Work with service agreements in Dynamics 365 Supply Chain Management

  • Module
  • 12 Units
Intermediate
Functional Consultant
Business User
Dynamics 365
Supply Chain Management

This module explored the life cycle of service agreements. The process begins with the creation of a service agreement, where your organization defines terms, conditions, and services, which typically link to specific customer needs or contract requirements. Then, the agreement enters the implementation phase, where you can track service delivery and create work orders or tasks. Invoicing and payment processing happen during service delivery, where you periodically review and update the agreement as necessary. You can make adjustments based on changes in service levels, pricing, or customer needs, and you can renew, extend, or close the agreement at its conclusion.

Learning objectives

This module explains how to:

  • Work with service agreements.
  • Create a project service agreement.
  • Add a subscription and subscription fees to a project.
  • Manage subscription fees.
  • Set up a service agreement template for a customer.
  • Copy service template lines.
  • Add a bill of materials (BOM) to a service.
  • Set up service order level agreements.
  • View and manage reason codes.

Prerequisites

  • Knowledge of Dynamics 365 Warehouse management