Views:

Applies to Product -Dynamics 365 Field Service

What’s happening?
Work orders are not auto-generated when booking setup is created, leading to operational delays.


Reason:
This may occur due to misconfiguration within the booking setup.


Resolution:

  • Ensure the relevant Agreement is Active.
  • Verify that the Agreement has an Agreement Booking Setup with the correct recurrence pattern.
  • Confirm the setting "Auto generate Work Order for Agreement Booking" is set to Yes for Agreement within Field Service settings. 
See Set up customer agreements in Dynamics 365 Field Service - Dynamics 365 Field Service | Microsoft Learn for more information.