Usually, one document in BC (e.g. Sales Order, Service Invoice, Project) matches 1:1 with a Handyman order. In certain scenarios it makes sense, to create multiple orders in Handyman that all refer to the same document in BC. Here are some examples for such scenarios:
- During the work on-site the team encounters an obstacle. This requires a second visit. For each visit an own Handyman-order shall be used, e.g. because each visit shall be documented with an own checklist or an own customer signature.
- BC generates maintenance orders that shall all be invoiced together. But the total maintenance involves so much work that the actual execution shall be broken down in several smaller pieces.
This scenario can be activated using the setting "Multiple HM-Orders per BC order".
When the Sales Order, Service Order or Project is exported from BC, the BC-Order Number is copied into the field "Main Order" in the Handyman order. We will call this Handyman-order the "Main Order". Only the Main Order has the same values for the fields Order Number and Main Order.
If a new order is required, you can use the function to copy the order in Handyman. The copied order will have the same value in Main Order as the original did. In Handyman Office you can search and sort the order list easily by Main Order. We will call the copied orders "Sub-Orders".
After the order has been imported in BC, the BC extension checks whether a new BC document shall be created and updates the BC document. If the setting mentioned above is active then this check is considering Main Order in addition to Order Number to identify matching BC documents: Many Handyman-orders having the same value in Main Order will update the same document in BC. As in the standard behavior, the "Main-Order" created via order export from BC is also updating the BC document. The BC extension adds a field "HSOrderNumber" to the document lines so that you can check which Handyman order the line belongs to.
This feature has some important implications on for the functioning of the extension:
- Export order: Only order lines that belong to the Main order are exported. All lines originating from Sub-Orders are excluded from the order export.
- In consequence you cannot modify the line in BC and update them in Handyman via order export. Modify the lines in the inbound order sub-pages before update order is executed.
- Onl the Main Order is updating the BC Order Head: Field like Handyman status or Department are not updated from copied orders.
- Reports refer to the Handyman-Order Number: The Order summary shown for a BC order shows the order summary for the Main Order - not for the individual Sub-Orders.
For Projects this feature can be combined with the setting: One order per project task. Activating this setting requires the setting setting "Multiple HM-Orders per BC order" to be active. In this scenario, export order is creating individual orders for each project task.