How to: Use the Dispatch Board
You may often need to see the list of service orders or service quotes that meet certain requirements to be able to perform specific actions with them one by one. For example, you may need to allocate resources to service orders that belong to a specific customer.
To see an overview of service orders and service quotes
In the Search box, enter Dispatch Board, and then choose the related link.
In the Document Filter field, select the type of the documents you want to see. There are three options: Order, Quote, and All.
If you want to get a list of documents that contain service tasks a certain resource or resource group is allocated to, fill in the Resource Filter and Resource Group Filter fields and press Enter.
If you want to get a list of documents with a certain response date or response dates within a certain date period, fill in the Response Date Filter field and press Enter.
If you want to get a list of documents with a specified allocation state or document status, fill in the Allocation Filter/Status Filter field and press Enter.
If you want to get a list of documents that belong to a certain contract, customer, or zone, fill in the Contract Filter/Customer Filter/Zone Filter field and press Enter.
Select a certain line that corresponds to a relevant service order or service quote. On the Navigate tab, in the Dispatch Board group, choose Show Document.
The Service Order or Service Quote window opens, and you can work with the document. To return back to the Dispatch Board window, choose the OK button.
See Also
Tasks
How to: Allocate Resources by Using Service Orders
How to: Allocate Resources by Using Resource Availability
How to: Allocate Resources by Using Resource Group Availability
How to: Allocate Resources to All Service Items in a Service Order
How to: Cancel Allocations
How to: Reallocate Resources by Using the Dispatch Board