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Dynamics 365 Community / Forums / Service | Customer Service, Contact Center, Fie... / Auto Closure of open b...
Service | Customer Service, Contact Center, Fie...
Suggested answer

Auto Closure of open bookings

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Posted on by CRMizer_out 85

Hi All,

When we try to update a Work Order with System status as 'Open - Completed' and save, we are given a pop up asking for closure of related open bookings with a particular Booking status.

Is there any way I can disable this functionality, i.e Stop the pop-up from appearing and leave the bookings in there state and not close them?

I have check the Field service settings, but failed so far to find any related settings that can get rid of this pop-up (msdyn_CompleteBookings is the schema name of the pop up).

Many thanks

  • Thomas David Dayman Profile Picture
    Thomas David Dayman 11,323 on at
    RE: Auto Closure of open bookings

    I can relate the situation that you are in. I think there needs to be a compromise, either the customer will need to update or change reporting formulas to something else, or they will jsut have to live with the End time changing.

  • CRMizer_out Profile Picture
    CRMizer_out 85 on at
    RE: Auto Closure of open bookings

    Thanks for your input Tom, I did put this to the customer, but they already have a few reports based on formula like  Duration = 'Actual Arrival time' - 'End Time' and they are not willing to change this.

  • Thomas David Dayman Profile Picture
    Thomas David Dayman 11,323 on at
    RE: Auto Closure of open bookings

    You can find this information on the booking timestamps entity. It can tell you how long the field engineer was travelling and in progress for.

    I think this information rolls up to the booking entity as well

  • CRMizer_out Profile Picture
    CRMizer_out 85 on at
    RE: Auto Closure of open bookings

    Hi Tom,

    End time changes are effecting duration of the booking. This effects reporting.

    In some cases it will be calculated as many days rather than some hours actually spend by the field engineer.

    I was wondering if there was a setting somewhere which can be toggled to switch this off altogether, but doesn't look like to be the case.

    Many thanks

  • Thomas David Dayman Profile Picture
    Thomas David Dayman 11,323 on at
    RE: Auto Closure of open bookings

    Ive been down this rabbit hole before. I would suggest keeping in line of working with the Field Service engine as you may end up

    reenginering and end up working agaisnt the product.

    What is the main reason for keeping the end time?

  • CRMizer_out Profile Picture
    CRMizer_out 85 on at
    RE: Auto Closure of open bookings

    Thanks for the reply, is there any way you can stop this happening? The problem we have with this automation is that on change of the booking status End time is being changed and hence the duration. We don't want that to happen.

  • Suggested answer
    David Yu Profile Picture
    David Yu on at
    RE: Auto Closure of open bookings

    Hi,

    To make sure the data consistency, D365 field service doesn't allow user to close/complete work order before we complete all the related bookings.

    You may design some jobs to auto-complete the active bookings when user try to complete the work order.

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