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Monthly Archives: November 2013

As you start accruing time and expenses against your Service Agreement you can take advantage of the Project Statements function within the Projects to track how much the agreement is costing, and if you are breaking even.

NOTE: This is part of the Configuring Service Management to track Service Orders blueprint series where we show how to configure Service Management to track service order details. If you want to see all of the other posts in this series, click here.

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Once you have posted the transactions to your Service Agreement Project you can use the Invoice Proposal function to automatically generate the invoice transactions for the customer so that they can be processed by the receivables department.

NOTE: This is part of the Configuring Service Management to track Service Orders blueprint series where we show how to configure Service Management to track service order details. If you want to see all of the other posts in this series, click here.

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Once you have entered time and materials against a Service Order you can approve the lines by signing off on them, and also post the lines to the project allowing them to be tracked and also invoiced.

NOTE: This is part of the Configuring Service Management to track Service Orders blueprint series where we show how to configure Service Management to track service order details. If you want to see all of the other posts in this series, click here.

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If you mark any of the Service Order Stages to as having a Reason then you will also need to add a set of reason codes Dynamics AX for the Service Stages to reference.

NOTE: This is part of the Configuring Service Management to track Service Orders blueprint series where we show how to configure Service Management to track service order details. If you want to see all of the other posts in this series, click here.

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If you want to track the lifecycle of your Service Orders then you can easily do this through Service Order Stages. These allow you to define the stages that your Service Order will progress through, what transactions can be performed at any of the stages, and also when the Service Order is closed or not.

NOTE: This is part of the Configuring Service Management to track Service Orders blueprint series where we show how to configure Service Management to track service order details. If you want to see all of the other posts in this series, click here.

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The Service Management area also has a web portal that allows you to view and update Service Orders, and Agreements through a web site.

NOTE: This is part of the Configuring Service Management to track Service Orders blueprint series where we show how to configure Service Management to track service order details. If you want to see all of the other posts in this series, click here.

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Service Agreements are the basis for all of your service orders. They allow you to define the default structures of your Service Orders and also link back to the project management area so that you are able to bill for any activity that has been performed against the service orders. As a result, the first step in the process of configuring Service Management is to create a Service Agreement.

NOTE: This is part of the Configuring Service Management to track Service Orders blueprint series where we show how to configure Service Management to track service order details. If you want to see all of the other posts in this series, click here.

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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 walkthrough 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.

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