Course Overview
This Digital Learning 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.
Course Outline
Module 00: Course Introduction
Module 01: Service Management Overview
Module 02: Service Items
Module 03: Service Orders
Module 04: Processing Service
Module 05: Posting Service
Module 06: Planning Management
Module 07: Service Contracts
Module 08: Service Price Management
Module 09: Job Queue
Module 10: Course Review
Course Objectives
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
Pre-requisites
General knowledge of Microsoft Windows
General accounting knowledge