What is a Work Order in Dynamics 365 Field Service?
A Work Order in Dynamics 365 Field Service is a formal document that contains all the information on what work needs to be done. Moreover, it helps businesses to coordinate & schedule activities and resources. Similarly, it also helps in recording and tracking the work processes associated with the on-site work, repairs, installations, routine, and predictive maintenance.
Businesses can create a work order once the customer initiates a request or has a chance for after-sales maintenance or routine services. After creating it, businesses can assign and schedule appropriate resources according to the priority level. Besides, a work order usually has to undergo several levels before businesses can close it.
Similarly, Businesses can easily create a work order in Dynamics 365 Field Service from the case or opportunity record based on emails, calls, and portals. Moreover, they can also automatically generate it through the service agreements.
Lifecycle of Work Order in Dynamics 365 Field Service
Once businesses initiate a work order in Dynamics 365 Field Service, it goes through several stages until the task is complete.
Creation of Work Order
Businesses can start generating a work order in Dynamics 365 Field service after the customer query. Besides, they can create it from the sales order, case, or the ad-hoc work orders made by the field agent. Moreover, while creating a work order, several details are essential such as product, service, incident, and the corresponding work order agreement.
Scheduling of the Work Order
Once businesses create a work order in Dynamics 365 Field Service, the next step is to schedule it. As part of scheduling, they can assign resources to the work order and specify the date and time.
Dispatching of the Work Order
As part of this stage, businesses can dispatch the associated purchase orders and resource assignments On-Site. Further, the field agent gets an automatic notification, and the manager and the customers are also informed. Besides, field agents have also the option of reviewing the work order. As a result, they can accept or decline the same.
Carrying out the service
In the service stage, the field agents carry out the service operations. Moreover, once the service is complete, they update the information regarding the task performed and the results through the mobile app. Similarly, any requirement for the new resources during the services is also accounted for and dispatched after the manager’s approval.
Review & Approval of the Work Order
During this stage, once the work order in Dynamics 365 Field Service is complete, the supervisor reviews the work done. Moreover, they also ensure that information regarding the work order is correct and approve the same.
Invoice
After the approval, the work order is complete. Moreover, businesses can close it with the appropriate updates regarding the inventory. By doing so, businesses can create a corresponding invoice & use it for accurate billing.
Conclusion
With the help of work orders in Dynamics 365 Field Service, businesses can enhance their work efficiency. And they make their service processes and operations more trackable and organized.
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