Day: February 2, 2024

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 18th of the new functionality in the Application section is manage work orders in Field Service, invoice them in Business Central.

This integration is particularly valuable for organizations that provide professional services. It offers a seamless and integrated solution for managing service tasks, consumption, and financial transactions, which benefits service technicians, service managers, and finance teams. It’s a powerful solution for managing work orders and consumption in Field Service and efficiently invoicing and fulfilling them in Business Central. This integration adds value to organizations by streamlining service operations, improving financial management, and enhancing overall operational efficiency.

Enabled for: Users by admins, makers, or analysts
Public Preview: Mar 2024
General Availability: Apr 2024

Feature Details

Microsoft are excited to announce the integration with Field Service. You can manage work orders and consumption in Field Service, and efficiently invoice and fulfill them in Business Central. This integration streamlines the end-to-end process of managing service operations and ensures a seamless flow of information between the two systems.

You can easily create and manage work orders in Field Service, track the progress of service tasks, assign resources, and capture consumption details. When the service tasks are complete, the integration enables the smooth transfer of data to Business Central for further processing.

The integration also facilitates the invoicing and fulfillment of work orders in Business Central. You can generate accurate invoices based on the service activities performed and the consumption recorded in Field Service. This ensures timely and accurate billing, which improves financial management and customer satisfaction.

By integrating Business Central with Field Service, you benefit from a unified and efficient workflow. The integration eliminates the need for manual data entry or duplication, which reduces errors and saves valuable time. It also provides a comprehensive view of service operations and financials, which improves decision-making and operational efficiency.

My Opinion

Interesting to see that Microsoft are integrating Field Service with Business Central; I’ve always been a little puzzled by the lack of native integrations between Business Central and other products from Microsoft. It’s good to see this type of integration introduced, as it can simplify life for both users and partners.

This post is part of the In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… series and of the wider In Microsoft Dynamics 365 Business Central, how do I… series which I am posting as I familiarise myself with Microsoft Dynamics 365 Business Central.

This was a question which came up recently from a client for a new project. They have some larger customers who hold stock in their own warehouse, under a system referred to as consignment stock, but which they have not yet purchased; it will only be purchased then this customer sold the goods to their own customers and the questions was how to manage this consignment system within Business Central.

The cleanest was to create a new location in Business Central, using the customer name as the Location Name and to use the Inventory Transfer functionality to transfer stock from a company warehouse to the consignment warehouse.

When the customer sent confirmation that some of the goods had been consumed, a sales order was raised for the consignment location, thereby reducing the stock on hand.

This consignment warehouse was setup with no specific warehouse functionality setup for receipts, put-aways, picks or shipments, so processing of transfer receipts and shipments were done from the relevant document pages.

The benefits of doing it this way, was that by using a location named after the customer, an Inventory Posting Group with related Inventory Posting Setup were created which allowed different G/L accounts and therefore reporting to be used, while the ownership of the stock remained with the company rather than the customer.