Service#

The service integration in KUMAVISION factory365 extends Service Management in Microsoft Dynamics 365 Business Central by adding a new document: the service structure.

The service structure acts as the link between production processing and service processing.

It is used to prepare information from production, such as the production order, for service purposes and to create service items also for included assemblies. In addition, the service structure is the data source for service item components.

A service structure history is used to document the lifecycle of component replacements and changes within the respective service item from the service order.

Only service component lines marked as Accessories can be entered with a different quantity.

The following section describes the additional KUMAVISION factory365 features for Service Management in Microsoft Dynamics 365 Business Central.

Setup#

Before you can use the service integration in KUMAVISION factory365, you must first set up several things.

The following table describes a series of tasks, with links to the topics that describe them.

See also:

Set up Service Management

Set up the number series for service structures#

The basic setup for Service Management in Microsoft Dynamics 365 Business Central is maintained on the Service Setup page.

On the Service Structure FastTab, you must first specify a number series for the service structure in the Service Structure No. field.

To set up the number series for service structures#

Use Search to open the Number Series page. Choose New on the action bar to create a new number series.

Then use Search to open the Service Setup page. Specify the number series you created in the Service Structure No. field.

See also:

[Create number series]((https://learn.microsoft.com/de-de/dynamics365/business-central/ui-create-number-series){:target="_blank" rel="noopener"}

Set up Service Management

Set up initialization of the service structure change log#

The time at which the service structure change log is initialized is defined in the "Initialize Service Changes" field on the "Service Structure" FastTab of "Service Setup".

The following options are available:

Set up initialization of the service structure change log#

To do this, use Tell Me to open "Service Setup".

In the "Initialize Service Changes" field, select the option you want to use.

See also

Set up service management

Set Up Codes for Service Part Types#

Set up the "Service Part Types" page according to your individual requirements so that the assignment can be made when an item is created.

To set up service part types#

Use Tell Me to open the "Service Part Types" page. Choose "New" on the ribbon to define a new service part type that can be used as the default value for the service item component in the item master data.

See also
Set up service management

Set Up Target Table for Service Item Components#

When service items are created from the service structure, the associated service item components are assigned to the respective service item.

When connected to Dynamics 365 Field Service, the Service Item Components must remain empty because this is a technical limitation of Field Service integration.

To ensure that Field Service can still retrieve all relevant component information, this feature extension provides the data normally supplied by Microsoft Dynamics 365 Business Central¹ standard on the Service Item Components table through the separate D365 FS Service Components table.

How to set up initialization of the target table for service item components#

You define this using the Service Structure Component Link field in Service Setup on the Service Structure FastTab.

The following options are available:

Create a Service Structure#

You create a service structure by using the "Create Service Structure" action on the ribbon of the overview list and the card for "Finished Production Orders" / "Finished E+D Orders".

Actions on the Ribbon#

Create Service Structure#

This functionality creates the service structure, or service structures for a quantity greater than 1, from the finished production order / finished E+D order.

This means that the lines from the finished production order are transferred to the service structure in a service-specific way.

Production parts (assemblies) are split into quantity 1. If a production order contains an assembly with a quantity of 2, two separate lines are created in the service structure, each with quantity 1.

Inventory parts / purchased parts are transferred to the service structure in the quantity from the production order.

Creating the Service Structure

The default value / content of the "Service Component Type" and "Service Part Type" fields from the item master data is transferred to the service structure line.

Show Service Structure#

The service structure overview opens with a filter on the selected production order number.

Service Structure#

The service structure consists of header and line information.

The individual FastTabs and actions on the ribbon of the service structure are described below:

General FastTab#

Source FastTab#

Service Structure Lines FastTab#

The following section describes additional fields—the most relevant ones—that you can show individually if required:

Actions on the Ribbon#

The following actions are available for editing and maintaining service structure lines:

Insert New Structure Line#

You can use this action to insert additional lines into the service structure.

Insert New Substructure Line#

The current line becomes an assembly, and another line is inserted below it in the service structure.

Modify Structure Line#

The current structure line is modified.

Split Structure Line#

For quantities greater than 1, the line can be split into additional structure lines with quantity 1.

Example:
A structure line with quantity 10 is split into 10 individual service structure lines with quantity 1.

Delete Structure Line#

The selected structure line is deleted.

Service Order Processing#

Service Item Worksheet / Service Lines#

Select Components#

The "Service Item Worksheet" and the "Service Lines" have been extended with the "Select Components" menu item.

This shows the service components of the service item within the linked service structure.

In addition, the following actions can be performed:

Insert New Component Line#

The item entered under Item No. (Action) is inserted into the service item line. Upon shipment, the entry is made in the structure and in the service item components.

Modify Component Line#

The selected component line is prefilled and available for editing. The item number and/or the quantity can be changed. These values are inserted into the service item line and, upon shipment, transferred to the structure and to the service item components.

Delete Component Line#

The action type "Delete" is set for the selected component line and entered in the service item line.

Direct Item Entry#

When an item is entered directly in the service line or the service item worksheet, the actions are available in the same way. The same applies here: If the service item is not linked to a service structure, Microsoft Dynamics 365 Business Central standard functionality applies.