Add Quota
You can adjust the quota values manually as well as automatically.
Adding Quota Manually: You can add quota to the quota matrix by typing it directly into the matrix. OFSC automatically updates the fields or the linked fields that you have updated.
Automatic Quota Adjustments: Oracle Fusion Field Service automatically updates the fields or the linked fields that you have updated. The way that it calculates the values to update the matrix depends upon the situation. The following scenarios describe the actions when the quota needs to be updated and the result of the each action:
The quota value of the individual capacity category is updated.
The total quota value of the time slot is updated.
The total quota value of the time slot is updated.
The individual capacity categories in the time slot is updated. The new quota is divided among the capacity categories as per the Percent Quota value.
When you add the quota to an empty time slot:
The total quota value of the time slot is updated.
The individual capacity categories in the time slot is updated. The quota is divided evenly among the individual capacity categories in the time slot.
When you add the quota to an empty capacity category:
The individual capacity category quota is updated.
The total quota value is updated.
Adding Quota Automatically: The Mass populate feature enables you to use the historical data to create a future quota. You can either use the application projected quota value or the actually used quota for this purpose. The date on which the historical data copied is called the source date and the future date that you want to copy the data to is called the target date.