Uwaga
Dostęp do tej strony wymaga autoryzacji. Może spróbować zalogować się lub zmienić katalogi.
Dostęp do tej strony wymaga autoryzacji. Możesz spróbować zmienić katalogi.
| Enabled for | Public preview | General availability |
|---|---|---|
| Users, automatically | - | 
Oct 1, 2024 |
Business value
You get more done when processes are easy. We've improved the usability of several areas within project and service management. For both projects and services, we added fields and actions on several pages to make it faster to get to information.
Feature details
Based on feedback from our customers, we made it easier to complete several business processes in projects and service management.
To speed up creating invoices for projects, we added the Create Project Sales Invoice action to the Project Card page. Now you can create invoices without leaving the project information. Also, you can more quickly access and work with details about projects by using the following actions that we added to the Project List page:
- Assembly Orders
- Put-away, Pick, and Movement Lines
- Registered Pick Lines
- Project WIP Cockpit
We renamed some projects. We renamed the Project WIP page to Project WIP Cockpit. This change makes it easier to distinguish the page from other Project WIP pages and actions.
To improve service management features, we added useful fields to several pages. We added the Customer Name field on the Service Items page so you can identify the customers that use the items. We added the Your Reference field to the following pages to make it easier to find records by searching for your reference numbers:
- Service Invoice
- Service Orders
- Service Quotes
- Posted Service Invoice
- Posted Service Invoices
We streamlined the Make order process for both service and sales. When you convert a service quote to an order, the system prompts you to open the new service order and process it.
Add Service Item Worksheet as an option on the Report Selection - Service pages. The worksheet includes the currently available Service Item Worksheet report, but you can change it report if needed. You can add reports if you want to print more than one report per document type.
To provide more information about when and where an item is available from the context of a business task, add the Item available by action to the Project Planning Lines and Project Journal pages. You can view the availability of each item per location, by event, or by period.
