Service Orders

Plan Dynamics NAV service ordersService orderA Business Central service management document. The service order solution plans it as one task or as one task per service item line, and writes the assignment back as a resource allocation. on the Dime.Scheduler planning boardPlanning boardThe main graphical scheduling surface where dispatchers drag tasks onto resources across a timeline.. The FastTrack solutionFastTrack solutionOne module of the Business Central or NAV connector that makes a kind of record plannable, such as service orders or production routing. Each has its own enable switch in the FastTrack wizard. for service orders gives you these key features:

• Plan a service order as a single taskTaskA unit of work that belongs to a job. It appears in the open task list until it is scheduled to a resource., or plan each of its service item linesService item lineA line on a Business Central service order for one item to service. The connector can send each line as its own task, and its repair status can drive the task’s category or time marker. as a separate task. The default categoryCategoryA visual indicator (a color) applied to appointments to classify or label them. and time markerTime markerA visual indicator on an appointment, separate from its category, used to flag a status or condition at a point in time. of a task can be drawn from the service order type, the service line repair status or the service zoneService zoneA Business Central service management field on service orders and resources. The connector can turn it into a filter group and use it to set the default category or time marker of a task..

• When you allocate resources in Dime.Scheduler for service orders or service item lines, the service order allocation in NAV is updated.

• Allocate multiple resources to the same service item line on the same date. When the repair status changes on the service item line, the color or time marker of the planned task in Dime.Scheduler can update automatically.

• With the time sheet integration active, the resource's time sheetTime sheet (Business Central)The Business Central record that registers hours per employee. Dime.Scheduler can fill it from the plan (planned time) or from released time entries (time registration); running both for the same work registers the hours twice. is filled out automatically from the planning in Dime.Scheduler. Change the planning and the time sheet updates with it.

Configuring service orders

• Select "Enable Service Management" to turn on the FastTrack solution.

• Two checkboxes control how tasks are created:

  • To create a single task in Dime.Scheduler for the service order, select "Send Service Header as Task".
  • To create a task for each service item line, select "Send Lines with Service Header".

• A planned task in Dime.Scheduler defaults to 1 hour when you drag and drop a task from open tasks to a resource on the planning board. To use a different value, enter it in the "Default Duration Service Line" field.

• "Default Category" sets which NAV field colors a planned task when you drag and drop it from open tasks to a resource on the planning board. Choose between service order type, repair status (from the service item line) and service zone. Leave it blank to use the default color (blue).

• "Default Timemarker" sets which NAV field colors the time marker on a planned task when you drag and drop it from open tasks to a resource on the planning board. Choose between service order type, repair status (from the service item line) and service zone. Leave it blank to skip time markers altogether.

• "Show Repair Status as" controls how the planned task(s) in Dime.Scheduler update when the repair status on the service item line in NAV changes. Choose to update the category or the time marker. Aligning this with the default category and default time marker settings is sensible but not required. For example, set service order type as the default category and then update the category when the repair status changes: the color shows the order type until the repair status changes, then reflects that status.

• Select "Update Time Sheet from Planning Board" to create or update the resource's time sheet in NAV automatically whenever a task is allocated to a resource or a planned task is modified in Dime.Scheduler.

The FastTrack Wizard creates the configuration for the "Skill Filter" and "Service Zone Filter" automatically if they were enabled in the standard resource section. NAV then sends the skills a resource needs (based on the service item and the service zone of the service order) to Dime.Scheduler, where you can use the automatic filter option to pick the right resource for the task.