Returnable Equipment without RMA

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Posted on by Marco1992

Hi together, I’m thinking of implementing Dynamics Field Service in a existing Dynamics 365 Sales environment as an equipment and warehouse solution.

Now we work with the standard sales (enterprise) process. In the future we would like to have our equipment and personal planning and distribution in dynamics.

Our idea was to create a Work Order when a Sales Order is created and add to this new Work Order all products and services which are needed. So far so good. But some of our products are more like equipment which is used to process the sales order at the customer’s place. For example, to repair a window our technician needs a special device from our warehouse. After he processed the work order the equipment goes back to the warehouse.

Is there a standard way or do you have any suggestions for putting equipment back to the warehouse without RMA? What do you think of using the entity bookableresource for those products?

Thanks in advance for your help!

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Marco1992 40 on at

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RE: Returnable Equipment without RMA

Thanks for your help! I will let you know how we designed the solution.
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Thomas David Dayman 11,323 on at

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RE: Returnable Equipment without RMA

Yes I think you can achieve this. It will just need some custom configuration and will just depends on what the best solution could be. It seems like you already have some ideas :)

Who books the tool? Is it the technician or a Scheduler?

In the past I have implemented something similar where I have created the Tool as a resource type of Equipment and is visible on the scheudle board. Then a resource controller schedules a booking to that equipment resource and also another booking to the main technician.

Another possible example could be that if you keep the special tool in the same warehouse at all times. When an engineer creates a booking there can also add a lookup field against that warehouse for that product (You could add a filter to the lookup to only show the product for that tool has a stock count is > 0) Then if its more than 0 then show the product and the engineer can create the booking and an inventory transfer is automatically created in the background to transfer the product to the technicians van warehouse.

Im just brainstorming. There could be lots of solutions to this one ;)
Marco1992 40 on at

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RE: Returnable Equipment without RMA

Yes this would work for the most of the time. Thanks!

Could we also combine this with a time bound booking / reservation? For example we have a special tool which is available only once. So our technician needs to book this item for a specific time in the future.

Maybe a combination of the warehouse and the work order service / time entry feature...?
Thomas David Dayman 11,323 on at

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RE: Returnable Equipment without RMA

You could always use inventory transfers to move products from one warehouse to another.
Marco1992 40 on at

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RE: Returnable Equipment without RMA

Yes.
Thomas David Dayman 11,323 on at

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RE: Returnable Equipment without RMA

So do you store your own equipment in a warehouse somewhere? Then your technicians will take out the equipment from the warehouse and use it on a work order then they will return it to the original warehouse again?