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Dynamics 365 Community / Forums / Field Service forum / Work Order Product and...
Field Service forum

Work Order Product and Customer Assets

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Posted on by Miloni 30

Hi everyone,

Work Order products get converted to Customer Asset when certain conditions are fulfilled (Line status, work order status, convert to customer asset option etc.), which works fine for me. However, in case when I add a Work Order Product, say "Alarm" with quantity 5, only one customer asset for alarm is created currently, however, all 5 of them should be converted to customer assets, right?

Is there any settings or work around to resolve this? Any help would be appreciated.

Thank you,

Miloni

Categories:
Work Order
Inventory and Purchasing
  • Fannie30 Profile Picture
    Fannie30 2,990 Moderator on at

    Out of the box, this isn’t the intended functionality. It can be accomplished with some custom code / plug-in or possibly Microsoft Flow.

  • Paul Deemer Profile Picture
    Paul Deemer 70 on at

    I have the exact same issue, I'm surprised Microsoft haven't put in an option by default to create individual assets.

    Would love to know this 'custom code / plug-in' and how to implement it.

  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    Today you need to add one work order product line with a QTY of 1 for each that you would like converted into an asset. I would suggest adding a business rule for your users to check if a work order product's product is set to "convert to asset" to only allow a qty of one.

    Definitely a great idea to evolve this natively in the product though! I suggest raising the idea on the ideas portal! - experience.dynamics.com/.../

  • Suggested answer
    Dan Gittler - Dynamics Field Service Profile Picture
    Dan Gittler - Dynam... Microsoft Employee on at

    Replying again since I am now logged in.

    Today you need to add one work order product line with a QTY of 1 for each that you would like converted into an asset. I would suggest adding a business rule for your users to check if a work order product's product is set to "convert to asset" to only allow a qty of one.

    Definitely a great idea to evolve this natively in the product though! I suggest raising the idea on the ideas portal! -

    experience.dynamics.com/.../

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