D365 BC - Service Management Setup Fields

Service Setup or Service Management Setup consists of five FastTabs, each with its own settings:

1- General

2- Mandatory Fields

3- Defaults

4- Contracts

5- Numbering

General Fast Tab

The list of all General Fast Tab Fields is explained under:

Warnings for Response Time - You can set up email notifications to remind specific people in your service team when repair activities for a service item need to start soon. You can set up to three levels of warnings and specify the email addresses for each level.

Serv. Job Responsibility Code - You can ensure that contacts with a specific job responsibility code are marked as responsible for handling customer needs. This makes it easier to assign customers to service orders.

Service Order Starting Fee - You can set up different types of costs associated with repair activities, like travel or administrative costs, and automatically assign them to service orders.

Shipment on Invoice - When you post an invoice, enabling this setting creates a posted shipment alongside it.

One Service Item Line/Order - You can specify whether each service order should have only one service item line or if multiple are allowed. This affects how repair statuses are tracked.

Link Service to Service Item - This setting automatically creates links between service lines and service item lines, helping you track costs for specific service items.

Fault Reporting Level - You can choose from four levels to capture and track information about faults reported during repairs, from basic descriptions to detailed fault, symptom, and area codes.

o?? None - No additional information is required beyond the basic description of the repair issue.

o?? Fault - The fault code and description are recorded, which can help you identify the specific problem and track its resolution.

o?? Fault + Symptom - In addition to the fault code and description, the symptom code and description are also recorded, which can provide more context about the problem and help you diagnose it more accurately.

o?? Fault + Symptom + Area (IRIS) - This level includes all information from the previous levels, plus another area code and description that can help you identify the physical location of the fault and determine the best course of action.

Base Calendar Code - You can create a custom calendar for your service department to plan working days and holidays accurately.

Copy Comments and Time Sheets - You can choose whether to copy comments from service orders to invoices and shipments, and whether to copy approved time sheet lines to related service orders.

Skip Manual Reservation - You can turn off the prompt to manually reserve inventory items for service lines, making the process quicker and more efficient.

Mandatory Field Fast Tab

The list of all Mandatory Fast Tab Fields is explained under:

Service Order Type Mandatory - You can make it mandatory to assign a service order type before posting a service order. This helps categorize orders for better organization, analysis, and decision-making regarding service requests and costs.

Service Order Start & Finish Mandatory - Enabling these settings ensures that service orders can't be posted without specifying start and finish dates and times. This ensures accurate timing information for scheduling and analysis.

Contract Responsibility Time Mandatory - Specifies that the Response Time (Hours) field must be filled on service contract lines before you can convert a quote to a contract.

Unit of Measure Mandatory - You can require a unit of measure for each service line, ensuring consistency and accuracy, especially when different units might be used for the same service.

Fault Reason Code Mandatory - Requiring this code ensures that crucial information about the reason for the service order is recorded accurately, aiding in tracking, and analyzing service data for improvements.

Work Type Code Mandatory - Define different types of work for service orders and make it mandatory to specify these types for each service line. This helps classify work and analyze service orders accordingly.

Salesperson Mandatory - Making the salesperson code mandatory ensures accurate tracking of the responsible salesperson for each transaction, aiding in commission tracking, sales analysis, and identifying areas for improvement.

Defaults FastTab

The Defaults FastTab in Service Management Setup lets you establish default values for specific fields in the Service Management module. These defaults are automatically applied when creating new service orders, quotes, and contracts.

You can set defaults for:

Default Response Time (hours) - This field specifies how quickly a service technician should respond to a service order. It's automatically filled in when creating a new order, helping manage service timelines.

Warranty Discount % - You can set default discount rates for warranty claims, ensuring consistency in pricing for repairs covered under warranty.

Default Warranty Duration - This sets the default period for warranties on items and services, helping manage warranty-related information uniformly across orders.

By configuring these defaults, you can streamline the Service Management process and maintain consistency in recording information across all service orders.

Understanding the Default Response Time is crucial. It sets the expected time for a technician to respond to a service order. For instance, if set to 8 hours, the system plans the service date and time for an item as 8 hours after the request's registration, based on working hours. This helps manage service timelines and meet customer expectations.

Numbering FastTab

In Service Management within Business Central, you can establish unique and sequential numbering for various important documents like quotes, orders, shipments, invoices, and specifically, Service Invoices. This setup ensures each document is assigned a distinct identifier, making tracking and referencing much more straightforward.