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Disable automatically creation of new msdyn_resourcerequirement when creating a new msdyn_workorder

Posted on by 40

Hi everyone, 

every time we create a new workorder in field service it also automatically creates a new resourcerequirement in this workorder, with the same name as the workorder has. 

Is it possible to disable this automatic creation of the ressourcerequirement? 

Thanks a lot!

Marco

  • Marco1992 Profile Picture
    Marco1992 40 on at
    RE: Disable automatically creation of new msdyn_resourcerequirement when creating a new msdyn_workorder

    Thanks for your explanation. I'm familiar with the construct. Anyways we need to create some RRs in the workorder by ourselves, as we have multiple RRs foreach workorder, depending where it is coming from.

    For the moment we used a filter like Gabriel suggested. 

  • Al Iggs Profile Picture
    Al Iggs on at
    RE: Disable automatically creation of new msdyn_resourcerequirement when creating a new msdyn_workorder

    Going one step back, why do you want to disable the RR creation, Marco?

  • Verified answer
    Gabriel Dias Junckes Profile Picture
    Gabriel Dias Junckes 2,435 on at
    RE: Disable automatically creation of new msdyn_resourcerequirement when creating a new msdyn_workorder

    Hi Marco.

    I suspect that Resource Requirement is create via a Field Service plugin, what you should not disable.

    How about filter those resource requirements in the Schedule Board instead? Or use Workflow/Flow to update them?

    Regards,

    Gabriel.

  • Suggested answer
    Al Iggs Profile Picture
    Al Iggs on at
    RE: Disable automatically creation of new msdyn_resourcerequirement when creating a new msdyn_workorder

    It's not and you wouldn't want that. The resource requirement (RR) is what appears on the schedule board and what gets scheduled, not the work order. See here: docs.microsoft.com/.../universal-resource-scheduling-for-field-service

    Here's a schematic diagram I created when we introduced Universal Resource Scheduling. The RR is an abstraction layer that makes scheduling any entity possible.

    pastedimage1621580161202v1.png

    For work orders, the RR and the associated WO are kept in sync automatically, for additional entities you need to configure that sync yourselves.

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