How to: Cancel Allocations
If you need to cancel allocations of resources, for example, technicians, to service tasks without reallocating the tasks directly, you can cancel the allocations.
To cancel an allocation
In the Search box, enter Dispatch Board, and then choose the related link.
Browse to 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 that you want to cancel allocation for.
On the Actions tab, in the Functions group, choose Cancel Allocation.
A dialog box opens. In the Reason Code field, select the appropriate reason code.
Choose the Yes button to confirm the cancellation.
In the Status field, the Reallocation Needed option is automatically selected. If the repair status of the service item in the entry is Initial, the repair status is changed to Referred, that is, no service has been started. If the repair status is In Process, it is changed to Partly Serviced, that is, some service has been completed.
Repeat these steps for each service task that you want to cancel allocation for.
See Also
Tasks
How to: Reallocate Resources by Using the Dispatch Board