Setting the Feature switch and License check
Before you can create and use multiple work assignments for 1:n planning, you have to make some setting changes.
If you intend to use multiple work assignments (1:n planning) on orders, you require a Resource Planner Pro solution license. After installing this license and linking it to the relevant user groups, make sure the following feature switches and license check are activated:
1. Go to System Settings > Improved features.
2. In order to combine multiple work assignments with the use of Planon AppSuite, activate the Field services through the Planon AppSuite feature switch.
3. Activate the Work assignments feature switch (automatically activated in Planon since release L66).
4. Next, go to Field definer > Orders.
5. Select Orders and click Under construction on the action panel.
6. In the Order settings dialog select the Work assignments tab.
7. In the Activate 'Multiple Work Assignments'? field, select Yes and click Save.
| • Activating this setting cannot be undone! • You can only activate this setting if you have the appropriate Work assignments license (Resource Planner Pro). |
8. In the dialog that is displayed select Proceed if you are absolutely sure that you are ready to activate the license check for multiple work assignments.
9. Click Close.
10. In the Status behavior when setting orders to Assigned field, you can activate an additional setting to have order statuses automatically updated to Assigned when one of the linked work assignments is assigned.
11. Set the Orders business object status to Completed.
You have completed the main part of the configuration and can continue with configuring statuses and 'action-reason' combinations.