PURPOSE

The purpose of this addon is to assist you with Microsoft 365 Business Central Jobs execution while utilizing Microsoft Field Service Work Orders to segment, prioritize or milestone the work at hand. The addon represents the integration between these two systems and it ultimately allows you to bring the best of both into your business practices.

SCOPE

Connecting your workforce activities with your financial data and actions brings the level of detail and discipline that’s becoming part of contemporary business intelligence. The Work Order Costing addon provides you with the ability to specify all costs related to individual Work Orders in Microsoft Field Service while associating them to particular Jobs in Microsoft 365 Business Central. Any transaction that occurs in Microsoft 365 Business Central can now be associated with a Work Order while ultimately belonging to the Job at hand.

BEST PRACTICES

Every individual Job line in Microsoft 365 Business Central becomes a Work Order from Microsoft Field Service, plain and simple. The association of Jobs and Work Orders happens in Microsoft Field Service. The users can view all Jobs available in Microsoft 365 Business Central when creating Incident Types and Work Orders in Microsoft Field Service. If the particular Microsoft 365 Business Central Job is entered on an Incident Types in Microsoft Field Service, every consequent Work Order created using that Incident Type will be associated with that Job and be shown as an individual Job line in Microsoft 365 Business Central.

Cogsdale Work Order Costing

Autor: COGSDALE CORP