---
id: topic/business-central/business-functionality/service-management
type: topic
title: Service management
summary: Service management in Business Central covers scheduling service calls, managing service orders and contracts, tracking repair parts, assigning personnel, and issuing estimates and invoices. It answers how-to questions on contracts, delivery, planning and statuses, and service reports. Premium experience only.
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    date: "2024-11-02"
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---

# Service management

> Service management in Business Central covers scheduling service calls, managing service orders and contracts, tracking repair parts, assigning personnel, and issuing estimates and invoices. It answers how-to questions on contracts, delivery, planning and statuses, and service reports. Premium experience only.

Path: [Business functionality](../business-functionality.md) > Service management · tier official · system service · narrative reviewed (checked by Opus)

## Overview

Service Management gives teams the tools to schedule service calls, manage service orders, track repair parts, assign service personnel, and deliver service estimates and invoices. It is available only with the Premium experience.

The section is split by stage of work. Fulfill service contracts covers creating contracts and quotes, managing contract lines and lifecycle, changing annual amounts, and service items under multiple contracts. Deliver service walks through quotes, orders, resource allocation, service tasks, loaners, posting, and invoicing. Planning service explains pricing, repair status, allocation status, and how order status derives from item repair statuses. Service management analytics holds service statistics and 37 reports.

Start with the overview page to confirm the Premium requirement. Then go to contracts if you are setting up recurring service, or to Deliver service for the day-to-day order flow. Use Planning service for questions about prices and statuses, and analytics for report contents and options.

## Key points

- Service Management is available only with the Premium experience.
- Core capabilities: schedule service calls, manage service orders, track repair parts, assign service personnel, issue estimates and invoices.
- Fulfill service contracts covers contract and quote creation, contract lines, lifecycle, annual amount changes, and service items under multiple contracts.
- Deliver service covers quotes, orders, resource allocation, service tasks, loaners, posting, and invoicing.
- Planning service explains how prices apply to service orders and how repair and allocation statuses change.
- Service order status is derived from the repair statuses of its items.
- Service management analytics includes service statistics and 37 reports on contracts, quotes, orders, items, resources, and profitability.

## Subtopics

- [Service management analytics](service-management/service-management-analytics.md) (38 pages)
- [Planning service](service-management/planning-service.md) (4 pages)
- [Fulfill service contracts](service-management/fulfill-service-contracts.md) (4 pages)
- [Deliver service](service-management/deliver-service.md) (9 pages)

## More Learn pages

- [Service management](https://learn.microsoft.com/dynamics365/business-central/service-service): Learn to use features in Business Central designed to support service operations.

## Videos, posts and code changes

Linked by a Haiku matcher with a grounding quote from the item's summary (link/topics.ts); machine-generated.

- [#10126 [Extensibility Request] issue 30389: allow skipping service item confirmation](../../../changes/bcapps/10126.md) (code change): "ServItemManagement codeunit now allows extensions to skip"
- [#11152 [29.x]Mark as Accepted in posted documents for Spanish SII](../../../changes/bcapps/11152.md) (code change): "A new Mark As Accepted action was added to posted sales, purchase, and service invoice"
- [#12290 Remove CLEAN27 from Service Management](../../../changes/bcapps/12290.md) (code change): "Removes code that had been kept behind the CLEAN27"
- [What's New: Service Management (2024 release wave 1)](../../../videos/N8Unj6WLB6U.md) (video): "Service quote; service order; service contract; service items; invoicing policy"
- [What's New: Project and Service Management (2024 release wave 1)](../../../videos/pEXl-POet_4.md) (video): "service archiving; service filing; service contract filing improvements"

## Business Central pages and reports

The pages, reports and queries this hub's Learn pages name (ms.search.form, API reference), joined to the code by exact object id (data/index/docs-objects.json); a page shows the table it runs on.

