The Visual Servce Scheduler (VSS) is an add-in that ties into the service and resource planning modules of Microsoft Dynamics NAV. It enables the Dynamics NAV to intuitively schedule service orders, service item lines and resources via drag and drop. The VSS is the visual representation of the standard service dispatch board. It is fully based on the standard Dynamics NAV objects and does not require any change to the standard NAV.
Here is a short video so that you can get an idea how to assign a service order from the right-hand order backlog to the service schedule via drag and drop.
Move service item lines from the 'not yet allocated' area to the service schedule—either from rom the right-hand service order backlog to the service schedule or from the lower to the upper Gantt chart. As such create new resource allocation entries. Change the duration of the service tasks interactively. Also, change the allocation to service resources by vertically moving the service item allocations.
In the standard view with the tree and Gantt chart: click on a resource or resource group to see the resource utilization as histogram below the Gantt chart. This helps you to immediately understand the impact of changes in the service schedule on your overall resource utilization. For resource groups (such as in the left hand screenshot), the VSS will show the aggregated resource load.
In the standard Dynamics NAV tables and the standard dispatch board, you either can see the assigned service orders or the unassigned service or the resource allocations. The VSS offers an integrated view on your entire service schedule and hence enables a holistic service planning process: the tree on right hand side shows all not yet assigned service tickets whereas the Gantt chart on left hand side displays the service schedule. This is the timing of the service orders as well as responsible servicer resources.
Are you familiar with the following: you scheduled a service task when your customer calls and asks if you could send two people so that they will be onsite half of the time than initially scheduled. In addition they ask you if you could deliver the service one date later than planned. Any idea how complicated it is in standard NAV to exactly achieve this? With the VSS, it is as simple as shown at the left hand side: split the service item allocation, move one part to another resource, link them together, set the link to parallel and then move the entire task.
The Visual Service Scheduler is a fully integrated add-in for Microsoft Dynamics NAV. It opens as NAV page and does not require from the users to learn any kind of new menus, icons, symbols, etc. Double-clicking on a not yet allocated service item will, for instance, open the respective service order card with the corresponding service item lines. Likewise, double-clicking a resource will open the corresponding resource card.
Have a closer look at the Visual Service Scheduler and see how it completes your NAV offering.
The purpose of this 32-pages Ebook is to provide you with ideas and best practices of how to apply visual scheduling to Dynamics NAV.
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We run regular webinars - typically in a monthly rhythm. Join on us for one of these live sessions in which we cover all add-ins of our Visual Scheduling Suite for NAV.
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