Supported Order Types
The Handyman extension for Business Central enhances the standard order pages in Business Central to support three types of orders:
- Sales orders
- Service orders
- Jobs (Projects)
Menu Commands Provided
- Home: Export to Handyman
- Exports the selected order to Handyman
- This step is mandatory to start working with the selected order in Handyman
- Usually, orders are planned in Handyman office or Handyman Resource Planner. If the "free orders" scenario is used (standard for a simple trial installation), any order exported to Handyman is available as a "Free order" in Handyman Mobile, ready for activation by a mobile user.
- Home: Open in Handyman Office
- Opens the order in Handyman Office
- Requires installation of the BC protocol handler
- Home: Resource Planner
- Opens the order in Handyman Resource Planner
- Requires installation of the BC protocol handler
- Actions --> Handyman --> Update outbound order
- Only relevant for customized integrations
- Copies the selected order to the outbound order export tables
- To be used if the integration is set up to use outbound tables for order export instead of the standard export
- Reports --> Handyman
- Loads the corresponding report from Handyman for each entry
- The report is shown as a PDF file
- The order must have been exported to Handyman before
Provided Fields
- General: Handyman status
- This field is automatically updated by the extension
- It shows the status of the order in Handyman
- The different status values are:
- Not exported to Handyman
- Exported to Handyman
- Planned
- Completed
- Handyman: HS Order Number
- Internal order number assigned by Handyman to this order
- Available after the order has been updated by Handyman
- Handyman: Customer defect description
- Additional text field for service orders
- Handyman: HSInstallationID
- Used for customized integrations where the reference to the Handyman equipment is done via this field instead of the service item line
- Handyman: Exported to Handyman
- Set automatically by the extension