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Change Service Adress to Customer Asset Location

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Posted on by Mirell

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Hello Dynamics Community, in Field Service we want to create a system in which a Company owns several customer assets.
These do not necessarily have to be at the same address.
However, a work order always gets its location from the service address of the service account.
How can I automatically change the work order address to the functional location of the customer asset?

If there is a better way to handle a Customer having multible asset on different locations, we are open for suggestions.

Thanks!

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Dan Gittler - Dynam... on at

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RE: Change Service Adress to Customer Asset Location

Adding to Ali and Thomas' accurate responses. Here is a detailed video on functional locations https://youtu.be/UCjyEKH0qFg and the doc here docs.microsoft.com/.../assets-functional-location
Ali Khan 1,380 on at

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RE: Change Service Adress to Customer Asset Location

Link your customer assets with a functional location (linked with appropriate service account). This way Work Order will pick up address from functional location (mentioned in the work order) or its parent.
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Thomas David Dayman 11,323 on at

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RE: Change Service Adress to Customer Asset Location

There is a functional location field on the Work Order.

If you have the functional location populated then the service address will be populated on the work order.

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