Set defaults for work orders, bookings, the schedule board, and agreements (Field Service)

The Field Service Settings page allows system administrators to set default settings for work orders, bookings, the schedule board, agreements, and more.

  1. In the Unified Interface framework app, navigate to Field Service > Field Service Settings. Or, in earlier web browser versions, navigate to Field Service > Administration > Field Service Settings.

Screenshot showing location of field service settings in the Unified Interface framework app

  1. Fill in the information, as required. Refer to the following table for a description of the settings.

  2. Choose Save.

Work order and bookings settings

Options Description
General Select default booking and work order options.
Work order prefix Select a default prefix for all your work orders. The prefix will be added to the beginning of the work order number. This helps you easily identify work orders from other types of service requests in the system.
Default scheduled booking status Determines the default booking status value for a new resource booking record. More information: Set up booking statuses
Default canceled booking status Select a default booking status for canceled bookings. For example, Canceled. More information: Set up booking statuses
Default work order completed status Select whether the default status for a completed work order is Completed or Posted. More information: Set up booking statuses
Default booking duration Select a default booking duration. For example, when a new booking is created the default booking duration is 30 minutes.
Word order starting number Select a starting number for your work order. For example, if you choose "100" then your first work order number will be 100, and second one will be 101, and so on.
Work order invoice creation Select whether the system should automatically generate a billing invoice for work orders when the status is set to Closed-Posted.
Travel charge item Select what product is used in the system for travel charges for a work order. For example, when you have a booking with a journal type set to traveling, the system automatically creates a work order service with the duration of the journal for travel time. The pricing will be determined by the standard pricing rules. More information: Create a product or service
Default warehouse Select the default warehouse that work order products will be taken from unless specified otherwise. More information: Create a warehouse
Deactivate work order / booking Select when the system should automatically deactivate work orders and bookings.
Deactivate work order when posted Select whether the system should deactivate a work order when the status is changed to Closed-Posted. More information: Set up work order sub-statuses
Deactivate work order when canceled Select whether the system should deactivate a work order when the status is changed to Closed-Canceled. More information: Set up work order sub-statuses
Deactivate booking when completed Select whether the system should deactivate a resource booking when the status is changed to Completed. More information: Set up booking statuses
Deactivate booking when canceled Select whether the system should deactivate a resource booking when the status is changed to Canceled. More information: Set up booking statuses
Resource pay type Choose from pay types that you have created in the system to calculate timestamp-based labor cost on booking journals when a booking is marked as complete. More information: Set up resource pay types
Work pay type Select the pay type that will be used in conjunction with work performed during the resource’s normal work hours.
Business closure pay type Select the pay type that will be applied on days that have been marked with Business Closures. More information: Set when your business is closed
Travel pay type Select the pay type that will be applied to time that the resource is traveling to a service location to perform service work.
Overtime pay type Select the pay type that will be applied to time that is outside of the resource’s scheduled work hours.
Break pay type Select the pay type that will be applied to time that the resource is on break while performing service work.
Schedule assistant Choose default options for the schedule assistant.
Auto filter service territory Select whether the schedule assistant should automatically filter search results based on the work order territory. More information: Set up territories
Default radius value Select a default radius the schedule assistant will use when searching for resources for work orders. For example, if you choose a 20 mile radius, then the schedule assistant will find resources within 20 miles of the work order booking location.
Default radius unit Select miles or kilometers.

Schedule board settings

Options Description
Board Select default options for the schedule board. More information: Configure the schedule board
Scheduler Field Service details view Select the default view for the Details pane ion the schedule board for work orders.
Scheduler Field Service tool tip view Select the default view for the tool tip displayed when you hover over a booking linked to a work order on the schedule board.
Scheduler Field Service slot text template Enter HTML code to define the text and format that is displayed in the Field Service bookings on the schedule board.
Scheduler core slot text template Enter HTML code to define the text that is displayed in bookings that are not linked to work orders on the schedule board.
Notifications time out (in sec) Enter the default frequency, in seconds, at which the schedule board should auto-refresh.
Booking alert template This is for the booking alert entity, You can have booking alerts that display information within the alert. You can modify the data shown here.
Scheduler core details view This applies to bookings that are not linked to a work order. Select the default Details view on the schedule board for bookings that are not linked to work orders.
Scheduler core tool tips view This applies to bookings that are not linked to a work order. Select the default tool tips view for bookings that are not linked to work orders.
Cancel current slots when moving Select whether, when moving slots to another time, to leave the old slots and change their status to Cancel.
Map view Select default options for the schedule board map view. More information: Configure the schedule board
Scheduler resource tool tip view Select the default view to display information when you hover over the resource pin on the schedule board map view.
Scheduler business unit tool tip view Select the default view to display information when you hover over the business unit pin on the schedule board map view.
Unscheduled WO tool tips view ID Select the default view to display information when you hover over an unscheduled work order pin on the schedule board map view.
Scheduler Resource details view Select the default view to display information in the details pane on the schedule board when you click a resource map pin.
Scheduler business unit details view Select the default view to display information in the details pane on the schedule board when you click a business unit map pin.
Resources Synchronization timeout (in sec) When using the Real Time mode in the schedule assistant, the system searches the Mobile Audit table for the resource’s current location, based on data from their mobile device. This setting determines how old the last known resource location, in the mobile audit table, can be, and still be used in the schedule assistant query.

