Services

The Service table defines the key operations carried out during tool or component processing. A service typically represents a crucial work step in production, such as "Hardening and Tempering" or "PVD Coating".

Together with Products and Materials, services form the foundation for rule-driven routings and price list definitions. Each service can be linked to routing lines, pricing rules, customer groups, and quality plans.

Service Card Sections

General

This section contains the basic setup information for a service:

  • No. — The unique identifier of the service.
  • Description — The full name or label for the service, displayed on documents and user interfaces.
  • Unit of Measure — The base unit in which the service is quoted and processed.

    • Note: In production, processing is always based on the number of items (e.g., pieces or components). The conversion between the service's Unit of Measure and item quantity can be:

    • Fixed — A predefined factor is applied automatically based on the unit of measure setup.
    • Dynamic — The user is prompted to enter both the unit quantity (e.g., kg, batch) and the corresponding item quantity during order setup. This allows for flexible handling of varying workloads or batch sizes.

    Common examples of units:

    • kg — for weight-based services
    • piece — for per-unit production or packaging
    • batch — when pricing and or operations are performed per batch instead of individual units
  • Search Description — An alternative, shorter search term to quickly locate the service in lookups or filtering.
  • Service Group Code — Classifies the service into a logical group. This can be used for reporting, pricing, or process folder grouping.
  • Blocked — Prevents the service from being used in new transactions or routings if set to true. Useful for phasing out or archiving services.

Invoicing

In the Invoicing section of the Service Card, the following fields define how services are posted and taxed:

  • Gen. Prod. Posting Group — Determines the general ledger accounts used for revenue recognition of this service.
  • VAT Prod. Posting Group — Specifies how VAT is calculated and posted for the service.
  • Automatic Ext. Text — Enables automatic insertion of extended text lines in sales documents.

To learn more about posting group setup and how it influences financial transactions, please refer to the official Microsoft documentation: Posting Groups in Business Central .

By setting up services with correct operational and financial data, you ensure consistency across routings, invoicing, and reporting processes.

Group Codes and Advanced Features

Each key data table—Service, Product, and Material—is linked to a corresponding group: Service Group, Product Group, and Material Group.

It is recommended that group codes are used for advanced features in the JOP extension—such as routing rules, price lists, and process folder grouping. These groups allow users to apply standardized business logic, pricing, and operational flows across sets of services, materials, or products.

A best practice is to:

  • Use group codes to reflect internal company classifications or processing logic.
  • Use individual records (service/product/material) to map customer-specific terminology, variants, or handling preferences.

This design enables flexibility at the customer level while ensuring consistency and control in routing and pricing decisions.