Create Work Type

This chapter describes how to create a work type and assign a work type to lines.

Work types are used in Beyond ServiceWorksheet to enable service lines to be grouped in the service grouping. For more information on service grouping setups and the options for grouping, see the chapter Create service grouping setups.

The contents of this chapter are divided into the following sections:

Create Work Type

To create a work type, proceed as follows:

  1. Open the search function from the role center (ALT+Q).
  2. Search for Work Types and click on the corresponding search result.
  3. The Work Types list is displayed.
    Work Types
    Figure: Work Types
  4. Under the Code column, enter a code for the work type you want to create.
  5. Enter a description for the work type in the Description column.
  6. Enter the code of a unit for the work type in the Unit of Measure code column.

You have created a work type. The following section uses an example service order to show you how to assign a work type to lines.

Assign Service Worksheet Lines to a Work Type

This section describes how to assign work slip lines to a work type.

To assign service worksheet lines to a work type, proceed as follows:

  1. Open the search function from the role center (ALT+Q).
  2. Search for Service Orders and click on the corresponding search result.
  3. The Service Orders list is displayed.
  4. In the list, click on the service order for which you want to assign a work type to certain lines in the service worksheet.
  5. The service order card is displayed.
  6. Select the corresponding service item line under the Lines area and click Line > Service Worksheet in the menu bar.
  7. The Service Worksheet is displayed.
  8. You can specify a work type for the resource lines under the Work Type Code column.
    Service Worksheet Lines with Work Type
    Figure: Service Worksheet Lines with Work Type
Note

If the Work Type Code field is not displayed, you must show the field using the Personalize function. You can find further information on this in the Microsoft standard help for Business Central under the chapter Personalize your workspace.

You have assigned one or more lines to a work type. If you are using a service grouping setup by work type and resource group, you must assign resources to the resource group. For more information, see the chapter Create and assign resource group.

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