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A propos de la formation The Dynamics NAV - Service (SAV)

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.

Détails
  • Categorie  : ERP
  • Duree         : 5 days
Objectifs pédagogiques de la formation The Dynamics NAV - Service (SAV)
  • Create and modify Service Orders
  • Configure and customize the Service module
  • Manage Service Items and Components
  • Handle Service -Orders and Quotations Perform Service Tasks and Repairs
  • Generate Service Reports and Invoices
  • Record Resource Hours and Service Costs
  • Utilize various features of the Dynamics NAV Service module to streamline service management processes.

Qui devrait suivre cette formation The Dynamics NAV - Service (SAV) ?

Public visé par la formation The Dynamics NAV - Service (SAV)

This training is suitable for individuals from diverse backgrounds who are involved in service management, including: Service Managers Customer Support Representatives IT Professionals Business Analysts Operations Managers

Prérequis de la formation The Dynamics NAV - Service (SAV)

Participants are expected to have the following prerequisites: Basic understanding of Windows operating systems Familiarity with Microsoft Dynamics NAV fundamentals Basic knowledge of Service Management principles

Formations Similaires

Déroulé de la formation The Dynamics NAV - Service (SAV)


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

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