Service | Customer Service, Contact Center, Fie...

How to auto generate "Work order" in "Agreement Booking Date" when any "Agreement Booking Date" record is created?

(0) Share

Report

Posted on by Anshuman Trivedi

130

I have configured the "Field Service settings" now I am trying to generate work order when any booking date record is created in Booking setup under Agreement.

I have found that there is a button on ribbon "Generate Work order" which can generate the work order for the same but in our current requirement we dont want to click on the that button, we want everything should be pre-populated in newly created "Booking date" Record.

can anyone suggest how do i achieve this using out of box functionality? Actually we dont wana write code for this.

I have the same question (0)

All responses (5)

Answers (0)

Al Iggs on at

Like (1)

Report

Not sure if I understand your issue. If you setup an agreement, specify to generate work orders in advance and activate the agreement, it will first generate the booking dates. If you are within the "in advance" time horizon, the work orders will be generated automatically. Is that what you're trying to achieve?

docs.microsoft.com/.../set-up-customer-agreements

Was this reply helpful? Yes No
Suggested answer

ba365guy 2,950 on at

Like (1)

Report

Update the following settings and work orders are generated accordingly.

Was this reply helpful? Yes No
Anshuman Trivedi 130 on at

Like (0)

Report

Thank you Alexander Heinze.

Was this reply helpful? Yes No
Anshuman Trivedi 130 on at

Like (0)

Report

Thank you ba365guy...

Was this reply helpful? Yes No
ba365guy 2,950 on at

Like (0)

Report

Hi Anshuman Trivedi

Please close the thread by marking answer as verified. Thanks.

Was this reply helpful? Yes No