The repair status of service items and the allocation status of the allocation entries for the service items have a certain relationship in the Service Management application area. The allocation status changes when you change the repair status of the service item to Finished or Partly Serviced and when you convert a service quote to a service order. The repair status of the service item changes when you cancel the service item allocation or reallocate the service item to another resource. You can view the repair status of service items in the Service Tasks window and you can update the repair status in the Repair Status Code field in the Service Item Worksheet window. You can view the allocation status in the Status field in the Resource Allocations window.
When you change the repair status of a service item on a service item line, the program searches for a corresponding allocation entry for this service item that has the status Active. If it finds such an allocation entry, it updates its status in one of the following ways:
If you change the repair status to Finished, the program changes the allocation status from Active to Finished.
If you change the repair status to Partly Serviced (some of the service has been completed) or Referred (no service has been done), the program changes the allocation status from Active to Reallocation Needed.
The allocation status therefore reflects when the service process is finished, or when another resource is necessary in order to finish the service of the service item.
When you convert a service quote to a service order, the program updates the service order, the service items in the order and their allocation entries in the following ways:
The program changes the repair status of the service items to Initial.
The program changes the service order status to Pending.
The program searches for allocation entries for all the service items in the service order that have the status Active. If it finds such allocation entries, the program changes their allocation status from Active to Reallocation Needed.
When you cancel an allocation for a service item, the program updates the allocation status of the corresponding allocation entry in the following way:
The program changes the allocation status from Active to Reallocation Needed.
The program updates the repair status of the service item in the allocation entry in the following ways:
If the repair status 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).
When you reallocate a service item in an allocation entry that is Active, the program updates the allocation entry in the following ways:
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 program changes the allocation status from Active to Finished.
If service was not started while the allocation was Active, the program changes the allocation status from Active to Canceled.
The program updates the repair status of the service item in the allocation entry in the same way as if you had canceled the allocation:
If the repair status 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).
The program creates a new allocation entry containing the new resource and with the status Active.
When you reallocate a service item in an allocation entry that has the status Reallocation Needed, the program updates the allocation entry in the following ways:
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 program changes the allocation status from Reallocation Needed to Finished.
If service was not started while the allocation was Active, the program changes the allocation status from Reallocation Needed to Canceled.
The program creates a new allocation entry containing the new resource and with the status Active.
Reallocating Resources Using the Dispatch Board
Reallocating Resources Using a Service Order