Service Module

In Business Central, the term "service item" refers to equipment or items that require service. When you create a service order, you specify the items that need service. In the order, you can link a service item to an item in inventory or a service item group.

When you receive an item that needs service, you can register it as a service item. There are several ways to do so. For example, you can create a service item on the Service Items page, or as part of another process, such as when working with a service order.

To create a service item

1. Choose the search icon, enter Service Items, and then choose the related link.

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2. Click on New on the Service Item Page.

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3. Fill in the fields as necessary. Hover over a field to read a short description.

To set up service item groups

You can set up groups of items that are related in terms of repair and maintenance. You can define default values for service items in a service item group, such as response time, contract discount percent, and service price group. For items in a service item group, you can select whether you want them to be automatically registered as service items when they are sold.

You assign service item groups to items on the Item card, and to service items on the Service Item card.

1. Choose the search icon, enter Service Item Groups, and then choose the related link.

2. Create a new service item group.

3. Fill in the Code and Description fields.

4. In the Default Contract Discount % field, enter the default contract discount percentage that you want the service items in the group to have.

5. In the Default Serv. Price Group Code field, enter the default service price group code that you want the service items in the group to have.

6. In the Default Response Time (Hours) field, enter the default response time in hours that you want the service items in the group to have.

7. If you want to register the items in the group as service items when they are sold, select the Create Service Item field.

To set up service item components

A service item can consist of several components, which can be replaced with spare parts when the item is serviced. These components are set up on the Service Item Component List page. Additionally, if you want to set up components for service items that are BOMs, you can copy the BOM items and create them as service item components.

1. Choose the search icon, enter Service Items, and then choose the related link.

2. Open the service item for which you want to set up components.

3. Choose the Components action. The Service Item Component List page opens.

4. Add a new component.

5. In the Type field, choose Service Item if the component itself is a registered service item. Otherwise, select Item.

6. In the No. field, choose the item or service item that is a component of the service item.

Create Service Orders

You can use the Service Order page to create documents where you enter information about a service, such as repairs and maintenance, on service items by customer request.

When creating a service order, you only have to fill in a few fields. Some fields are optional and many are automatically filled in when you fill in related fields.

To create a service order

1. Choose the  search icon, enter Service Orders, and then choose the related link.

2. Create a new service order.

3. In the No. field, enter a number for the service order.

Alternatively, if you have set up number series for service orders on the Service Management Setup page, you can press Enter to select the next available service order number.

4. In the Customer No. field, select the relevant customer from the list. The customer-relevant fields are filled in with information from the Customer table.

5. Depending on the settings on the Mandatory Fields FastTab on the Service Management Setup page, you may need to fill in the Service Order Type field and the Salesperson Code field.

6. Optionally, fill in the rest of the fields.