Service#

Overview#

For general information about this area, see Service Management. This article only describes the additional pages, functions, and fields available for it in project365.

Service items#

Assign a project for item shipments#

You can fill in the Shipment Project No. field on a service item card to indicate the project that was used to ship the service item to a customer.

Assign a service project to an item#

You can also assign a service item to a service project and to a work package on one of its WBS lines.

When entering the item, any posting from a related service contract or service order is then automatically copied to this project and WBS line.

Service contracts#

Assign a service project to a contract#

When you add a service item to a contract line, the service project and work package associated with the item are copied to the contract header automatically.

Assign a project to a service invoice#

When you bill a contract, the associated service project and work package are automatically copied to the invoice header and invoice lines while all revenues from billing are posted to the project.

Service orders#

Assign a service project to an order#

When you enter a service item on an order line, the service project and work package associated with the item are copied to the service header and lines automatically.

Assign a project on service lines#

When you create a service line, the associated service project and WBS work package are automatically copied from the related service order.

The system then posts, besides service ledger entries, the time and materials consumed (and later, if applicable, the revenues generated) via project ledger entries.

Track times#

You can record time spent on service orders both in a project time journal and on CTC lines (the fields for either might need to be unhidden first, however).

To select a service line, use the Assist button that you see next to the Service Document No. field; the Service Line No. field, on the other hand, is filled in by the system. The project number and work package (=WBS line) are also filled in automatically with what you specified on the assigned service contract line.

When you post time spent on a project, a project time entry is also posted. The entry provides both project information and a reference to the relevant service contract line.

Prevent project journal posting#

Time entries with a reference to a service contract line can be excluded when running the Get Project Time Entries action so that they aren’t copied along to the project journal.

To do this, enter the " " filter in the Service Document No. field on the request page for the report. Each entry the field isn’t filled in for is then ignored during the copying process.

Copy time entries to service lines#

You can run the Get Project Time Entries action from the ribbon of a service item worksheet or the service line list to copy time entries that haven’t been transferred yet to new service lines, where other fields such as Resource No., Description, and Quantity are already filled in.

Posting the service lines then posts not only service ledger but also project ledger entries and the time entries are marked as Copied to (the) Project.