Once you have defined your Service Tasks you can start assigning them to your Service Agreement and Service Order lines.
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.
You can also define the tasks that you are allowed to perform against a Service Agreement as well through the Service Tasks.
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.
Once you have defined your Service Objects you can start assigning them to your Service Agreements and Service Orders.
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.
The Service Management area allows you to track what the Service Orders and Service Agreements are related to through what a called Service Objects. A Service Object could be something that is tracked as in inventoried item, or it could just be a reference to something that is being serviced.
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.
Once the Service Orders are created, you can also print them.
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.
From the Service management area page, select the Create service orders menu item from within the Service orders folder of the Periodic group.
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.
If you have service orders that repeat on a regular basis, then you can configure Service Intervals and then assign them to lines on your Service Agreements and then have the Service Management area automatically generate the Service Order jobs for you.
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.
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.
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.
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.
Extending Dynamics AX 