Work with service orders in Dynamics 365 Supply Chain Management

Module
14 Units

Intermediate

Functional Consultant

Business User

Dynamics 365

Supply Chain Management

Working with service orders is crucial for efficiently managing and tracking service-related activities, such as maintenance, repairs, and installations. They help streamline operations by ensuring proper scheduling, resource allocation, and inventory management, therefore improving service quality and reducing delays. Service orders also help with accurate billing, integration with other business functions, such as inventory and finance, and provide valuable insights for performance tracking.

Learning objectives

This module explains how to:

Work with service orders.
Create and monitor service orders.
Create automatic service orders.
Work with item requirements.
Configure service order addresses.
Combine service orders.
Create service subscriptions.
Create project service subscriptions.
Accrue subscriptions.
Cancel a service order.
Invoice subscriptions.

Prerequisites

Knowledge of Dynamics 365 Supply Chain Management
Knowledge of the Service management module

Introduction min
Service orders overview min
Create and monitor service orders min
Automatic service order creation min
Item requirements min
Service orders address min
Combine service orders min
Create service subscriptions min
Create project service subscriptions min
Accrue subscriptions min
Cancel a service order min
Invoice subscriptions min
Check your knowledge min
Summary min