Create, export and plan orders
Create a sales order, service order or a job.
Export the order to Handyman using the export action from the Ribbon.
Schedule the order: Launch the the Handyman Resource Planner using the Resource Planner action from the Ribbon or open the order in Handyman Office using the Handyman Office action from the Ribbon and plan the order there.
See the chapter about the Handyman Resource Planner in the documentation of Handyman Office.
Use Handyman Mobile for mobile order processing
This topic is covered by the documentation of Handyman MobileImport Handyman data in Business Central and update the Business Central order
Updating orders in Business Central with information from Handyman is done in five steps:
- Export from Handyman
- This is usually done right automatically after a mobile device has finished the synchronization.
- Alternatively this may be done manually from Handyman Office.
- If simple integration is used, check this article.
- Import into Business Central
- This imports the data provided by Handyman into intermediate tables in Business Central.
- For manual execution use the command in the ribbon
- Create new Service / Service Orders
- If the order was created in Handyman, a new order in Business Central must be created first
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The customer used in the Handyman order must exist in Business Central.
- For manual execution use the command in the ribbon
- Update order
- This updates the business central order with the data imported into the intermediate tables before
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The following information is used:
- Handyman Hours & Cost entries - these are imported as resource consumption in the Business Central order lines
- Handyman Material registrations - these are imported as item lines in the Business Central order line
- Handyman order status
- For manual execution use the command in the ribbon
- Re-export
- Re-export means that the successful update is reported back to Handyman and that the records are removed from the intermediate tables in Business Central
- For manual execution use the command in the ribbon
- If the Handyamn order was in status "completed" then the status will change to "historical"
- action may be started manually via a command in the ribbon on this page or automatically if configured in the page "Basic data and settings"
Actions in are available in the ribbon of the inbound order list and of the inbound order card. Actions on the inbound order list apply to the currently filtered set of orders.
Import Automation
- All steps mentioned above may be automated
- First configure the required level of automation in the page Basic data and settings
- Then make sure 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