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...
Create service order or quote from sales return order
It would be nice that when an item is returned by a customer for repair, you can create a sales return order and from that return order create a service order or service quote. (in function create return-related documents)
It is already possible to create a purchase return ord...
TO BE ABLE TO CHECK IN THE SERVICE INVOICE´S THE TOTAL AMOUNT FIELDS
It would be really helpful to have the option to check the total amount in the tab of the service invoice.
Right now you need to go etiher previewing´s invoice or to check the statistics and that takes time.
Thank you in advance,
Irati
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.
Link between Purcase Order and Service Order
We suggest the same options for linking a Purchase Order to a Service Order as is possible from a Purchase Order to a job.
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...
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.
Best regards,
Business Central Team
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.
...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...
Best regards,
Business Central Team
Service External document number is missing
The very important field External document number is missing in Service.
Best regards,
Business Central Team
Administrator