1

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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Category: Service Order Management (86)

STATUS DETAILS
New
1

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 (86)

STATUS DETAILS
New
1

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...

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Category: Service Order Management (86)

STATUS DETAILS
New
2

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. 

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Category: Service Order Management (86)

STATUS DETAILS
New
2

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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Category: Service Order Management (86)

STATUS DETAILS
Needs Votes
3

Service Invoices and service orders in document lay-out

Customers are missing possibility to define specific layout for Service Invoices and Service Orders in Custom Report Selection table and in document lay-out

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Category: Service Order Management (86)

STATUS DETAILS
Declined
1

Deferrals for Service Management - Service Contracts & Invoices

If there is one place where Deferrals are much needed, then it is the Service Management Module.

Once again, MS releases a stunnign new functionality into the core Trade related product's Functionality and neglect to enhance their Premium product range. The Service Manangement Module get...

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Category: Service Order Management (86)

STATUS DETAILS
New
2

Caption Comment instead of " " (blank) in service documents for field type

In Sales documents, field Type (table 37) shows the caption "Comment" instead of " " (blank).

In Service documents, when you enter service lines, field Type (table 5902) shows the caption " " (blank) instead of "Comment".


Please, develop the procedure UpdateTypeT...

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Category: Service Order Management (86)

STATUS DETAILS
Needs Votes
3

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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Category: Service Order Management (86)

STATUS DETAILS
Needs Votes
4

Attachments Service Items

I would like to suggest adding the possibility to attach documents to Service Items the same way you can for ordinary Items.

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Category: Service Order Management (86)

STATUS DETAILS
Needs Votes