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Work Order is creating prior to the booking date in agreement

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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.

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Al Iggs on at

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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.

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My Dynamics Portal 37 on at

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Hi Alexander,

Thank you for the reply.

Please find below screenshot of the work order settings tab.

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Al Iggs on at

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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?

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My Dynamics Portal 37 on at

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Hi Alexander,

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.

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Al Iggs on at

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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?

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My Dynamics Portal 37 on at

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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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Yachna Choudhary 5 on at

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Hi Ramya,

You can generate a work order on the same day as the booking date by setting the "Generate Work Order Days In Advance" field to 0 in Agreement Booking Setup.

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Shawnsauve 1,093 on at

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Based on the information provided, it appears that there might be an issue with the work order generation settings in your agreement setup. Here are some potential solutions:

1. Ensure that the "Generate Work Order Days In Advance" field is set to "0" or left blank, as you mentioned that you did not enter any value in this field. If this field is set to a value greater than 0, it may be causing the work orders to be generated prior to the booking date.

2. Double-check the preferred start time in the agreement booking setup. Make sure it aligns with the booking dates generated and that it is set to the desired time when the work orders should be generated.

3. Verify the recurrence settings in the booking recurrence setup. Ensure that the daily recurrence is set up correctly, and that it is not generating work orders on a different schedule or at a different time than intended.

4. Check any other settings related to work order generation, such as any automation rules or triggers that may be affecting the timing of the work orders.

5. If you are still experiencing issues after verifying all the settings, consider reaching out to the technical support or customer service of the software or system you are using for further assistance. They may be able to provide specific guidance or troubleshooting based on your setup and configuration.

It's important to thoroughly review all the settings related to work order generation in your agreement setup to ensure that they are aligned with your desired outcome of generating work orders at the booking time on a daily basis. Double-checking all the settings and seeking technical support if needed can help resolve the issue.

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