Business Central Service Management for Beginners

  • Wednesday, October 12, 2022:3:00 PM - 4:00 PM
  • Room: Gainesville 1 - Convention Center, Level 2
  • Session Number:  778
  • / CEU Credits:1

Description

Service Management is included with Business Central premium licenses and allows companies to track customer service, invoice for service provided, and create service contracts for preventative maintenance. During this presentation I will talk about the main setups that go into configuring Service Management and how this area can be used to manage your service department.

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Learning Objectives

Key Takeaways will include:
• How to setup Service Items, Customer Sites, and other configurations
• How to process Service Quotes, Service Orders, and Service Invoices
• How to create and process Service Contracts including creating Service Orders for a contract and invoicing Service Contracts

Association

Handout(s)


Presenter
Connor McNamara
Business Central Solution Architect
Wipfli LLP