Set up all the elements that constitute a service agreement.

Create a service agreement and associated agreement lines.

Copy lines into a service agreement.

Set up all the elements used for creating and processing a service order.

Create a service order manually.

Create a service order automatically.

Process and post a service order.

Create repair lines to track and register the progress of a repair.

Register resource consumption for repairs.

Create and edit a template BOM.

Create a service BOM.

Use a service BOM to record component replacement history for a service object.

Create a service subscription.

Create service subscription transactions.

Process, post, and invoice service subscription transactions.

Create credit notes for service subscription transactions.

Accrue revenue for service subscription.

Project I in Microsoft Dynamics AX 4.0 course.

Project II in Microsoft Dynamics AX 4.0 course.

Introducing Service in Microsoft Dynamics AX 4.0

Overview of the Course Chapters

Identify the main business scenarios for the use of Service in Microsoft Dynamics AX 4.0.

Gain an overview of rest of the Service course.

Set up the elements for creating a service agreement header.

Create a service agreement and service object relation/service task relation.

Create a service agreement header.

Create service agreement lines.

Copy service agreement lines into a service agreement.

Create a service template and copy template lines into a service agreement.

Create a service object and create service object relations.

Create a service agreement header.

Implement project validation with regard to Service.

Create service agreement lines manually.

Specify service task relations and create an external service task note.

Create service orders from the service agreement showing that the service agreement line’s dates determine when service orders will be created.

Run a report that shows that the service task relation’s external note can be printed out for the customer.

Create a new service agreement.

Copy lines from a service template into a service agreement.

Set up the elements for creating a service agreement header.

Create a service agreement and service object relation/service task relation.

Create a service agreement header.

Create service agreement lines manually.

Copy service agreement lines into a service agreement.

Create a service template and copy template lines into a service agreement.

Building the Service Order Form

Defining Settings for Service Order Creation

Creating Service Object and Service Task Relations with a Service Order

Creating Service Orders Manually

Creating Service Orders Automatically

Item Requirements, Canceling and Deleting Service Orders

Posting Service Orders

Invoicing Service Orders

Create a service order manually and link it directly to a project of the type Cost.

Copy service template lines into the service order.

Add a service order line of the type Item manually.

Cancel a service order line.

Post the service order.

Create a new service agreement.

Create service orders automatically without application of time windows.

Create service orders automatically using time windows.

Set up Service Parameters according to business needs.

Set up service stages, reason codes, service order and service object/task relations.

Create a service order manually.

Learn about service intervals, combine service orders and time windows and their effect on automatic service order generation.

Create a service order automatically.

Process a service order.

Post a service order.

Invoice a service order.

Setting Up Repair Management

Setting up Symptom Areas, Symptom Codes and Conditions

Setting up Diagnosis Areas, Diagnosis Codes and Resolutions

Setting up Repair Stages

Repairing Lines

Creating Service Order Transactions for Repairs

Create a repair line

Register resource consumption for the repair work

Set up the component elements of the repair functionality

Create a repair line

Finish a repair line and process associated service orders Invoice a service order

Creating a Template BOM

Creating a Service BOM

Updating a Service BOM

Create and edit a template BOM

Create a service BOM

Update a service BOM and register resource consumption with regard to replacement of BOM component parts

Create and modify a template BOM

Create a service BOM

Update a service BOM with changes

The Elements of the Service Subscription System

Creating a Subscription

Creating Subscription Fee Transactions

Adjusting Subscription Transactions

Invoicing Fee-Subscription Transactions

Creating Credit Notes for Subscription Transactions

Accruing Revenue on Subscription Fee Transactions

Create a subscription.

Create a subscription transaction.

Invoice the subscription transaction.

Accruing the subscription transaction.

Create a subscription.

Create a subscription transaction.

Invoice the subscription transaction.

Accrue the subscription transaction.

Credit the subscription transaction and view how subscription parameters affect the way that accrued revenue is reversed and posted in the ledger.

Create a subscription

Create a subscription fee transaction

Accrue revenue from a subscription fee transaction