Use Business Central and Handyman for order management

Hvordan opretter, eksporterer og planlægger jeg ordrer?

To create an order, you can choose between a sales order, service order, or a job.

To export the order to Handyman, use the export action from the Ribbon. You can find more information on how to do this here.

To schedule the order, you can launch the Handyman Resource Planner using the Resource Planner action from the Ribbon. Alternatively, you can open the order in Handyman Office using the Handyman Office action from the Ribbon and plan the order there. For more details, refer to the Handyman Resource Planner chapter in the Handyman Office documentation.

Hvordan bruger jeg Handyman Mobile til mobil ordrebehandling?

You can find information on how to use Handyman Mobile for mobile order processing in the Handyman Mobile documentation.

Hvordan importerer jeg Handyman-data i Business Central og opdaterer Business Central-ordren?

To update orders in Business Central with information from Handyman, follow these five steps:

1. Export from Handyman:
   • Dette trin udføres normalt automatisk, når en mobilenhed afslutter synkronisering. Alternativt kan du manuelt eksportere fra Handyman Office. If you're using simple integration, refer to Export orders using Simple Integration.
2. Import into Business Central:
   • This imports the data provided by Handyman into intermediate tables in Business Central. You can execute this manually using the command in the ribbon.
3. Create new Service/Service Orders:
   • If the order was created in Handyman, you must first create a new order in Business Central.
   • The customer used in the Handyman order must exist in Business Central.
   • You can execute this manually using the command in the ribbon.
4. Update order:
   • Dette trin opdaterer Business Central-ordren med de data, der er importeret fra de midlertidige tabeller.
   • The following information is used: Handyman Hours & Cost entries (imported as resource consumption in the Business Central order lines), Handyman Material registrations (imported as item lines in the Business Central order line), and Handyman order status.
   • You can execute this manually using the command in the ribbon.
5. Re-export:
   • Re-exporting reports the successful update back to Handyman and removes the records from the intermediate tables in Business Central.
   • You can execute this manually using the command in the ribbon.
   • If the Handyman order was in status "completed," the status will change to "historical."
   • This action can be started manually via a command in the ribbon on this page or automatically if configured in the "Basic data and settings" page.
6. Korriger ordre:
   • Dette trin gælder for Sales Orders og Service Orders.
   • Åbn først ordren.
   • Hvis de poster, der er registreret i Handyman, er forkerte, skal du korrigere dem i Business Central-ordren.
   • Hvis det er nødvendigt, kan du også slette ordrelinjer.
7. Eksporter ordre igen:
   • Det sidste trin er at sende de ændringer, der er foretaget i Handyman, ved at eksportere ordren igen.
   • This will also delete order lines that were deleted in Business Central.

The actions mentioned above are available in the ribbon of the inbound order list and inbound order card. Actions on the inbound order list apply to the currently filtered set of orders.

Hvad er importautomatisering?

• All the steps mentioned above can be automated.
• First, configure the desired level of automation in the "Basic data and settings" page.
• Then, ensure that the Job Queue in Business Central is set up correctly to run this automation.
• Make sure your Business Central license matches the selected level of automation.