Dynamics 365 Business Central: Create A Service Order

Dynamics 365 Business Central: Create a Service Order

Hey everyone, we're going to go into service management further. Today what we're going to do is create a service order. Now it's going to be very quick that we do it on screen, but I'm going to draw it up a little bit here what's actually going on. So we have something called service item. I'm going to call that SC or SrI, so that's a service item. Let's call it SRV, service item. Service item is an item, but it's not the normal item that we have in Business Central. Service item can be connected to a normal item, I'll put a dot in here, but doesn't have to be. So in a case where let's say that you're servicing an item that you took over, you didn't sell that item to the customer, let's say a computer or something like that, let's say you don't even sell these computers, but you do service them. You want to add it as a service item into your system. However, it's not necessarily an item in your inventory or connected to an item in an inventory, so that's why that is a loose connection there.

Then we also have a service order. And again, you would think, well, maybe that's similar to a sales order. Sort of is, however service order will have a header in lines and one of the lines will of course be a service item. So in this case we have a Surface computer, that we're going to put on the service order. Basically what the service order is we're issuing a service order to serve as a service item. We're going to be saying service a lot here. And so there's something wrong with that service item, service order is created. We have the status of that, whatever that is, may be initial status, and now it's pending.

The service order is connected to a customer. Very important, the service item that you pick to put on the service order has to be connected to the customer too, so these are good links. So let's say for example, the service item has not been assigned to that customer. That means the service item is not at the customer site. So why would you create a service order for that customer for that item, unless it's there? So you have to connect those two things together. We're going to take a look at that quickly in the system, just create a quick service order for a particular item and get that going, and then next we'll go into actually using that service order which can be a lot of back and forth.

Okay. So let's take a look at Service Management. If I go in here, I actually have one service item, that's Microsoft Surface, and I want to create a service order for this item. So I've set up a few quotes and just going to go into that a little bit as I actually create the service order, I'll mention that. So if I go into new Service Order right here, and I just hit enter to get an X number. I'll just say problem with power. So that is the issue with the service order. The customer is Adatum Corporation, and when I go in this service item and click Look Up here, I get all of the items that have been assigned to the Adatum Corporation. So these are the service items that are there. So if I hit Okay, I'll grab that. There's only one service that we're servicing. I get the serial number here, Microsoft Surface, and the repair status is initial.

Now I set up a few here. I have initial and process waiting on a spare product and finished, so we can go ahead and basically issue the service order right now. It's been initialized and ready to go, so it's pending status.