27

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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Category: Service Order Management (86)

STATUS DETAILS
Needs Votes
24

Create Corrective Service Credit Memo

The Service functionality should be extended to be consistent with Sales functionality, currently from Posted Sales Invoices you can Correct, Cancel and Create Corrective Credit Memo. Similar functionality should be added to Posted Service Invoices to allow easy correction of those invoices.

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Category: Service Order Management (86)

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,
Andrei Panko
PM, Microsoft
24

Approvals also in Service Documents

In the Sales documents we have the "Request Approval" with the functionality to send Approval Requests or "Create a Flow" and "See my Flows". The whole Approval Functionality is missing in the Service Module. We would like to have the same functionality regarding Approvals and Flows from the Sale...

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1 Comments

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Category: Service Order Management (86)

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
22

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.

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0 Comments

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Category: Service Order Management (86)

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
22

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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Category: Service Order Management (86)

STATUS DETAILS
Needs Votes
19

E-mail body tekst service

We have not got the option to add an e-mail body tekst for our service documents, like service invoice. Can this be added into Business Central. We would like to have the same option as on the sales invoices, For the Sales Invoices we have the option in the screen report selection - sales to e...

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3 Comments

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Category: Service Order Management (86)

STATUS DETAILS
Completed
Ideas Administrator
Thank you for your feedback. It seems that requested feature has meanwhile been made available.

Sincerely,
Andrei Panko
PM, Microsoft
17

Text Lines on Service Contract Lines

During several years our customers are asking for an opportunity to add (free) text lines on service contract lines which are transferred to service invoice lines. This can be: - general text lines which gives some more information about the service and - item related text lines (for instance a ...

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2 Comments

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Category: Service Order Management (86)

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
17

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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2 Comments

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Category: Service Order Management (86)

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

Ability to add service & inventory (non tracked) type items on service item wotksheets

You can only apply inventory items, with the type of item to service lines on the service item worksheet. For example if I wanted to allocate a service type item e.g labour from a 3rd party subcontractor, I can't do this

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0 Comments

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Category: Service Order Management (86)

STATUS DETAILS
Planned
2022 Release Wave 2
Ideas Administrator
Thank you for your feedback. This is a great suggestion! We are adding it to our roadmap.

Your help is greatly appreciated,
Andrei Panko
PM, Microsoft
15

Option to attach documents on Opportunity Card, Service Order, and Service Quote

Currently, the only options from those pages are to attach link with a description, or notes, and I believe it would be a great implementation to also add the option to attach documents in the Opportunity Card, Service Order, and Service Quote, as the functionality already exists for other parts ...

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0 Comments

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Category: Service Order Management (86)

STATUS DETAILS
Declined
Ideas Administrator
Thank you for reaching out. Your suggestion seems to be a duplicate of the following suggestions:  
- Opportunity https://experience.dynamics.com/ideas/idea/?ideaid=58151a0d-3a8e-eb11-8ced-0003ff45c92a
- Service Order/Quote https://experience.dynamics.com/ideas/idea/?ideaid=2e74ac75-f240-e911-867a-0003ff68b621

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

Sincerely,
Andrei Panko
PM, Microsoft