Dynamics NAV - Service Management 101

Duration
1 Day (09:45 - 17:00)
Cost
FREE
Location
Newbury
Dates
See course booking form below
Course Overview

This training course is designed for anyone new to the Service Department or Service in general.

This day is geared around the end user using the Service Module within Dynamics NAV and you’ll learn the basics around the Service Item Card, Service Contracts, Service Quotes, Service Orders and Service Invoicing.

To ensure everyone gets an opportunity to attend our free training courses we have had to apply a limit of 2 people per company per course. You are more than welcome to register for more places and if the course is not full or places become available we will contact you to offer you the extra places.

Agenda

09:45 Arrival & Coffee

10:00 Welcome

10:15 Service Item Card

  • Service Item card

10:45 Service Contracts Quotes

  • Service Contract Quotes

11:15 Service Contracts

  • Service Contracts
  • Invoicing a Service Contract
  • Crediting a Service Contract Invoice

12:30 Lunch

13:30 Service Quotes

  • Service Quotes

14:00 Service Orders

  • Service Orders

15:00 Planning and Dispatching

  • Allocating Resources through the Dispatch Board

15:30 Service Order Usage

  • Posting Items/G/L Account & Resource Usage
  • Entering and Posting Timesheets for a Service Order
  • Different between Posting and Consuming

16:30 Invoicing a Service Order

  • Invoicing a Service Order
  • Crediting a Service Invoice

17:00 Meet the Team, Coffee & Close

View available dates and book a place here:

1. Select Type Not sure what NAV type you have?

RTC

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Newbury

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4 Sep 2019 - 4 Sep 2019

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