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Service | Customer Service, Contact Center, Fie...
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Creating recurring Work Orders which have a Requirement Group

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Posted on by 7

Hi - does anyone have a suggestion as to how I can auto create Work Orders when there is Requirement Group associated with an Incident. I get a message when setting up "Booking Setup" with Incident which has a Requirement Group ....which effectively says "cannot use Requirement Groups with recurring Work Orders" on an Agreement:

"Incident Type" cannot be related to a Requirement Group Template if "Auto Generate Booking" on the booking setup is set to "Yes".

Requirement Groups work well when creating an Work Order manually, and not problem with autogenerating bookings for a "Preferred Resource"....but hitting a brick wall when trying to find a way to autogenerate a Work Order with multiple resource requirement.

I imagine we can write something....but this seems a seriosu short coming - maybe I am missing something

Thanks, Nick

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  • JK800 Profile Picture
    87 on at
    Creating recurring Work Orders which have a Requirement Group
    Hi Nick,
     
    Did you end up with a solution to this? We have just hit the same problem, with exactly the same use case as you described. Applying requirement groups to agreement booking set-up seems like a 101 requirement so creating a custom flow for it is annoying.
     
    Cheers
  • MissH Profile Picture
    15 on at
    RE: Creating recurring Work Orders which have a Requirement Group

    Hi !

    We will probably run in to this very soon so I would love some power automate suggestions :-)

  • POJA85 Profile Picture
    175 on at
    RE: Creating recurring Work Orders which have a Requirement Group

    Thank you, I am relatively new in the Field Service module.

    What I wonder is what the manual process would look like, if we auto-create a work order, do we then have to just add the resources before scheduling it? It sounds like it is an natural part of planning and scheduling the work order.

    But if we go with the Power Automate solution, how would that look like, because as it is now, many different types of our trucks could be a resource, how would the Power Automate flow find the "best truck" for the job, how would we set that criteria?

  • Suggested answer
    KK-365 Profile Picture
    1,010 on at
    RE: Creating recurring Work Orders which have a Requirement Group

    This is a current limitation with Field Service, we also faced.

    We went ahead with the power automate and it works for us. Do let me know if you need any suggestion with the power automate.

  • POJA85 Profile Picture
    175 on at
    RE: Creating recurring Work Orders which have a Requirement Group

    Hi, did you find a good solution for this issue, seems like we have the same problem now at a project.

    Is it a big issue for you to manually set the Requirement Group characteristics at the time of scheduling the Work order?

    Or did you find a good solution to set it up automatically with a Power Automate flow?

  • Suggested answer
    Nick Phillips Profile Picture
    7 on at
    RE: Creating recurring Work Orders which have a Requirement Group

    Thanks Paul...this is where we are heading if cannot do out-of-box....just surprised me that it is not already there, as I am finding it a common customer requirement. We will do an and user interface so that the average end user can easily set up the recurrence parameters.

    Many thanks for your thoughts....and all replies are much appreciated.

  • Paul_Bo Profile Picture
    70 on at
    RE: Creating recurring Work Orders which have a Requirement Group

    Hi Nick,

    Have you thought about using a Power Automate Cloud Flow for this?  

    You can set it up on a schedule and with a couple custom fields look for specific Work Order types that would be marked to recur.  These would be the base for copying into a new Work Order.

    This gives you the flexibility to create the Work Order, add in the Incident Type (this should include any service tasks and the necessary requirement group)  and then add the date range and the characteristics and allow your scheduling group to then assign a resource when necessary.

    Let me know if you have any questions with how this would work.

    Thanks

    Paul

  • Nick Phillips Profile Picture
    7 on at
    RE: Creating recurring Work Orders which have a Requirement Group

    Many thanks for your replies.

    The business issue I am trying to address is that many organisations know in advance they need to provide regular Work to a customer - a "Work Order" and they also know what skill set they need to fulfil that Work Order - which can be defined in a Requirement Group.

    Today, we can create create a Work Order with Resource Preference "Harry" which repeats at a predefined interval interval - say once every month. We use Agreement setting "Auto Generate Work Order" to Yes, and creating an "Agreement Booking Setup" with a specified "Incident" then click "Booking recurrence" button at the top of the "Agreement Booking Setup".

    This is great to set up a Work Order which repeats every month for Harry (resource Preference) to do work for a customer and works fine, although it assumes Harry is always going to be available....but the Work Order could be reassigned if we remember Harry is not going to be available one month. 

    What I am trying to achieve is to create a Work Order which repeats every month, and requires a Doctor, Nurse, and a Driver (which can be defined in a Requirement Group characteristics) and then specific individuals assigned as the Unscheduled Work Order approaches each month....and this can be done today with a manually created Work Order......but not a repeating / recurring Work Order - or at least I cannot see a way to do this with out-of-box functionality.

    If necessary we will write some specific code to copy an out-of-box manually created Work Order with Resource Requirements to achieve the objective....but prefer to use out-of-box functionality if there is a way to create a recurring Work Order but assign specific individuals with the appropriate skills, at the time the Work Order falls due. 

    Thanks in advance for any thoughts anyone might have.

  • Suggested answer
    Fannie30 Profile Picture
    2,990 Moderator on at
    RE: Creating recurring Work Orders which have a Requirement Group

    The issue here is you are trying to automatically assign the work order created by the agreement to a resource that may or may not meet the requirements associated to that work order/agreement.  You can still create the work order, but just need to manually assign/schedule it.  

    I hope that helps.  If you feel you have a strong enough use case for this, you can always submit the idea for Microsoft to evaluate:  experience.dynamics.com/.../

  • Nya Profile Picture
    29,060 on at
    RE: Creating recurring Work Orders which have a Requirement Group

    Hi Nick,

    Would you please explain what you mean by "recurring work order"?

    It does not seem to be an explicit concept in Field Service.

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