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

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Posted on by Anshuman Trivedi

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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.

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ba365guy 2,946 on at

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

Hi Anshuman Trivedi

Please close the thread by marking answer as verified. Thanks.
Anshuman Trivedi 130 on at

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

Thank you ba365guy...
Anshuman Trivedi 130 on at

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

Thank you Alexander Heinze.
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ba365guy 2,946 on at

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

Update the following settings and work orders are generated accordingly.
Al Iggs on at

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

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