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Usability improves for service and projects

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Important

This content is archived and is not being updated. For the latest documentation, go to What's new or changed in Business Central. For the latest release plans, go to Dynamics 365, Power Platform, and Cloud for Industry release plans.

Enabled for Public preview General availability
Users, automatically Mar 1, 2024 Apr 2, 2024

Business value

Productivity increases when processes are easy, so we've improved the usability of several areas within project and service management. For example, you can save a step by automatically releasing source documents, and in several places data is easier to access and digest.

Feature details

Based on feedback from our customers, we've made it easier to complete several business processes in service management and accounting.

The PowerBI and Project Details FactBoxes are available on the Project List page, so you can access project details from the list. The Power BI content that's currently available isn't changed.

Project Details

The Item Reference No. field is available on the following tables and pages:

  • table 5902 Service Line
  • page 5934 Service Invoice Subform
  • page 5936 Service Credit Memo Subform
  • page 5907 Service Item Worksheet Subform**
  • page 5905 Service Lines

Item Reference

Note

The lookup shows only item references with the reference type blank, but validation also recognizes the reference type Barcode. This is similar to sales and purchase documents.

To give you better insight into the services you're providing to your customers, you can add more columns to service documents:

  • Quote No. on posted services documents, such as posted service credit memos and invoices.
  • Bill-to Name and Sell-to Name fields are available in the service contract list.
  • External Document No. in service documents, service orders, credit memos, invoices, quotes, posted service invoices, shipments, credit memos, and service ledger entries. This data is passed to general ledger entries. If an external document number isn't specified, Business Central uses the original service document number when you post to the general ledger.

Service fields

Note

The External Document No. field already exists in the Norwegian version, and it remains in the local range. For other country versions, the field is added to the W1 range.

Also, you can add the External Document No. or Your reference columns to the Projects page.

Project fields

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