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Dynamics 365 Community / Forums / Service | Customer Service, Contact Center, Fie... / Change Work Order link...
Service | Customer Service, Contact Center, Fie...
Suggested Answer

Change Work Order linked to Bookings

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Posted on by Holmriis 5

Hi,

In our schedule board we use "Pre bookings" to do fast bookings before the real Work order and related booking is created.

To do so , we have a Open Work order, with Project type "internal - Billable" in this way wa can direct make fast booking in the Schedule board.

I like to ask if there is a way to modify the booking direct to the REAL work order when this is created?

This will safe a lot of time.

best regards

Søren

I have the same question (0)
  • antc Profile Picture
    antc 2,909 on at

    If you know the requirement why not just create the Work Orders that far ahead. It will save any requirement to link later. Do you use agreements?

  • Holmriis Profile Picture
    Holmriis 5 on at

    Hi Antony,

    Well my question was generally if it was posible to change the Work Order linked to the Resource booking, in the case that you have chosen the wrong Work Order for the Resource Booking?

  • Suggested answer
    antc Profile Picture
    antc 2,909 on at

    Absolutely you just cancel the booking and can rebook the work order. If you just delete the booking the (Work Order / Resource Requirement) will drop back into the OOB requirement view on the Schedule Board.

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