Select Page

A new knowledge base article has been published on our support portal.


When scheduling resources with Dynamics for Field or Project Service often you need to validate business rules before allowing the booking to be created. The out of the box Booking Rules functionality enables you to do this by writing custom JavaScript, however, this requires a developer and only works on the client side. With North52 it is easy to create Booking Rules using a Decision Table and show messages to the end user, preventing bookings according to your rules. 

For our scenario we want to ensure that bookings are not made for Accounts where the Billing Account is on Credit Hold or when the parent Work Order has not been Scheduled.

North52 BPA Solution

The North52 BPA solution works like this:

  • A Formula of type Validation is set up on the Resource Requirement entity which:
    • Looks up the Billing Account of the associated Work Order and check if it is on Credit Hold
      • If it is then a message is added to the Validation Message variable
    • Looks up the parent Work Order checking for the System Status of Open – Unscheduled
      • If it is then a message is added to the Validation Message variable
    • If there any of the above rules have been met, then the Validation Message is shown to the end user and the booking is prevented

View this article in full on our support portal