Service Document Processing¶
The following chapter is dedicated to service order processing within the POS rolecenter. This could be useful if you need your shops to process service orders and receive payments from your customers.
Note
Please note that the functionalities regarding processing service document require Premium Business Central licence. If you do not posses that, you won´t be able to use functionalities as described bellow. Of course you need to have standard setup necessary for service order processing already done in your Business Central in order to avoid unnecessary errors.
Service Setup in POS¶
As service documents are not required by all POS users, you first need to make the necessary setup for relevant information to be shown to you and then you can go ahead and look at the processing of the service documents via POS.
Shop Card Setup¶
The first setup that is necessary to make to see the relevant piles in your POS rolecenter is setting up "Show Service Orders". If you want to see the piles for creating and processing service orders and service credit memos, you need to allow this. You will find this checkbox on the General tab on your shop card.
Second setup on the shop card related to service order processing is on the Posting tab the setup related to service document printed layouts.
Viewing service documents¶
In the standard POS role center we have prepared 4 piles that are dedicated for service orders processing:
- Service Orders (the list of opened service orders)
- Service Credit Memos (the list of service credit memos that are being processed)
- Posted Service Invoices (the list of service invoices that were processed on your shop)
- Posted Service Credit Memos (the list of service credit memos that were posted on your shop)
Creating service orders¶
You can access your service orders in process from the POS rolecenter by using the "Service Orders" action.
This action will display the list of opened service orders that are in progress on your shop. You can create a new service order by using the "New" action.
A standard service order card will be created and you can put down all necessary informations. The standard service card has been extended for the POS Payments function.
After opening the Payments window, the amount to be paid will be calculated based on the Service Item Worksheet lines and you can select the payment methods you want to use for finishing the service order.
Entering the payment methods is done the same way as when entering payments for the bills. For more details about the processing of different payment methods please see the chapter Creating Bills.
After the service orders has been posted, the service invoice report set up on your shop card will be printed.
Viewing posted service invoices¶
You can view your posted service invoices from the POS role center using the pile "Posted Service Invoices".
From this pile you may open the service invoice card and see the relevant informations.
Creating service credit memos¶
To access the service credit memos please use the "Service Credit Memos" pile.
By clicking on this pile you will get to the list of opened service credit memos and you can create a new one by pressing the "New" button.
By clicking the action "New" or by opening an existing opened credit memo, you will get to the service credit memo card, where you can enter/update necessary information. The standard POS payment action is available from the this card as well.
After clicking the "Payment" action you will get to the Payments interface where you can put down relevant payment as when you do a bill cancellation/bill credit memo.
Viewing posted service credit memos¶
You can view posted service credit memos by using the action "Posted Service Cr. Memos" from you POS rolecenter.
By selecting an item from the list of posted service credit memos you can view the posted service credit memo card.