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In Service Order, there is a type called called Resources, how can I understand how to use this in Navision 2018?

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Posted on by 3,915

Hi Community,.

In Service Order, there is an type called called Resources, how can I understand how to use this in Navision 2018?

Thank you!

  • Verified answer
    Community Member Profile Picture
    Community Member UG Leader on at
    RE: In Service Order, there is a type called called Resources, how can I understand how to use this in Navision 2018?

    Josh,

    Resources in Service Orders can be People or Fees that are charged/inserted to Service Orders. When People (Resources) you can record time against a Service Order to see if you are making a Profit or if Warranty see if the Warranty/Contract is covering costs. Fee Resources like Freight or ancillary fees make it easy for the User to enter and pre-define the Posting Group to record the revenue and/or cost.

    To help, I am attaching my Service Manual.

    Hope this helps.

    Thanks,

    Steve

    Service-Mgmt.rar

  • Verified answer
    YUN ZHU Profile Picture
    YUN ZHU 59,844 Super User on at
    RE: In Service Order, there is a type called called Resources, how can I understand how to use this in Navision 2018?

    Hi, Resources are similar to items, as they can be put on a sales order and sold. They have prices, etc., but different from items in that there's no inventory you don't keep track of quantity on hand or anything like that.

    Sometimes you can think of it as a Service, this service can be provided by person or machines. They all have their own costs. In the case of person, it will be wages, and in the case of machines, it is the hourly running cost.

    pastedimage1647215698766v2.png

    More details: 

    https://docs.microsoft.com/en-us/dynamics-nav-app/service-how-setup-resource-allocation

    https://www.inecta.com/dynamics-365-business-central-how-do-resources-work

    https://www.youtube.com/watch?v=kSEe3lI3skk

    Hope this will help.

    Thanks.

    ZHU

  • Verified answer
    JAngle Profile Picture
    JAngle 33,131 on at
    RE: In Service Order, there is a type called called Resources, how can I understand how to use this in Navision 2018?

    Resources can be assigned to service orders, dubbed allocations in that module. This helps with scheduling and a user can see if resources are allocated with the dispatch board page. Away from that resources can be used in a couple of other ways too. Within the service item worksheet or service lines pages you can add resource lines. This is to signify time spent by that resource on the service order - could be repairing, admin tasks or QA. The entry of this data can be manually done on the mentioned pages. The other method is to use timesheets. Each resource record can be assigned to a user record. You can create timesheet records and the assigned user can enter data which relates to time spent on a service order. This data can then brought into the service lines of a service order. You may have pricing in place where this time is charged to the bill-to customer of the service order

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