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| Enabled for | Public preview | General availability |
|---|---|---|
| Users, automatically | 
Mar 1, 2024 |
Apr 2, 2024 |
Business value
Productivity increases when processes are easy, so we improved the usability of several areas within project and service management. For example, you can save a step by automatically releasing source documents. In several places, you can more easily access and digest data.
Feature details
Based on feedback from our customers, we made it easier to complete several business processes in service management and accounting.
The PowerBI and Project Details FactBoxes are available on the Project List page, so you can access project details from the list. The Power BI content that's currently available isn't changed.
The Item Reference No. field is available on the following tables and pages:
- Table 5902 Service Line
- Page 5934 Service Invoice Subform
- Page 5936 Service Credit Memo Subform
- Page 5907 Service Item Worksheet Subform
- Page 5905 Service Lines
Note
The lookup shows only item references with the reference type blank, but validation also recognizes the reference type Barcode. This behavior is similar to sales and purchase documents.
To give you better insight into the services you provide to your customers, add more columns to service documents:
- Quote No. on posted services documents, such as posted service credit memos and invoices.
- Bill-to Name and Sell-to Name fields in the service contract list.
- External Document No. in service documents, service orders, credit memos, invoices, quotes, posted service invoices, shipments, credit memos, and service ledger entries. You pass this data to general ledger entries. If you don't specify an external document number, Business Central uses the original service document number when you post to the general ledger.
Note
The External Document No. field exists in the Norwegian version and stays in the local range. For other country versions, the field is part of the W1 range.
You can also add the External Document No. or Your reference columns to the Projects page.
Tell us what you think
Help us improve Dynamics 365 Business Central by discussing ideas, providing suggestions, and giving feedback. Use the forum at https://aka.ms/bcideas.