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Dynamics 365 Community / Forums / Field Service forum / Agreement record gener...
Field Service forum

Agreement record generation time and Opt-In to Auto-Number (Field Service Settings) - How do they work?

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Posted on by 721

There are two new options in Field Service Settings. Does anyone have any more information on these and exactly how they work?

New-Field-Service-Settings.png

  1. Opt-In to Auto-Numbering
    • How does this differ from the existing auto-numbering in field services?
    • Can you opt-out once you opt-in?
    • Does it affect any entities outside of field services?

  2. Agreement > Record Generation Time
    • How does this functionality work?
    • Does it postpone the generation of all or only specific Agreement auto-generated records (e.g. Booking Dates, Work Orders, Work Order Service Tasks, Invoice Dates, Invoices etc) until a certain time of the day?

  • Verified answer
    Al Iggs Profile Picture
    Microsoft Employee on at

    Auto-Numbering Opt-in: cloudblogs.microsoft.com/.../release-notes-for-field-service-version-8-6-0-274

    Agreement Record Generation Timing: cloudblogs.microsoft.com/.../release-notes-for-field-service-version-8-5-0-345 (control the time of day at which a Work Order and Invoice is generated from Agreements)

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