Dynamics Community Forum Thread Details

How to manage jobs which contain interrelated work orders.

I have 3 different prospects this applies to, so I am wondering if there is something I am missing and it is dealt with out of the box.

All of these prospects do field services that are grouped in jobs. A job may have one service performed by one resource, or it may be an interrelated group of jobs performed by different resources over a short time. Usually, the timeframe is days to weeks at most. In all scenarios, the jobs must be billed as one invoice. Sometimes they may be performed at the same site or different sites.

Example 1: Company does concrete repair for street and parking lots. A job will consist of the following stages, all of these occur on the same site:

Initial barricade setup – Performed by barricade team – 1 hour
Concrete cut out and removal – Performed by cutting team + dump truck – 4 hours
Setup and Pour – Performed by field team - 3 days
Cleanup & closeout – Performed by the cleanup team (happens after concrete has cured) – 1 day

Example 2: Company does services which includes moving, storage and setup of fine art pieces these can occur on different sites:

Initial fabrication of storage crates – Performed by fabricators – 2 days – In house
On-Site crating of pieces and pickup – Performed by field team – 1 day – Onsite 1
Move and delivery of piece to a new site – Performed by field team – 1 day – Onsite 2

In looking at these examples, I think I can solve this in a couple of ways.

One work order with multiple service tasks. Change work orders to schedule at the service task level
1. To make this work, I would have to ensure that materials and services could be related to the task
2. Would probably have to update mobile to work properly
3. Invoicing would work as one invoice for the work order would be generated
Create a job entity to group work orders together and create multiple work orders
1. This seems clean from a scheduling standpoint.
2. Mobile should work without much modification
3. Would need to change the invoice generation process to occur at the job level and write that custom

I don’t know if there is some way to make this work with the parent-child work order relationship. Any thoughts from the community on what you think might be the best approach?

Categories:

Presales and Invoicing

Work Order

Scheduling (URS)

Managing jobs with interrelated work orders requires a systematic approach to ensure that all tasks are coordinated and completed efficiently. Begin by breaking down each job into smaller, manageable work orders and identify any dependencies between them. Use project management tools to assign tasks, set deadlines, and track progress. Effective communication among team members is crucial to prevent delays and misunderstandings. Regularly review and adjust the schedule as needed to accommodate any changes or unforeseen issues.

For anyone dealing with interrelated work orders, having all necessary clearances and registrations in place is essential. One such important clearance is the NBI clearance registration, which ensures that all personnel involved in the project have a clean background, contributing to a smooth workflow.

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