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Service order lines vs Service order worksheet

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Posted on by Curator

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Hello

I'm relatively new to Service Mgt in BC so please bear with me. What is the difference between entering data on the Service order line versus entering the data via the service order worksheet. To me they seem to be doing the same thing.

Thanks

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Dynamics 365 Business Central

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Vahid Ghafarpour 12,185 Super User 2025 Season 2 on at

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The main difference between entering data on the Service Order Line and the Service Order Worksheet is the level of detail and the purpose of each.

In essence, the Service Order Line is for detailed, item-specific information, while the Service Order Worksheet provides a summary and overall management view of the entire order.

https://learn.microsoft.com/en-us/dynamics365/business-central/contoso-coffee/service/service-basic-flow-order

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YUN ZHU 95,748 Super User 2025 Season 2 on at

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Hi, hope the following helps as well.

Work with service orders in Dynamics 365 Business Central

https://learn.microsoft.com/en-us/training/modules/work-service-orders/?wt.mc_id=DX-MVP-5004336

Thanks.

ZHU

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Ben Baxter 6,620 Super User 2025 Season 2 on at

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Both views have the same background table, which is the Service Lines.

The Service Lines Page allows the ability to control what is Posted (via Qty. to Ship, etc.), whereas the Service Item Worksheet Page does not display those fields. Generally, the Service Item Worksheet is used for most deployments. The Service Lines is used when they are longer duration Services.

P.S. "Service Item Line" is what is displayed when you open the Service Order. It defines what (if any) Service Items the details will be recorded against.

Best Regards,

Ben Baxter

Accent Software Inc

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Inkey Solutions 2,100 on at

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Hello,

1. Service Order Lines:

Purpose: Used to add specific details directly into a Service Order (like parts, labor, and service tasks). If you know exactly what needs to be done, which resource will be work on it and what item is used as replacement part for the service then you can enter the details directly without Service item/order Worksheet.

For example, you create a service order to fix a printer and directly add the required parts (toner) and Resource hours on the service order lines.

2. Service Order Worksheet:

Purpose: Works like a draft workspace to prepare or review service lines before adding them to the actual service order. If you need to review, adjust, or plan tasks and materials before adding them to the service lines for post or if you don't know which resource is going to be work on it and all details, then you need to prepare Service Item Worksheet first for future changes.

For example, you aren't sure what parts or labor are required, so you first list out options, review them in Service Item/order Worksheet for future changes. All the Service Item Worksheet entries automatically Display in Service Order Lines for post.

Difference:

Service Order Lines: You enter final data directly into the service order.

Service Order Worksheet: You use it as a planning tool to prepare and validate details before adding them to the service order.

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Khushbu Rajvi. 20,647 Super User 2025 Season 2 on at

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Hope this helps as well: https://www.inecta.com/microsoft-dynamics-365-business-central-create-a-service-order

https://learn.microsoft.com/en-us/dynamics365/business-central/service-how-to-create-service-orders

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