Resource Preference Management
After you set up your Service Organization by adding technicians and service team information, set up your business data in Resource Preference Management to specify multiple Mandatory, Prohibited, and Preferred Technicians.
Set up your business data as follows:
1. Store technician constraints for Installed Product (IB), Location, and Account as Resource Preference records.
◦ You can do this using custom SFM transactions, or Salesforce pages.
◦ For each record, you can specify the technician constraint (Resource Preference Type) as Mandatory, Prohibited, or Preferred.
2. Create technician constraints for work orders as Work Order Resource records, from the above Resource Preference records. Use one of the following options:
a. Set
SET051 (Enable Resource preference management for Work Order) to True:
◦ Work Order Resource entries are automatically created from the applicable Installed Product, Location, and Account’s (in that order) Resource Preference records. The entries are created when creating and editing a work order, if there are no existing Resource Preference entries for that work order.
◦ Existing Work Order Resource records are not automatically updated when the Resource Preference records from which they were computed are updated.
3. Use customization, such as a trigger, to auto-create these on work order create or edit.