In the Service Mgt. Setup window, you can decide how you want the program to manage certain aspects of the Service application area.
This application area offers various features that can help you manage your services. You can set up automatic e-mail warnings for response times that you define for your service orders. You can use service zones and resource skills for managing planning, multi-dimensional fault reporting for service items, define whether you assign one or more service items to a service order, whether the program copies comments from a service order to the correspondent service shipment and invoice, and so on.
Service can be set up to help you get the information that you require for your service transactions, such as starting and finishing dates for service orders, fault reason codes and salespersons.
You can define default values for certain information in the Service application area, such as the default response time, default warranty of parts and labor, as well as warranty duration for service items.
When using contracts, certain features have to be set up. You must fill in the Contract Serv. Ord. Max. Days field.
You can set up a number series for service items, service orders, service contracts, service contract templates, troubleshooting, service invoices and service credit memos (both posted and unposted), posted service shipments, as well as prepaid documents and loaners. The program automatically enters the next available number or allows manual numbering according to the setup of each number series.