Working with Service Orders

Introduction

Service Orders in Dynaway EAM for Business Central are specialized work orders designed for external customer services and maintenance activities. They enable organizations to manage, track, and bill maintenance work performed for external customers while maintaining full cost transparency and customer relationship management.

Key Features

Service Orders provide enhanced functionality for customer-focused maintenance:

Customer Integration

Customer Assignment: Direct assignment of customers to work orders
Customer Information: Complete customer contact and billing details
Location Management: Customer-specific location settings
External Document References: Support for customer purchase orders and references

Billing and Invoicing

Automatic Billing Setup: Seamless integration with invoicing processes
Customer-Specific Pricing: Support for customer price lists and markups
Multiple Address Options: Separate billing and shipping addresses
External Document Tracking: Customer reference number management

Service Management

Service-Specific Workflows: Tailored processes for customer services
Customer Communication: Enhanced contact management and communication
Service Documentation: Specialized documentation for customer services
Quality Assurance: Service-specific quality control processes

Invoicing Service Orders

Service Orders marked as billable can be invoiced to customers using the Create Maintenance Sales Document request page. This functionality allows you to: - Select billable service orders by date range, customer, or work order number - Group multiple service orders into a single invoice - Apply customer-specific pricing, markups, and adjustment factors - Review maintenance details and pricing on sales order lines - Post and archive invoices for completed service work

Only billable service orders are included in sales invoices; non-billable orders are excluded from billing. This ensures accurate and transparent invoicing for external maintenance services.