Resource Work Hour Template and bulk Set Capacity
When creating capacity for Resources you have to Set Capacity per Resource. This is a laborious manual process. On the Resource card allow the user to specify a Work Hour Template. Amend the Set Capacity routine to allow it to be run across all Resources (with the ability to set filters) to all...
Block items for Service
Items can be blocked for purchasing or sales, but not for service on the item table, this should be able too
Ability to add Documents to Service Items
We have identified a gap in that all of our Documents that are generated during the manufacturing process requires a electornic respository. we currently handle this with Salesforce. We are moving all in to BC. We have identified that Service Items would be the best area for all departments withi...
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...
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...
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