All or some of a technician's duties can be reassigned to one or more technicians. For example, you could use this feature to even out workloads among technicians. Or if a technician leaves the company, you could easily reassign the technician's duties to other technicians. When an appointment is reassigned, its starting time is cleared, or set to 12:00 a.m., and the system verifies that the skill set of the technician being assigned matches the skill level assigned to the appointment. A message displays if the skill levels do not match.
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Choose Microsoft Dynamics GP > Tools > Utilities > Service Management > Tech Reassignment.
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Use the lookup window to choose the Source Technician ID.
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From the drop-down list, choose the duties assigned to the source technician by:Location Primary (LP)Location Secondary (LS)Location Skill (LSK)Contract Primary (CP)Service Call/Appts (SA)
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Use the lookup to choose the Destination Technician ID.
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The Appointment Status field is enabled when the Service Call/Appts duty is selected. The default status is UNASSIGNED but you can choose a different status by using the lookup.
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In the left scrolling window, select the location fields to be reassigned. Choose Insert >> to insert them one at a time, or choose All >> to insert all the fields.
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Choose Move to reassign the duties.