How to: Reallocate Resources by Using the Dispatch Board
If the resource allocated to a service task cannot accomplish the work, it means that this service task needs reallocation. Usually you reallocate resources to a service task by using the Dispatch Board.
To reallocate a resource using the dispatch board
In the Search box, enter Dispatch Board, and then choose the related link.
In the Allocation Filter field, select Reallocation Needed. The Dispatch Board window now shows the list of service orders that include service tasks that need reallocation.
Select the relevant service order. On the Navigate tab, in the Planning group, choose Resource Allocations. The Resource Allocations window opens.
Select the allocation entry with the service task you want to reallocate a resource to.
In the Resource No. field, select the relevant resource. It overwrites the resource number already in the field.
Press Enter. The Reallocation Entry Reasons dialog box opens, asking whether you want to reallocate this entry. Fill in the Reason Code field if appropriate and choose the Yes button to confirm the reallocation.
Fill in the Allocation Date and Allocated Hours fields. The entry now contains the new resource and its status is Active.
Note
The old entry still exists but the status is updated in the following ways:
- If service was started while the allocation was Active, that is, if the repair status of the service item in the entry was changed to In Process, the allocation status changes from Reallocation Needed to Finished.
- If service was not started while the allocation was Active, the allocation status changes from Reallocation Needed to Canceled.
- If you are reallocating a service order that you have converted from a quote, the status of the allocation entries registered for the quote always changes to Finished when you reallocate the service items in the service order.
- If service was started while the allocation was Active, that is, if the repair status of the service item in the entry was changed to In Process, the allocation status changes from Reallocation Needed to Finished.
Repeat these steps for each service task you want to reallocate.
See Also
Tasks
How to: Allocate Resources by Using Service Orders
How to: Allocate Resources by Using the Dispatch Board
How to: Cancel Allocations
How to: Reallocate Resources by Using Service Orders
How to: Use the Dispatch Board