Upon successful completion of this course, you will be able to:

  • List the setup steps necessary to use the Field Service module.
  • Create service contracts.
  • Add a service contract to a sales order line.
  • Enter and manage service calls.
  • Invoice a service contract directly in AR Invoice Entry.
  • Manually or automatically renew a contract about to expire.
  • Generate quotes for contract renewals.
  • Add and remove items on a contract once it has been invoiced.