Merge duplicate Service Item records
BC now includes the capability to merge duplicate Customer, Vendor, or Contact records. Other ideas here request that same functionality for G/L Account and Item records. I'd like to request the merge capability of Service Items.
Over time duplicate Service Items are created ...
Service Order
We suggests an option to be able to invoice on an ongoing basis, for a service order without it having to be completed.
Posting on jobs from Servicelines
When posting on job from service line (And job journals) using Linetype blank, a warning is promted. This promt sugest to be able to disable in "my settings".
Thank you for reaching out. Your suggestion seems to be a duplicate of the following suggestion:
Determine service discount based upon item instead of service item
The service discount for materials on the service item worksheet is set on a service contract. You can setup service discounts based upon service item groups. The discount is determined based upon the service item group of the service item. As a result, all the materials that are used for the ma...
Service Contract Quote to Service Contract (Signed option configurable)
Hello, When a Service Contract is created from a Quote Service Contract, the Service Contract is created as Signed. I'm reading carefully this doc (https://docs.microsoft.com/en-us/dynamics365/business-central/service-how-to-create-service-contracts-and-service-contract-quotes). I suggest two t...
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...
Make Service Lines Page Viewable on Mobile App like was done with Timesheets
When trying to view the Service Lines Page from a Service Document (page 5905) in the mobile app it returns the following message, "Sorry, the action you've chosen can't be done on your device. This is because the screen size is too small for the page that will be opened. To complete this task...
Add a confirmation screen after making a Service Quote into a Service Order to open the Order
When you create a sales order from a quote, it opens a confirmation screen saying, "The quote has been converted to Sales Order No. ######. Do you want to open the order?"
The behavior should be the same when creating a service order from a service quote. Today it states the s...
Multiple service item details needs to be captured under single invoice line
In the service order, user wants to enter multiple service items in a single service line.
Sales Invoice Print Preview
Add ability to preview sales invoices (with DRAFT watermark) so users can confirm invoice before sending to customers.
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