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Trades let you group incident types in your preferred way. Configure trades and trade coverages to simplify the creation of work orders and the services that are provided in a functional location or for a service account, or for accounts at locations. Using trades adds another layer of details to create reports and filter charts on reports.
An administrator must enable Trades.
Before you can map incident types to a trade, an admin must define the trades that are available for your business.
To group incident types by trade and create reports based on trades, an admin must configure the mapping. An incident type can map to one trade only.
Trade coverage defines which trades are covered for an account or a location to ensure the right level of service is provided. For example, if a location doesn’t have air conditioning, it shouldn’t be possible to create an incident related to the AC (air conditioning) system for that location. The same logic applies to accounts if the service contract doesn’t include HVAC (heating, ventilation, and air conditioning) maintenance.
Alternatively, you can also show Trade Coverage as a related entity to your Accounts and configure trade coverage from there. That way you can see trade coverage with your service accounts and the trade coverage is automatically mapped to the right account.
Trade coverage
Account | Trade | Location | Type |
---|---|---|---|
Contoso | Plumbing | - | Coverage |
Contoso | HVAC | Washington | Coverage |
- | Plumbing | California | Coverage |
- | Roofing | Nevada | Coverage |
Contoso | Roofing | Nevada | Exclusion |
Work order
Account | Trade | Location | Validation | Reason |
---|---|---|---|---|
Contoso | Plumbing | Arizona | Covered | Plumbing for Contoso isn't restricted to a functional location. |
Contoso | Roofing | Washington | Not covered | Roofing for Contoso has no trade coverage defined. |
Contoso | HVAC | Seattle | Covered | HVAC for Contoso is covered in Washington state and Seattle is in Washington state. |
Northwind Traders | Plumbing | San Francisco | Covered | Plumbing is covered regardless of the service account in California and San Francisco is in California. |
Northwind Traders | Roofing | Los Angeles | Not covered | Roofing, regardless of the service account, is only covered in Nevada. Los Angeles is in California. |
Contoso | Roofing | Las Vegas | Not covered | Roofing for Contoso has an exclusion defined for Nevada. Las Vegas is in Nevada. |
Events
Mar 31, 11 PM - Apr 2, 11 PM
The ultimate Microsoft Fabric, Power BI, SQL, and AI community-led event. March 31 to April 2, 2025.
Register today