Setup
Set Up a Loaner Program
Sometimes you must provide a customer a loaner item for use when your customer service team makes a repair. In Business Central, you can set up a loaner program, loan items to your customers, and track receipts when customers return the items. ...
Set Up Statuses for Service Orders and Repairs
You must set up repair status options that identify the progress of repair and maintenance of service items in service orders. You must set up at least nine repair status options that identify situations or actions taken when servicing service items. ...
Set Up Work Hours and Service Hours
Typically, a service management system tracks resource hours and service order status in order to forecast workloads and service needs. Business Central has built-in tools that you can customize to record this kind of information. After you set the ...
Set Up Service Items and Service Item Components
To work with service items, you must set up the following Service item groups. Optional To set up service item groups You can set up groups of items that are related in terms of repair and maintenance. You can define default values for service items ...
Set Up Pricing and Additional Costs for Services
You can use the Business Central pricing features to set up and customize your application so that you apply and adjust pricing on service items, repairs, and orders. These pricing decisions are then easily transmitted to the invoicing process. As ...
Set Up Resource Allocation
To ensure that a service task is performed well, it's important to find a resource who is qualified to do the work. You can set up Business Central so that it's easy to allocate someone who has the right skills for the job. In Business Central, we ...
Setting Up Troubleshooting for Service Items
You can set up troubleshooting guidelines that help technicians solve problems when providing service. For example, guidelines might be a list of steps to perform a repair, or a series of questions to ask about the items. After you set up ...
Set Up Standard Service Codes
When you perform typical service, you often have to create service documents that use service lines that contain similar information. To make it easy to create these lines, you can set up standard service codes that have a predefined set of service ...
Configure service management processes
The following are some examples of the settings you can apply to service management processes: Some overall settings for various processes, such as warnings, next service calculations for service items, the start-up fee to assess, the fault reporting ...
Posting Groups in Service Management in NAV
Service. When we use Service Order, all posting will be based on the following flow-chart: You can notice, this is very similar with postings in Sales, but we have some specifics about using of additional fees. But if you look at the part based on ...
Set Up Service Items and Service Item Components
In this article To set up service item groups To set up service item components To set up service item components from a BOM To set up a service shelf See Also To work with service items, you must set up the following Service item groups. Optional To ...
Create Service Items
In this article To create a service item To create service items within a service order To create a service item when shipping items To insert a starting fee for a service item See also In Business Central, the term "service item" refers to equipment ...
Setting Up Service Management
Before you can start using Service Management features in Business Central, there are a few things to set up. For example, you can establish coding for standard services, symptoms, and fault codes, and the service items and service item types that ...