Avoid Double Resource Allocation in NAV Service Module

Posted by Kerstin Sieckmann on Jul 12, 2016 1:30:00 PM

The Visual Service Scheduler (VSS) is a dispatch board for Microsoft Dynamics NAV Service Module allowing to easily plan and control service orders. It is designed as add-in and as such directly accesses the standard NAV data. Since the resources table is also used by Jobs and Assembly orders, it would certainly be useful to display resource allocations coming from these areas also in the VSS. This is why the VSS offers an option to show double allocations.

Same resource table for different modules

In some companies, resources are used in several areas and therefore are managed by different NAV modules at the same time. The resource Mary could be scheduled by a job order and at the same time in a service order. To avoid a double allocation in the VSS, the user can decide to display the resource allocations of the Jobs and/or Assembly Module in the overview.

Visualization of double resource allocation

There are two ways of highlighting double allocations, differing in color. A resource appears in red if it is completely allocated by one or both modules whereas grey is used to show that the resource is already partly assigned.

Visual Service Scheduler Double Allocation Visualization


In addition, a tooltip shows the number of hours already taken of this resource (Mary) by - in this example- the Jobs module.

The reduced capacity of the resource is of course also shown in the capacity view.

Show reduced capacity in VSS Dispatch Board


Required settings in the Visual Service Scheduler

As already mentioned above, the VSS uses the resources table also used by Jobs and Assembly. To display the service orders, the VSS uses the module-specific allocation table in NAV. If impending double allocations are to be displayed in the VSS, the user has to select Show Job Allocation and/or Show Assembly Allocations in the Setup dialog. The corresponding allocations will be shown in the Gantt area and be taken into account for calculating the resource capacity in the histogram area.

Visual Service Scheduler Feature Visualize Resource Conflicts

Want to learn more about the Visual Service Scheduler? Read how visualization simplifies service scheduling in Microsoft Dynamics NAV

If you want to see the VSS in action, contact us. We will be very happy to demonstrate its functionality in an online-meeting.

Visual Service Scheduler for Dynamics NAV - schedule your demo


Topics: Service Scheduling, NAV Gantt add-ins, Dynamics NAV Visual Scheduling