.i am having a project related to field service. in Field service, we need to integrate with F&O for product nd Customer master.
Field service to be needed in one of the Legal Entity (LE) among 3 LEs.
There should be fleet master with Brand, model, model year, vehicle no, [login to view URL], chasis no, ac hours, [login to view URL] axles etc.
Scenario 1 – Outside Customers
Customers will come to repair and service their vehicles; Supervisor will inspect and provide a work estimate with parts and labour to them. After the confirmation, we will start the work order. In the Work order, we must mention whether it is Periodic maintenance, Accident repair, Breakdown etc.
In the work order we will mention the mechanics nd Hours for this work.
Customers should be integrated with F&O.
Based on the vehicle model (Tata, Scania etc), we must select parts from the system which is to be integrated with F&O. While doing the work, if there are more parts is needed than the estimated, we should send a revised estimate to the customer and get approval.
Once the work finished, we will provide customer with Delivery note nd Invoice with spareparts and labour charges
Scenario 2 – Own fleets
No estimates are preparing for own fleets.
Fleets can be from LE1 (NTC) or LE 3 (YARE). Can be identified by Vehicle code only.
Vehicle can be come for:
Breakdown, accident repair, periodic service or preventive maintenance.
Work order will be opened for this work and mechanics need to be assigned. Based on the complaints, spareparts will be selected and took it from SPareparts division. Printout of spareparts required for each revision of workorder is needed to take the parts from part division.
There will be return of spareparts in both scenarios and used parts will be invoiced.
If some items for this job are to be done from outside, they have to generate a purchase requisition to make a purchase for that product or service by SPareparts division bcz all the purchases are done by spareparts division only.. based on that, in F&O, spareparts division will arrange the service or product which will be available in the inventory for selecting by the workshop.
New work order for same vehicle can be opened only after invoicing the opened order for that vehicle.
In the fleet master, there should be option to enter battery size and tyre sizes. Some vehicles are coming with 4 sizes of tyres in one vehicle. So they have to mention it by axle wise.
Vehicle history is needed for each vehicle.
Once a workorder is finished, they must invoice it to the customer i.e LE 1 or 2.
This is an overall picture of the workshop activities. There will be some more points which I may missed out.
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I have 3.5 years experience in Dynamics 365 Field Service Scheduling and optimization. With my experience successfully deliver three field service projects I have 8 years of experience in Dynamics CRM