Creating Standard Service Codes in Business Central
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Did you know you can set up Standard Service Codes for Service Orders in Business Central? These service codes can be used for your general services that are repeated on a regular basis. For example, when getting maintenance on your car such as an oil change, you can create a standard service code that includes all the items, resources, or costs you always use to perform this task.
This post will walk you through:
- How to set up a Standard Service Code
- How to assign it to a Service Item Group
- Where Service Item groups are assigned to Service Items
- How to input your Service Order using Standard Service Codes
Setting Up a Standard Service Code
To set up a Standard Service Code:
- Choose the magnifying glass icon and search for Standard Service Codes
- Fill in all the appropriate fields
- Fill in the service lines
Example:
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To assign a Standard Service Code to a Service Item group:
- Choose the magnifying glass icon and search for Service Item Groups
- Select the group you want to add the Standard Service Code to
- Select Std. Serv. Item Gr. Codes in the ribbon
- Add your Standard Service Code there
Example:
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To confirm your Service Items are assigned to the correct Service Item Group:
- Choose the magnifying glass icon and search for Service Items
- Select the correct Service Item
- Confirm the Service Item Group
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Create your Service Order
To create your service order:
- Choose the magnifying glass icon and search for Service Orders
- Select + New
- In the General tab
- Enter a description (if applicable)
- Select the appropriate Customer
- In the Lines tab
- Add the service item
- Select functions, Get Std. Service Codes
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- This will pull up all Standard Service Codes related to the Service Item Group
- Select the appropriate one (not the different types of Services that can be done on this Service Item)
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- Go to Order, then Service Lines
- You will now see the service lines from your standard service code inserted there
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