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Service Management

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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