Page 5919 "Service Mgt. Setup"
Base Application · Microsoft.Service.Setup
Across versions
- BC23-30present
Neighbourhood 3 connected objects and pages
Base Application · Microsoft.Service.Setup · captioned “Service Management Setup” · BC23-30 · source at ea08af5e · facts from BC29
Properties
| Property | Value |
|---|---|
| Caption | Service Management Setup |
| SourceTable | Service Mgt. Setup |
| PageType | Card |
| UsageCategory | Administration |
| ApplicationArea | Service |
Fields on this page
Layout controls in source order, grouped by the container they sit in. Shows: the table field a control is bound to (or its expression as written); ToolTip: the control’s own, else the bound field’s (marked).
| Group | Control | Shows | ToolTip |
|---|---|---|---|
| General | First Warning Within (Hours) | First Warning Within (Hours) | Specifies the number of hours before the program sends the first warning about the response time approaching for a service order. The working calendar and the default service hours are used to calculate when to send the warnings within the general service hours of your company. |
| Send First Warning To | Send First Warning To | Specifies the email address that will be used to send the first warning about the response time for a service order that is approaching. from the table field | |
| Second Warning Within (Hours) | Second Warning Within (Hours) | Specifies the number of hours before the program sends the second warning about the response time approaching for a service order. | |
| Send Second Warning To | Send Second Warning To | Specifies the email address that will be used to send the second warning about the response time for a service order that is approaching. from the table field | |
| Third Warning Within (Hours) | Third Warning Within (Hours) | Specifies the number of hours before the program sends the third warning about the response time approaching for a service order. | |
| Send Third Warning To | Send Third Warning To | Specifies the email address that will be used to send the third warning about the response time for a service order that is approaching. from the table field | |
| Serv. Job Responsibility Code | Serv. Job Responsibility Code | Specifies the code for job responsibilities that is set up for service management work. When you assign customers to service orders, the program selects the contact with this job responsibility from among the contacts assigned to the customer. from the table field | |
| Next Service Calc. Method | Next Service Calc. Method | Specifies how you want the program to recalculate the next planned service date for service items in service contracts. Planned: The next planned service date is recalculated by adding the value in the Service Period field for the service item to the previous next planned service date. Also, when th… from the table field | |
| Service Order Starting Fee | Service Order Starting Fee | Specifies the code for a service order starting fee. from the table field | |
| Shipment on Invoice | Shipment on Invoice | Specifies that if you post a manually created invoice, a posted shipment will be created in addition to a posted invoice. from the table field | |
| One Service Item Line/Order | One Service Item Line/Order | Specifies that you can enter only one service item line for each service order. from the table field | |
| Link Service to Service Item | Link Service to Service Item | Specifies that service lines for resources and items must be linked to a service item line. The value that you specify is entered as the link when a service order is created, but you can change it on the order manually. from the table field | |
| Resource Skills Option | Resource Skills Option | Specifies how to identify resource skills in your company when you allocate resources to service items. from the table field | |
| Service Zones Option | Service Zones Option | Specifies how to identify service zones in your company when you allocate resources to service items. from the table field | |
| Fault Reporting Level | Fault Reporting Level | Specifies the level of fault reporting that your company uses in service management. from the table field | |
| Base Calendar Code | Base Calendar Code | Specifies a customizable calendar for service planning that holds the service department’s working days and holidays. Choose the field to select another base calendars or to set up a customized calendar for your service department. from the table field | |
| Copy Comments Order to Invoice | Copy Comments Order to Invoice | Specifies whether to copy comments from service orders to service invoices. from the table field | |
| Copy Comments Order to Shpt. | Copy Comments Order to Shpt. | Specifies whether to copy comments from service orders to shipments. from the table field | |
| Logo Position on Documents | Logo Position on Documents | Specifies the position of your company logo on your business letters and documents, such as service invoices and service shipments. from the table field | |
