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Service | Customer Service, Contact Center, Fie...
Suggested Answer

Agreement records generation time causing WO generation issue

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Posted on by 905

Hello,

I have a concern regarding the work order generation. In the agreement the record generation time is as follows:

pastedimage1672845450024v2.pngpastedimage1672845680882v3.png

In the field service settings, the Record generation time is set to the following:

pastedimage1672845339198v1.png

It's been two days that the WO's bookings are not being generated and we are doing it manually.

The record generation time in the agreement is taking a different date/time than the field service settings.

pastedimage1672845740845v4.png

Is it because the Agreement record generation is different from the Record generation in the field service settings? If so, why is it not taking the default record generation time that is set in the field service settings?

I have also read the below very well and I believe there is something wrong with our setup:

https://learn.microsoft.com/en-us/dynamics365/field-service/set-up-customer-agreements#scenario-1-auto-generate-work-orders-for-asset-maintenance

How can we resolve this issue behavior?

Any help is greatly appreciated.

Best regards,

I have the same question (0)
  • Suggested answer
    Abdul Wahab Profile Picture
    12,119 Moderator on at

    Hi EBMRay,

    Did you check the Power Automate 'Field Service - Flow - Generate Work Order for Agreement Booking Date' status which is responsible to generate the Work Order?

  • EBMRay Profile Picture
    905 on at

    Hello Abdul Wahab ,

    I checked the flow mentioned and below is the run history:

    pastedimage1672903810923v1.png

    As per the history, it seems that the flow is not being triggered at mid-night to generate new WO since we specified in the settings it should be triggered around 6 AM and last run was 15hrs ago.

    So what's wrong here?

    Best regards,
    EBMRay

  • Suggested answer
    Abdul Wahab Profile Picture
    12,119 Moderator on at

    Hi EBMRay,

    As per the trigger

    pastedimage1672979949925v1.png

    The Power Automate will be run. There is no such thing that exists on it. Can you please check the histories? Maybe there is something which is going to help you more.

  • EBMRay Profile Picture
    905 on at

    Hello Abdul Wahab ,

    I can understand that the trigger will startup upon modification on the table.

    However, this workflow is only running whenever we generate the WO manually knowing that the agreement booking dates should be generated automatically based on the record generation time setup which is not happening currently.

    What do you think the problem is?

    Best regards,

    EBMRay

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