Use Business Central and Handyman for order management

How do I create, export, and plan orders?

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.

How do I use Handyman Mobile for mobile order processing?

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

How do I import Handyman data in Business Central and update the Business Central order?

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:

1. Export from Handyman:
   • This step is usually done automatically after a mobile device finishes synchronisation. Alternatively, you can manually export from 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.
   • Alternatively this step can be automated as described in the article on automation.
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.
   • Alternatively this step can be automated as described in the article on automation.
4. Update order:
   • This step updates the Business Central order with the imported data from the intermediate tables.
   • 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.
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.
   • 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."
6. Handle errors
   • If automation or batch processing is used, errors may have occurred.
   • For details check the article on error handling.
7. Correct order:
   • This step applies to Sales Orders and Service Orders.
   • First, open the order.
   • If the entries recorded in Handyman are incorrect, you should correct them in the Business Central order.
   • If needed, you can also delete order lines.
8. Export order again:
   • The last step is to send the changes made to Handyman by exporting the order again.
   • 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.

What is batch processing / Import Automation?

• 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.