If you need to cancel allocations of resources (for example,
technicians) to service tasks without reallocating the tasks
directly, you can cancel the allocations.
Browse to the relevant service order and click Planning, Resource Allocations. The Resource Allocations window appears.
Select the allocation entry with the service task that you want
to cancel allocation for.
Click Functions,
Cancel Allocation. A dialog box
appears, asking you whether you want to cancel the allocation.
In the Reason Code field in
the dialog box, click the AssistButton to open the Reason Code window. Select the appropriate
reason code, and then click OK to copy the reason code to the
field.
Click OK to confirm the
cancellation.
The program automatically selects the
Reallocation Needed option in
the Status field. If the repair
status of the service item in the entry is Initial, the program
changes the repair status to Referred (no service has been started). If
the repair status is In Process, the program changes the repair
status to Partly Serviced
(some service has been completed).
Repeat steps 2 to 6 for each
service task that you want to cancel allocation for.
Dispatch Board
window.
to open the Reason Code window. Select the appropriate
reason code, and then click OK to copy the reason code to the
field.