- [Report 5900 "Service Order"](../../../objects/report/5900.md) · via [Service management analytics](service-management/service-management-analytics.md)
- [Report 5901 "Service Item Line Labels"](../../../objects/report/5901.md) · via [Service management analytics](service-management/service-management-analytics.md)
- [Report 5902 "Service Quote"](../../../objects/report/5902.md) · via [Service management analytics](service-management/service-management-analytics.md)
- [Report 5904 "Service Tasks"](../../../objects/report/5904.md) · via [Service management analytics](service-management/service-management-analytics.md)
- [Report 5908 "Service Order - Response Time"](../../../objects/report/5908.md) · via [Service management analytics](service-management/service-management-analytics.md)
- [Report 5909 "Service Profit (Resp. Centers)"](../../../objects/report/5909.md) · via [Service management analytics](service-management/service-management-analytics.md)
- [Report 5910 "Service Profit (Serv. Orders)"](../../../objects/report/5910.md) · via [Service management analytics](service-management/service-management-analytics.md)
- [Report 5911 "Service - Invoice"](../../../objects/report/5911.md) · via [Service management analytics](service-management/service-management-analytics.md)
- [Report 5912 "Service - Credit Memo"](../../../objects/report/5912.md) · via [Service management analytics](service-management/service-management-analytics.md)
- [Report 5913 "Service - Shipment"](../../../objects/report/5913.md) · via [Service management analytics](service-management/service-management-analytics.md)
- [Report 5915 "Service Document - Test"](../../../objects/report/5915.md) · via [Service management analytics](service-management/service-management-analytics.md)
- [Report 5935 "Service Items"](../../../objects/report/5935.md) · via [Service management analytics](service-management/service-management-analytics.md)
- [Report 5936 "Service Item Worksheet"](../../../objects/report/5936.md) · via [Service management analytics](service-management/service-management-analytics.md)
- [Report 5937 "Service Items Out of Warranty"](../../../objects/report/5937.md) · via [Service management analytics](service-management/service-management-analytics.md)
- [Report 5938 "Service Profit (Service Items)"](../../../objects/report/5938.md) · via [Service management analytics](service-management/service-management-analytics.md)
- [Report 5939 "Service Item - Resource Usage"](../../../objects/report/5939.md) · via [Service management analytics](service-management/service-management-analytics.md)
- [Report 5955 "Dispatch Board"](../../../objects/report/5955.md) · via [Service management analytics](service-management/service-management-analytics.md)
- [Report 5956 "Service Load Level"](../../../objects/report/5956.md) · via [Service management analytics](service-management/service-management-analytics.md)
- [Report 5970 "Service Contract"](../../../objects/report/5970.md) · via [Service management analytics](service-management/service-management-analytics.md)
- [Report 5971 "Service Contract-Detail"](../../../objects/report/5971.md) · via [Service management analytics](service-management/service-management-analytics.md)
- [Report 5972 "Service Contract Quote"](../../../objects/report/5972.md) · via [Service management analytics](service-management/service-management-analytics.md)
- [Report 5973 "Service Contract Quote-Detail"](../../../objects/report/5973.md) · via [Service management analytics](service-management/service-management-analytics.md)
- [Report 5974 "Contract Quotes to Be Signed"](../../../objects/report/5974.md) · via [Service management analytics](service-management/service-management-analytics.md)
- [Report 5976 "Service Profit (Contracts)"](../../../objects/report/5976.md) · via [Service management analytics](service-management/service-management-analytics.md)
- [Report 5977 "Service Contract - Customer"](../../../objects/report/5977.md) · via [Service management analytics](service-management/service-management-analytics.md)
- [Report 5978 "Serv. Contract - Salesperson"](../../../objects/report/5978.md) · via [Service management analytics](service-management/service-management-analytics.md)
- [Report 5980 "Maintenance Visit - Planning"](../../../objects/report/5980.md) · via [Service management analytics](service-management/service-management-analytics.md)
- [Report 5981 "Contr. Gain/Loss - Resp. Ctr."](../../../objects/report/5981.md) · via [Service management analytics](service-management/service-management-analytics.md)
- [Report 5982 "Maintenance Performance"](../../../objects/report/5982.md) · via [Service management analytics](service-management/service-management-analytics.md)
- [Report 5983 "Contract Gain/Loss Entries"](../../../objects/report/5983.md) · via [Service management analytics](service-management/service-management-analytics.md)
- [Report 5984 "Contract Invoicing"](../../../objects/report/5984.md) · captioned "Contract Invoicing - Test" · via [Service management analytics](service-management/service-management-analytics.md)
- [Report 5985 "Contract Price Update - Test"](../../../objects/report/5985.md) · via [Service management analytics](service-management/service-management-analytics.md)
- [Report 5987 "Expired Contract Lines - Test"](../../../objects/report/5987.md) · via [Service management analytics](service-management/service-management-analytics.md)
- [Report 5988 "Contr. Serv. Orders - Test"](../../../objects/report/5988.md) · via [Service management analytics](service-management/service-management-analytics.md)
- [Report 6080 "Serv. Pricing Profitability"](../../../objects/report/6080.md) · captioned "Service Pricing Profitability" · via [Service management analytics](service-management/service-management-analytics.md)

Learn also names 1 object with no object page: report/6086.

Source: Microsoft Learn (CC BY 4.0). Descriptions are Learn's own.