How to: Reallocate Resources by Using Service Orders

You can reallocate resources directly from a service order or service quote when you are working with it.

To reallocate resources using a service order

1. In the Search box, enter Service Orders, and then choose the related link.

2. Open the relevant service order.

3. Select the service item line corresponding to the service task you want to allocate a resource to. Choose Actions, choose Line, and then choose Resource Allocations. The Resource Allocations window opens.

4. In the Resource Allocations window, select an allocation entry with the service task you want to reallocate the resource to. In the Resource No. field, select the relevant resource. This overwrites the resource number already in the field.

5. Press the Enter key. A 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.

6. 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 its status is updated as follows:

   • 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, 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.
     
     

7. 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 the Dispatch Board

Concepts

Allocation Status and Repair Status