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Retrospectively Completing a Booking

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Posted on by John Holmes 260

Hi,

Has anyone come up with a simple way of completing a booking retrospectively so that Booking Journals would be created for manually entered times?

So, I have a Booking that was scheduled for yesterday morning but the Engineer (for whatever reason) has not completed the booking.  I would like to update the Booking Manually entering the Start, Arrival and Completion Times then Changing the Status to Complete and have Journals created for the times entered.

Currently as soon as you set to the Status Complete the End Time Defaults to Current Date and Time and if the Booking was already in progress then the Duration is also calculated from Start until now.

Thanks

Categories:
Work Order
  • Suggested answer
    moko33 Profile Picture
    moko33 1,784 on at
    RE: Retrospectively Completing a Booking

    Sounds good, however the solution would not completely replace/restore standard system behavior when it comes to the creation of the Booking Journal record.

    I think it is hard to emulate the standard behavior for the creation of a Booking Journal record when it comes to the decision about which Pay Type should be used for the Booking Journal record.

    Usually the system checks the Resource's Work Hours calendar, whether the Resource was working outside of his regular availability (Overtime) or during Business Closure times... and it even splits work time spans into two (or more) Booking Journal entries if there is a period ending/beginning during the work time span. Maybe one could rebuild that mechanism by using Flow but is looks really tricky to me to query the calendar Work Hours. Maybe it would be better to engage a Pro Dev for this to become a solution closer to 100%.

    If Pay Types doesn't matter to you than it sounds like a doable way.

    Maybe you can tell us if your solution has been accepted by the end users and has withstood the test of time.

  • Melissa Bocock Profile Picture
    Melissa Bocock 60 on at
    RE: Retrospectively Completing a Booking

    Thanks John - will give it a try!

  • Suggested answer
    John Holmes Profile Picture
    John Holmes 260 on at
    RE: Retrospectively Completing a Booking

    Hi Melissa - I did manage to sort this out.  I created an option set for the Workflow to run off and then in the workflow the steps are

    Create a Completion Timestamp Record using the manually entered values for the End Time

    Update the Booking Status (this will update the End Time to now() )

    Reset the End Time from the Timestamp created within the Workflow

    Create a Journal (if you need to ) based on the new Start Time/End Time

    Hope that helps

  • Melissa Bocock Profile Picture
    Melissa Bocock 60 on at
    RE: Retrospectively Completing a Booking

    Hi John, I just wondered how you have got on with this workflow - has it solved your issue? We are experiencing the same thing. Our users will often need to retrospectively complete a booking, but we want the time/duration to remain as the time/duration entered by the user.

  • Suggested answer
    John Holmes Profile Picture
    John Holmes 260 on at
    RE: Retrospectively Completing a Booking

    I have had to create a Workflow that on Completion of the Booking, creates a Timestamp to get the End Time, (the system then sets the end time as now()) then update the end time back to the time entered by the user and manually calculate what the Labour charge should be.

    Convoluted way of performing an action that must happen regularly for any business with Field Engineers but at least it works :)

  • Thomas David Dayman Profile Picture
    Thomas David Dayman 11,323 on at
    RE: Retrospectively Completing a Booking

    You might have to run a workflow off a manual creation of a timestamp to change the Booking Status and End Time?

  • John Holmes Profile Picture
    John Holmes 260 on at
    RE: Retrospectively Completing a Booking

    Hi Thomas - I have given that a go, creating a Manual Timestamp record of 'Complete' for a Booking that was Travelling but hat didn't update the Booking record - Status or End Time

    Any other ideas?

  • Suggested answer
    Thomas David Dayman Profile Picture
    Thomas David Dayman 11,323 on at
    RE: Retrospectively Completing a Booking

    You can give the user the ability to create Booking Timestamps manually? You can specifiy the timestamp time.

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