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

Add customer assets automatically into work order

(0) Share

Report

Posted on by Paul Deemer

I'm trying to find a way to do the following..

1. Opportunity converted to Work Order with products set to become customer assets

2. If the quantity is more than 2 then multiple assets aren't created, so I'm currently trying to split the products to allow Dynamics to create the assets correctly and match the quantity on the opportunity

3. Technicians to fill in fields of them customer assets during the same work order with key information that is completed during an installation.

I'm struggling mainly with step 3, as the customer assets are only created once the work order products are set to used and the work order is completed. How are technicians supposed to complete the asset information, such as the location/height and other key information that is noted during the installation of the assets which is done on the initial work order?

I wish the assets would be automatically converted and added to the work order without having to be set as used etc.

All responses (3)

Answers (0)

Thomas David Dayman 11,323 on at

Like (0)

Report

RE: Add customer assets automatically into work order

Or you can have a section on the Work Order Product to set the Asset details (Custom fields). Then when the WOP is Used, the platform will auto create the asset and then you can have a custom workflow to pull in the asset details from the WOP onto the asset?
Paul Deemer 70 on at

Like (0)

Report

RE: Add customer assets automatically into work order

That breaks the entire flow from the ordering/quote > materials + time > converting into a work order to then flow and ensure there's an complete audit trail.

Allowing an engineer to pick the assets/kit manually removes all intelligence from the system and introduces errors into system.
Suggested answer

Thomas David Dayman 11,323 on at

Like (0)

Report

RE: Add customer assets automatically into work order

You dont have to use the 'Auto convert to Customer asset' feature.

You can just force the technician to create an asset manually and set the asset details on the mobile.