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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.

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.

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