V100 Distribution: Field Service Management 6.0

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The Field Service Management course introduces the basic functionality of the Acumatica ERP field service modules: Service Management and Equipment Management.
After you complete the course, you will have an understanding of how to work with service orders and keep track of equipment by using Acumatica ERP:

  • Managing service orders and appointments from creation until closing
  • Generating invoices for the provided services to the Accounts Receivable and Sales Orders modules
  • Configuring employees
  • Configuring staff work schedules
  • Configuring licenses and skills for services and staff members
  • Managing service classes and services
  • Creating billing cycles and assigning them to customers
  • Creating and managing resource equipment
  • Integrating service orders with sales orders
  • Integrating service orders with time cards
  • Creating manufacturers
  • Creating item classes for model equipment with and without components
  • Creating model equipment with and without components
  • Selling model equipment (that is converting it to target equipment) and keeping track of sold equipment
  • Creating target equipment manually
  • Managing service contracts