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Dynamics 365 Community / Forums / Service | Customer Service, Contact Center, Fie... / inventory - customer a...
Service | Customer Service, Contact Center, Fie...
Suggested answer

inventory - customer asset to schedule board

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Posted on by FallingThroughTheCr... 452

Doing the Trial of Field services and I am very confused.

We have a bunch of vending machines that we lease out for special events or for long terms to specific customers.

I need the ability to show these machines on the schedule board, I assumed it was all listed as equipment.

But I also like the ability of creating the machines as inventory so I can store all the parts and versions and manuals as part of the inventory item.

I am assuming there must be a process to take the items out of inventory and make them part of a customers asset list and eventually one day connect it to IOT services.

How do I get from a product in inventory - to account asset - to show this on the schedule board.

I assume if we get the item from inventory to a customer asset (missing how to do this).

Then we can create an agreement and service/fill the vending machines as needed).

I need to show it on the schedule board so sales knows when there are machines available to lease to new customers.

I assume this is a standard function.

What am I missing?

  • Community Member Profile Picture
    Community Member on at
    RE: inventory - customer asset to schedule board

    See Scott's answer for our you translate from Inventory to Customer Asset (automatically) in the OOB fashion.

    You can then change the settings to make Customer Asset an entity that can be scheduled. (See link here: docs.microsoft.com/.../schedule-new-entity)

    At that point you can create an Agreement to perform regular maintenance on your machines, and you'll be able to see them on the schedule board so you know when they'll be available.

    CAUTION: If you make the entire Customer Asset entity a scheduling entity, that means EVERY Customer Asset will show on the schedule board.

    If you prefer to be more selective, you can instead write a plug-in that will take a specific subset of Customer Assets and turn them into Equipment Resources that could then be scheduled. You would still be able to use Agreements to schedule maintenance on the Customer Assets (which are now a separate record from the Equipment Resource record).

  • Suggested answer
    Fannie30 Profile Picture
    Fannie30 2,990 on at
    RE: inventory - customer asset to schedule board

    Assets are not shown on the schedule board OOB.  To take a product that is "used" on a work order, and have it show up as a customer asset is possible and is OOB.  On the product entity - for each product you want to "convert" to a customer asset, you will need to set the Convert to Customer Asset field = Yes.  When you have a work order that, on the Work Order Product record, has that product and is "Used" after the WO is saved, completed, etc.  it will convert that item to a Customer Asset for that record.  

    I'm still not sure why you need to show the machines on the schedule board as to when they are available.  Couldn't you create a report for that?  

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