Module 1: Introduction

This chapter gives an overview of the service functionality and the business scenarios in which Service is used. Additionally, the chapter provide a brief outline of the rest of the chapters in the course.

Lessons

• Introducing Service in Microsoft Dynamics AX 4.0
• Overview of the Course Chapters

After completing this chapter, students will be able to:

Module 2: Service Agreements

This chapter explains how to set up the elements required to create a service agreement and how to create the service agreement and lines themselves. The chapter also covers how to create service agreement lines by copying lines from another service agreement or a service template.

Lessons

• 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.

Lab: Creating 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.

Lab: Copy Lines into a Service Agreement

• Create a new service agreement.
• Copy lines from a service template into a service agreement.

After completing this chapter, students will be able to:

Module 3: Service Orders

This chapter explains how to set up the elements required to create a service order and how to create service orders manually and automatically. The chapter also covers processing of service orders and posting to the Project accounting module.

Lessons

• 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

Lab: Create and Process a Manually Created Service Order

• 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.

Lab: Automatic Creation of Service Orders

• Create a new service agreement.
• Create service orders automatically without application of time windows.
• Create service orders automatically using time windows.

After completing this chapter, students will be able to:

Module 4: Repair

Repair lines are used to track repair service tasks that are performed either at the customer site or at the service company itself. This chapter explains how to set up the elements required to create repair lines in Microsoft Dynamics AX 4.0. This chapter also covers registering of resource consumption with regard to performing repairs.

Lessons

• 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

Lab: Create a Repair Line and Register Service Order Transactions

• Create a repair line
• Register resource consumption for the repair work

After completing this chapter, students will be able to:

Module 5: BOM Versioning

This chapter explains how to use the BOM versioning functionality in Service. BOM versioning is used to track repair and replacements made to service objects at a customer site. The chapter covers creation and editing of basic template BOMs and their conversion to service BOMs. The chapter also covers updating of service BOMs after service has been performed on a service object as well as the registering of resource consumption in connection with the replacement of BOM components.

Lessons

• Creating a Template BOM
• Creating a Service BOM
• Updating a Service BOM

Lab: BOM Versioning

• 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

After completing this chapter, students will be able to:

Module 6: Service Subscriptions

This chapter explains how to set up and use service subscriptions. Service subscription functionality is targeted at service and facilities management companies offering a service at a fixed price per period. The chapter first examines setting up service subscriptions including the use of the dual transaction pricing system. It then continues on to examine how Microsoft Dynamics AX 4.0 helps you flexibly create subscription transactions to suit your customer's needs. After this it explains invoicing, and crediting of the fee subscription transactions. Finally, the chapter covers why and how you accrue service subscription revenue and how accrual reversals are dealt with on creation of a service subscription.

Lessons

• 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

Lab: Create a Subscription, a Subscription Transaction and Accrue the Transaction

• Create a subscription.
• Create a subscription transaction.
• Invoice the subscription transaction.
• Accruing the subscription transaction.

Lab: Reversing Subscription Accruals

• 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.

After completing this chapter, students will be able to: