Microsoft Dynamics GP

Trade in business as usual for more productivity and less effort

Tools

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.

Administrator and user guides for Microsoft Dynamics GP

  • Contract Administration

    Updated April 4, 2008
    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.)

  • Depot Management

    Updated April 24, 2007
    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.)

  • Preventive Maintenance

    Updated April 26, 2007
    Explains how to use Preventive Maintenance with Service Call Management to automatically generate service calls and requests for preventive maintenance work. (24 pp.)

  • Returns Management

    Updated April 9, 2008
    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.)

  • Service Call Management

    Updated April 4, 2008
    Explains how to set up Service Call Management, 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.)

Administrator and user guide for Business Portal

  • Field Service Suite

    Updated November 6, 2007
    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.)