What’s new or changed in RUX Service version 17

Modified on Tue, 2 Jun at 8:50 AM

Here’s an overview of what’s new or changed in the latest version of RUX Service, including solution revisions. 

 

If you self-manage updates, you should run the app update from your Business Central Admin Center. If you’re on the Update Protection Plan, this update will be applied for you. 

 

If you need assistance with updates or solution use, contact our helpdesk at support@ruxsoftware.com

Our eagle-eyed reviewers missed a typo or there's a revision to make to our documentation? Send us a note at hi@ruxsoftware.com. 

 

New features & enhancements

New features and enhancements included in this release are: 

  • Enhanced Outlook Calendar integration by enabling configurable content and adding support to include attachments, providing greater flexibility and improved context in calendar entries.
  • Added an option to require ticket checklists, ensuring critical steps are completed before ticket progression or closure, improving process compliance and consistency.
  • Enhanced VRS by enabling configurable entry content, allowing greater flexibility in how information is displayed and managed.
  • Improved security and data visibility by restricting access to service quotes and tickets based on Responsibility Center, ensuring users only view records relevant to their assigned scope.
  • Added a Service Management setup option to automatically round Technician Time Entry values, for improved consistency and efficiency.
  • Introduced the ability to define relationships between Service Units, supporting Main–Child hierarchies to improve organization, tracking, and management of related units.
  • Introduced the ability to print photos directly on Service Tickets, improving documentation and visibility.
  • Enhanced usability by providing a more descriptive tooltip for the Service Status “Allow Technician” setting, improving clarity and user understanding of its behavior.
  • Enhanced the Service Ticket Details page by adding a dedicated action to enter Item Tracking Lines (Serial Numbers), streamlining the process of recording and managing tracked items.

  • Enhanced the Fixed Asset Card and List pages by adding “Create Service Unit” and “Create Service Ticket” actions, enabling quicker initiation of service records directly from fixed assets.

  • Enhanced Service Unit management by adding a “Copy Service Unit” action to both the Service Unit Card and List, enabling faster creation of new units based on existing records.

  • Enhanced Service and Planned Maintenance functionality by adding filtered Resource Item lookup, ensuring users can more easily select relevant items based on their setup on the Resource card.

  • Enhanced the Service List page by adding a “View → Service Ticket Line View” action, providing a dedicated list of all ticket lines with type posting. This view supports filtering by Service Unit No., Customer, Status, and more, improving visibility and analysis of service line activity.

  • Improved Service Technician (Ticket View) usability by enabling task drill-down with Clock In/Out support and allowing status updates.

  • Enhanced the Confirm Actual process to prevent duplicate Job Journal lines when the action is aborted and run again.

  • Enhanced Field Ticket setup to automatically copy Job Planning Lines from a Job Task when creating a Field Ticket, improving efficiency and data consistency.

  • Enhanced service functionality by enabling automated report processing and email notifications to customers when their Service Units are approaching the next service date.

  • Enhanced the VRS calendar by displaying completed tasks as read-only, ensuring they remain visible while preventing users from moving or resizing them.

  • Enhanced VRS scheduling by adding the ability to set a default Schedule View and manage saved filter views, enabling technicians to easily switch between personalized views while aligning with standard Business Central behavior.

  • Enhanced Completed Field Service Projects by adding a “Field Service Doc Type” field, improving classification and visibility of document types.

  • Improved handling of completed Field Service Project Quotes by introducing a dedicated completed quote page, ensuring that reopening a quote restores only the quote, not a full Field Service Project.

  • Updated the Service Online Help by renaming the link to “RUX Service Online Help” and pointing it to the current Service Help URL, ensuring accurate labeling and up-to-date access.

  • Updated VRS behavior to ensure Field Tickets must be in “Released” status to be displayed, aligning with standard scheduling requirements.

  • Updated the default styling for completed service tasks in the VRS scheduler to black background with white text, improving visibility and consistency.

  • Updated Resource card to use the Resource Service Technician User ID field as the primary reference for both Service Technician and Field Service Technician role centers.






  

Solution revisions

Solution revisions included in this release are: 

  • Fixed an issue where Resource Capacity calculations were inaccurate, ensuring capacity values now reflect correct availability and scheduling data.
  • Resolved an issue where an error occurred when adding a "Machine" resource to a Field Ticket, ensuring resources can now be assigned without interruption.
  • Resolved an issue preventing users from adding a default Service Unit for customers who did not own the unit, ensuring proper assignment without errors.

  • Fixed a typo on the Service Management Setup page by correcting “Clocking” to “Clock In.”

  • Fixed an issue where filtering on the Default Service Unit field did not dynamically update when the Sell-to Customer changed, ensuring filters now refresh correctly.

  • Fixed an issue where actions were available on Field Service Project Quotes before being converted to a ticket, ensuring actions now display only when applicable.

  • Fixed an issue where attempting to create a Field Service Project from a quote with an unlocked Field Service Ticket resulted in an incorrect error message, ensuring accurate feedback is now displayed.

     


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