17

"Document Sending Profile" in Service Management

End-to-end implementation of the concept in the area of the service module analogous to the implementation in the sales module. This would be helpful to realize a higher digitization success in the company also in the area of document management.

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Category: Service Order Management (10)

STATUS DETAILS
Needs Votes
Ideas Administrator
Thank you for this suggestion! Currently this is not on our roadmap. We are tracking this idea and if it gathers more votes and comments we will consider it in the future.

Best regards,
Business Central Team
16

Attach Documents in Service Orders and Quotes

Please provide the ability to attach documents in Service Orders and Service Quotes like you've done elsewhere in the application. It is critical to be able to attach pictures for documentation, purchase orders for approvals, etc. when processing service quotes and orders.

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1 Comments

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Category: Service Order Management (10)

STATUS DETAILS
Under Review
Ideas Administrator

Thank you for your feedback. Currently this is not in our roadmap; however, we are tracking it and if we get more feedback and votes, we may consider it in the future. 

 

Sincerely, 

Theresa Nistler

PM, Microsoft 


9

Service Module: Add and manage the payment method and SEPA levy mandates into service invoices

Currently Business Central don't offer to users to fill a payment method code and SEPA direct debit mandate informations in the Service Contract. Therefore you have no choice for submitting recurring service invoice to SEPA direct debit collection process. SMATI Abdel.

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0 Comments

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Category: Service Order Management (10)

STATUS DETAILS
Declined
Ideas Administrator
Thank you for reaching out. Your suggestion seems to be a duplicate of the following suggestion:  

Please add your valuable votes and comments to the suggestion above instead.

Sincerely,
Ivan Koletic
PM, Microsoft 
5

Improve ease of use in the Service Module

From a functional perspective, the module is ok, it covers much of the needs. But the real pain is mostly on the ease of use. For a newbie, It is not easy to understand the real process (Service Order vs Item Worksheet). It would be nice to work on it a bit to minimize the # of clicks and page...

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0 Comments

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Category: Service Order Management (10)

STATUS DETAILS
Needs Votes
4

Customer Case, Scheduler in Service Management

Service Management lack of - Customer Case to let customer submit their issue. - Job Scheduler in Calendar view or gant hart. - Capture customer signature after completing a service job. There has not been much improvements in SM module.

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0 Comments

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Category: Service Order Management (10)

STATUS DETAILS
Needs Votes
3

Remove Service contract item limitations set by ship to address

Hi, Current Service Contract requires to define ship-to address. Same time we cant assume that all service items will have one and same ship-to address. Please consider removing limitations affecting service contract usability. In our case we can have 100 different service items in one contra...

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0 Comments

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Category: Service Order Management (10)

STATUS DETAILS
Needs Votes
Ideas Administrator
Thank you for this suggestion! Currently this is not on our roadmap. We are tracking this idea and if it gathers more votes and comments we will consider it in the future.

Best regards,
Business Central Team
2

Service contract - Valuta

Hi, We are using the service contract, we need to be able to enter the amount of the contract in the customers valuta. So the created invoice, for a year, including the month line, is matching a 100% we the agreement made with the customer.

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0 Comments

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Category: Service Order Management (10)

STATUS DETAILS
Needs Votes
Ideas Administrator
Thank you for this suggestion! Currently this is not on our roadmap. We are tracking this idea and if it gathers more votes and comments we will consider it in the future.

Best regards,
Business Central Team
1

Service Item numbers in views

When i have list of service orders then its impossible to know which order/quote is for which device. It is very much needed to have option to display Service item serial number or description on list views to be able to quickly identify items without need to open every single order or quote. Sa...

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0 Comments

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Category: Service Order Management (10)

STATUS DETAILS
Needs Votes
1

Ability to add Documents to Service Items

We have identified a gap in that all of our Documents that are generated during the manufacturing process requires a electornic respository. we currently handle this with Salesforce. We are moving all in to BC. We have identified that Service Items would be the best area for all departments withi...

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0 Comments

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Category: Service Order Management (10)

STATUS DETAILS
New
1

Case based service management

Customer service is the key of of every SMB's. Current service management module supports only product/item manufacturing businesses. It should be tweaked to support case based service management.

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0 Comments

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Category: Service Order Management (10)

STATUS DETAILS
Needs Votes