Service Items

Service items are a standard Microsoft Dynamics 365 Business Central feature. For more information, see the Microsoft Dynamics 365 Business Central documentation. 

A service item can also be created from a sales order or invoice.

Service Items List

Use this page to review the list of service items in Microsoft Dynamics 365 Business Central. Only the records that belong to the entities to which you have access appear in the list.

Tip: When creating a service item, select New > New on the Service Item Card. Selecting New > New Item creates an item on the Item Card.

Service Item Card

Use this page to create and edit equipment or items that require service.

The item, customer, resource, and vendor records from which you can choose must belong to entities to which you have access. This filtering is based on the security settings on the Multi-Entity Management Setup page.

Assign Entity Security to a Service Item

To assign entity security to a service item record, follow the steps in the Microsoft Dynamics 365 Business Central documentation for creating or editing a service item record, and incorporate the following steps: 

  1. Select Actions > MEM Assign Entity Security.
  2. On the MEM Master Security page, check that the Direction, Master Records, and corresponding record field are updated with the values you want.
  3. These fields are automatically updated based on the selected record and cannot be changed.

  4. In the Destination Lines, select one or more entities for the relationship.
  5. For new records, your default entity or the first entity (if no default entity is selected) in the list is automatically assigned to the record.

  6. Close the MEM Master Security page to return to the card page for the record.

Actions

This page contains the following MEM action: 

Button Description
MEM Assign Entity Security

Opens the MEM Master Security page where you assign entities to the record.

When you select this action, the following header fields on the MEM Master Security are automatically updated as follows and cannot be changed: 

  • Direction is set to Master
  • Master Records is set to Service Item
  • Item is set to the record on this page