Description
This course covers the use of service management capabilities in Microsoft Dynamics NAV 2017 to help companies optimize on their service operations. This course explains the service management structure, the setup of service management, time management, service order and service item. It also covers service orders, planning management, service contracts and additional features such as job queue and service price management.
What are the goals for this course?
- What is Service Management
- Service Item and Setup
- Create Service Items Manually
- Creating Service Items from a Service Order
- Creating a Service Items Automatically
- Service Item Components
- Warranty for Service Items and Troubleshooting
- Service Item History
- Service Order Setup
- Service Lines, Shelves and Quotes
- Loaners and Setup
- Registering Service Consumption
- Using Standard Service Codes
- Registering Spare Parts and Replacing Components
- Using Serial Numbers
- Using Bin Code when Registering SpareParts
- WMS Integration
- Registering Fault Codes
- Repair and Service Order Status
- Posting Service Setup
- Post Service when Servicing is Completed
- Post Service Usage During Servicing
- Post Consumption
- Undo Shipment and Consumption
- Planning Management Setup
- Resources and Allocation
- Service Tasks
- Allocation Status and Repair Status
- Service Contracts and Setup
- Operational Information on the Service Contract
- Invoice Details on the Service Contract
- Service Contract Functions and Quotes
- Periodic Activities
- Service Price Adjustment Groups
- Performing a Service Price Adjustment
- Job Queue
What are the prerequisites to consume this course?
- General knowledge of Microsoft Windows
- General accounting knowledge
Outline
Module 01: Service Management Overview
- Service Management Overview
- What is Service Management
Module 02: Service Items
- Service Item
- Service Item Setup
- Create Service Items Manually
- Creating Service Items from a Service Order
- Creating a Service Items Automatically
- Service Item Components
- Warranty for Service Items
- TroubleShooting
- Service Item History
Module 03: Service Orders
- Service Order Setup
- Service Order Overview
- Service Lines
- Service Shelves
- Loaners
- Service Quotes
Module 04: Processing Service
- Setup
- Registering Service Consumption
- Using Standard Service Codes
- Registering Spare Parts and Replacing Components
- Using Serial Numbers
- Using Bin Code when Registering SpareParts
- WMS Integration
- Registering Fault Codes
- Repair and Service Order Status
Module 05: Posting Service
- Posting Service Setup
- Post Service when Servicing is Completed
- Post Service Usage During Servicing
- Post Consumption
- Undo Shipment and Consumption
Module 06: Planning Management
- Planning Management Setup
- Resources
- Allocation
- Service Tasks
- Allocation Status and Repair Status
Module 07: Service Contracts
- Service Contracts
- Service Contracts Setup
- Operational Information on the Service Contract
- Invoice Details on the Service Contract
- Service Contract Functions
- Service Contract Quotes
- Periodic Activities
Module 08: Service Price Management
- Service Price Groups
- Service Price Adjustment Groups
- Performing a Service Price Adjustment
Module 09: Job Queue
- Job Queue
Customer service:
- NAV