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...
Block items for Service
Items can be blocked for purchasing or sales, but not for service on the item table, this should be able too
prepayment on Service Order
We need to have prepayment option on service order. I need to charge a fee in advance before my technician goes out for assessment before any work is done. If I charge a fee for Diagnosis and then I do the repair/Service, and I need to keep the order number same then I Should be able to do a pr...
Service Contracts in Foreign Currency
Service Contracts can have a Currency Code filled out but the value that you see on the contract are only ever in LCY. These values are converted to the FCY when the Service Invoice is generated. This means that the values on the Service Invoice fluctuate based on the Currency Exchange Rate. It s...
Best regards,
Business Central Team
Combine Shipments in Service Orders
As we have the field "Combine Shipment" in the Sales Header we need this functionality also in the Service Header. The user can set the Flag on several Service Orders and with a new Report Combine Service Shipments the Service Invoices will be created. In general it is the same function from the ...
Assemble-to Order functionality for Service
Sales Orders (lines) has the functionality / ability to process Assembly Orders automatically, during Shipment posting. If the posted item set to Replenishment system = Assembly, and Assembly Policy = Assemble-to-Order. Same functionality should be available for the Service Orders as well.
Best regards,
Business Central Team
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...
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.
Show total fields in service invoice
The service invoice does not have the "total section" below the "lines". Please show total as it's shown on the sales invoice page.
Single Service Invoice Line per Contract Invoice Period
If you have a prepaid Service Contract and the Invoice Period is set to anything greater than Month then you will have a line created on the invoice for each month. IE If Invoice Period = Year then I will have a Service Invoice generated with 12 lines on it. A customer does not need to see an in...
Best regards,
Business Central Team
Administrator