Configuring Service Management
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 book 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
- Configuring Service Management
- Configuring Service Orders
- Configuring Service Agreements
- Configuring Service Objects
- Configuring Repair Management
- Configuring Dispatch Teams
- Configuring Service Subscriptions
Walkthrough Guides
The full Walkthrough Guides include all of the modules and are ideal for those of you that are wanting to work though the setup of the General Ledger from the beginning to the end.
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Module Guides
The guides are also available by the module which is great for those of you that want more of an à la carte option for learning. You can choose just the modules that you want to tackle and skip the rest.
Student Guides
The Student Guides are broken out into each of the individual modules and are more concise versions of the Walkthrough guides. They are the ideal size to give to your own students as a classroom reference.
Training Resources
The Training Resources are available for this guide as well that well for those of you that would like to convert this material into your own training programs. The PowerPoints can be used to help you with the training and also steps though all of the areas within the guide.
Additional Resources
Here are some other resources that you will help you with this guide.