Allocation Status and Repair Status

The repair status of service items and the allocation status of the allocation entries for the service items have a certain relationship in Service Management. 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.

Changing Repair Status

When you change the repair status of a service item on a service item line, there is a search for a corresponding allocation entry for this service item that has the status Active. If such an allocation entry is found, the status is updated in one of the following ways:

If you change the repair status to Finished, the allocation status is changed from Active to Finished.
If you change the repair status to Partly Serviced, that is, some of the service has been completed, or Referred, that is, no service has been done, the allocation status is changed from Active to Reallocation Needed.
When a service order allocation entry is created that indicates that no resource has been allocated, the Status field in the Resource Allocation window is set to Nonactive.
The allocation entry status is set to Canceled when you reallocate the referred service item in the service order allocation entry, which indicates that the allocated resource or resource group has not attempted the service task.

The allocation status reflects when the service process is finished, or when another resource is necessary in order to finish the service of the service item.

Converting Service Quotes to Service Orders

When you convert a service quote to a service order, the service order, the service items in the order and their allocation entries are updated in the following ways:

The repair status of the service items is changed to Initial.
The service order status is changed to Pending.
There is a search for allocation entries for all the service items in the service order that have the status Active. If such allocation entries are found, their allocation status is changed from Active to Reallocation Needed.

Canceling Allocations

When you cancel an allocation for a service item, Dynamics NAV updates the allocation status of the corresponding allocation entry from Active to Reallocation Needed.

The repair status of the service item in the allocation entry is updated in the following ways:

If the repair status is Initial, the repair status is changed to Referred (no service has been started).
If the repair status is In Process, the repair status is changed to Partly Serviced (some service has been completed).

Reallocating an Active Allocation Entry

When you reallocate a service item in an allocation entry that is Active, the allocation entry is updated in the following ways:

If service was started when the allocation was Active (that is, if the repair status of the service item in the entry was changed to In Process), the allocation status is changed from Active to Finished.
If service was not started when the allocation was Active, the allocation status is changed from Active to Canceled.

The repair status of the service item in the allocation entry is updated in the same way as if you had canceled the allocation:

If the repair status is Initial, the repair status is changed to Referred (no service has been started).
If the repair status is In Process, the repair status is changed to Partly Serviced (some service has been completed).

A new allocation entry that contains the new resource is created that has the status Active.

Reallocating a Service Item

When you reallocate a service item in an allocation entry that has the status Reallocation Needed, the allocation entry is updated in the following ways:

If service was started when the allocation was Active (that is, if the repair status of the service item in the entry was changed to In Process), the allocation status is changed from Reallocation Needed to Finished.
If service was not started when the allocation was Active, the allocation status is changed from Reallocation Needed to Canceled.