Dynamics 365 Field Service : Configure booking status and work order sub-status values

 In Dynamics 365 Field Service, effectively managing work orders involves configuring both Booking Statuses and Work Order Sub-Statuses. These configurations provide granular control over the service lifecycle, enabling organizations to tailor the system to their specific operational workflows.



 Configuring Booking Statuses

Booking Statuses represent the current state of a resource's appointment related to a work order. They are crucial for tracking the progress of service tasks and can influence the overall status of the associated work order.

Steps to Configure Booking Statuses:

1. Navigate to Booking Statuses:

  •  In the Field Service application, go to Resources > Booking Settings > Booking Statuses.

2. Create or Edit a Booking Status:

  • Click on New to create a new status or select an existing one to edit.([learn.microsoft.com][3])

3. Set Display Attributes:

  • In the Common tab, define the Status Name and choose a Status Color to visually represent the status on the schedule board

4. Map to Field Service Status:

    Under the Field Service tab, assign a Field Service Status (e.g., Scheduled, In Progress, Completed) to align with system-defined statuses.

5. Configure 'Status Completes Work Order':

  •     Toggle the Status Completes Work Order setting:
    • On: Selecting this booking status will mark the associated work order as completed.
    • Off: The work order remains open, allowing for additional bookings or follow-up actions.

Note: Changes to existing booking statuses will only affect new bookings; existing bookings remain unaffected.

Configuring Work Order Sub-Statuses

Work Order Sub-Statuses provide additional granularity within the primary system statuses (e.g., Scheduled, In Progress, Completed), allowing organizations to capture more specific stages or conditions of a work order.

Steps to Configure Work Order Sub-Statuses:

1. Access Work Order Sub-Statuses:

  • Navigate to Field Service > Settings > Work Order Sub-Statuses.([learn.microsoft.com][3])

2. Create a New Sub-Status:

  • Click on New to define a new sub-status.

3. Define Sub-Status Details:

  •  Enter a Name for the sub-status.
  • Set the Default Sub-Status toggle if this should be the default for its associated system status.

4. Associate with System Status:

    Link the sub-status to a specific System Status (e.g., Scheduled, In Progress) to ensure it reflects the correct stage in the work order lifecycle.

Note: While system statuses are fixed and should not be modified, sub-statuses offer flexibility to represent various operational nuances.

Benefits of Proper Configuration

  • Enhanced Visibility: Detailed statuses provide clearer insights into work order progress.
  • Improved Scheduling: Accurate status tracking aids in efficient resource allocation.
  • Customized Workflows: Tailoring statuses to specific business processes enhances operational alignment.
  • Better Reporting: Granular statuses enable more precise analytics and performance tracking.

For further guidance on setting up booking statuses, refer to Microsoft's official documentation: Set up booking statuses - Dynamics 365 Field Service

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