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Dynamics 365 Community / Forums / Service | Customer Service, Contact Center, Fie... / Auto generate booking
Service | Customer Service, Contact Center, Fie...
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Auto generate booking

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Posted on by Cpmt1977 79

Hi, currently using Dynamics Field Service online and we haven't been using the Auto Generate Bookings/Preferred Resourcing functionality but it's something that we do want to look at.  Is it possible to bulk update existing agreement booking setups in order for the bookings to be auto generated?

Can't seem to get the Auto Generate Booking functionality to work at the moment in our Sandbox environment on new or existing agreement booking setups.  

I have checked the Agreement is Active - and have entered Auto Generate Booking, Auto Generate Work Order, Preferred Resource and Preferred Start Time.

Any suggestions would be greatly appreciated.

I have the same question (0)
  • Al Iggs Profile Picture
    Al Iggs on at

    Can you share a screenshot of your agreement booking setup? Do you see booking dates and WOs being generated?

  • eromerof Profile Picture
    eromerof 104 on at

    Hi,

    The preferred resourcing functionality isn't intended for auto generated bookings. This functionality is intended to provide more information to the programming assistant. You can get information through this link:

    https://docs.microsoft.com/en-us/dynamics365/field-service/resource-preferences

    On the other hand, if the auto generate booking functionality It will work on work orders that have not yet been generated. Those that have already been generated will not be updated. For these new work orders that you say the booking doesn't generate, perhaps you should put the agreement in an inactive state and then put it active again.

    I hope it helps you

  • Al Iggs Profile Picture
    Al Iggs on at

    Hi Enrique, why do you think it's not intended for that? From the documentation:

    Auto Generate Booking: Set to Yes to have the system book generated work orders (regardless of auto generated or manually generated). If set to Yes, you must specify a Preferred Resource and Preferred Start Time for the booking. If set to No, the generated work orders must be scheduled through the normal scheduling process: manually, with the schedule assistant, or with Resource Scheduling Optimization.

    "Preferred Resource" might be a bit misleading, b/c it's actually THE resource that gets booked.

  • eromerof Profile Picture
    eromerof 104 on at

    Hi Alexander,

    Sorry, I have confused the preferred resource with the preferred resources of a requirement. I try the scenary of Cpmt1977 and for new work orders, bookings have been generated.

  • moko33 Profile Picture
    moko33 1,788 on at

    To clarify this: If you have set Auto Generate Booking to No, the Preferred Resource provided in Agreement Booking Setup is being populated as a Preferred Resource into the Requirement of the generated Work Order.

  • Suggested answer
    kunihih Profile Picture
    kunihih on at

    I would check on whether the system jobs related to the booking date auto generation are created and are running. Namely you should see a job called "Field Service - Generate Agreement Booking Dates" that is in regards to the Agreement Booking Setup record. The Status Reason for this job should be "Waiting for timer" if it is still waiting for a future date/time in which the Booking Date record would actually be created. You can find the list of system jobs under Advanced Settings - Settings - System Jobs.

    If you find that the system job is there but the Status Reason is "Waiting for Resources" is could be possible that background operations are disabled on your sandbox org. In this case check the Admin Mode and Background Operations settings described in the page below.

    docs.microsoft.com/.../sandbox-environments

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