You can reallocate resources directly from the service order/service quote when you're working with it.
Open the Service Order window.
Press F5 to open the Service Order List window. Select the relevant document and click OK to open the Service Order window containing the selected document.
Select the service item line corresponding to the service task you want to allocate a resource to and click Line, Resource Allocations. The Resource Allocations window appears.
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, click the AssistButton to open the Resource List window. Select the relevant resource and click OK to copy the resource number to the field. It overwrites the resource number already in the field.
Press Enter. A dialog box appears, asking whether you want to reallocate this entry. Fill in the Reason Code field if appropriate and click OK to confirm the reallocation.
Fill in the Allocation Date and Allocated Hours fields. The entry now contains the new resource and its status is Active.
The old entry still exists but the program updates its status 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.
If you are reallocating a service order that you have converted from a quote, the program always changes the status of the allocation entries registered for the quote to Finished when you reallocate the service items in the service order.
Repeat steps 3 to 6 for each service task you want to reallocate.
For Help about a specific field, click the field and press F1.
Allocation Status and Repair Status
Allocating Resources Using a Service Order
Allocating Resources Using the Dispatch Board
Reallocating Resources Using the Dispatch Board