Walkthrough of service contracts for service items

This walkthrough demonstrates several core processes:

• Create service items through sales
• Create and invoice a service contract
• Create a service order for a service contract
• Assign a resource based on skill and zone
• Complete a time entry for the service order
• Post and invoice the contract service order

Create service items

Scenario

Susan, the order processor, posts a sales order selling an item that is configured to generate a service item.

Steps

1. Check that Item has Service Item Group selected.

   1. Choose the icon, enter Items, and then choose the related link.
   2. Select the item S-100 and open it.
   3. Check the value in the Service Item Group field.

2. Post the Sales Order to create the service item for the customer.

   1. Choose the icon, enter Sales Orders, and then choose the related link.
   2. Select the order for customer 10000. The external document number is SVC-1.
   3. Choose the Post action to ship the item to the customer.

Results

A service item is created for customer 10000.

Invoice a service contract

Scenario

Charles, the service manager, creates a service contract to invoice for regular maintenance visits.

1. Create the Service Contract for the new service item.

   1. Choose the icon, enter Service Contracts, and then choose the related link.
   2. Choose the New action.
   3. In the confirmation dialog, choose Yes to create contract using template.
   4. Select Non-Prepaid Contract - Monthly.
   5. On the Service FastTab, in the Service Order Type field, enter MAINTEN.
   6. On the lines, enter the following information:

   Service Item No.	Line Value
   SV000001	6000

   7. Choose the Sign Contract action and confirm the signing.
   8. Choose Yes to confirm creation of a service invoice. You receive a confirmation message with the service invoice number.

2. Post the service invoice.

   1. Choose the icon, enter Service Invoices, and then choose the related link.
   2. Locate the service invoice and choose the Post action.

Results

• A signed service contract is created, with ledger entries
• A posted service invoice is created

Create a service order for a service contract and assign resources

Scenario

Charles, the service manager, creates service orders for regular maintenance orders under a service contract, and then reviews the Dispatch Board page to assign them.

Steps

1. Run the service orders that fulfill the obligations of active service contracts.

   1. Choose the icon, enter Create Contract Service Orders, and then choose the related link.
   2. Enter 01 in the Starting Date field. It will be transformed into begining of the month based on work date.
   3. Enter the ending date of the month in the Ending Date field.
   4. Choose OK to confirm creation of service orders. You receive a confirmation message with the number of created service orders.

2. Review the orders awaiting assignment on the Dispatch Board page.

   1. Choose the icon, enter Dispatch Board, and then choose the related link.
   2. The Dispatch Board page shows all open service orders, along with the No. of Allocations to show whether the service orders are assigned to a resource.
   3. Choose the Show Documents action to open a service order. The Service Item Lines FactBox shows which resources are skilled at working with this item.

3. Assign a resource to the service order.

   1. From the service order, choose the line action Resource Allocations.
   2. Enter the following information for the resource allocation.

   Service Item No.	Resource No.	Allocation Date	Allocated Hours
   SV000001	RESOURCE1	Work date. A fast way to enter the work date is to enter some or all of the word work in the language in which you use Business Central. For example, in English, you can enter w.	1

   3. The status of the allocation changes to Active.
   4. Refresh the Dispatch Board page to show that the No of Allocations changed from 0 to 1 for the service order.

Results

• Service orders are created for the service contracts
• Service orders are allocated to a resource to complete the work

Complete the time entry for the service order and post the service order

Scenario

The service technician registers their time directly against the service order, then marks the order as finished.

Steps

1. Locate the service order, and enter the time on the service line.

   1. Choose the icon, enter Service Orders, and then choose the related link.
   2. Locate the service order that you want to enter time for.
   3. Choose the line action Service Line.
   4. Enter the following information:

   Type	No.	Quantity	Qty.to Consume
   Resource	RESOURCE1	2	2

2. On the service order, post the consumption.

   1. Choose the Post action to complete the service order, select the Ship and Consume action, and then choose the OK button.

Results

• Service ledger entries are created and associated with the service item, service contract, and resource.

See also

Introduction to Contoso Coffee Demo Data
Service