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Walkthrough of service contracts for service items

  • Article

This walkthrough demonstrates several core processes:

  • Create service items through sales
  • Create and invoice a service contract
  • Create a service order for a service contract
  • Assign a resource based on skill and zone
  • Complete an time entry for the service order
  • Post and invoice the contract service order

Create service items

Scenario

Susan, the order processor, posts a sales order selling an item that is configured to generate a service item.

Steps

  1. Check that Item has Service Item Group selected.

    1. Choose the Lightbulb that opens the Tell Me feature. icon, enter Items, and then choose the related link.
    2. Select the item S-100 and open it.
    3. Check the value in the Service Item Group field.

  2. Post the Sales Order to create the service item for the customer.

    1. Choose the Lightbulb that opens the Tell Me feature. icon, enter Sales Orders, and then choose the related link.
    2. Select the order for customer 10000. The external cocument number is SVC-1.
    3. Choose the Post action to ship the item to the customer.

Results

  • A service item is created for customer 10000.

Invoice a service contract

Scenario

Charles, the service manager, creates a service contract to invoice for regular maintenance visits.

  1. Create the Service Contract for the new service item.

    1. Choose the Lightbulb that opens the Tell Me feature. icon, enter Service Contracts, and then choose the related link.
    2. Choose the New action.
    3. In the confirmation dialog, choose Yes to create contract using template.
    4. Select Non-Prepaid Contract - Monthly.
    5. On the Service FastTab, in the Service Order Type field, enter MAINTEN.
    6. On the lines, enter the following information:
    Service Item No. Line Value
    SV000001 6000
    1. Choose the Sign Contract action and confirm the signing.
    2. Choose Yes to confirm creation of a service invoice. You receive a confirmation message with the service invoice number.

  2. Post the service invoice.

    1. Choose the Lightbulb that opens the Tell Me feature. icon, enter Service Invoices, and then choose the related link.
    2. Locate the service invoice and choose the Post action.

Results

  • A signed service contract is created, with ledger entries
  • A posted service invoice is created

Create a service order for a service contract and assign resources

Scenario

Charles, the service manager, creates service orders for regular maintenance orders under service contract, then reviews the dispatch board to assign them.

Steps

  1. Run the service orders that fulfill the obligations of active service contracts.

    1. Choose the Lightbulb that opens the Tell Me feature. icon, enter Create Contract Service Orders, and then choose the related link.
    2. Enter the beginning and ending dates of the month in the Starting Date and Ending Date fields on the Options FastTab.
    3. Choose OK to confirm creation of service orders. You receive a confirmation message with the number of created service orders.

  2. Review the orders awaiting assignment via the Dispatch Board.

    1. Choose the Lightbulb that opens the Tell Me feature. icon, enter Dispatch Board, and then choose the related link.
    2. The Dispatch Board page shows all open service orders, along with the No. of Allocations to show whether the service orders are assigned to a resource.
    3. Choosing the Show Documents action to open a service order. The Service Item Lines FactBox shows which resources are skilled at working with this item.

  3. Assign a resource to the service order.

    1. From the service order, choose the line action Resource Allocations.
    2. Enter the following information for the resource allocation.
    Service Item No. Resource No. Allocation Date Allocated Hours
    SV000001 RESOURCE1 t 1
    1. The status of the allocation changes to Active.
    2. Refresh the Dispatch Board to show that the No of Allocations changed from 0 to 1 for the service order.

Results

  • Service orders are created for the service contracts
  • Service orders are allocated to a resource to complete the work

Complete the time entry for the service order and post the service order

Scenario

The service technician registers their time directly against the service order, then marks the order as finished.

Steps

  1. Locate the service order, and enter the time on the service line.

    1. Choose the Lightbulb that opens the Tell Me feature. icon, enter Service Orders, and then choose the related link.
    2. Locate the service order to enter time for.
    3. Choose the line action Service Line.
    4. Enter the following information
    Type No. Quantity Qty.to Consume
    Resource RESOURCE1 2 2

  2. On the service order, post the consumption.

    1. Choose the Post action to complete the service order, select the Ship and Consume action, and then choose the OK button.

Results

  • Service ledger entries are created and associated with the service item, service contract, and resource.

See also

Introduction to Contoso Coffee Demo Data
About Production Orders