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Work Orders in Dynamics 365 Business Central

Module for Work Orders in Business Central and Navision

¿Qué es el módulo de Partes de Trabajo?

What is the Work Orders Module?

This Microsoft Dynamics 365 Business Central module is specifically designed designed for companies that work on a project basis and require detailed control over the tasks performed and the materials used during project execution.

How does it work?

The tool introduces an additional data layer prior to posting consumption or automatically scheduling billable items (resources or items). This layer provides a clear and organized view of the work carried out by the company’s resources, ensuring accurate tracking and streamlined project management.

Advantages of the Work Orders Module

Simplicity for the Operator: The operator only needs to enter the quantities used during the execution of the work, without worrying about costs or sales prices. The information is later reviewed in the project journal.

Detailed Review: All information related to prices, costs, and dimensions is reviewed by the project manager before it is officially posted.

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Ventajas del Módulo de Partes de Trabajo

Work Orders Extension

The extension for Microsoft Dynamics Business Central can be fully used by limited users.

The work order displays four information sections.

Gestión de Servicio​

Service Management

Essential basic data required for registering the work order.

Información detallada de los recursos y tareas específicas realizadas​

Services

Detailed information on the resources and specific tasks performed

Parte de Trabajo Producto​

Work Order – Item

Information about the items consumed

Área para incluir hasta 3 imágenes relacionadas con el parte

Photographs

Area to include up to three images related to the work order

Ease for the Operator

The module is designed so that the operator can focus solely on entering the quantities of services or items used during the execution of the work. There is no need to enter costs or sales prices.

Streamlines Review and Control

Thanks to proper configuration of the project module, this simplification does not compromise financial control.

 Once the work order is posted, all information is transferred to the project journal for review. 

This allows the project manager to verify and adjust prices, costs, and dimensions before final posting, ensuring data accuracy and consistency.

Discover the Work Orders Module in Our Exclusive Tutorial

Designed specifically for companies, partesdetrabajo enables efficient control of the tasks, resources, and materials involved in each project.

  • Module Overview
    • Extension designed to manage projects in Navision and Business Central.
  • User Interface
    • Accessible from PC, tablet, or smartphone.
    • Interface adapts according to roles and operational needs.
  • Project Configuration
    • Parameters for numbering and registering work orders.
    • Section visibility based on the type of work (services, items, vehicles).
  • Data Entry Process
    • How to enter hours, materials, and resources.
    • Options to add comments and additional resources.
  • Visual Documentation
    • How to add photographs when creating work orders.
  • Posting and Review
    • Options for direct posting or review by the Project Manager.

Request a free demo of the Work Orders Module for Business Central

Discover how our solution can transform project management, eliminating errors and saving valuable time. 

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Ideal for Service and Installation Companies

The extension is especially recommended for service and installation companies looking to optimize project management.

GET THE WORK ORDERS MODULE
Ideal para Empresas de Servicios y Montaje

Resolve your questions about
our Work Orders Module

The Work Orders Module is an extension for Microsoft Dynamics 365 Business Central and Navision designed to manage projects that require control over tasks, resources, and materials. It allows users to record hours, consumption, and travel, providing full traceability of every job performed by the operators.

It centralizes all project information in a single window: hours, materials, vehicles, and comments. Operators can easily enter the data, which is then reviewed by the project manager before final posting, ensuring accuracy and full financial control.

Yes. The module is optimized for mobile devices and tablets, allowing employees to enter their work orders from anywhere with an internet connection. The interface adapts to the device, featuring large buttons and touch-friendly navigation to make field use easier.

Automating work orders in Business Central eliminates human errors, speeds up data collection, and ensures the correct allocation of costs and materials. It also prevents duplications and allows the Project Manager to review and validate the information before the final posting in the project journal.

Each work order is directly associated with a project and a task previously configured in Business Central. When it is posted, the consumption is automatically assigned to the project journal, reflecting the hours, materials, and resources used without any additional manual intervention.

The module allows you to include services, items, vehicles, and photographs of the work performed. You can also add comments, additional resources, and overtime hours, generating a complete project report that can be emailed or exported to PDF.

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