June 7, 2024

#052 BC INTEGRATE FIELD SERVICE AND BUSINESS CENTRAL

Professional service organizations can significantly improve their efficiency with this integrated solution. It streamlines the management of service tasks, resource usage, and finances, benefiting everyone from technicians and managers to the finance team. Imagine seamlessly handling work orders and resource consumption in Field Service, then smoothly invoicing and completing them within Business Central.

How to activate this feature

Import Solution & Enable Connection: Import the Field Service solution and establish a connection in Business Central.
Consumption Posting: Define a Project Journal Template and Batch to track item/service usage in Field Service work orders within Business Central.
Duration Conversion: Specify the unit of measure to convert Field Service service durations to Business Central quantities (e.g., hours).
Synchronization Timing: Choose when work order products/services sync with Business Central (e.g., on use or completion).
Automatic Posting: Set automatic posting of project journals based on your preference (manual, work order completion, or usage).
Finalize Integration: Click “Finish” to complete the setup.

How it Works

Effortlessly Manage Work Orders: This powerful integration lets you create work orders in Field Service directly from Business Central. Leverage existing customer data – simply select the Service Account and Billing Account for seamless workflows.
Enhanced Project Visibility: Gain a holistic view of projects by associating work orders with Business Central Projects. Link them to specific Project Tasks for clear accountability and progress tracking. This is all reflected in the “External Project” field on the work order itself.

Real-Time Inventory Management: Never run out of parts again! Add both inventory and non-inventory items as work order products. Gain real-time access to Business Central’s “Quantity on Hand” information, ensuring accurate estimates and resource management. This includes costs and estimated prices, all conveniently displayed within the work order product section.

Streamlined Service Pricing: Simplify service cost management. Add service items as work order services, automatically pulling relevant cost and pricing data from Business Central. This eliminates manual entry errors and ensures accurate billing.

Resource Allocation Made Easy: Book the right resources for the job! Leverage Business Central’s Bookable Resource functionality to schedule technicians and link their bookings to specific work order services. This ensures efficient resource utilization and clear task delegation.

Automated Consumption Tracking: Simplify project accounting. Based on your Field Service Integration settings, consumption information for used products and services automatically transfers to Business Central. This data is conveniently displayed in the “Project Journal,” providing a clear audit trail for accurate billing.

Effortless Invoice Generation: Track consumption posting and invoicing with ease. Use the “Job Planning Lines” page in Business Central to monitor posted quantities and quantities ready for invoicing. The system automatically copies relevant data like “Quantity To Bill” and “Duration To Bill” to the “Qty. to Transfer to Invoice” field, streamlining invoice creation.

Seamless Customer Billing: With all the necessary data readily available, generate and post sales invoices directly in Business Central. This integrated approach ensures efficient and accurate customer billing, minimizing errors and improving cash flow.

* All shared information was retrieved or copied from Microsoft documentation: