A Service Task in the Dynamics Service module is representing work performed on a service object. Realization of hours, items, operations, travel cost, miscellaneous cost and revenue is done on the Service Task. Besides registered actuals the service task will also present forecast of needed hours, items and cost the moment a service task is created.

The Service Task is always is linked to a service call and can only be for one service object. There can be multiple Service Tasks for one service call, for example when work is performed by multiple workers. Realized hours, cost and items are registered on the service call project, which is a subproject of the service object. The service call is typically the entity that is invoiced, not the Service Task.

 

Service Task form

Service Management - DYS > Service Tasks > All servicetasks

The service task form can be opened from the grid, or via a service call. In the service task form all information for a technician is visible and in this form a technician can register hours, items, operations and costs for this specific task.

Field	Description
Task header - Task

Task id	Task ID. Same id as the Service call id, with a submask, set up is done in the parameters
Eventcode	Eventcode ID for this task
Description	Description of the eventcode for this task.
Status	Status of this task.
Service Objects
Object	ID of the object for this task.

Description	Description of the Object.
Service call
Call Number	Id of the service call of this task
Name	Customer name
Service Note
Note	Note for technician

Resource Group
Worker	Name of worker who created the call
Group	If applicable, group of resources responsible for this task
Resource	Responsible resource (technician) for this task.
Location
Language	Language of customer

Region code	If applicable, code for region or route.
City	City of the customer/ object.
Planning
Fixed appointment	If ticked, time and date of task are fixed.
Start date/ time	Planned start date and time of task.
Planning timezone	Planned time zone for task.

Sort code	Sort code for sorting task on a day
Hours/ resources	Sum of hours estimated for the task, diveded by the number of resources assigned.
Visit address

Address

Visit address/ location of the object where the task must preformed.

Tab hours

In the tab Hours, a technician can register and edit the working hours for this task. 

Field	Description
Button new	Add a new hour line

Button Delete	Delete the seleted line
Butten Set as complete	To confirm the entered hour lines.
Resource	Id of the resource

Estimated start	Estimated start date and time of the task.
Estimated end	Estimated end date and time of the task.
Estimated duration	Total estimated duration of the task.
Additional hours	Field for entering additional hours for the service task
Resource	Name of resource, resource id and the legal identity of the resource.
Realized	Realized start date and time of the task.

End date/ time	Realized end date and time of the task.
Duration	Total duration of the task, automatically calculated by entering start and end date/ time. It is possible to edit this field.
Remaining hours	Estimeted remaining hours to complete the work, in addition to the realisaton.
Percentage of completion	Specified / calculated percentage of completion of the task.
Line status	Line/ transaction status.
Warranty	Indicates if the current transaction is marked for warranty.

Tab Items

The item tab shows items for this task in combination with the object and eventcode. Depending on the status of the task, it is also possible to add, delete or edit in this tab.  

Field	Description
Button add line	To add an new item (line)

Button Add lines	Add muliple item lines. When enter this button, a form will pop up with item which can be added.
Button Remove	To remove the selected line(s).
Button Sales order line	Opens a menu with funcitons that can be executed in relation to the sales order line.
Button Financials	Opens a menu with functions that can be executed in relation to the financial dimensions of the item of the selected line.
Button posting	To post the selected item line(s). This is mandatory for report the task ready.
Button Inventroy	Opens a menu with inventory related functions.

Button Product and supply	Opens a menu with product and supply actions.
Button Update line	Opens a menu option to update the selected line.
Button Warehouse	Opens a menu with warehouse details of the selected line
Type	Type of item
Item number	Article number of the item
Product name	Description/ name of the item

Sales Category	Salse category of the item
CW Quantity	Catch weight quantity of the item
CW unit	Catch weight unit of the item.
Quantity	Quantity of the item
Unit	Unit of the item.
Available	Availability of the item, displayed with a symbol.

Site	Site of item
Warehouse	In combination with site, warehouse of the item.
Unit Price	Unit price of the item.
Discount	Discount in amount for item number.
Discount percentage	Discount in percentage for the item number.
Net amount	Netto amount for the item.

Quality order status
Deliver now	Quantity delivered
Same Batchselection	If ticked, all the items on the line must be from the same batch.

Tab Operations

The tab Operations shows the operations to preform for this task in combination of object and eventcode. It is also possible to add manual operations.
In combination with the line details tab, a technician can register in this tab the preformed operation(s).

