CB.14: Configuring Service Management to Track Orders within Dynamics AX
The Service Management area within Dynamics AX allows you to track all of your service order contracts and service orders for your customers, will track all of your time and expenses against the service orders, and will also pass along any chargeable items to the receivables department for automatic invoicing to the customer.
Service Management has additional functions as well that allow you to track the items that are being serviced, define the tasks that are allowed to be performed against a service order, and also track the symptoms, diagnosis, and resolution to service order issues, making it a great tracking and analysis tool.
In this walkthrough we will show how you can create service agreements and orders, and then how you can use the additional tracking features within Service Management to get a tighter handle on your service orders.
Creating a Service Agreement
Creating a Service Order
Posting Time To A Service Order
Posting through the Service Management Portal
Configuring Service Order Stages
Configuring Service Reason Codes
Updating Service Order Stages
Signing Off and Posting Service Order Lines
Viewing Posted Transactions against your Projects
Invoicing Service Orders Time & Material
Creating Project Statements for Service Agreements