--- id: video/N8Unj6WLB6U type: video title: "What's New: Service Management (2024 release wave 1)" summary: "Business Central Service Management changes in 2024 release wave 1, aligning service with sales and projects: a Blocked field on service items, a service toggle on items and variants, attachments across service documents, Select Items and item references, a per-user service invoice posting policy, service invoices and credit memos, and deleting service contract invoices starting from the last one. All of these were demoed." tier: official language: en tags: - service quote - service order - service contract - service items - attachments - blocking - invoicing policy - item selection - number series system: service review: state: reviewed by: opus at: "2026-10-07T23:11:01.701Z" flags: [] generated: at: "2026-10-13T00:32:41.360Z" pipeline: 0.2.0 prompts: extract-video: 1 summarize-video: 2 input_hash: 9e6f995c8116841e28af4a947b596c39a83d8f559003b09d7ef2fdf180359432 evidence: - kind: video url: https://www.youtube.com/watch?v=N8Unj6WLB6U&t=57s title: "What's New: Service Management (2024 release wave 1)" date: "2024-04-04T13:30:10.000Z" commit: null t: 57 quote: business Central always give you choice you can do like the same things or achieve the same result in a very very different manners - kind: video url: https://www.youtube.com/watch?v=N8Unj6WLB6U&t=77s title: "What's New: Service Management (2024 release wave 1)" date: "2024-04-04T13:30:10.000Z" commit: null t: 77 quote: we started in the previous release where we added demo data and setup data so you can now easily demonstrate functionality out of the - kind: video url: https://www.youtube.com/watch?v=N8Unj6WLB6U&t=97s title: "What's New: Service Management (2024 release wave 1)" date: "2024-04-04T13:30:10.000Z" commit: null t: 97 quote: we decided to align uh service management experience with other areas such as a sales or project areas - kind: video url: https://www.youtube.com/watch?v=N8Unj6WLB6U&t=258s title: "What's New: Service Management (2024 release wave 1)" date: "2024-04-04T13:30:10.000Z" commit: null t: 258 quote: we have a new tole uh field here which is called blocked which allows you to decide how do you want to block specific - kind: video url: https://www.youtube.com/watch?v=N8Unj6WLB6U&t=597s title: "What's New: Service Management (2024 release wave 1)" date: "2024-04-04T13:30:10.000Z" commit: null t: 597 quote: we added service invoice posting policy uh similar to purchase and sales areas where you can decide on how you want to process uh - kind: video url: https://www.youtube.com/watch?v=N8Unj6WLB6U&t=754s title: "What's New: Service Management (2024 release wave 1)" date: "2024-04-04T13:30:10.000Z" commit: null t: 754 quote: it's a it's a limitation uh we have a restrictions because it's linked to Service uh service Ledger entries - kind: video url: https://www.youtube.com/watch?v=N8Unj6WLB6U&t=775s title: "What's New: Service Management (2024 release wave 1)" date: "2024-04-04T13:30:10.000Z" commit: null t: 775 quote: you can only delete starting from the end because we already have invoice for this Delta - kind: video url: https://www.youtube.com/watch?v=N8Unj6WLB6U&t=823s title: "What's New: Service Management (2024 release wave 1)" date: "2024-04-04T13:30:10.000Z" commit: null t: 823 quote: this uh this gives you some capability on to review documents and redo if something needs to be redone that is like one of - kind: video url: https://www.youtube.com/watch?v=N8Unj6WLB6U&t=823s title: "What's New: Service Management (2024 release wave 1)" date: "2024-04-04T13:30:10.000Z" commit: null t: 823 quote: redo if something needs to be redone that is like one of the most voted product suggestions so we implemented it links: learn: [] objects: - object/page/5964 - object/page/5988 - object/page/5900 - object/page/5906 - object/page/5905 - object/page/5933 - object/page/6050 features: [] topics: [] localizations: [] videos: [] posts: [] guidelines: [] video_id: N8Unj6WLB6U channel: yt-microsoft source_name: Microsoft Dynamics 365 Business Central (YouTube) url: https://www.youtube.com/watch?v=N8Unj6WLB6U published_at: "2024-04-04T13:30:10.000Z" duration_s: 944 captions: full audience: - functional consultant - administrator - end user chapters: - t: 0 title: Introduction to Service Management - t: 137 title: Service Quote Setup and Number Series - t: 211 title: Service Items, Blocking, and Attachments - t: 408 title: Service Quote to Order Conversion - t: 517 title: Posting and Invoicing Policy - t: 632 title: Service Contracts and Invoice Management - t: 807 title: Summary and Related Resources features: - name: Service Quote Number Series Configuration status: unclear t: 137 verified: false status_source: video - name: Service Item Blocking status: unclear t: 231 verified: