81031AE: Service Management in Microsoft Dynamics NAV 2017 Training

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The 81031AE: Service Management in Microsoft Dynamics NAV 2017 Training course teaches the learners about how to make use of service management capabilities in Microsoft Dynamics NAV 2017 to help businesses optimize on their service operations. This course explains the service management structure, time management, planning management, and service price management.

This training also familiarizes the learners with the terminologies such as WMS Integration, Post Consumption, Resources and Allocation, Service Tasks, Periodic Activities, Job Queue, Service Price Adjustment Groups, etc.

At the end of the training session, the learner will find himself / herself able to perform the following tasks:

  • Registering Service Consumption
  • Using Standard Service Codes
  • Registering Spare Parts and Replacing Components
  • Using Serial Numbers
  • Using Bin Code when Registering Spare Parts
  • Registering Fault Codes
  • Posting Service Setup
  • Undo Shipment and Consumption
  • Planning Management Setup
  • Perform a Service Price Adjustment
Target audience
  • Application Consultant
  • Solution Architect
  • Technology Consultant
Prerequisites

The following are the prerequisites required to attend this training:

  • General knowledge of Microsoft Windows
  • General accounting knowledge

1. Service Management Overview

  • What is Service Management

2. Service Items

  • Service Item
  • Service Item Setup
  • Create Service Items Manually
  • Creating Service Items from a Service Order
  • Creating a Service Items Automatically
  • Service Item Components
  • Warranty for Service Items
  • TroubleShooting
  • Service Item History

3. Service Orders

  • Service Order Setup
  • Service Order Overview
  • Service Lines
  • Service Shelves
  • Loaners
  • Service Quotes

4. Processing Service

  • Setup
  • Registering Service Consumption
  • Using Standard Service Codes
  • Registering Spare Parts and Replacing Components
  • Using Serial Numbers
  • Using Bin Code when Registering Spare Parts
  • WMS Integration
  • Registering Fault Codes
  • Repair and Service Order Status

5. Posting Service

  • Posting Service Setup
  • Post Service when Servicing is Completed
  • Post Service Usage During Servicing
  • Post Consumption
  • Undo Shipment and Consumption

6. Planning Management

  • Planning Management Setup
  • Resources
  • Allocation
  • Service Tasks
  • Allocation Status and Repair Status

7. Service Contracts

  • Service Contracts
  • Service Contracts Setup
  • Operational Information on the Service Contract
  • Invoice Details on the Service Contract
  • Service Contract Functions
  • Service Contract Quotes
  • Periodic Activities

8. Service Price Management

  • Service Price Groups
  • Service Price Adjustment Groups
  • Performing a Service Price Adjustment

9. Job Queue

  • Job Queue

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