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Dispatch board (form) [AX 2012]

Updated: July 15, 2014

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Click Service management > Periodic > Dispatch board. Define the time in the From date and To date fields, select whether to view closed activities or dispatch information for a team, and then click OK.

Use this form to monitor and manage the specific activities of your dispatch teams and the general service order flow for your organization.

For example, you can prioritize service orders, assign the appropriate activities to individual service orders, and view and sort service orders by date, priority, or type of service activity. You can review which service orders have yet to be dispatched and reassign service orders among teams.

The advanced view of this form contains an actionable Gantt chart at the top and a set of tabs that display details about the activities you select in the top view. If you cannot see both areas, try maximizing or resizing the form.

You can also drag the graphic representation of a service activity in the chart to assign it to a different worker or different date and time. The color of a service activity graphic indicates the activity's priority, such as red for High, yellow for Normal, and green for Low.

TipTip

These colors can be changed on the Dispatching tab in the Service management parameters form.

Right click a graphic to open these menu options:

  • Information - Open the Activity %1 form to view important details about the activity, such as scheduled start and end times, assigned priority level, and worker, and service level agreement details.

  • Dispatch - Change the status of a service activity from Undispatched to Dispatched.

  • Go to activity - Open a view of this service activity in the Activities form.

  • Go to service order - View the service order associated with this service activity on the Service orders form.

The following tables provide descriptions for the controls in this form.

Tab

Description

All

View all open dispatch activities in the selected date range.

Team

View all activities that have been assigned to the dispatch teams that you belong to or are authorized to monitor.

Undispatched

View those activities on the All tab that have not yet been dispatched.

Dispatched

View those activities on the All tab that have been dispatched.

Details

View the service address and other service order header information, such as SLA and reference information.

Related

View the individual activities that have been assigned to the service order that is currently selected in the service chart at the top of the form.

Lines

View all service order lines that are associated the service order that is currently selected in the service chart at the top of the form.

Objects

View all service object relations that are associated the service order that is currently selected in the service chart at the top of the form.

Button

Description

Simple

View the form without the tabs.

Advanced

View the form with both the chart and tabs.

Reset

Update the form with the latest available data.

Print

Print the dispatch chart.

Field

Description

From date

Select the starting date of the period you want to view.

To date

Select the end date of the period you want to view.

Show closed activities

Select to include activities that have been closed in the dispatch overview.

Show only related teams

Select to display dispatch activities only for teams you are associated with.

Activity number

The identification number assigned to the activity selected in the chart.

Service order

The service order number of the activity selected in the chart.

Start date

View or change the start date assigned to the selected activity.

Start time

View or change the start time assigned to the selected activity.

Actual work

View or change the actual work time for this selected activity.

Total work

The total work time calculated for this activity.

Description

A brief description of this activity.

Customer account

Account number of the customer for whom the activity will be performed.

Type

View or change the type of dispatch associated with this activity.

Priority

View or change the priority level for this dispatch activity.

Dispatched

Select to indicate that the assigned worker or team has been dispatched.

Worker

View or change the worker assigned to the selected activity.

Phase

View or change the status of the selected activity, such as In Progress, Finished, or Cancelled.

Sign off

Select to indicate that this particular service line has been completed.

Type

View or change the type of activity to be performed.

Preferred service time

The customer's preferred date and time for the service call.

Start date

View or change the start date assigned to this activity.

Start time

View or change the starting time assigned to this activity.

End date

View or change the end date assigned to this activity.

End time

View or change the end time assigned to this activity.

Customer account

The customer account number.

Name

The name of the customer.

Project ID

The identification number of the project associated with this service order.

Service agreement

The service agreement associated with this service activity.

Contact

Name of the customer contact for this activity.

Service level agreement

The service level agreement for this activity.

Status

The status of the time registration against the limit set in the SLA.

Start time

The service level agreement start time.

Latest completion time

The latest approved time for completion according to the service level agreement.

Service responsible

The worker responsible for the service agreement.

Preferred technician

The customer's preferred technician for the service call.

Dispatched

Select to indicate that the technician has been dispatched on the service call activity.

Transaction type

The transaction type in service management.

Worker

The worker assigned to this service line.

Category

The category to which this service line belongs.

Service task

An identifier for this service line task.

Status

The status of this service line task.

Service object relation

The ID of a service object relation associated with this activity.

Service object

The ID of a service object associated with this activity.

Key table field

The key ID field on the main service table associated with this activity.


Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).
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