Dynamics 365 Business Central: Create Service Item On Shipment

Dynamics 365 Business Central: Create Service Item on Shipment

All right. So we keep going on service management. This time around, we're looking at a really neat feature, which has to do with creating a service item on shipment. So you have your inventory in here, and that it might be an item, which is Surface computer, but this item is also a service item. So both, right? However, a service item, as we know, is not the same thing as item. A service item is a link between an item and a customer. Item, customer, and a serial number, basically. So you need these three elements, and that's a service item.

So that means that if I sell 10 computers to, let's say, a data group or something like that, that will be 10 service item records in here. Because it's per serial number, right? So what we want to do is have these records automatically triggered when I'm selling to the customer. So if I create a sales order, and on the sales order, I put the item, which is the, let's say, Surface computer. Let's say the quantity is one. Once I ship this, so if I ship, what happens if I have it set up correctly and I'm going to show you how to set that up, it will automatically create a service item.

And so you can just go into the service item because I know that the sales order was shipped to a particular customer. It does come in without a serial number, but it's in a sequential number. So you can type in the serial number. But it does create this record. That's really handy. Because if we're selling computers and servicing them, of course, we want the item to generate a service item on sale. So let's take a look at that.

Okay. So now, we're going to explore a pretty neat feature, which is very useful if you're dealing with service items. So as I've told you before, we have the items listed out here in the inventory, and actually have the Surface computer here bought, and we have 48 on hand. So we did the purchase order for that. Each one costs $2,100, and we got 48 in the main inventory. So I'm going to go ahead and take a quick look at the item itself.

Let's see right here. And take a look at this service item group. I defined the service item group called Computers. And if I go into that one and take a look at the elements in there, I can see that I have something called Create Service Item, and that's checked off. What that means is if this group is assigned to the item, and it has this checkbox on, whenever I ship that item to the customer, it will create a service item record. So I'm going to go ahead and do that. Just go ahead and create a sales order right here, hit new, and pick a customer.

So in this case, we're going to sell a computer to the School of Fine Art. And it's going to be a Surface computer out of the main location. It's just one that they need. We're selling it for 2,500, non-taxable. And I just go ahead now and hit post, and ship an invoice. So now, I have posted this sales order to the School of Fine Art. And if I go back into Kronos here and take a look at my service items, I can see I have a new record here for Surface computer for the School of Fine Art right here. So that was just sent out. Now I can go into this one and say, "Well, the serial number was this." And we can see already that it's installed at customer. So that's great.