For business inquiries : (+1) 438 601-1155
For special requests : (+1) 438 601-1155
The Dynamics NAV - Service (SAV) Training is designed to equip participants with the necessary skills to efficiently manage the Service module within Microsoft Dynamics NAV. Through hands-on exercises and practical examples, participants will learn how to create, configure, and customize the Service module to meet the specific needs of their organization. From managing service orders to handling repairs and invoicing, this training covers the essential functionalities of the Dynamics NAV Service module.
Module 1: Introduction and General Overview
Basic Concepts and Environment
Overview of Service Management Processes
Module 2: Configuration and Setup of the Service Module
Service Management Parameters
Configuration of Service Orders
Configuration of Service Items
Configuration of Service Zones and Work Hours
Module 3: Service Items
Manual Creation of Service Items
Automatic Creation of Service Items
Creation and Assignment of Incident Instructions
Status of Service Items
Recording Service Items and Creating Component Lists
Bill of Materials Explosion
Module 4: Service Orders
Creating Service Orders
Adding Service Item Lines
Creating Service Quotations
Creating Service Orders from Quotations
Loaning and Receiving Loaned Items
Module 5: Service Order Utilization
Service Task Management
Fault Reporting and Repair Status Modification
Invoicing with Spare Parts and Component Replacement
Recording Resource Hours
Invoicing for Services Involving Resource Hours
Recording Service Costs and Text Lines
Completing Service Orders
Recording Overhead Costs and Validating Service Orders
Module 6: Service Pricing
Service Price Adjustment Groups
Service Rate Groups
Detailed Service Price Adjustment
Service Rate Adjustment: Excluding VAT and Discounts
Service Rate Adjustment including Discounts
Service Rate Adjustment including Discounts and VAT
Module 7: Service Planning
Resources and Resource Groups
Assignment of Service Zones, Skill Codes Usage, and Capacity Addition
Resource Assignment and Reassignment
Reassignment of Resources and Modification of Service Item Repair Status
Module 8: Service Contracts
Configuration of Service Contracts
Creating Service Contract Quotations and Converting Them into Service Contracts
Direct Creation of Service Contracts
Contract Updates
Contract Rate Revision and Prepaid Entries Validation
Service Contract History
Adding and Deleting Contract Lines
Creating Service Orders for Service Contracts
Creating Contracts Using the "Copy Document" Function