You can allocate the same resource, for example, a technician, or resource group to all the service items in a service order by using the Resource Allocations window.
Before you can allocate to all service items in the order, you need to allocate the resource or resource group to one service item in the order.
To allocate a resource to all service items in a service order
In the Search box, enter Dispatch Board, and choose the related link.
Browse to the relevant service order.
On the Navigate tab, in the Planning group, choose Resource Allocation. The Resource Allocations window opens.
Select the allocation entry with the resource or resource group you have already allocated. The hours allocated in the Allocated Hours field will be divided between the allocation entries for all the service items in the order.
On the Actions tab, in the Functions group, choose Allocate to All Service Items.
Allocation entries are created for the other service items in the order with the same resource number and allocation date as the line you allocated. The allocated hours are the hours you allocated divided by the number of service items in the order. The Status field is automatically set to Active for all the entries that were created.
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For more information about how to work with fields and columns, see Work with Data. For more information about how to find specific pages, see Search. |