Service Order

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

• Create Service Orders
• Post Service Orders and Credit Memos

Service Order List

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

List Fields

This page contains the following MEM fields: 

MEM Fields

Field	Description
Entity Code	Displays the entity code for the line.
Global Dimension Code	Displays an additional global dimension for the line.

Allocation Template

Displays the allocation template for the line.

Service Order Card

Use this page to create documents where you enter information about a service.

Add Service Order

To add a service order, follow the steps in the Microsoft Dynamics 365 Business Central documentation, and incorporate the following: 

1. From the Service Order List , select New.
2. In the Select an Entity dialog, select the Entity Code, and select OK.
   The number series cannot be edited.
3. On the card page, select the Entity Code and Global Dimension Code for the record.
4. Complete all other boxes as needed.
5. For each line you add, select the Entity Code and Global Dimension Code. The default values are from the header, which you can change as needed.

When adding the customer number, service item number or item number, you can access only the records that belong to entities to which you have access. Multi-Entity Management security is set up on the Multi-Entity Management Setup.

Card Fields

This page contains the following MEM fields: 

Service Fields Table

Field	Description
General
Entity Code	Select the entity for the record. You can change the entity to any entity to which you have access. The default value is your default entity that you selected in My Settings. If you did not set up the default entity, the default entity is first entity in the list that you have access.
Global Dimension Code	Select the global dimension for the record.
Lines
Entity Code	Select the entity code for the line. The default value is from the header. Required.
Global Dimension Code	Select the global dimension code for the line.
Location Code	Select the location code for the line. This value is required only when Inventory Posting is Entity from Location on the Multi-Entity Management Setup.

Actions

This page contains the following actions: 

Test Report Table

Action	Description
Action > Posting > Test Report	Use this action to print a test copy of the service document report. You can print test reports only for records that belong to the entities to which you have access.