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I have a Yearly maintenance schedule and a monthly schedule on an asset..
I.e I require
* 11 Monthly bookings Jan - Nov
* 1 yearly booking in Dec
How can I set this up, I can see no way to do a monthly every month for 11 months per year
I have lots of agreements that are created via a plugin and they have a normal and annual agreement setup.
The annual is set to one day after the normal and triggers another plugin which retrieves the normal booking dates and cancels the booking date which is the annual date -1.
The rationale of 1 day after is so that the normal date will always be populated before the annual.
The only issue here is if someone makes a change on the normal agreement setup and not the annual it repopulates all the normal dates and the canceled date will be active.
This has been working well for several years now and could be done with a flow as well.
All great suggestions on the thread. In addition please note it is on our radar to try and make this easier out of the box but no date commitments yet.
Hi Gedda,
If suppression is based on month only (versus weeks, days or counters), this 'month number' could be maintained at the Agreement Booking Setup record and then Power Automate flow can automatically cancel Agreement Booking Date record (it doesn't need to wait for Booking / Work Order to be generated). This idea (or other similar solutions) can be explored with minor configurations/customisations.
Cheers
Hi Ali
Thanks for this, Yes I can use the Cancel status ( or deactivate) to skip a WO being generated for a single booking Date.
However this requires manual maintenance on each monthly scheduled ( have 100's), and cannot be done until the booking itself is generated dependent on "Generate Booking Dates X Months In Advance "which must be set to at least 12 months or the length of the contract to do this during /just after setup.
It will also require another manual change each year of the contract when future bookings get generated
All of this is prone to user error and has a high maintenance overhead.
I am looking for a way to do this once at setup, however it does not appear possible with current capability. The suppression would need to be based on the generic moth - rather than an actual booking date e.g .Monthly excluding Dec
Yeah, deactivating the 12th agreement booking date record is definitely an option. I would probably go for this.
Following structure should be able to support this scenario:
1. Create an agreement record with 2 agreement booking setup records
-- 1. Agreement Booking Setup with recurrence: 12x months
-- 2. Agreement Booking Setup with recurrence: Once a year
For the first ABS, delete/deactivate the 12th instance of the Agreement Booking Date record.
This is generally called 'suppression', it is not an out of the box feature yet.
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