Set up a preferred technician [AX 2012]

Updated: April 19, 2011

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

You can select any worker as a preferred technician for a service agreement or service order. However, it is a good idea to add the worker to the appropriate dispatch team so that the worker is included on the Dispatch board.

  1. Click Human resources > Common > Workers > Workers. Double-click a worker to open the worker details page. On the Action Pane, click Setup >Dispatch team to open the Dispatch workers form.

  2. In the Dispatch team field, select the team to assign the worker to.

  1. Click Service management > Common > Service agreements > Service agreements. Double-click a service agreement to open the details form.

  2. On the General tab, select the Preferred technician field, and then select a member of the appropriate dispatch team as the preferred technician for the service agreement.

  1. Click Service management > Periodic > Dispatch board.

    NoteNote

    In the Dispatch board form, specify a date range for dispatch activities to view. Also, specify whether to display closed activities and whether to limit the dispatch activity list to teams that you belong to or are authorized to monitor. Click OK to open the Dispatch board.

  2. Select the line of the service activity to modify.

  3. On the Related tab, use the Worker list to assign a member of the appropriate dispatch team as the preferred technician for the service call.


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

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