Synchronization between order and work assignment(s)
When an internal tradesperson is added to the order, a work assignment is automatically created. Work assignments can also be manually added to an order by the back-office or via Resource Planner.
Synchronization process:
1:1 planning
The order and the work assignment are continuously synced (because there is only one work assignment).
1:n planning
Synchronization is different, because there are multiple work assignments on an order (it is possible for the order to have a combination of key and non-key work assignments). Only the key work assignment's status will be synchronized with the order.
Good to know: in Field definer you can make settings to have an order status automatically updated to Assigned, based on the Assigned status of linked key work assignments. See Work assignments (license check setting) for more information.
 | For customers migrating from 1:1 planning to 1:n planning (Resource Planner Pro license) it is recommended to create status transitions between relevant user-defined order statuses. For example: if you have an order status flow from Accepted > Assigned > In progress, the Assigned status is no longer synchronized once multiple work assignments are involved. The order status gets 'left behind' at Accepted, even if a work assignment is put in progress. The reason is that there is no status transition from Accepted to In progress. To save yourself the trouble having to manually update each order status to Assigned whilst planning, you can configure a status transition from Accepted to In progress. |
 | If you combine the use of Planon AppSuite and multiple work assignments, you must be aware that information may be incomplete on a customer sign-off. Although this will rarely occur, as the person collecting the signature is usually aware of the situation in the field, it is recommended to let the back-office handle the customer sign-off. The main responsible engineer cannot always be 100% sure that colleagues working on the same order are completely up-to-date with their registrations. Some of them may even be offline. Synchronization on the app alone is no guarantee that all work assignments are actually completed. |