---
title: "Service - Process"
slug: "bc-service-process"
description: "Streamline your service order process in D365 BC with step-by-step guidance on entering service items, materials, resources, and costs efficiently."
updated: 2026-06-25T09:59:03Z
published: 2026-06-25T09:59:03Z
canonical: "docs.staedean.com/bc-service-process"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.staedean.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Service - Process

## Process flow

![Overall Process Flow](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/ANY_Service_Process.png)

## Steps

> [!NOTE]
> Make sure you have already set up the [prerequisites](/business-central/docs/bc-service-prerequisites) for this process.

1. Select the Service menu button.

![ServiceStep7](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/ANY_ServiceStep7.png)
2. The following page appears. Enter the service order number or use **F6=Lookup** to select the newly created service order from a list and continue with step 5, or select **F8=Search Customer** and continue with the next step.

![ServiceStep8](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/ANY_ServiceStep8.png)
3. Enter the search filter `*CAN*`.

![ServiceStep9](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/ANY_ServiceStep9.png)
4. Select customer 10000 The Cannon Group PLC and confirm with **F4=OK**.

![ServiceStep10](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/ANY_ServiceStep10.png)
5. Enter the service order or use **F6=Lookup** to show all the service orders for that customer.

![ServiceStep11](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/ANY_ServiceStep11.png)
6. Enter the finishing date (default is today) and confirm with **F4=OK**.

![ServiceStep12](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/ANY_ServiceStep12.png)
7. The following page shows the items to be serviced. After selecting one of the items, choose one of the available actions.

![ServiceStep13](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/ANY_ServiceStep13.png)

### Used materials (*F7=Materials*)

1. When the user presses **F7=Materials**, the following page appears. Enter an item number or use **F6=Lookup** for a list of all items. Confirm with **F4=OK**.

![ServiceStep14](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/ANY_ServiceStep14.png)
2. Enter the quantity in the next page. After confirming the quantity, you return to step 8. No availability checks are made to ensure continuity of the work at hand.

![ServiceStep15](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/ANY_ServiceStep15.png)
3. Press **F1=Back to Service Items** to return to the service items.

![ServiceStep13](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/ANY_ServiceStep13.png)

### Spent resources (*F8=Hours*)

1. Enter the resource number (by default the system presents the user ID of the External User), or use **F6=Lookup** to select a resource from a list. Press **F4=OK** to confirm.

![ServiceStep18](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/ANY_ServiceStep18.png)
2. In the next page, specify the amount. Enter the amount of hours spent and press **F4=OK**.

![ServiceStep19](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/ANY_ServiceStep19.png)
3. Press **F1=Back to Service Items** to return to the service items.

![ServiceStep13](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/ANY_ServiceStep13.png)

### Spent cost (*F9=Costs*)

1. Enter the Service Cost Code START, or use **F6=Lookup** to view possible costs in a list.

![ServiceStep16](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/ANY_ServiceStep16.png)
2. After confirming the cost code, enter the amount.

![ServiceStep17](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/ANY_ServiceStep17.png)
3. Press **F1=Back to Service Items** to return to the service items.

![ServiceStep13](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/ANY_ServiceStep13.png)

### Check Service Item Worksheet (F4=Check Worksheet)

1. The system presents all the data entered in the previous steps in the next page. Depending on whether an item was selected in the previous list, you see an overview for the entire order or for only one of the items serviced. When the service is finished, selecting **F4=Worksheet OK** returns you to step 2. **F1=Back to Service Items** returns to the previous page.

![ServiceStep20](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/ANY_ServiceStep20.png)
2. Note that after entering an item, a resource, or service cost, the Service Item Worksheet for the service order is updated.

> [!NOTE]
> **Note** To see the result in D365 BC, go to **Service** > **Order Processing** > **Service Orders** and select the created service order (SO000009).
> 
> Select the line with Service item 7 and select the line button to open the menu, then open the **Service Item Worksheet**. The data entered from the mobile process appears here.
> 
> ![ServiceStep21](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/ANY_ServiceStep21.png)

## Related

- [Service](/bc-service.md)
- [Service - Prerequisites](/bc-service-prerequisites.md)