8

Cancel Invoice

Get the possibility to "cancel / undo" a service invoice just like in the sales module

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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: 
Microsoft Idea · Copy documents for Service Creditnota's (dynamics.com)
 
Please add your valuable votes and comments to the suggestion above instead.
 
Sincerely,
Andrei Panko
PM, Microsoft
8

Service Invoice

Invoices should be similar compared to sales invoices, meaning that Service Invoice could need "work description field" On the service invoice its needed to show also serial numbers and description of serviced item. Also its necessary to have contract numbers on printed invoice so bookkeeping is...

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Category: Service Order Management (86)

STATUS DETAILS
Needs Votes
7

Retrieve service invoice lines into a service credit memo

We need the possibility to get (posted) service invoice lines into a service creditmemo. This is not possible. We have on the sales credit memo the function copy document. This is what we are looking for in the service credit memo.

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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 suggestion: 
Microsoft Idea · Copy documents for Service Creditnota's (dynamics.com)
 
Please add your valuable votes and comments to the suggestion above instead.
 
Sincerely,
Andrei Panko
PM, Microsoft
7

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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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
6

Give Team Members Edit Access to Service Documents like Sales Documents

It's my understanding that Team Member users only have View access to the Service Module. We have 10 users who use Team Member licenses in the Essentials version of BC. They can edit existing sales documents, create quotes, and make other minor edits. These permissions should also carry over t...

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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
6

Allow multi-selection of service items to add into a service contract

Currently, to add a Service Item to a Contract, we have to add each item in the Contract line by selecting the Service Item No. in the column.

When the list opens in the Service Items page, you have the option to multi-select. But this only adds the last item into the Contract line.

...

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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
6

Fix "Standard Service Line" Tablerelation of "Unit of Measure Code"

Hello togehter, the table relation of "Unit of Measure Code" in "Standard Service Line" should be: IF (Type=CONST(Item)) "Item Unit of Measure".Code WHERE (Item No.=FIELD(No.)) ELSE IF (Type=CONST(Resource)) "Resource Unit of Measure".Code WHERE (Resource No.=FIELD(No.)) ELSE "Unit of Measure" ...

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Category: Service Order Management (86)

STATUS DETAILS
New
5

Workflow Templates for Service Documents

It is not possible to enable Workflows for Service Orders, Contracts or Credit Memos, our customers require these features.

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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 suggestion:  

https://experience.dynamics.com/ideas/idea/?ideaid=f6de704c-c59d-eb11-89ee-0003ff45ceff

Please add your valuable votes and comments - especially list of service documents: Service Orders, Contracts, Credit Memos to the suggestion above instead.

Sincerely,
Andrei Panko
PM, Microsoft
5

Attached a Dimension Value to Service Items to ensure Service Contract Lines data can be analysed

My client had 75 000 service contracts with a revenue stream of 42 different Service Items. In many cases do the Service Contracts have 12+ Service Contract Lines. First Problem The Service Module does not follow standard guidelines for making use of Gen Prod Posting Groups etc. The only postin...

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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
5

Block Service Items for Service Documents

For working in service area it would be very helpful to block a service item such as an item for specific actions. Whenever a service item is blocked the user should not be able to a a service item so service documents e.g. in service quote, service order, service invoice, service cr. memo or ser...

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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