| Course OutlineModule 1: Introduction This chapter introduces the student to the Service Management course. Module 2: The Service Management ApplicationThis chapter gives you a general overview of Service Management, and you learn about the overall structure of the Service Management application area. Lessons - Introduction
- Overview of Service Management - Microsoft Navision
- The Structure of Service Management - Microsoft Navision
- References
Module 3: Service Management SetupBefore you can start creating service orders, signing contracts, adjusting service prices, and so on, you need to set up the Service Management application area. This chapter is focusing on that setup process. Lessons - Introduction
- The Service Management Setup Window
- Time Management and Planning Setup
- Service Order Setup
- Service Item Setup
Lab : Exercises- Establishing Rules for Service Orders and Service Contracts
- Setting Up Service Zones and Working Hours
After completing this chapter, students will be able to: Use the Service Management window Perform Time Management and Planning setup Perform Service Order Setup Perform Service Item Setup
Module 4: Service ItemsIn the Service Management application area, the term service item refers to the equipment or item that requires servicing. This chapter focuses on the creation and use of Service Items. Lessons - Introduction
- Creating Service Items
- Troubleshooting
- Service Item History
- Service Item Reports
Lab : Exercises- Insert exercise titles for this lab in a bulleted list.
- Registering a Service Item
- Recording a Service Item and Creating a Component List Automatically
- Exploding the BOM
After completing this chapter, students will be able to: Module 5: Service OrdersService orders are the documents in the Service Management application area where you enter information about service (repair and maintenance) on service items. This chapter focuses on creating Service Orders. Lessons - Introduction
- Creating Service Orders
- Creating Service Item Lines
- Creating Service Quotes
- Service Order Reports
Lab : ExercisesAfter completing this chapter, students will be able to: Module 6: Working on Service OrdersThis chapter explains how you can start repairing and maintaining service items. Lessons - Introduction
- Working on Service Tasks
- Registering Spare Parts
- Registering Resource Hours
- Registering Service Costs and Text Lines
- Completing Service Orders
Lab : Exercises- Create a Service Invoice Line Involving Resource Hours
- Recording Service Costs
- Creating a Service Quote and Working on Service Tasks
- Registering General Cost and Posting the Service Order
After completing this chapter, students will be able to: Register Spare parts Register Resource hours Register Cost Register Text lines Complete Posting
Module 7: Service Price ManagementThis chapter shows how service price management functionality allows you to apply the right price to service orders, to set up personalized service price agreements for customers, to improve service employees' efficiency, and to accelerate the invoicing process. Lessons - Introduction
- Service Price Adjustment Groups
- Service Price Groups
- Service Price Adjustment in Detail
Lab : Exercises- Setting Up Service Price Adjustment Groups
- Adjusting Service Prices: No VAT, no discounts included
- Adjusting Service Prices Including Discounts
- Adjusting Service Prices Including Discounts and VAT
- Setting Up Service Pricing
- Creating a Service Price Group and Notifying the Customer by E-Mail
After completing this chapter, students will be able to: Module 8: Planning ManagementThis chapter is about how in you record what repairs and maintenance the resources (for example, technicians) perform on service items. Lessons - Introduction
- Resource and Resource Groups
- Allocation
- Allocation Status and Repair Status
- Reports
Lab : Exercises- Assigning Service Zones, Using Skill Codes and Adding Capacity
- Allocating and Reallocating Resources
- Allocating Resources
- Reallocating Resources and Changing the Repair Status of the Service Items
After completing this chapter, students will be able to: Module 9: Creating Service ContractsThis chapter is about how Service contracts contain the service contract agreements between your customers and your company. And how a service contract includes service level agreements and the service items that you service as a part of the contract. Lessons - Introduction
- Setting Up Service Contracts
- The Service Contract Window
- Creating Service Contract Quotes and Converting Them into Service Contracts
- Creating Service Contracts Directly
Lab : Exercises- Creating a Contract Quote and Converting It to a Contract
After completing this chapter, students will be able to: Module 10: Working on Service ContractsThis chapter is about all the different tasks you do when you work with Service Contracts. Lessons - Introduction
- Updating Contracts
- Periodic Activities
- Service Contract History
Lab : Exercises- Updating Contract Prices and Post Prepaid Entries
- Adding and Removing a Contract Line
- Creating a Service Contract
- Working on a Service Contract
- Modifying the Service Contract
- Creating Service Orders for the Service Contract
After completing this chapter, students will be able to: Module 11: Service Contracts - AdvancedIn this chapter you learn in detail how to create multiple service contracts and the various ways you can update the annual amount of a service contract. Lessons - Introduction
- Creating Multiple Service Contracts
- Updating the Annual Amount of a Service Contract
- More Advanced Functionality
Lab : Exercises- Creating Multiple Service Contracts
- Creating Contracts Using the "Copy Document" Function
- Automatic Distribution of the Annual Amount Difference Using the Even Distribution Method
- Automatic Distribution of the Annual Amount Difference Using the Distribution Based on Profit Method
- Automatic Distribution of the Annual Amount Difference Using the Distribution Based on Line Amount Method
- Manual Distribution of the Annual Amount Difference
After completing this chapter, students will be able to: Work with Multiple Service Contracts Updating the annual amount of a Service Contract Use other advanced functionality
Module 12: Job SchedulerThis chapter focuses on how the job scheduler automatically runs various jobs in Microsoft Navision at intervals that you specify. By using a Microsoft Navision client, you can have the job scheduler run jobs while you perform your daily tasks in Microsoft Navision or you can monitor the status of the job scheduler while it is already running. Lessons - Introduction
- Setting Up the Job Scheduler
- Using the Job Scheduler
- Checking Errors
- Checking Response Time and Sending
- E-mails to Customers
Lab : Exercises- Setting Up the Job Scheduler
- Running the Job Scheduler with an Error
After completing this chapter, students will be able to: |
| |
