This post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 1 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2024 Wave 1.
The 2nd of the new functionality in the Application section is usability improves for service and projects.
Productivity increases when processes are easy, so Microsoft have 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.
Enabled for: Users, automatically
Public Preview: Mar 2024
General Availability: Apr 2024
Feature Details
Based on feedback from their customers, Microsoft have 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.
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 5906 Service Item Worksheet
- page 5905 Service Lines
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.
Note
The External Document No. already exists in the Norwegian localization, so it will stay in the local range. For other localizations, the field is added to the W1 range.
Also, you can add the External Document No. or Your reference columns to the project list.
My Opinion
There seems to be a few enhancements which look to be of benefit, but I’ve not done to much with the service or standard project module in Business Central, so it’s difficult to judge how good.
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