To successfully create a service management implementation, you should decide up front what your standard service offerings and scenarios will be. Microsoft Dynamics NAV has features to make this easy.
For example, you can set up a group of service codes to describe what service items are part of your solution. Each code represents a specific group of service lines that typically go together. A technician filling out a service order has to only select the appropriate service code and have the associated information automatically filled in, which helps standardize information gathering.
The following table describes a sequence of tasks, with links to the topics that describe them. These tasks are listed in the order in which they are generally performed.
| To | See |
|---|---|
Understand how you can use standard service codes to set up service lines for all your service documents, which includes quotes and orders. | |
Set up standard codes for all service lines. | |
Map service codes to service item groups. | How to: Assign Standard Service Codes to Service Item Groups |