Limitations for Enhanced Optimization per Territory

This is a Field Service managed package feature.

Consider these limitations when Use enhanced scheduling and optimization for all service territories is disabled in the Field Service Settings and only selected territories are using Enhanced Scheduling and Optimization.

• All service appointment territories and service resource territories within the same optimization request, bulk schedule action, or any batch process that updates service appointments, must use the same optimization engine. A notification is shown when you’re running bulk operations such as global optimization with different territory optimization settings, because it can’t be determined which optimization engine to use.
• If there are customizations that update these fields in a single process or transaction, all the service appointments within that process must be associated with service territories configured to use the same optimization engine: ServiceAppointment.SchedStartTime, ServiceAppointment.SchedEndTime, and AssignedResource.ServiceResource.
• Service appointments assigned in territories enabled for Enhanced Scheduling and Optimization can be scheduled only to resources whose primary territory is also enabled to use Enhanced Scheduling and Optimization.
• Resources with multiple primary territories, where each territory is set for a different date, must have all territories assigned to the same optimization engine.