Service management reports

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

Overview

This section lists the individual reports used to analyze and document service management. Each page describes one report and the data it shows, such as contract numbers, customers, responsibility centers, service items, dates, and amounts.\n\nThe reports fall into several groups. Contract reports cover contract lists and details, gain/loss entries, quotes, salesperson and customer views, and prepaid entries. Test reports let you check results before you act. They show which contracts are due for invoicing or a price update on a date, which service orders would be created for a period, which contract lines have expired, and whether a service document has a valid posting date and something to post. Item and order reports cover service items, warranty, worksheets, tasks, labels, response time, and the dispatch board. Profit and capacity reports cover service profit by contract, responsibility center, order, and item, plus load level, resource usage, pricing profitability, and maintenance performance. Document reports produce quotes, orders, invoices, credit memos, and shipments for customers.\n\nStart with the overview page named Service management reports, then open the page for the report you need. Pick the group that matches your question: planning and testing, monitoring contracts, tracking items and orders, analyzing profit, or printing customer documents.

Key points

• Test reports check results before you act. Contract Invoicing - Test and Contract Price Update - Test show contracts due on a specified date, and the price update test also lists errors. Contr. Serv. Orders - Test shows the service orders that would be created for a period. Expired Contract Lines - Test shows lines to remove. Service Document - Test checks the posting date and whether there is anything to post.
• Contract Gain/Loss Entries and Contr. Gain/Loss - Resp. Ctr. analyze contract gains and losses with reason code, change status, and responsibility center.
• Contract Quotes to Be Signed lists quotes awaiting signature with probability, quote amount, and optional forecast.
• Service Contract, Service Contract-Detail, Service Contract - Customer, and Serv. Contract - Salesperson list contracts by different views, including annual amount and service period.
• Profit reports cover contracts, responsibility centers, service orders, and service items, based on service amount minus service cost; Serv. Pricing Profitability adds usage, invoice, discount, and cost amounts.
• Service Items, Service Items Out of Warranty, Service Item Worksheet, Service Item Line Labels, and Service Tasks track items, warranty, repair status, and serial numbers.
• Service Load Level, Service Item - Resource Usage, Maintenance Performance, and Maintenance Visit - Planning cover capacity, utilization, resource consumption, realization percentage, and visit planning.
• Document reports (Service Quote, Service Order, Service Contract Quote, Service Invoice, Service Shipment, Service Credit Memo) produce customer documents; the credit memo can only be printed after posting, and the shipment has options for copies, correction lines, and lot/serial appendix.

Learn pages

• Contr. Gain/Loss - Resp. Ctr. (report): Analyze gains and losses made on contracts attached to the different responsibility centers.
• Contr. Serv. Orders - Test (report): Analyze which service contracts include service items that are due for service within the specified period.
• Contract Gain/Loss Entries (report): Get an overview of shows all your service contract gain/loss entries.
• Contract Invoicing - Test (report): See which service contracts are due for invoicing up to the date that you specify.
• Contract Price Update - Test (report): Get an overview of which service contracts need price updates up to the date that you specify.
• Contract Quotes to Be Signed (report): Get an overview of contract quotes to sign.
• Dispatch Board (report): Get an overview of your dispatch board.
• Expired Contract Lines - Test (report): Analyze which contract lines are expired and need to be removed from service contracts up to the date that you specify.
• Maintenance Performance (report): Analyze maintenance performance for your responsibility centers.
• Maintenance Visit - Planning (report): Generate a report with all your schedules for maintenance visits.
• Prepaid Contr. Entries (report): Get an overview of the transfer of prepaid service contract ledger entries amounts from prepaid accounts to income accounts.
• Serv. Contract - Salesperson (report): Get an overview of service contracts for each salesperson for a selected period.
• Serv. Pricing Profitability (report): Analyze profit from your service pricing.
• Service - Credit Memo (document report): Generate a service credit memo document that you can send to your customer.
• Service - Invoice (document report): Generate a service invoice document that you can send to your customer.
• Service - Shipment (document report): Generate a service shipment document that you can send to your customer.
• Service Contract - Customer (report): Get an overview of service contracts for each customer in a selected time period.
• Service Contract (report): Get an overview of all your service contracts.
• Service Contract Quote (document report): Generate a service contract quote document that you can send to your customer.
• Service Contract Quote-Detail (report): Get an overview of all your service contract quotes.
• Service Contract-Detail (report): Get an overview of your service contracts.
• Service Document - Test (report): Test that service orders, invoices, or credit memos look right before you post them.
• Service Item - Resource Usage (report): Analyze resource usage of service items.
• Service Item Line Labels (report): Get an overview of service items in your service orders.
• Service Item Worksheet (report): Get an overview of what is needed for a service repair task.
• Service Items (report): Get an overview of registered service items, grouped by customer.
• Service Items Out of Warranty (report): Get an overview of service items that are out of warranty.
• Service Load Level (report): Get an overview of the service load of your resources.
• Service management reports: Explore the standard reports in Business Central that can help you track and manage your service management processes.
• Service Order - Response Time (report): Analyze response times for service orders that were shipped.
• Service Order (document report): Generate a service order that you can send to your customer.
• Service Profit (Contracts) (report): Get an overview on profit for service contracts.
• Service Profit (Resp. Centers) (report): Get an overview on profit for responsibility centers.
• Service Profit (Serv. Orders) (report): Get an overview on profit for service orders.
• Service Profit (Service Items) (report): Get an overview on profit for service items.
• Service Quote (document report): Generate a service quote document that you can send to your customer.
• Service Tasks (report): Get an overview of service tasks.

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

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

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