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Service#

The following features expand standard Microsoft Dynamics 365 Business Central1 functionality to provide additional options to those working in your organization’s service department.

Alternative lines in the service quote#

In the service lines (service worksheet), it is possible to mark rows as alternatives. To do this, select "Alternative = Alternative" in the column in the item line. Their prices are not included in the total price and can be displayed graphically differently in the printout.

Repair in-house equipment#

Logs repairs and similar services for in-house machinery or other equipment in the system. To use this function:

  1. Choose the Search icon, enter Service Management Setup, and then choose the related link.
  2. Turn on the Internal Orders toggle on the KUMAVISION FastTab.

This ensures that service orders set up for a customer for whom the Internal checkbox is selected don’t create open entries. As a result, these services are treated as not billable on invoices.

Control service (item) lines on dispatch orders#

Specifies whether you want service (item) lines included on dispatch orders, for example, to create package labels with tracking codes.

  1. Choose the Search icon, enter Service Management Setup, and then choose the related link.
  2. Activate one or both fields described in the following table.
field description
Service Item Lines on Dispatch Order Turning on this toggle copies service item lines (that is, repaired items) to dispatch orders.
Service Lines on Dispatch Order Turning on this toggle copies service lines (that is, a list of the spare parts consumed) to dispatch orders.

Payment terms: service order types#

You can assign payment terms to a service order type, to replace those stored in the customer master. To assign terms to an order type:

  1. Choose the Search icon, enter Service Order Types, and then choose the related link.
  2. On the ribbon, choose New. Alternatively, choose Edit List to edit a type that already exists.
  3. Fill in the Payment Terms Code field.

Proforma invoice on serviceorder#

Some businesses, especially those exporting goods, need to provide shipping agents or customers with a proforma invoice prior to delivery. The invoice can be printed from every serviceorder available in the system.

Basically, a proforma invoice looks like a confirmation receipt, the difference being that the extended texts printed on invoices are also printed on proforma documents.

Setup#

Service Management Setup#

Proforma invoices typically require an invoice number. To set up a number series for them:

  1. Choose the Search icon, enter Service Management Setup, and then choose the related link.
  2. On the General FastTab, turn on the Get Invoice No. toggle.

Report Selection – Serive#

You also need to set up the proforma invoice report on the Report Selection – Service page.

Printing#

To print a proforma invoice:

  1. Open an service order.
  2. On the ribbon, Proforma Invoice.

The system then uses the series set up for invoices to assign a number to the proforma invoice, adding a P upfront. Despite the added P, the number can no longer be used for posting a standard invoice later.

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