Configure service management processes
The following are some examples of the settings you can apply to service management processes:
- Some overall settings for various processes, such as warnings, next service calculations for service items, the start-up fee to assess, the fault reporting level to use, and so on.
- The types of information that technicians enter on service documents. For example, you can require them to specify the type of order, the start and/or end dates for the work, and the type of work that was done.
- Some default settings for response times and warranties. These include a default response time for starting service, warranty discount percentages for parts and labor, and how long warranties are valid for.
- Settings for contracts, such as the maximum number of days that you can use for contract service orders, whether to use reason codes when a contract is canceled, standard texts for descriptions, and contract values.
- The number sequences to use for service-related documents and items.
To enter general and mandatory settings
- Choose the
icon, enter Service Management Setup, and then choose the related link. - Fill in the fields as necessary. Hover over a field to read a short description.
Set up service invoice posting policies for users
Companies often have unique processes for invoices and shipments. For example, processes can vary from one person posting everything on a service order to multiple employees, each working with their own pages.
You can use posting policies to restrict users from posting service invoices, or require them to post invoices together with the related service shipment. To set up a posting policy, on the User Setup page, in the Service Invoice Posting Policy field, choose one of the following options:
- Allowed (Default): Keep the current behavior, where you can choose the posting options, such as Ship, Invoice, and Ship and Invoice.
- Prohibited: Prevent people from posting service invoices. Business Central shows a confirmation dialog that only provides the Ship option.
- Mandatory: Let people post invoices along with service shipments. Business Central shows a confirmation dialog that only provides the Ship and Invoice option.
This setting affects the following documents:
- Service orders
- Warehouse shipments
- Service invoices
- Service credit memos
The following table describes the effects on different documents.
| Document | Allow Displays a series of options | Prohibited Conformation dialog | Mandatory Confirmation dialog |
|---|---|---|---|
| Service order | * Ship * Invoice * Ship and Invoice * Ship and Consume | * Ship * Ship and Consume | Do you want to post the shipment and invoice? |
| Warehouse Shipment | * Ship * Ship and Invoice | Do you want to post the shipment? | Do you want to post the shipment and invoice? |
| Service invoice | Do you want to post the invoice? | Error: you cannot post. | Do you want to post the invoice? |
| Service credit memo | Do you want to post the credit memo? | Error: you cannot post. | Do you want to post the credit memo? |
Note
When you post service invoices and credit memos, you don't have any posting options. The documents always post physical and financial transactions together. You can't partially post service invoices and credit memos.
See also
Set Up Fault Reporting
Set Up Resource Allocation
Set Up Codes for Standard Services
Set Up Additional Costs for Services
Set Up Troubleshooting
Service Management
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