RMA

Options Description
RMA prefix Select a default prefix for a return merchandise authorization (RMA). The prefix will be added to the beginning of the RMA number. This helps you easily identify an RMA from other types of service requests in the system. More information: Process a return
RMA starting number Select a starting number for RMAs. For example, if you choose 1000 then your first RMA will be 1000, and the second one will be 1001, and so on. More information: Process a return

RTV

Options Description
RTV prefix Select a default prefix for a return to vender (RTV). The prefix will be added to the beginning of the RTV number. This helps you easily identify an RTV from other types of service requests in the system. More information: Process a return and Create a return to vendor
RTV starting number Select a starting number for RTVs. For example, if you choose 2000, then your first RTV will be 2000, and second one will be 2001, and so on. More information: Process a return and Create a return to vendor

Agreements

Options Description
Agreement prefix Select a default prefix for agreements. The prefix will be added to the beginning of the agreement number. This helps you easily identify agreements from other data in the system. More information: Set up customer agreements
Auto generate work order for agreement booking Select whether the system should automatically generate work order bookings based on agreements. If set to No, then you will need to manually create the work order records by clicking the ribbon button on the Schedule Date record. More information: Set up customer agreements
Generate booking dates X months in advance Field Service agreements generate booking dates based on the agreement booking setup recurrence schedule. These are the dates that the system will generate a work order record, if the auto generate work order is set to Yes. This setting determines how many months in advance the system will generate booking date records. More information: Set up customer agreements
Generate invoices dates X months in advance Field Service agreements generate invoice dates based on the agreement invoice setup recurrence schedule. These are the dates that the system will generate an invoice record, if the auto generate invoice is set to Yes. This setting determines how many months in advance the system will generate invoice date records. More information: Set up customer agreements
Agreement starting number Select a starting number for agreements. For example, if you choose 3000, then your first agreement will be 3000, and the second one will be 3001, and so on.
Generate agreement work order X days in advance When auto generate work orders is set to Yes, the system will generate work order records based on the recurrence schedule and the existing booking dates. This setting determines how many days in advance of the booking date to generate the work order record. More information: Set up customer agreements
Generate agreement invoices X days in advance The system will generate invoice records based on the invoice recurrence schedule and the existing invoice dates. This setting determines how many days in advance of the invoice date to generate the invoice record. More information: Set up customer agreements

Purchase order settings

Options Description
Purchase order prefix Select a default prefix for purchase orders. The prefix will be added to the beginning of the purchase order number. This helps you easily identify purchase orders from other data in the system.
Purchase order approve required Select if a purchase order needs an approval before the status can be changed to Submitted. More information: Create a purchase order
Purchase order starting number Select a starting number for purchase orders. For example, if you choose 4000, then your first purchase order will be 4000, and second one will be 4001, and so on.
Use of product out of stock Select how the system reacts when a work order product is used for a product that is not currently in stock. Confirm will prompt the user to decide whether to continue or not, and Restrict will keep the work order product from being used.

Inventory settings

Options Description
Inventory transfer prefix Select a default prefix for inventory transfer numbers. The prefix will be added to the beginning of the inventory transfer number. This helps you easily identify an inventory transfer from other data in the system.
Inventory adjustment prefix Select a default prefix for inventory adjustment numbers. The prefix will be added to the beginning of the inventory adjustment number. This helps you easily identify an inventory adjustment from other data in the system.
inventory transfer starting number Select a starting number for inventory transfer numbers. For example, if you choose 5000, then your first inventory transfer number will be 5000, and second one will be 5001, and so on.
inventory adjustment starting number Select a starting number for inventory adjustment numbers. For example, if you choose 6000, then your first inventory adjustment number will be 6000, and second one will be 6001, and so on.

Other settings

Options Description
Bing API key The default key allows geocode and mapping functionality. If you need to use your own key, specify it here.
Entity number length Enter the number of digits the entity numbers will be. For example, if you enter 5, the first work order number would be 00001.
Auto allocate estimate products When products are added to a work order before the work begins, then the line status of the work order product record defaults to Estimated. This setting determines whether the work order product record is set to Allocated when the line status is still Estimated, as opposed to Used.
Auto geo code addresses Specify whether the system should automatically add the appropriate latitude and longitude values based on the account's address. More information: Turn on auto geocoding
Product cost order Select the order for product cost.

GPS data settings

Field Service can be integrated with third-party GPS providers to allow the real-time location of resources or vehicles on schedule maps. These settings allow you to map the integrated GPS data to the Field Service system.

Options Description
Custom GPS data Select whether the system will use a custom entity for its source of geo locations for resources to be displayed on the map view.
Custom GPS resource field Shows the logical name of the resource to be used for geo locations.
Custom GPS latitude field Shows the logical name of the latitude to be used for geo locations.
GPS location expires after X minutes Enter when GPS location expires.
Custom GPS location entity Shows the logical name of customer entity to use for geo locations.
Custom GPS timestamp field Shows the logical name of the timestamp to use for geo locations.
Custom GPS longitude field Show the logical name of the longitude to be used for geo locations.

Notes

Use this area to add any notes for yourself.

See also

Overview
Installation
View user accounts and security roles
Turn on auto geocoding