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!
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.
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.
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
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