Field	Description
Button New	To ad a new operation that is preformed on this task.

Button Delete	To delete an operation
Button Registered service operations	Opens an form of all the previous registered operations.
Button Meter readings	Opens a form of detailed information regarding the meter readings and all previous readings. In this form it is possible to add or delete  meter readings
Executed	If operation is excuted, a checkmark will appear.
Date	Date of operation.
Component	Component where the operation is preformed.

Operation no.	Number of the operation
Type of operation	Which operation will be preformed.
Description	Description of the operation.
Part	On which part will the operation be preformed.
Status returned value	Status of the entered value, shown in a symbol.
Manuelly added	If the operation is manually added, a checkmarkt will appear.

Line status

Status of the line

Tab Line details - Hours

Depending of the chosen tab above (Hours, Items, Operations, Costs, Travel or Revenue), the line details tab shows detail information associated with the chosen tab above.  

Field	Description
Tab Hours

Task description	Description of the task eventcode
Catergory
Forecast	Forecasted hour categorie, can not be edit.
Actual	Actual hour category, can be edit via dropdown
Hours invoice status
Forecast	Forecasted invoice status, can not be edit.

Actual	Actual hour category, can be edit via dropdown.
Warranty
Warranty	Is this task warranty, yes or no.
Manual user	The user that has manually overridden the warranty term values
Manual date	Date on which the warranty term has been manually overridden.

Tab Line details - Items

In the line details all the details of the selected item line wil be shown most for information purposes only. Information is from Microsoft Dynamics 365 for Finance and Operations.
Only the editable fields will be explained.

General
Orderline
Sales category	Determines which sales category, can be changed via the dropdown.
Text	Free text field
External References
External	Field for external references for the selected item.

Line number	Line number
Setup
Sales Tax
Item sales tax group	Item sales tax group, choose from dropdown
Sales tax group	Sales tax group
Commission

Sales group	Salesgroup, choose from dropdown
Invoicing
Demension account
Address
Name	Name of customer
Delivery address	Deliver address of the item.

Product
Storage Dimensions
Site/ Warehouse	Site and warehouse of the item.
Pallet ID	Pallet ID of the item.
BOM/ Route
Sub-BOM

Subroute
Packing
Barcode	Barcode of item
Barcode setup	Barcode set up, i.e. EAN13
Packing unit	Packing unit, i.e. box, pcs.
Delivery

Delivery date
Requested ship date	Requested ship date
Requested receipt date	Requested receipt date
Confimed ship date	Confimed ship date, with button beside it is possible to simulate the available ship and receipt dates.
Delivery date control	How to control the delivery date, choose via dropdown.
Misc. Delivery info

Overdelivery	Quantity of over delivery
Underdelivery	Quantity of under delivery
Mode of delivery	Delivery mode, choose via dropdown
Delivery type	Delivery type, choose via dropdown.
Shipping location time zone	Time zone of the shipping location (Site/ Warehouse)
Price and discount

Discount	Amount of discount
Discount Percentage	Discount percentage
Multiline discount	Amount multiline discount
Multiline discount percentage	Multiline discount percentage
Prices
Price unit	Price unit

Sales Charges	Sales charges
Exclude from rebate	If ticked, item will be exclude from rebates.
Project	Only for information purposes
Foreign trade	Only for information purposes
Financial dimensions	Only for information purposes

Tab Line Details - Operations

In the line details - operations the technician can see the details of the defined operation(s) and can register the values of the operation.

Field	Description
Values

Minimum	Minumum value of the operation
Maximum	Maximum value of the operation
Return value	Value of the operation, entered by the technician.

Unit	Unit of the value

Component path

Component of the object on which the operation is applicable.

Tab Line Details - Costs

Editable fields via dropdown are Sales tax group, Cancelled warranty claims, Claim date and item sales tax group. Warranty fields are for information purposes and not editable in this form. When selecting Costs, also the tab Mobile Field Service appears. In this tab a technician can upload i.e. a reciept of the costs.

Tab Line Details - Travel

In the line details for travel it is possible to edit the cos price and sales price. The warranty fields for travel are for information purposes.

Tab Line details - Revenue

Editable fields are Quantity, Registered, Discount percentage and cash discount amount. Other fields in this form are for information purposes.