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Introduction to Contoso Coffee service management

  • [アーティクル]

Contoso Coffee is a fictitious company that produces consumer and commercial coffee makers. The Contoso Coffee apps for Business Central add demo data that you can use to learn how to use the Service Management capabilities in Business Central.

This app provides several elements that are used for the main walkthroughs:

  • Resources with assigned Skills
  • Items configured to create Service Items
  • Loaner Items

Important

Before you run any of the scenarios for Contoso Coffee, post any item journal lines with opening balances. For more requirements, see the Set up Contoso Coffee data section.

Set up Contoso Coffee service management data

To use the Contoso Coffee demo data, you must install two apps in the relevant company in Business Central:

  • Contoso Coffee Demo Dataset
    This app delivers demo data for the base application.
  • Contoso Coffee Demo Dataset (country ID)
    This app adds country-specific content on top of the base application.

    Add the apps to an company in a paid subscription or as part of a trial. Add the apps from the marketplace if they are not already listed in the Extension Management page.

Once the relevant apps are installed, go to the Contoso Demo Tool page in Business Central, select the Service Module line and use the Configure action to prepare the modules. The following table describes the settings:

Field Description
Customer No. The customer to use for the scenarios in sales operations.
Vendor No. The vendor to use for all scenarios in purchasing operations.
Item 1 No. The item to use for the repair and maintenance scenarios.
Service Item 1 No. The item of type service to use repear scenario.
Service Item 2 No. The item of type service to use repear scenario.
Resource 1 No. The resource to use for the contract scenarios.
Resource 2 No. The resource to use for the break/fix scenarios.
Service Location Specifies the warehouse that you want to use for service operations. The default is MAIN, but you can change it to suit your needs.

Once you're ready, choose the Create Demo Data action. It takes a few minutes to add the data to the underlying database, but then you're ready to run the various scenarios.

Scenarios

The Contoso Coffee demo data currently supports the following service scenarios for test and training:

  1. Create service order for ad-hoc repair request, place and receive Loaners, register time, and invoice customers with Walkthrough of Service Orders for Service Items
  2. Create service contracts, generate service orders, invoice contract fees, and allocate resources with Walkthrough of Service Contracts for Service Items

Read the steps for each scenario in the relevant article.

Important

The Service walkthroughs require that the user experience is set to Premium in the Company Information page.

See also

Service