Send e-mail confirmation from service quote and service order
When a customer calls in and wants a quote for a service job there is no functionality today where you can send an e-mail confirmation from the system as you can with the sales order confirmation and the purchase order confirmation. Even though the headline over the button "Print" is called "P...
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 ...
Link service loaners to fixed assets
When in service management loaners are used, these loaners are usually also fixed assets for the company.
It would be nice to be able to link the correct fixed asset on the loaner card.
TCS on Goods Sold in Service Module
Business Central does not have an option for collecting tax (TCS) in the service module. If any company wants to collect TCS on goods sold to customers while servicing any item or if the customer has an AMC contract, this feature is currently unavailable.
For Example: The TCS nature of ...
Service External document number is missing
The very important field External document number is missing in Service.
Better manage the logistic process around lending and return receiving loaners
When a loaner is lend to a customer, the process is now as simple as selecting the loaner on the service order item line.
And when the loaner is returned, the process is as simple as clicking button 'return loaner' in the service order item line.
For many companies, this...
Warranty & Consumption Posting on Service Order Lines
Warrantee Discount and Consumption need their own posting setup. Currently Warrantee Discounts are treated according to the general Sales Discount setup. Ideally you would be able to post this to a Cost of Poor-Quality account or similar.
Similarly, Consumption is treated as a Negative ...
Email Service Work Order
When implementing service for customers a common request is the ability to email the service work order. This would be a great addition to the module.
Service Order Resource costs should post to the General Ledger
When a Resource is posted on a Service Order, the entries posted will only DR. AR and then CR. Sales to the General Ledger (GL). It does not post the Resource Costs to the GL. I would expect it to record the costs to the GL that is associated with the Service Order. Without the costs, it's rec...
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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