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CB.14: Configuring Service Management to Track Orders within Dynamics AX

The Service Management area within Dynamics AX allows you to track all of your service order contracts and service orders for your customers, will track all of your time and expenses against the service orders, and will also pass along any chargeable items to the receivables department for automatic invoicing to the customer.

Service Management has additional functions as well that allow you to track the items that are being serviced, define the tasks that are allowed to be performed against a service order, and also track the symptoms, diagnosis, and resolution to service order issues, making it a great tracking and analysis tool.

In this walkthrough we will show how you can create service agreements and orders, and then how you can use the additional tracking features within Service Management to get a tighter handle on your service orders.

Topics Covered

  • Creating a Service Agreement
  • Creating a Service Order
  • Posting Time To A Service Order
  • Posting through the Service Management Portal
  • Configuring Service Order Stages
  • Configuring Service Reason Codes
  • Updating Service Order Stages
  • Signing Off and Posting Service Order Lines
  • Viewing Posted Transactions against your Projects
  • Invoicing Service Orders Time & Material
  • Creating Project Statements for Service Agreements
  • Creating Periodic Service Intervals
  • Creating Periodic Service Orders
  • Printing Service Orders
  • Creating Service Objects
  • Assigning Service Objects to Service Agreements
  • Creating Service Tasks
  • Assigning Valid Service Tasks to Agreements
  • Defining Repair Conditions
  • Defining Repair Symptoms & Codes
  • Defining Repair Diagnosis Areas
  • Defining Repair Resolutions
  • Defining Repair Stages
  • Recording Repair Operations