Before you start make sure the inital setup has been completed successfuly as as shown in this article.
The extension comes with a default configuration. This default configuration allows to use Handyman and Business Central for a basic service process.
To meet individual requirements the extension can be configured with various settings available on this page: Handyman --> Periodic Activities --> Basic data and settings
Tooltips provide the information required to set the individual configuration settings.
In addition, we would like to highlight some settings that must be configured if the related functionality is to be used:
Settings - Orders - Number for miscellaneous items
The item number entered here must exist as non-inventory item in BC
The same item number must be entered in Handyman Office in Configuration - Company - Logistics - Item number for miscellaneous items - Material without item number will be assigned this number
Projects - Job Journal Template / Batch
If Projects/Jobs are to be used you must enter here the job journal template / batch to be used for updating the project with registration from Handyman
Inbound Store Movements
If store movements from Handyman shall be processed in BC, you must set all three following settings
See the article on automation
Import purchase orders from Handyman as transfer orders
Make sure Business Central is set-up to allow creation of transfer orders with manual numbers