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