10

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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Category: Service Order Management (117)

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
10

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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Category: Service Order Management (117)

STATUS DETAILS
Declined
Ideas Administrator
Thank you for reaching out. Your suggestion seems to be a duplicate of the following suggestion: 
Microsoft Idea Â· 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
10

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 (117)

STATUS DETAILS
Completed
Ideas Administrator
Thank you for your feedback. The requested functionality was released.

Sincerely,
Andrei Panko
PM, Microsoft
10

Link standard service codes to the serviceitem

When you use the function Get Std. Service Codes, these will not be linked to a service item. In the process you want recurring service codes to be linked to each service item you choose. - create the service order - fill the service lines with the service items that need service - choose a Std....

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Category: Service Order Management (117)

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
9

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 ...

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1 Comments

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Category: Service Order Management (117)

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
9

enhance search capability on service item page currently cannot search customer name

enhance search capability on service item page currently cannot search customer name

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1 Comments

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Category: Service Order Management (117)

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
9

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 (117)

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
8

Have Resource's Work Type drive the GL Postings

A few of our clients have asked for the ability for a Resource's Work Type to drive different General Ledger postings. For example, if the Work Type is for Regular Hours, they want it to post to the Regular Hours Wages in the GL. If the Work Type is Overtime Hour, they would like the amounts...

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0 Comments

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Category: Service Order Management (117)

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
8

Timesheets - link calendar information into timesheets in BC

Take the information from Microsoft Outlook calendar into timesheets to provide a time saving method of adding detail. User would still have to assign task to the relevant job codes. This would save a lot of work each week for task everyone hates.

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0 Comments

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Category: Service Order Management (117)

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
8

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...

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Category: Service Order Management (117)

STATUS DETAILS
Completed
Ideas Administrator

Thank you for your valuable feedback. We have decided to deliver this idea and make it available with Business Central 2024 release wave 1.  


 
Your help was greatly appreciated,  

Andrei Panko
PM, Microsoft