Deliver service

Path: Business functionality > Service management > Deliver service · tier official · system service · narrative reviewed (checked by Opus)

Overview

Deliver service groups the pages that describe the day-to-day flow of handling a customer service request in Service Management. The flow starts with a service quote or service order, moves to resource allocation and the work itself, and ends with posting and invoicing. Loaner handling is a side task within service orders.

Start with the overview page, which lists the tasks in order. Then use the how-to pages for the step you need: service quotes, service orders, allocating resources, working on service tasks, lending service items as substitutes, and posting service orders. The service posting page explains what posting creates, and the invoice and credit memo page covers billing from contracts, orders, or manual entries.

Key points

• Service quotes are preliminary drafts with customer, service item lines, and estimated costs, and can be converted to service orders.
• Service orders can be created from scratch, from quotes, or from contracts. They support standard service codes, item availability checks, item reservation, and line comments.
• Resources such as technicians are allocated through the Dispatch Board or service orders. You can view availability and reallocate.
• Work on service tasks includes registering service operations, spare parts, fault and resolution codes, replacing components, changing response time, and updating repair status.
• Service loaners can be lent and received through service orders, with loaner comments registered.
• Posting service orders covers shipment, invoice, and consumption, with batch posting, credit memo posting, and a test report. Partial posting is supported.
• Posting creates posted documents and ledger entries in service and other modules. The page also mentions sustainability value chain tracking.
• Service invoices and credit memos can be created for contracts, orders, or manual entries. You can combine posted shipment lines, delete invoices, and correct errors.

Learn pages

• Create invoices or credit memos for services: Learn how to create invoices and credit memos for your services.
• 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.
• How to create service orders: Learn the different tasks involved in creating service orders in Business Central such as creating a new service order or orders based on a service contract.
• How to create service quotes: Learn how to use a service quote as a preliminary draft for a service order, and then convert the quote to a service order.
• How to lend service items as substitutes | Microsoft Docs: Lend customers loaner items to temporarily substitute service items received for servicing.
• How to post service orders: After creating and updating a service order with all required details, you can proceed to post it.
• How to work on service tasks: Manage service tasks in Business Central. Track orders, register spare parts, and maintain inventory from the centralized Service Tasks page.
• Overview of tasks to deliver service | Microsoft Docs: Provides an overview of essential tasks to ensure high-quality service delivery and fulfillment of customer agreements.
• Service posting: Service posting enables efficient processing of service documents and helps maintain a strong customer service policy.

Videos, posts and code changes

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

• #10056 [Master]- Cartera: Service Credit Memo cannot be posted - settlement check ignores Applies-to Doc. No. and Application Method. (code change): “Service credit memos in Spanish localization can now be posted”
• #10422 [Extensibility Request] issue 30423: expose previous service header (code change): “Service Header event subscribers now receive the previous record state through the OnValidateShipToCodeOnBeforeDeleteLines event”
• #10424 [Extensibility Request] issue 30421: allow custom travel cost lookup (code change): “A handled event is added to the travel cost lookup process in service order management”
• #10735 [Slice-631381] Add Mark as Accepted in posted documents for Spanish SII (code change): “Mark as Accepted action added to posted sales, purchase, and service invoice”
• #11114 [Master][ALL-E] Document Type is Quote in Document Attachment table (1173) after posting a Sales Invoice with attachments. (code change): “Document Type is now correctly set to Invoice or Credit Memo when attachments are transferred”
• #11798 [main] Bug 650733 External Doc No. now mandatory on Service Invoice (code change): “posting a service invoice wrongly required an External”
• #8878 [Master]- Service Item does not populate Ship-to Country/Region Code when Ship-to Code is blank (code change): “Service Item Card now fills in the Ship-to Country”
• #9344 [master]- Posting service order without External document no. will copy the ‘Service Order No.’ to GL entries (code change): “Posting service order without External document no. will copy the ‘Service Order No.’ to GL entries”
• #9778 [Extensibility Request] issue 30362: add OnPostDocumentLinesOnBeforeInsertPostedHeaders event to Service-Post (code change): “A new integration event OnPostDocumentLinesOnBeforeInsertPostedHeaders enables extensions to control which posted service document is created”

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