false status_source: video - name: Attachments in Service Documents status: unclear t: 211 verified: false status_source: video - name: Item Service Toggle at Variant Level status: unclear t: 341 verified: false status_source: video - name: Select Items in Service Documents status: unclear t: 428 verified: false status_source: video - name: Item References in Service status: unclear t: 449 verified: false status_source: video - name: Service Quote to Order Conversion status: unclear t: 489 verified: false status_source: video - name: Service Invoice Posting Policy status: unclear t: 570 verified: false status_source: video - name: Service Invoice and Credit Memo status: unclear t: 632 verified: false status_source: video - name: Service Contract Template status: unclear t: 650 verified: false status_source: video - name: Service Contract Invoice Deletion status: unclear t: 734 verified: false status_source: video objects_mentioned: - page Service Quote - page Service Item - page Service Items - page Service Order - page Service Item Worksheet - page Service Lines - page Service Invoice - page Service Contract quotes: - t: 57 text: business Central always give you choice you can do like the same things or achieve the same result in a very very different manners check: snapped - t: 77 text: we started in the previous release where we added demo data and setup data so you can now easily demonstrate functionality out of the check: exact - t: 97 text: we decided to align uh service management experience with other areas such as a sales or project areas check: exact - t: 258 text: we have a new tole uh field here which is called blocked which allows you to decide how do you want to block specific check: exact - t: 597 text: we added service invoice posting policy uh similar to purchase and sales areas where you can decide on how you want to process uh check: exact - t: 754 text: it's a it's a limitation uh we have a restrictions because it's linked to Service uh service Ledger entries check: exact - t: 775 text: you can only delete starting from the end because we already have invoice for this Delta check: exact - t: 823 text: this uh this gives you some capability on to review documents and redo if something needs to be redone that is like one of check: snapped - t: 823 text: redo if something needs to be redone that is like one of the most voted product suggestions so we implemented it check: exact --- # What's New: Service Management (2024 release wave 1) > Business Central Service Management changes in 2024 release wave 1, aligning service with sales and projects: a Blocked field on service items, a service toggle on items and variants, attachments across service documents, Select Items and item references, a per-user service invoice posting policy, service invoices and credit memos, and deleting service contract invoices starting from the last one. All of these were demoed. [Watch on YouTube](https://www.youtube.com/watch?v=N8Unj6WLB6U) · Microsoft Dynamics 365 Business Central (YouTube) · 2024-04-04 · 15:44 · tier official · reviewed (checked by Opus) ## Overview The video (16 minutes, published 2024-04-04) walks through Service Management updates in 2024 release wave 1. The stated aim is to align the service experience with sales and project areas. It follows a flow from service quote setup and number series, through service items, quote-to-order conversion, posting, and service contracts. The demo covers a new blocked field on service items, attachments across service documents, item selection and item references in service documents, a user-level service invoice posting policy, service invoice and credit memo documents, and contract templates with invoice deletion. It also notes limits, such as the order in which contract invoices can be deleted. ## Key points - When the number series for service quotes is missing, a window now tells you and helps you set it up. If the series is automatic, the number field is hidden and users cannot change or choose the number. - Service items have a new Blocked field: block an item completely from maintenance, or only from use in contracts. - Blocked service items cannot be added to service contracts. Items also have a service toggle, and variants have similar toggles for service, sales and purchase. - Attachments work across service quotes, orders, items and contracts. They can be copied from master data (customer, item, service item) to service documents and carry through to posted transactions. - Service documents now have a Select Items action for adding several items at once, and item references (for example barcodes) are available. The demo mentions scanning with a warehouse handheld device. - The service invoice posting policy is set in User Setup, similar to sales and purchase. It controls whether invoices are