Wie erstelle, exportiere und plane ich Aufträge?
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.
Wie verwende ich Handyman Mobile für die mobile Auftragsbearbeitung?
You can find information on how to use Handyman Mobile for mobile order processing in the Handyman Mobile documentation.
Wie importiere ich Handyman-Daten in Business Central und aktualisiere den Business Central-Auftrag?
In general Process orders from Handyman via the role center as described in Monitor and process orders from the BC role centre. Manual step-by-step processing involves these steps:
- Export from Handyman:
- Dieser Schritt wird normalerweise automatisch ausgeführt, nachdem ein Mobilgerät die Synchronisierung abgeschlossen hat. Alternativ können Sie den Export manuell aus Handyman Office starten. If you're using simple integration, refer to Export orders using Simple Integration.
- 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.
- Alternatively this step can be automated as described in the article on automation.
- 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.
- Alternatively this step can be automated as described in the article on automation.
- Update order:
- Dieser Schritt aktualisiert den Business Central-Auftrag mit den Daten, die aus den Zwischentabellen importiert wurden.
- 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 some Handyman-specific fields like Handyman order status.
- You can execute this manually using the command in the ribbon.
- Alternatively this step can be automated as described in the article on automation.
- 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.
- Alternatively this step can be automated as described in the article on automation.
- If the Handyman order was in status "completed," the status will change to "historical."
- Handle errors
- If automation or batch processing is used, errors may have occurred.
- For details check the article on error handling.
- Auftrag korrigieren:
- Dieser Schritt gilt für Sales Orders und Service Orders.
- Öffnen Sie zunächst den Auftrag.
- Wenn die in Handyman erfassten Einträge fehlerhaft sind, korrigieren Sie sie im Business Central-Auftrag.
- Bei Bedarf können Sie auch Auftragspositionen löschen.
- Auftrag erneut exportieren:
- Der letzte Schritt besteht darin, die in Handyman vorgenommenen Änderungen durch erneuten Export des Auftrags zu übertragen.
- 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.
Was ist die Stapelverarbeitung / Importautomatisierung?
- The steps 1-5 mentioned above can be automated or executed in bulk via batch processing.
- Batch processing is executed via the "+" symbol in the role center.
- For both, automation and batch processing you need to configure the desired level of automation in the "Basic data and settings" page.
- For automation, ensure that the Job Queue in Business Central is set up correctly to run this automation. Please make sure your Business Central license matches the selected level of automation.
- For details check out the article on automation.