Comments
In Business Central, you have the flexibility to register various comments on a service order to provide detailed information and insights. You can add comments on two levels: the service order level and the service item line level.
At the service order level, you can add general comments that apply to the entire service order. This lets you capture important information or instructions that are relevant to the service process. You can access these comments and edit them directly on the service order page.
On the Lines FastTab of the service order, you have the option to add specific comments for each service item line. As a result, you can provide detailed information that's related to a particular service item. Within the lines, you can register separate comments for faults, resolutions, internal notes, and accessories. These comments provide more context and help you document the specifics of each service item.
Additionally, you can include comments on the service lines so that you can record relevant information or observations that are related to the labor time, costs, or spare parts that are associated with a specific service item. These comments are essential for maintaining a comprehensive record of the service-related activities.
By adding comments at the service order and service item line levels, you can ensure clear communication, facilitate collaboration, and maintain a detailed log of relevant information throughout the service order process.
To find, make, and view comments on the service order, you can access the general service comment sheet, where you can add comments that are specific to the service order. To do so, follow these steps:
Go to the Service Order page in Business Central.
In the menu, select Order to access the order-related actions and functions.
From the submenu, select Comments to open the General Service Comment Sheet page.
On the comment sheet, you can view existing comments that were previously added to the service order.
Enter your comment in the designated field, providing relevant information or notes about the service order.
After you've entered the comment, it's automatically saved.
Now, the system will record the comments and associate them with the service order, providing a comprehensive record of information. To view or edit an existing comment, select the specific comment from the list.
To access and manage comments that are specifically related to service item lines, you can use the Lines FastTab on the Service Order page, as follows:
Go to the Service Order page in Business Central.
Go to the Lines FastTab, which contains the service item lines that are associated with the order.
Select the Line option in the menu to access the line-related actions and functions.
From the dropdown menu, select Comments to open the comments section that's specific to the service item lines.
In the Comments dropdown menu, choose the appropriate comment category based on your requirements. The available options include Faults, Resolutions, Internal, and Accessories.
Depending on your selection, the corresponding comment sheet opens, as follows:
If you choose Faults, the Fault Service Comment Sheet appears.
If you select Resolutions, the Resolutions Service Comment Sheet displays.
For the Internal option, the Internal Service Comment Sheet opens.
If you choose Accessories, the Accessory Service Comment Sheet opens.
On the respective comment sheet, you can view existing comments that are associated with the selected comment category for the service item lines.
To create a new comment, follow the previously explained process of entering the comment text in the designated field.
After you've entered the comment, it's automatically saved with the specific service item line and comment category. You can view or edit existing comments by selecting the appropriate comment entry from the list that's displayed on the comment sheet.
To access comments that are associated with the service lines, follow these steps:
Go to the Service Order page in Business Central.
Go to the Lines FastTab, which contains the service item lines that are associated with the order.
Select the desired service line to highlight it.
In the menu, select Order to access the line-related actions and functions.
From the submenu, select Comments to open the General Service Comment Sheet page specifically for the selected service line.
On the General Service Comment Sheet, view existing comments that are related to the selected service line.
If you want to add a new comment, you can follow the previously explained process of entering the comment text in the designated field.