M8365: Navision 4.0 Service Management

Prerequisites:

Participants of this course need to have a basic knowledge of Microsoft Navision (equivalent to the contents of the Microsoft Business Solutions Navision Essentials course).

Course Description:

The course is intended for the employees at Microsoft Business Solutions Partners who want to demonstrate and set up Service Management, and for those who want to be able to provide support for Service Management.

Please note: This course concentrates on the software features and functionality of Microsoft Navision related to Fixed Assets. It is not intended to teach consultancy of Business Processes or the planning and decision making steps required during an industry deployment of Microsoft Navision

This course includes the following modules:

The Service Management Application

• Introduction
• Overview of Service Management within Microsoft Navision
• The Structure of Service Management within Microsoft Navision
• References

Service Management Setup

• Introduction
• The Service Management Setup Window
• Time Management and Planning Setup
• Service Order Setup
• Service Item Setup

Service Items

• Introduction
• Creating Service Items
• Troubleshooting
• Service Item History
• Service Item Reports

Service Orders

• Introduction
• Creating Service Orders
• Creating Service Item Lines
• Creating Service Quotes
• Service Order Reports

Working on Service Orders

• Introduction
• Working on Service Tasks
• Registering Spare Parts
• Registering Resource Hours
• Registering Service Costs and Text Lines
• Completing Service Orders

Service Price Management

• Introduction
• Service Price Adjustment Groups
• Service Price Groups
• Service Price Adjustment in Detail

Planning Management

• Introduction
• Resource and Resource Groups
• Allocation
• Allocation Status and Repair Status
• Reports

Creating Service Contracts

• Introduction
• Setting Up Service Contracts
• The Service Contract Window
• Creating Service Contract Quotes and Converting Them into Service Contracts
• Creating Service Contracts Directly

Working on Service Contracts

• Introduction
• Updating Contracts
• Periodic Activities
• Service Contract History

Service Contracts Advanced

• Introduction
• Creating Multiple Service Contracts
• Updating the Annual Amount of a Service Contract
• More Advanced Functionality