ℹ️ In this shared Video▶️, we are capturing here...🚀 Service Contract ➡️ Service Invoice ➡️ Posted Service Entry ➡️ Invoice Report ✅
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💁Scenario / Use Case: Let Assume, you are a Service Provider and you are Providing Services to the End Customer (Client/Consumer).
📍This is a D2C (Direct to Customer) Business...it means you are dealing with your Customer Directly through your Workshop or offline/online Store or any Website or Ticketing Portal or Third Party Environment (E-commerce, Like; Amazon).
Now, when a Customer raises a request for Services (like; installation or repairing and maintenance etc.), your company provides them Services, for this either you outsourcing skilled resources as a person, or you are in that kind of business in which you can provide this kind of facilities under services.
After receiving Customer requests and confirmation online, you assign Resources to them and also book a scheduled appointment for the specific service.
Customers will be liable to pay, an Industry Standard and Predecided rates or fees.
This is the Resource Person duty to generate an additional bill amount based on the provided extra services, which was not mentioned in service contracts (issued appointment list) it may be based on customer request or based on product condition.
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💁Agenda of the Video▶️: To share the Concept of the "Service Management" Module in Dynamics 365 Business Central.
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🟩Steps are:
➡️Service Contracts ➡️Service Invoice ➡️ Posted Service Invoice ➡️ Reports✅
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➡️Notes available on Learning Website: Providing ongoing Service to customers is an important part of any business and one that can be a source of customer satisfaction and loyalty, in addition to revenue.
However, managing and tracking service isn't always easy, and Business Central provides a set of tools to help.✔️
➡️These tools are designed to support repair shops and field service operations, and support typical scenarios for those businesses:-
✅(1) Schedule Service Calls.
✅(2) Manage Service Orders.
✅(3) Track Repair Parts and Supplies.
✅(4) Assign Service Personnel based on Skill and Availability.
✅(5) Provide Service Estimates and Service Invoices.
In addition, you can standardize coding, set up contracts, implement a discounting policy and create route maps for service employees.
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🔰Hint: Here, I have used Cronus India Pvt. Ltd.
This is a Demo (Trial and Testing Company)... in this Educational Company, you may find Sample Data, i.e.; Posted Reference Entries, Transactions & Documents.
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☀️Video Thumbnail Creator: Madhavi Pandey.☀️
