See improved usability for service and projects
| Enabled for | Public preview | General availability |
|---|---|---|
| Users, automatically | - | 
Oct 1, 2024 |
Business value
Productivity increases when processes are easy, so we've improved the usability of several areas within project and service management. For both projects and services, to make it a bit faster to get to information, we’ve added fields and actions on several pages.
Feature details
Based on feedback from our customers, we've made it easier to complete several business processes in projects and service management.
To speed up the process of creating invoices for projects, we’ve added the Create Project Sales Invoice action to the Project Card page. Now you can create invoices without having to leave the project information. Additionally, we’ve made it faster to access and work with details about projects by adding the following actions to the Project List page:
- Assembly Orders
- Put-away, Pick, and Movement Lines
- Registered Pick Lines
- Project WIP Cockpit
We’ve also done some renaming in projects. The Project WIP page is now named Project WIP Cockpit, which makes it easier to distinguish it from other Project WIP pages and actions.
To improve service management features, we’ve added some useful fields to several pages. The addition of the Customer Name field on the Service Items page lets you identify the customers that use the items. Also, to make it easier to find records by searching for your reference numbers, we’ve added the Your Reference field to the following pages:
- Service Invoice
- Service Orders
- Service Quotes
- Posted Service Invoice
- Posted Service Invoices
We've streamlined the Make order process for both service and sales. When you convert a service quote to an order, you're prompted to open the newly created service order and process it.
We are adding Service Item Worksheet as an option on the Report Selection - Service pages. The worksheet contains the currently available Service Item Worksheet report, but you can change it if needed. You can also add reports if you want to print more than one report per document type, for example.
To give you more information about when and where an item is available from the context of a business task, we're adding the Item available by action to the Project Planning Lines and Project Journal pages. You can also view the availability of each item per location, by event, or by period.
