What's New: Service Management Demo Data (2023 release wave 2)

Overview

The video shows the Contoso demo data tool with a new look and a service management model. Configuration pages are simpler because shared details such as sales tax, company type and currency now sit in a common model. The tool can generate full setup and demo data, or setup data only.

Two scenarios are demonstrated. The first is an ad hoc repair: a service order for an item not originally sold as a service item, with troubleshooting, fault resolution codes, replacement items, the technician task list, hours registration, and posting with ship and invoice. The second is a service contract: service items are created automatically when a sales order is posted, a contract is created from a template, signed and invoiced, service orders are created from the contract, and resources are allocated on the dispatch board. The video also says the tool is extensible for partners.

Key points

The Contoso demo tool now includes a service management model covering ad hoc repairs and service contracts.
Configuration pages are simpler; shared settings such as sales tax, company type and currency moved into a common model.
Two generation modes: full setup plus demo data (master data and transactions), or setup data only (number series and setups, no master data).
Service items are created automatically when a sales order is posted, which lets you manage service contracts for them.
Service contracts can be created from templates, including a prepayment pattern with monthly repair orders; signing can generate invoices, including the remainder of the month.
Service orders can be created from a contract for the valid period, for example monthly maintenance orders.
The dispatch board allocates service orders to resources, with filtering by zones or skills; technicians register actual hours, which may differ from the plan.

Features

Feature	Status	At
Service Management Model in Contoso Demo Tool	status not stated, demoed	0:29
Simplified Configuration Pages in Contoso Demo Tool	status not stated, demoed	1:03
Demo Data Generation Modes	status not stated	1:44
Ad Hoc Service Order with Item Replacement	status not stated, demoed	2:20
Troubleshooting and Fault Resolution Code Search	status not stated, demoed	2:56
Service Technician Task List and Item Worksheet	status not stated, demoed	4:03
Service Hours Registration	status not stated, demoed	4:32
Service Order Posting - Ship and Invoice	status not stated, demoed	5:07
Automatic Service Item Creation from Sales Orders	status not stated, demoed	5:31
Service Contract Templates	status not stated, demoed	5:55
Service Order Types for Contract Classification	status not stated, demoed	6:19
Service Contract Signing and Invoicing	status not stated, demoed	6:54
Create Service Orders from Service Contracts	status not stated, demoed	7:44
Dispatch Board and Resource Allocation	status not stated, demoed	8:29
Service Task Execution with Hours Registration	status not stated, demoed	9:10
Service Order Line Quantity to Consume	status not stated, demoed	9:50
Extensibility of Contoso Demo Tool	status not stated	10:19

AL objects mentioned

As heard in the captions. A name that matches one object page by exact type and name links to it; the others stay as named.

page “Contoso” at 1:03
page 6000 “Dispatch Board” at 8:29
page “service task” at 4:03
page “item worksheet” at 4:16
page “order service lines” at 9:50

Not found in BC28-30: page “Contoso”, page “service task”, page “item worksheet”, page “order service lines”.

Quotes

0:37 “we change how tool looks, and we also added support of missing service management model”
1:15 “configuration pages, which are now dramatically simpler. And because we moved shared details into the common model”
1:44 “You can run it in two different modes. You can run it in the generate means full and setup and demo data, means master”
5:31 “We will create service item automatically when we post sales order.”
7:54 “We will run create service orders from the contract task, which are valid in this month”
10:25 “this model is very extensible. So you can just go and add your vertical functionality if needed and reuse existing ones.”
10:25 “So sooner or later, like everything will be there. Not only for SaaS, but for on-prem as well.”

Presenters (as heard): Andrei Panko.