Course 8539A:

Field Service - Service Call Management in Microsoft Dynamics GP 9.0

Length:1 Days
Published:March 30, 2006
Language(s):English
Audience(s):Information Workers
Level:200
Technology:Microsoft Dynamics GP 9.0
Type:Course
Delivery Method:Instructor-led (classroom)
About this Course
The two day Microsoft DynamicsT GP Service Call Management course explores the windows and functions used to track service calls. This course also teaches about the cards used throughout the Field Service Series (FSS) modules as well as additional functions for Service Call including Dispatch and Billing. Additional features such as Inventory Transfers, ECOs, and indirect labor posting are covered as well.
A thorough understanding of these topics allows you to handle all necessary procedures regarding service calls. You learn how to set up service types and escalations; and how to enter, dispatch, and add detailed information to service calls. This course also shows you how to define default values that automatically populate data fields and gather the information you need to make better business decisions by exploring powerful inquiry and reporting options.
Audience Profile
Customers wanting to learn the basic features and to develop a working knowledge of the typical day-to-day procedures required to effectively use Service Call Management.
The class is targeted toward data entry clerks, administrators, office managers, CEOs, and consultants who need to understand the technical aspects of Microsoft Dynamics GP Service Call Management and gain foundational knowledge of the application functionality.
At Course Completion
After completing this course, students should be able to:
  • Enter and maintain different service types
  • Create and track service calls
  • Handle all aspects of Service Dispatch
  • Update the service call with parts and labor
  • Handle returned items on service calls
  • Update additional charges and expenses on calls
  • Complete a service call
  • Bill completed service calls
Course OutlineModule 1: Overview
This chapter provides a general overview of the features and benefits of using the Service Call Management module in an integrated environment. It also focuses on how this module integrates with other modules in the Microsoft Dynamics GP application.
Lessons
  • Service Call Management Features and Benefits
  • Service Call Management Overview
  • Integration
  • Service Call Management Roadmap
After completing this chapter, students will be able to:
  • Identify the features and benefits available when using Service Call Management
  • Discuss integration that takes place between Service Call Management and other modules within the application
  • Identify the navigation used to access the windows for transactions, reports, utilities, routines, and inquiries in Service Call Management
Module 2: Setup Procedures
This chapter focuses on the setup procedures for the Service Call Management module. You examine the pre-requisite setup and overlapping windows to make Service Call Management operate smoothly. Service Call Management setup reports are reviewed.
Lessons
  • Service Call Management Setup Checklist
  • Company and financial Setup
  • Posting Setup
  • Item maintenance
  • Site Maintenance
  • Call Status Maintenance
  • Service Type Maintenance
  • Problem, Cause and Repair Code Maintenance
  • Office Maintenance
  • Technician maintenance
  • Service Setup
  • Extended Data
  • Warranty Maintenance
  • ECO Maintenance
Lab : Lab 2.1 - Set up Service TypesLab : Lab 2.2 - Set up TechniciansLab : Lab 2.3 - Set up Customer Extended DataLab : Lab 2.4 - Set up Item Site ExtensionsLab : Lab 2.5 - ECO MaintenanceLab : Lab 2.6 - Set up Service Type EscalationLab : Lab 2.7 - Test Your Knowledge - Service Setup
After completing this chapter, students will be able to:
  • Create Service types
  • Set up Technicians
  • Customize settings for the Service Call Management module
  • Setup extended data for customers and items
Module 3: Equipment Maintenance
This chapter helps the student to understand the equipment master and its relationship to inventory and customers and how it is used in the Contracts module.
Lessons
  • Inventory vs. Equipment
  • Equipment maintenance
  • System Configuration maintenance
  • Equipment meter readings
Lab : Lab 3.1 - Create Equipment Maintenance records manuallyLab : Lab 3.2 - Create Equipment records from SOPLab : Lab 3.3 - Create Equipment records from PO ReceivingLab : Lab 3.4 - Create an Equipment record for a Service CallLab : Lab 3.5 - Test your knowledge - Equipment maintenance
After completing this chapter, students will be able to:
  • Enter and edit equipment records
  • Perform actions related to equipment
Module 4: Service Call Entry
This chapter is a quick-start guide for entering a service call.
Lessons
  • Quick Start - Service Call Entry
  • Service Call Lines
  • Adding Hotline Notes
  • Adding Parts Lines
  • Adding Labor Lines
  • Adding Additional Charges and Expenses
Lab : Lab 4.1 - Enter a Service CallLab : Lab 4.2 - Enter a Service Call for an item under contractLab : Lab 4.3 - Add Hotline notes to a Service CallLab : Lab 4.4 - Add Parts to a Service CallLab : Lab 4.5 - Add Labor to a Service Call
After completing this chapter, students will be able to:
  • Enter a service call
  • Add hotline, parts, labor, additional charges and expenses to a service call
Module 5: Daily Procedures
This chapter covers the Service Call Entry form in detail; reviewing all fields and buttons. Service Dispatch, Inventory Requirements and Service Billing functionality are examined.
Lessons
  • Service Call Entry Flow
  • Service Call Entry - Detailed Review
  • Service Dispatch
  • Service Inventory Requirements
  • Service Call Billing
Lab : Lab 5.1 - Enter a Service Call with a Return itemLab : Lab 5.2 - Reassign CallsLab : Lab 5.3 - Test Your Knowledge - Daily Procedures
After completing this chapter, students will be able to:
  • Know how to access additional windows for Service Call Entry purposes
  • Dispatch Service Calls
  • Post Service call billing
Module 6: Maintaining Records
This chapter discusses additional routines and utilities for the Service Call Management module.
Lessons
  • Routines
  • Utilities
  • Inquiry and Reports
After completing this chapter, students will be able to:
  • Generate ECOs
  • Purge and reconcile records related to Service Calls
  • Know the available inquiries and reports
Module 7: Appendix: SmartList
This appendix discusses the use of SmartList to access financial data. There are also optional exercises that can be completed by students if time permits.
Lessons
  • Using SmartLists
  • Creating Objects
  • Using the Search Button
  • Saving New Objects as Favorites
Lab : Service Call Management Smartlist
After completing this chapter, students will be able to:
  • Use SmartLists to access valuable returns data
  • Create new SmartList objects
  • Use the Search button to manage the information in a view
  • Explain the various options that are available when using SmartLists
Module 8: Appendix: Additional Features
This appendix presents additional features that can be set up for Service Calls
Module 9: Appendix: Glossary
This is a list of industry terms used in the Service Call industry.
After completing this chapter, students will be able to:
  • Understand the necessary processes to set up and manage Service Call Management
  • Have more confidence in their ability to use Service Call Management in their company
Module 10: Appendix: Answers
This section includes the answers to all the labs that appear through out the manual.
Before attending this course, students must have:
  • General knowledge of Microsoft Windows
  • Basic knowledge of Inventory and Sales Order Processing
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