How to: Allocate Resources by Using the Dispatch Board
When you have created and fulfilled a number of service orders and service quotes, you can use the Dispatch Board window to allocate resources, for example, technicians, to perform service tasks registered as service item lines in the documents.
To allocate a resource using the dispatch board
In the Search box, enter Dispatch Board, and then choose the related link.
Apply filters to view the documents that meet certain conditions. For more information about entering criteria in filters, see Entering Criteria in Filters.
Select the document that contains the service task you want to allocate a resource to. On the Navigation tab, in the Planning group, choose Resource Allocations. The Resource Allocations window opens.
In the Resource Allocations window, select a nonactive allocation entry with the service task you want to allocate the resource to. If the nonactive allocation entry doesn't exist, you can create a new one.
To create a new nonactive allocation entry, on the Home tab, in the New group, choose New, and specify the service task by filling in the Service Item No. field on the same line.
In the Resource No. field, select the relevant resource. If the resource is a member of a resource group, the number of the resource group is automatically entered into the Resource Group No. field.
Fill in the Allocation Date and Allocated Hours fields. The Status field is automatically set to Active. This means that the resource is allocated to the service task.
Note
For a service item in a service order, there can be only Active allocation entries with one resource or resource group at a time.
See Also
Tasks
How to: Allocate Resources by Using Service Orders
How to: Allocate Resources by Using Resource Availability
How to: Allocate Resource Groups
How to: Cancel Allocations
How to: Reallocate Resources by Using the Dispatch Board
How to: Use the Dispatch Board