| Copy Time Sheet to Order | Copy Time Sheet to Order | Specifies if approved time sheet lines are copied to the related service order. Select this field to make sure that time usage registered on approved time sheet lines is posted with the related service order. from the table field | |
| Skip Manual Reservation | Skip Manual Reservation | Specifies that the reservation confirmation message is not shown on service lines. This is useful to avoid noise when you are processing many lines. from the table field | |
| Copy Line Descr. to G/L Entry | Copy Line Descr. to G/L Entry | Specifies that the description on document lines of type G/L Account will be carried to the resulting general ledger entries. from the table field | |
| Allow Multiple Posting Groups | Allow Multiple Posting Groups | Specifies if multiple posting groups can be used for the same customer in sales documents. from the table field | |
| Check Multiple Posting Groups | Check Multiple Posting Groups | Specifies implementation method of checking which posting groups can be used for the customer. from the table field | |
| Enable Concurrent Posting | Enable Concurrent Posting | Specifies whether concurrent posting is enabled for service documents. from the table field | |
| Mandatory Fields | Service Order Type Mandatory | Service Order Type Mandatory | Specifies that a service order must have a service order type assigned before the order can be posted. from the table field |
| Service Order Start Mandatory | Service Order Start Mandatory | Specifies that the Starting Date and Starting Time fields on a service order must be filled in before you can post the service order. from the table field | |
| Service Order Finish Mandatory | Service Order Finish Mandatory | Specifies that the Finishing Date and Finishing Time fields on a service order must be filled in before you can post the service order. from the table field | |
| Contract Rsp. Time Mandatory | Contract Rsp. Time Mandatory | Specifies that the Response Time (Hours) field must be filled on service contract lines before you can convert a quote to a contract. from the table field | |
| Unit of Measure Mandatory | Unit of Measure Mandatory | Specifies if you must select a unit of measure for all operations that deal with service items. from the table field | |
| Fault Reason Code Mandatory | Fault Reason Code Mandatory | Specifies that the Fault Reason Code field must be filled in before you can post the service order. from the table field | |
| Work Type Code Mandatory | Work Type Code Mandatory | Specifies that the Work Type Code field with type Resource must be filled in before you can post the service order. from the table field | |
| Salesperson Mandatory | Salesperson Mandatory | Specifies that you must fill in the Salesperson Code field on the headers of service orders, invoices, credit memos, and service contracts. from the table field | |
| Ext. Doc. No. Mandatory | Ext. Doc. No. Mandatory | Specifies if it is mandatory to enter an external document number in the External Document No. field on a service header. from the table field | |
| Defaults | Default Response Time (Hours) | Default Response Time (Hours) | Specifies the default response time, in hours, required to start service, either on a service order or on a service item line. |
| Warranty Disc. % (Parts) | Warranty Disc. % (Parts) | Specifies the default warranty discount percentage on spare parts. The program uses this value to set warranty discounts on parts on service item lines. | |
| Warranty Disc. % (Labor) | Warranty Disc. % (Labor) | Specifies the default warranty discount percentage on labor. The program uses this value to set warranty discounts on labor on service item lines. | |
| Default Warranty Duration | Default Warranty Duration | Specifies the default duration for warranty discounts on service items. from the table field | |
| Contracts | Contract Serv. Ord. Max. Days | Rec."Contract Serv. Ord. Max. Days" |
— |
| Use Contract Cancel Reason | Use Contract Cancel Reason | Specifies that a reason code is entered when you cancel a service contract. from the table field | |
| Register Contract Changes | Register Contract Changes | Specifies that you want the program to log changes to service contracts in the Contract Change Log table. from the table field | |
| Contract Inv. Line Text Code | Contract Inv. Line Text Code | Specifies the code for the standard text entered in the Description field on the line in a contract invoice. from the table field | |
| Contract Line Inv. Text Code | Contract Line Inv. Text Code | Specifies the code for the standard text entered in the Description field on the line in a contract invoice. from the table field | |
| Contract Inv. Period Text Code | Contract Inv. Period Text Code | Specifies the code for the standard text entered in the Description field on the line in a contract invoice. from the table field | |
| Contract Credit Line Text Code | Contract Credit Line Text Code | Specifies the code for the standard text that entered in the Description field on the line in a contract credit memo. from the table field | |
