BEYOND · Field Service

Worksheet Process & Data Model

Two views of the BEYOND Field Service worksheet: the high-level FSM lifecycle for stakeholder-facing discussion, and the BC + BEYOND Field Service data model for technical reference. Switch between them with the tabs below.
Service
Request
📞
1. Request
📋
Job
Scheduling
1. Assign
Technician
Dispatch
🚐
2. Dispatch
📲
Real-Time
Updates
3. Arrive
🔧
On-Site
Execution
4. Execute
✅
Quality
Assurance
5. Quality
Job
Card
📄
6. Document
💰
Invoice
& Payment
7. Invoice
Customer
Feedback
💬
8. Feedback
📊
Reporting
& Analytics
8. Reporting
Maintenance
Scheduling
🔄
↺ Loop
How this maps to the 8-phase worksheet lifecycle: phases 1–8 in the BEYOND Field Service worksheet correspond to these higher-level FSM activities. Maintenance Scheduling closes the loop by triggering the next Service Request — the worksheet lifecycle is recurring.
Central worksheet record
BEYOND Field Service entity
BC standard table
Linked entity (pill)
Phase badges:
1 Request & Assign
2 Dispatch & Route
3 On-Site Arrival
4 Service Execution
5 Quality & Sign-off
6 Job Card
7 Invoice & Payment
8 Feedback & Reporting
Bill-to Customer
  • Billing Address
Service Order Type
Repair Status
Posted Service Invoice
Sales Invoice
• Billing Address
Cust. Ledger Entries

Posted Cost Entries
BYD_MS_WORKSHEET  +  Service Header
Bill-to Customer
Customer (BYD_MS_CUSTOMER)
Revenue & Costs
Service Header (Service Item)
Service Order Allocation
Time / Resource Preferences
Worksheet Attributes
  • Worksheet Type
  • Duration
  • Address / Geocode
  • Service Territory
  • Location Instructions
  • Worksheet Status
  • Summary
  • Priority
  • Service Item No.
  • Currency / Pricing / Tax
Customer (BC + BYD_MS_CUSTOMER)
  • Service Territory
  • Address / Geocode
  • Resource Preferences
  • Location Instructions
  • Travel Charges
  • Currency / Pricing / Tax
Service Contracts (BC)
BYD_MS_MACHINE (Customer Assets)
Service Item (BC + BYD_MS_MACHINE)
  • Machine Reference
  • Service Description
Service Item Line (BC)
BC Items
BC Service Items
BYD_MS_ATTRIBUTE
BYD_MS_ITEM_USAGE
  • Item No.
  • Quantity
  • Location / Warehouse
SERVICE_ORDER_ALLOCATION (Resource Requirements)
  • Time / Resource Preferences
  • Duration
  • Characteristics
  • Priority
  • Geocode
  • Service Territory
BYD_MS_SCHEDULER_WORKSHEET (Bookings)
  • Start / End Time
  • Location
  • Travel Time
Resource
Job Duration
BYD_MS_WORK_TIME (Timestamps)
  • System Status
  • Start Timestamp
  • End Timestamp
RESOURCE (BC, Bookable)
  • Start / End Time
  • Work Hours / Calendar
  • Assigned Territories
  • Characteristics
  • Default Warehouse
  • Hourly Rate / Cost
  • Resource Group
BYD_MS_WORK_TIME (Journal)
  • Journal Type
  • Start Time
  • End Time
  • Duration
  • Billable
  • Pay Type
  • *Cost Information
BYD_MS_SIGNATURE + BYD_SIG_SIGNATURE
BYD_MS_PDF_DOCUMENT + LINK_STORAGE
BYD_MS_IMAGE
BYD_MS_WORKSHEET_REPOSITORY v1 + v2
BYD_MS_RESOURCE_USAGE + WORKSHEET_DEFAULT
BC Item Catalog
BC Inventory (Item Ledger)
BC Purchase Orders