Field service resources for Microsoft Dynamics GP

**
**

This page includes links to the field service documentation resources for Microsoft Dynamics GP. You can right-click the document links and choose Save Target As to save the documents to your computer.

On This Page
Administrator and user guides for Microsoft Dynamics GPAdministrator and user guides for Microsoft Dynamics GP
Administrator and user guide for Business PortalAdministrator and user guide for Business Portal

Administrator and user guides for Microsoft Dynamics GP

Name and descriptionDownloadsLast updated

Contract Administration
Explains how to set up, enter, and maintain quote and contract documents. Also includes transaction entry and posting information, and explains how Contract Administration can be integrated with Service Call Management, Sales Order Processing, and General Ledger. (60 pp.)

Contract Administration (ContractAdministration.pdf)Download as PDF
1,161 KB

Contract Administration (ContractAdministration.xps)Download as XPS
2,095 KB

April 24, 2007

Depot Management
Explains how to enter work orders, schedule and track activities within your internal repair depot, and keep track of the usage of parts and labor in the repair process. Also describes how Depot Management can be integrated with Returns Management and General Ledger. (40 pp.)

Depot Management (DepotManagement.pdf)Download as PDF
851 KB

Depot Management (DepotManagement.xps)Download as XPS
1,429 KB

April 24, 2007

Preventive Maintenance
Explains how to use Preventive Maintenance with Service Call Management to automatically generate service calls and requests for preventive maintenance work. (24 pp.)

Preventive Maintenance (PreventiveMaintenance.pdf)Download as PDF
538 KB

Preventive Maintenance (PreventiveMaintenance.xps)Download as XPS
1,107 KB

April 26, 2007

Returns Management
Explains how to set up, enter, and maintain return materials authorization and return to vendor documents. Also describes how Returns Management can be integrated with Service Call Management and Sales Order Processing. (66 pp.)

Returns Management (ReturnsManagement.pdf)Download as PDF
1,187 KB

Returns Management (ReturnsManagement.xps)Download as XPS
1,888 KB

April 24, 2007

Service Call Management
Explains how to enter customer service requests, dispatch technicians, bill customers for time and materials, and manage parts, labor, and miscellaneous charges. Also describes how Service Call Management can be integrated with Contract Administration, Preventive Maintenance, and Returns Management. (96 pp.)

Service Call Management (ServiceCallManagement.pdf)Download as PDF
1,749 KB

Service Call Management (ServiceCallManagement.xps)Download as XPS
2,767 KB

April 24, 2007

Administrator and user guide for Business Portal

Name and descriptionDownloadsLast updated

Field Service Suite
Explains how to set up and use Field Service Suite, which you can use to view, modify, and create service calls and return merchandise authorizations using Business Portal. (29 pp.)

Field Service Suite (FieldServiceSuiteUserGuide.pdf)Download as PDF
733 KB

Field Service Suite (FieldServiceSuiteUserGuide.xps)Download as XPS
1,218 KB

November 6, 2007



Was this information useful?