Hi, Looking for some guidance here..
I've inherited a client that is running Field Service module. They seem to have hit a snag with the last auto-update cycle.
Also the workorder substatus seems to be messed up, there are lots of different, un-used statuses and most of them are related to 'complete',
I think I can clean this up, but from a work-flow perspective:
1 They create a work order,
2 Assign a booking to it.
3 The booking is then completed (booking status = completed) but during the booking the learn that they need to order some parts.
4 At this point, the work order is automatically set to 'completed', presumably because the booking was marked complete ?! Can I turn this off?
5 The work order should be in a substatus of /needs parts/ and status of un-scheduled.
6 The parts are then ordered , the work order should be in substatus of 'parts on order' status - unscheduled.
7 once the parts come in, the work order would then recieve another booking.
8 the booking will be completed, and the work order will be set to substatus, foreman inspection, status completed
9 the work order will be posted.
My problems..
At point 4, once the work order is set to completed, or has an attached booking that is set to complete, the system prevents me from changing the work order status to 'unscheduled' again (step 5)
Also at point 4, when in the 'work order view' if I select a work order that is marked as completed, the 'quick book' command button is hidden.. it works fine and is available if I select a work order that is un-scheduled or scheduled.
Prior to the auto-update last week, the quick book button was available and worked fine for them regardless of the work order 'completed' status.
Is the workflow wrong? Can you only add bookings prior to anything being marked complete?
It looks like a someone had tried to add a 'needs additional parts' booking status perhaps to circumvent marking a booking as complete? but no one is trained to use that status.. is this an appropriate way of managing it?
Is it normal to not complete a booking unitl we're ready to close the work order?
