Create functional locations

Field service organizations often work with customers that have large or complex worksites like a warehouse or a multi-story office building. Technicians can't waste time looking for a worksite. They need to know exactly where to go to perform their work. In Field Service, functional locations on a work order identify where an asset is located at a customer site.

Functional locations create a ___location hierarchy, placing assets within specific locations, such as buildings or rooms. You can view the assets associated with each ___location.

For example, the following relationship represents the ___location of a printer named "Acct-10" on the third floor in Building A on a customer's campus:

• Campus
  • Building A
    • Floor 3
      • Printer Acct-10

Prerequisites

• Service accounts are created

Create a functional ___location

1. In Field Service, select the Service area. Under Customers, select Accounts, and then open a service account record.

2. Select the Assets and Locations tab.

3. Select the ellipsis (…), and then select New ___location.

   

4. Enter a Name and Service Address.

5. Optional:

   • If this ___location is part of a hierarchy, enter its Parent Functional Location. You can skip this step and drag the ___location into its place in an existing hierarchy later.
   • Choose a Functional Location Type that helps you categorize locations of the same type. For example, warehouses or office buildings.
   • Enter a Cost center for bills related to a ___location.
   • Note an Email address for the right contact person of the ___location.
   • Set an Open date to indicate when a ___location first opened.
   • Choose Primary time zone for the ___location.

6. Select Save.

The new ___location appears in the list. You can drag it into an existing hierarchy as needed.

• You can't drag a subcomponent of an asset to a functional ___location that's different from the parent asset's functional ___location. A hard drive and the computer it's part of can't be located in different places.
• If you drag a subcomponent under a new parent with a different functional ___location, the new parent's functional ___location replaces the asset's original functional ___location. If you move a display from a computer in Building A to a computer in Building B, the display takes the ___location of the computer in Building B.

Select a ___location in the list to view information about it.

Create and assign functional ___location types

Use functional ___location types to group locations. Functional ___location types allow you to quickly apply property templates to a group of locations.

1. In Field Service, select the Settings area, and then select Functional Location Types.

2. Select New.

3. Enter a Name for the functional ___location type.

4. Select Save.

Add assets to a functional ___location

Customer assets can be associated with a functional ___location to help field technicians find them.

In the Assets and Locations tab, select Show assets to view the list of assets that are associated with each ___location. Multiple accounts can be associated with a functional ___location hierarchy.

1. Select a functional ___location, and then select the ellipsis (…).

   

2. Add a customer asset to the ___location:

   • To associate an existing customer asset with the ___location, select Add existing asset. Search for and select the asset. If the asset doesn't exist yet, select New Customer Asset to create it and add it to the ___location.

     

   • To create a customer asset and then associate it with the ___location, select New asset.

     

Search for a functional ___location or asset

Use the search box to look for a functional ___location. To search for assets and locations, select Show assets. Matching search results are highlighted.

For larger or more complex hierarchies, expand or collapse the results by using the Expand all (+) and Collapse all (−) icons.

Watch the following video to learn more about searching functional locations and assets.

Add a functional ___location to a work order

Associate a functional ___location with a work order to make it easier for field technicians to find a customer asset to work on.

If you don't set a functional ___location, the system uses the service address on the work order. If no service address exists, the system uses the address of the contact that reported the issue.

If you select a functional ___location, the work order's Location tab displays the ___location's address and latitude and longitude coordinates.

Add multiple functional locations to a work order

The Functional Location on the work order reflects the ___location of the primary incident. If more work needs to be done, add incidents to the work order. If some or all of that work involves assets at a different ___location from the primary incident, you can select a different functional ___location for each work order incident.

For example, a technician needs to go to two different buildings to perform maintenance on a customer's HVAC system. The work order would include two incidents, each with its respective functional ___location.

Functional locations in the mobile app

Technicians can view the functional ___location of a work order in the Dynamics 365 Field Service mobile app. If the app is connected to the Internet, they can also view and interact with customer asset and functional ___location hierarchies.

The following video offers a guided walk-through of using functional locations in the Field Service mobile app.

Functional locations for cases

If your organization's service workflow starts with a Case, you can associate functional locations there as well, in the case record's Field Service tab.

Functional locations for service agreements

1. Open an agreement. Under Booking Setup, select or create an agreement booking setup.

2. Under Incidents, select or create an agreement booking incident, and then select a functional ___location.

   

See also

• Create assets in Dynamics 365 Field Service
• Create a work order to coordinate and schedule resources and activities