Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / could someone explain ...
Small and medium business | Business Central, N...
Answered

could someone explain how a job ticket would work in bc?

(0) ShareShare
ReportReport
Posted on by Lookingforawiseperson 55

Hi all,

until now in our company a customer would come through the door with a part that had to be repaired. The staff would file a job ticket (a piece of paper with date, customer, service description and a serial number of the piece of paper). The worker would then put the job or the array of jobs he did in a table on the paper. The staff would later put those jobs on the invoice. 

Now I am trying to build a plan of action for dynamics.

Is it right that this is now a service order?

I am totally lost on the process in dynamics. Could anyone help?

Thanks!

-Karl

  • Lookingforawiseperson Profile Picture
    Lookingforawiseperson 55 on at
    RE: could someone explain how a job ticket would work in bc?

    Okay so we also discussed it in the team now. We would like to use a sales order and have an assembly order for the part we want to repair. first the report should be blank so that the worker writes down what he did to the part and for how long. Later we would like to insert that information into our system and create an invoice.

    Also with other parts: we didnt put the information in the system of what parts a finished product (e.g a transmission) is made of and what jobs are needed to produce it. We need a workaround to generate some kind of report of what has to be manufactured and a table where the worker writes down his actions. when it is finished this information has to be entered into the invoice.

    Does that make sense?

    Thanks for the great help!

    -Karl

  • Amanda Mayer Profile Picture
    Amanda Mayer 205 on at
    RE: could someone explain how a job ticket would work in bc?

    I agree with the previous statements that Service seems like the best fit. See the link below to Microsoft's documentation. A few questions:

    1. Do you sell the original product you are servicing?
    2. Do you get walk in customers? 
    3. Are they repeat customers?

    Service Management - Business Central | Microsoft Learn

  • Suggested answer
    S.Kawamura Profile Picture
    S.Kawamura 1,520 on at
    RE: could someone explain how a job ticket would work in bc?

    Hi,

    If you use Business Central, Service module is the best practice of your business. Once you sell a product, you can define the product for the customer as a Service Item, and you can create Service Order for repair. Service Order can be post with revenue and cost. Repair parts, resource(man/machine) working, travel fee etc. can be revenue element and cost element on Service Order. Service Orders can be created on a one-time basis or automatically created periodically for each Service Item.

    I hope this helps you.

    S.Kawamura

  • Verified answer
    Ben Baxter Profile Picture
    Ben Baxter 4,915 Super User 2024 Season 2 on at
    RE: could someone explain how a job ticket would work in bc?

    Using Service Orders sounds correct.  Since you described writing the work performed on the ticket, it doesn't sound like it was previously planned, which is another indicator of using Service.  Once the work is completed you can invoice using the Service Order, so there is no duplicate entry.  If you use Service Items to track the Customer's part, you'll build up a history of all work performed on the part.  This can be beneficial for your Sales efforts on knowing when additional work is needed or when the part should be fully replaced.

    While BC does have a "Jobs" module as well, it is for longer duration, more planned out activities.  If your repair takes weeks and you go through a lengthy estimating process prior to doing the work, you may want to look at Jobs.

    Hope this helps!

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,269 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,198 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans