Service management
Service management reports and related tasks in Business Central: allocating resources such as technicians, posting service documents, and viewing service statistics. It answers questions about dispatching, what posting creates, and how to analyze service performance.
Path: Analytics, business intelligence, and reporting > Built-in reports > Service management · tier official · system service · narrative reviewed (checked by Opus)
Overview
This section sits under built-in reports and covers three areas of service management. One page explains how to allocate resources such as technicians to service tasks using the Dispatch Board or service orders. One explains service posting. One covers service statistics for analyzing service documents.
The pages fit together along the service flow. Resources are allocated and their hours registered, service documents are posted to create shipments, invoices and ledger entries, and statistics then let you evaluate performance across contracts, items, quotes, orders, invoices and credit memos.
Start with the allocation page if you need to schedule technicians. Start with service posting if you need to understand the resulting documents and entries. Start with service statistics if you need analysis.
Key points
- Resources such as technicians can be allocated to service tasks from the Dispatch Board or from service orders.
- You can view resource availability and reallocate resources as needed, and allocation status is tracked.
- Resource hours registration is part of the allocation topic.
- Service posting creates posted documents (service shipment, service invoice) and ledger entries across service and other modules.
- Partial posting and service consumption are supported in service posting.
- Service posting includes sustainability value chain tracking.
- Service statistics cover contracts, service items, quotes, orders, invoices and credit memos.
- Statistics include trendscape analysis, contract analysis, gain/loss tracking and sustainability metrics.
Learn pages
- How to allocate resources | Microsoft Docs: Adjust the annual amount on a service contract or contract quote to ensure the correct amount is invoiced each year.
- Service posting: Service posting enables efficient processing of service documents and helps maintain a strong customer service policy.
- Service statistics: Get a quick overview of the contents and statistics of service documents such as orders, quotes, invoices, credit memos, service lines, and more.
Source: Microsoft Learn (CC BY 4.0). Descriptions are Learn’s own.