posted separately from shipments or together. With Mandatory, shipment and invoice are posted together. - Service contract invoices cannot be changed because they are linked to service ledger entries. They can now be deleted, starting from the last one, and the dates are restored. This was one of the most voted product suggestions. ## Chapters - [0:00](https://www.youtube.com/watch?v=N8Unj6WLB6U&t=0s) Introduction to Service Management - [2:17](https://www.youtube.com/watch?v=N8Unj6WLB6U&t=137s) Service Quote Setup and Number Series - [3:31](https://www.youtube.com/watch?v=N8Unj6WLB6U&t=211s) Service Items, Blocking, and Attachments - [6:48](https://www.youtube.com/watch?v=N8Unj6WLB6U&t=408s) Service Quote to Order Conversion - [8:37](https://www.youtube.com/watch?v=N8Unj6WLB6U&t=517s) Posting and Invoicing Policy - [10:32](https://www.youtube.com/watch?v=N8Unj6WLB6U&t=632s) Service Contracts and Invoice Management - [13:27](https://www.youtube.com/watch?v=N8Unj6WLB6U&t=807s) Summary and Related Resources ## Features Every feature below: status not stated, demoed. | Feature | At | |---|---| | Service Quote Number Series Configuration | [2:17](https://www.youtube.com/watch?v=N8Unj6WLB6U&t=137s) | | Service Item Blocking | [3:51](https://www.youtube.com/watch?v=N8Unj6WLB6U&t=231s) | | Attachments in Service Documents | [3:31](https://www.youtube.com/watch?v=N8Unj6WLB6U&t=211s) | | Item Service Toggle at Variant Level | [5:41](https://www.youtube.com/watch?v=N8Unj6WLB6U&t=341s) | | Select Items in Service Documents | [7:08](https://www.youtube.com/watch?v=N8Unj6WLB6U&t=428s) | | Item References in Service | [7:29](https://www.youtube.com/watch?v=N8Unj6WLB6U&t=449s) | | Service Quote to Order Conversion | [8:09](https://www.youtube.com/watch?v=N8Unj6WLB6U&t=489s) | | Service Invoice Posting Policy | [9:30](https://www.youtube.com/watch?v=N8Unj6WLB6U&t=570s) | | Service Invoice and Credit Memo | [10:32](https://www.youtube.com/watch?v=N8Unj6WLB6U&t=632s) | | Service Contract Template | [10:50](https://www.youtube.com/watch?v=N8Unj6WLB6U&t=650s) | | Service Contract Invoice Deletion | [12:14](https://www.youtube.com/watch?v=N8Unj6WLB6U&t=734s) | ## 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 5964 "Service Quote"](../objects/page/5964.md) at [2:17](https://www.youtube.com/watch?v=N8Unj6WLB6U&t=137s) - page "Service Item" at [3:51](https://www.youtube.com/watch?v=N8Unj6WLB6U&t=231s) - [page 5988 "Service Items"](../objects/page/5988.md) at [4:11](https://www.youtube.com/watch?v=N8Unj6WLB6U&t=251s) - [page 5900 "Service Order"](../objects/page/5900.md) at [8:17](https://www.youtube.com/watch?v=N8Unj6WLB6U&t=497s) - [page 5906 "Service Item Worksheet"](../objects/page/5906.md) at [8:37](https://www.youtube.com/watch?v=N8Unj6WLB6U&t=517s) - [page 5905 "Service Lines"](../objects/page/5905.md) at [8:48](https://www.youtube.com/watch?v=N8Unj6WLB6U&t=528s) - [page 5933 "Service Invoice"](../objects/page/5933.md) at [10:32](https://www.youtube.com/watch?v=N8Unj6WLB6U&t=632s) - [page 6050 "Service Contract"](../objects/page/6050.md) at [10:50](https://www.youtube.com/watch?v=N8Unj6WLB6U&t=650s) Not found in BC28-30: page "Service Item". ## Quotes - [0:57](https://www.youtube.com/watch?v=N8Unj6WLB6U&t=57s) "business Central always give you choice you can do like the same things or achieve the same result in a very very different manners" - [1:17](https://www.youtube.com/watch?v=N8Unj6WLB6U&t=77s) "we started in the previous release where we added demo data and setup data so you can now easily demonstrate functionality out of the" - [1:37](https://www.youtube.com/watch?v=N8Unj6WLB6U&t=97s) "we decided to align uh service management experience with other areas such as a sales or project areas" - [4:18](https://www.youtube.com/watch?v=N8Unj6WLB6U&t=258s) "we have a new tole uh field here which is called blocked which allows you to decide how do you want to block specific" - [9:57](https://www.youtube.com/watch?v=N8Unj6WLB6U&t=597s) "we added service invoice posting policy uh similar to purchase and sales areas where you can decide on how you want to process uh" - [12:34](https://www.youtube.com/watch?v=N8Unj6WLB6U&t=754s) "it's a it's a limitation uh we have a restrictions because it's linked to Service uh service Ledger entries" - [12:55](https://www.youtube.com/watch?v=N8Unj6WLB6U&t=775s) "you can only delete starting from the end because we already have invoice for this Delta" - [13:43](https://www.youtube.com/watch?v=N8Unj6WLB6U&t=823s) "this uh this gives you some capability on to review documents and redo if something needs to be redone that is like one of" - [13:43](https://www.youtube.com/watch?v=N8Unj6WLB6U&t=823s) "redo if something needs to be redone that is like one of the most voted product suggestions so we implemented it" Presenters (as heard): Andre PCO.