Planning Services

With Business Central, you can set up the standard tasks that you need to fulfill your customer service requirements. To do this, you must determine what service items and offerings your service organisation supports, and at what price.

Business Central also provides some statistics tools that you can use to determine how well things are going, and identify areas where you can improve.

The following table describes a sequence of tasks, with links to the topics that describe them.

To See
Establish pricing for the services you provide. Managing Service Pricing
Set up and customize service items and service groups. This includes establishing which skills a service requires and troubleshooting guidance. Create Service Items
Know how to manage the status of repairs on service orders, and how to identify their priority. Understanding Service Order and Repair Status
Understand the relationship between the status of a repair, and the effect they have on allocated resources, and vice versa. Understanding Allocation Status and Repair Status
Use statistics to analyse your service processes. Viewing Service Statistics

See Also

Fulfilling Service Contracts
Delivering Service
Set Up Pricing and Additional Costs for Services
Set Up Service Items and Service Item Components
Set Up Statuses for Service Orders and Repairs
Setting Up Service Management

Find free e-learning modules for Business Central here