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Please provide the ability to attach documents in Service Orders and Service Quotes like you've done elsewhere in the application. It is critical to be able to attach pictures for documentation, purchase orders for approvals, etc. when processing service quotes and orders.
STATUS DETAILS
Under Review
Ideas Administrator

Thank you for your feedback. Currently this is not in our roadmap; however, we are tracking it and if we get more feedback and votes, we may consider it in the future. 

 

Sincerely, 

Theresa Nistler

PM, Microsoft 


Comments

K

Please add the "Document Attachment Factbox" functionality also to the quote and contract services.

Category: Service Order Management

K

Currently when there is attachment, then in "infobox" there is only link to number of attachment. It would be allot better if there are list of files which are all linked. Better to hit it, especially when high-res screens - try hitting "1" to open attachment...


Alternative option would be to display window where its possible to manually assign sharepoint folder. for example if you have vendor/manufacturer folders then it would be great to link it with account in BC so you can access all files direclty from BC.

Category: Service Order Management

K

Please also Add 'Incoming document' functionality to Service, the same way like in Sales.

Category: Service Order Management

K

Attachments on Service Quotes and Service Orders would be highly appreciated.

Category: Service Order Management

K

this would be most valuable if I could archive service orders too.

See https://experience.dynamics.com/ideas/idea/?ideaid=d4984865-afd0-ea11-bf21-0003ff689cf3

Category: Service Order Management

K

That would be very helpfull!

Category: Service Order Management

K

The ability to attach documents to service orders and quotes would be a game changer for us!

Category: Service Order Management

K

YES! Please! Our company is currently using the OneNote integration and it caches locally which has been a complete nightmare.

Category: Service Order Management

K

Please provide the attachment functionality on all the service management documents the same as the Link function that available everywhere in NAV version. it will help a lot, otherwise, the customer who needs to upgrade from NAV to BC will be really disappointed. Many thanks!

Category: Service Order Management

K

Any how with Business Central 16.4 update, we can see attachment fact box Service Order/Quote related documents but attaching files not working as expected. May be it is bug. It will be much needful feature those who is Service Module. Please consider this issue to your roadmap. thanks!

Category: Service Order Management