MB-240 flashcards
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32 cards. Read the term and the definition here. The deck at the top of this page is optional.
- Work order type
- A configuration record that sets the default incident type, work order number prefix, and default service tasks for new work orders. A work order can have only one work order type.
- Incident type
- A reusable template containing service tasks, products, services, and skill requirements. Adding an incident type to a work order copies those lines into the work order as editable records.
- Functional location
- A record that models a physical location hierarchy at a customer site, such as site, building, floor, or room. Customer assets can be associated with a functional location.
- Bookable resource
- A person, crew, facility, equipment, account, contact, or pool that can be scheduled for work. Each resource has a type, calendar, territory, and characteristics.
- Booking status
- A status record that tracks a booking through its lifecycle, such as Scheduled, Traveling, In Progress, On Break, Completed, or Canceled. It can trigger field updates and flows.
- Territory
- A geographic or organizational boundary used to group resources and work orders. The Schedule Assistant filters resources by matching the work order territory.
- Work order system status
- The main lifecycle state of a work order: Open, In Progress, Completed, Posted, or Canceled. Status reasons provide more detail and drive business rules.
- Customer asset
- A piece of equipment or property owned by a customer, with product, serial number, warranty, parent asset, and functional location. Work orders and maintenance history link to it.
- Agreement
- A recurring contract that generates work orders and bookings from agreement booking dates. Incidents on the agreement define the work order template and recurrence.
- Work order product
- A line on a work order for a product, with estimated and actual quantities and amounts. Allocating or using the product links it to inventory and billing.
- Work order service
- A line on a work order for billable labor, with duration and estimated or actual amounts. It rolls up to the work order total duration and price.
- Posting configuration
- A setup record that defines how a posted work order creates invoices, updates inventory, and closes the work order. Posting makes the work order read-only.
- Schedule Assistant
- A scheduling tool that suggests available resources for a work order requirement. It filters by duration, territory, skills, roles, and promised time window.
- Resource Scheduling Optimization
- An automated scheduling engine that creates and reassigns bookings across a scope of resources and requirements. It uses goals and constraints to optimize travel and utilization.
- Crew resource
- A bookable resource type that schedules multiple resources together as one booking. Each crew member must also exist as an individual bookable resource.
- Promise time window
- The promised from and to times on a work order that define when the customer expects service. The Schedule Assistant only returns resources that can meet the window.
- Schedule board
- An interactive dispatch view that shows resources, bookings, and open requirements. Dispatchers drag requirements onto resources to create bookings and move bookings to reassign.
- Field Service mobile app
- A Power Apps model-driven app for technicians. It shows bookings for the signed-in user's bookable resource and supports offline work, barcode scanning, photos, and signatures.
- Mobile Offline Profile
- A Dataverse configuration that defines which tables and records are available offline. Assigning the profile to a user controls what the Field Service mobile app can download.
- Offline sync
- The process that downloads assigned records to the mobile app and uploads local changes to Dataverse. Sync intervals and conflict handling are configured in mobile app settings.
- Service task checklist
- A work order line that technicians complete on the mobile app. It can include estimated duration, instructions, and a completion flag that rolls up to the work order.
- Mobile push notification
- An alert sent to the Field Service mobile app when a booking is created or changed. It requires configuration in Field Service settings and the mobile app.
- Product inventory
- A record that stores on-hand, allocated, and available quantities for one product in one warehouse. Available quantity equals on-hand quantity minus allocated quantity.
- Inventory transfer
- A transaction that moves product quantity from a source warehouse to a destination warehouse. It is used to stock technician trucks and return unused stock.
- Inventory adjustment
- A transaction that increases or decreases on-hand quantity in a warehouse, typically after a physical count, damage, or loss.
- Purchase order receipt
- The receiving step on a purchase order that increases product inventory in the destination warehouse. The purchase order can then be billed and closed.
- RMA
- Return Merchandise Authorization. A record and process for customer returns that tracks the returned product, receipt, and credit or replacement.
- Dataverse
- The Microsoft Power Platform data service that stores Field Service records. Security roles, business units, and solutions all apply to Field Service data in Dataverse.
- Power Automate flow
- A cloud flow that automates business processes by using triggers and actions on Dataverse records, such as creating a work order or sending an approval.
- Connected Field Service
- An integration pattern that uses Azure IoT Hub and device telemetry to create IoT alerts and work orders in Field Service.
- Business process flow
- A guided process that moves users through stages on a record. In Field Service it can enforce work order stages and map stages to status values.
- Managed solution
- A packaged Power Platform solution that is locked for customization and deployed to production. It supports clean application lifecycle management and uninstallation.