Resource Skills Option

The "Resource Skills Option" in Microsoft Dynamics 365 Business Central pertains to how the system matches resources, such as employees or contractors, to service orders based on their documented skills. This setting helps ensure that the most qualified resources are assigned to each job. Let's go over the options provided in the screenshot and what they would typically mean:

 

1. Code Shown: This option might mean that when assigning a resource to a service order, only their skill code is displayed. This could be a shorthand way of identifying the resource's qualifications without displaying detailed descriptions of their skills.

 

Example: If you have a service order that requires electrical work, you might have a resource with a skill code "ELEC". When assigning a resource, the system would display "ELEC" next to the names of qualified resources.

 

2. Warning Displayed: This setting might trigger a warning if a selected resource does not have the required skill codes for a service order. It serves as a check to prevent mismatching resources to tasks they are not qualified for.

 

Example: If a service order requires a skill code "PLUMB" for plumbing work and you try to assign a resource without this code, the system would display a warning alerting you to the mismatch.

 

3. Not Used: Selecting this would indicate that the system does not consider resource skills when assigning service orders. All resources may be treated as if they have the same skills.

 

Example: It doesn't matter if the service order is for electrical, plumbing, or HVAC work; any resource could be assigned without the system checking for specific skill codes.

 

When setting up the "Resource Skills Option", it's crucial to choose an option that best fits the company's workflow and how they assign work orders to their resources. This ensures efficient operations and customer satisfaction by matching the right person with the right skills to the job at hand.

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