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Dynamics 365 Community / Forums / Field Service forum / How to Avoid Overlappi...
Field Service forum
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How to Avoid Overlapping of Booking on Schedule Board while Scheduling WO Manually?

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Posted on by Ashar Mustafa 295

I have a scenario,  If a resource for the day 18/04/2022 at 10.00 already has a scheduled Work Order, if I try to assign another one for the same day and at the same time, a message will appear stating that for that date and time he already has an order scheduled. How should I achieve this functionality?

Regards,

Ashar Mustafa,

Categories:
Work Order
Scheduling (URS)
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  • Suggested answer
    Moximox Profile Picture
    Moximox on at
    RE: How to Avoid Overlapping of Booking on Schedule Board while Scheduling WO Manually?

    You can either create a booking rule for this.

    docs.microsoft.com/.../set-up-booking-rules

    Or set the The booking record 'allow overlapping' is set on No

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: How to Avoid Overlapping of Booking on Schedule Board while Scheduling WO Manually?

    That sounds like custom functionality that doesn’t come out of the box.

    Ootb, we don’t restrict overlapping bookings because they sometimes need to happen both as a state of someone’s schedules as things are moved around and, perhaps in some scenarios, overlapping bookings can be valid.

    Talk to your admin and implementation partner to try to understand why this functionality was introduced. Help them understand how it impacts the organization and suggest changes.

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