| Contract Value Calc. Method | Contract Value Calc. Method | Specifies the method to use for calculating the default contract value of service items when they are created. None: A default value is not calculated. Based on Unit Price: Value = Sales Unit Price x Contract Value % divided by 100. Based on Unit Cost: Value = Sales Unit Cost x Contract Value % divi… from the table field | |
| Contract Value % | Contract Value % | Specifies the percentage used to calculate the default contract value of a service item when it is created. from the table field | |
| Del. Filed Cont. w. main Cont. | Del. Filed Cont. w. main Cont. | Specifies whether to automatically delete all Filed Contracts when related main Contract / Contract Quote is deleted. from the table field | |
| Numbering | Service Item Nos. | Service Item Nos. | Specifies the number series code that will be used to assign numbers to service items. from the table field |
| Service Quote Nos. | Service Quote Nos. | Specifies the number series code that will be used to assign numbers to service quotes. from the table field | |
| Service Order Nos. | Service Order Nos. | Specifies the number series code that will be used to assign numbers to service orders. from the table field | |
| Service Invoice Nos. | Service Invoice Nos. | Specifies the number series code that will be used to assign numbers to invoices. | |
| Posted Service Invoice Nos. | Posted Service Invoice Nos. | Specifies the number series code that will be used to assign numbers to service invoices when they are posted. from the table field | |
| Service Credit Memo Nos. | Service Credit Memo Nos. | Specifies the number series code that will be used to assign numbers to service credit memos. from the table field | |
| Posted Serv. Credit Memo Nos. | Posted Serv. Credit Memo Nos. | Specifies the number series code that will be used to assign numbers to service credit memos when they are posted. from the table field | |
| Posted Service Shipment Nos. | Posted Service Shipment Nos. | Specifies the number series code that will be used to assign numbers to shipments when they are posted. from the table field | |
| Loaner Nos. | Loaner Nos. | Specifies the number series code that will be used to assign numbers to loaners. from the table field | |
| Troubleshooting Nos. | Troubleshooting Nos. | Specifies the number series code that will be used to assign numbers to troubleshooting guidelines. from the table field | |
| Service Contract Nos. | Service Contract Nos. | Specifies the number series code that will be used to assign numbers to service contracts. from the table field | |
| Contract Template Nos. | Contract Template Nos. | Specifies the number series code that will be used to assign numbers to contract templates. from the table field | |
| Contract Invoice Nos. | Contract Invoice Nos. | Specifies the number series code that will be used to assign numbers to invoices created for service contracts. from the table field | |
| Contract Credit Memo Nos. | Contract Credit Memo Nos. | Specifies the number series code that will be used to assign numbers to credit memos for service contracts. from the table field | |
| Prepaid Posting Document Nos. | Prepaid Posting Document Nos. | Specifies the number series code that will be used to assign a document number to the journal lines. from the table field | |
| Archiving | Archive Quotes | Archive Quotes | Specifies if you want to automatically archive service quotes when: deleted, processed or printed. from the table field |
| Archive Orders | Archive Orders | Specifies if you want to automatically archive service orders when: deleted, posted or printed. from the table field | |
| Journal Templates | Serv. Inv. Template Name | Serv. Inv. Template Name | Specifies the name of the journal template to use for posting service invoices. from the table field |
| Serv. Cr. Memo Templ. Name | Serv. Cr. Memo Templ. Name | Specifies which general journal template to use for service credit memos. from the table field | |
| Serv. Contr. Inv. Templ. Name | Serv. Contr. Inv. Templ. Name | Specifies the name of the journal template to use for posting service contract invoices. from the table field | |
| Serv. Contr. Cr.M. Templ. Name | Serv. Contr. Cr.M. Templ. Name | Specifies the name of the journal template to use for posting service contract credit memos. from the table field |
Triggers
OnOpenPage
Relations
- source table Table 5911 “Service Mgt. Setup”
Pages and codeunits on this table
- Table 5911 “Service Mgt. Setup” (drill-down page)
- Table 5911 “Service Mgt. Setup” (lookup page)
Documented on Microsoft Learn
Source: AL metadata extracted from the code (names, ids, signatures, properties); no code bodies (D10).
Ask your agent
Procedure bodies are not stored here (D10). For a procedure body or the calls of one procedure, ask bc-code-atlas (external, by Stefan Maron, MIT; default corpus w1-28), which the bc-observatory plugin connects: bcatlas_resolve_node(object_type: "page", object_name: "Service Mgt. Setup"), then bcatlas_get_procedure_body or bcatlas_get_neighbors on the returned id.