Provided service work order with products to be delivered

When a customer buys a product and orders installation and delivery at the same time, the installer delivers the product.

To allow for such cases you can make use of the Products To Be Delivered option in the Work Order Details screen. As a result, a single line that provides both the provided and delivery services is created.

Lines on a work order can be from multiple sales orders. For example, in the case of a product exchange, removal and uninstallation of the old product are able to be included on the same work order as delivery and installation of the new item. However, the delivery service lines are ignored for service items or skills when looking for available resource pools to accommodate the appointments.

If a work order consists of both provided and delivery service lines, then the work order is considered to be a provided service. The service item UOM is same as the provided service capacity UOM. The ServiceItemGroupCode is ’PS’.