How to: Allocate Resources by Using Service Orders
After you have created and filled in a service order or service quote, you can allocate resources, for example, technicians, to perform service tasks registered as service item lines in the document.
To allocate a resource using a service order
In the Search box, enter Service Orders, and then choose the related link.
Select the relevant service order, and on the Home tab, in the Manage group, choose Edit.
Select the service item line corresponding to the service task you want to allocate a resource to.
On the Lines toolbar, on the Line menu, 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 does not exist, you can create a new one.
To create a new nonactive allocation entry, on the Actions tab, choose New.
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 entered automatically into the Resource Group No. field.
Fill in the Allocation Date and Allocated Hours fields. The Status field is 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 only be Active allocation entries with one resource or resource group at a time.
See Also
Tasks
How to: Allocate Resources by Using the Dispatch Board
How to: Allocate Resources by Using Resource Availability
How to: Cancel Allocations
How to: Reallocate Resources by Using the Dispatch Board