minus the pre/post booking flexibility value. The WO itself does not have a date/time, only the time span that you see on the Settings tab (March 19-20). Only if you set "Auto Generate Booking" to Yes, the WO will also get a booking, otherwise it needs to be booked separately.
Did you mix up Bookings and Agreement Booking Dates? Can you explain again what you're trying to achieve?
I have created an agreement set up with a recurrence pattern of daily. I didn't put any value in "Generate WOs in advance" field. I have changed "Auto Generate Work Order' and "Auto Generate Booking" field as "Yes" for automatically generating work order and booking. Once I changed the agreement status to "Active", all the booking dates records are created according to the booking recurrence pattern.
As per the MS document, If no value is entered in "Generate WOs in advance", the work orders will be generated on the expected day of booking date(expected service date) at the record generation time entered on the agreement. But for me, the work orders are generated in advance to the booking date.
I want to generate the work order on the expected day of booking date at the record generation time entered on the agreement. You can see in the below screenshot that my booking dates till 24th are already processed. Its not considering the "Record generation time" in agreement and expected work order date in booking date record.
So you're concern is that the work order should be created on the day of the agreement booking date, i.e. today you'd have WOs and bookings for March 17 and 18, but not for March 19 and beyond?
I agree that the system behaves differently from the documentation. Just out of curiosity - why do you create bookings exactly on that day and not in advance?
We have an SLA triggering on create on work order. If the work order is creating in advance, the SLA will be breach.
Is there any way to create the work order on the day of the agreement booking date?
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