TRAININGS > SRV - Service Management - Expert Training

SRV - Service Management - Expert Training
150.00 + VAT
Duration 1 Day(s) / 7.0 Hour(s)
SRV.201.E
15

Eğitim ücretlerimizi iba@caniaserp.com adresine mail göndererek öğrenebilirsiniz.

OVERVIEW

MODULE DESCRIPTION

The caniasERP Service Management (SRV) module is used to create all information related to the service status in order to be put into use based on need. While working successfully integrated with other modules of caniasERP, this module enables companies to solve all the transactions they perform in their service-related processes in a practical way.

PRE-REQUISITES

Pre-Training Preparation:

- Installation and control of the Java in the system, installation of caniasERP EDU server.

Knowledge Level:

-BAS - Base Data Management

-SAL - Sales Management

TRAINING OBJECTIVES

At the end of Service Management - Expert Training, the participants will be able to;

- follow the service records on the system,

- view the list of pending, unassigned jobs,

- create Service Agreements,

- create the Service Invoices,

- manage the approval process of Service Invoices Pending Approval,

- prepare the required reports.

 


TRAINING INDEX

SRV.201.E - SRV - Service Management - Expert Training


1 - Service Management Flow Diagram

1.1 - Service Management Concept

1.2 - Adjusting Check Tables According to Maintenance & Service Modules

2 - Service Notifications

2.1 - Creating a montage document

2.2 - Creating a demontage document

2.3 - Creating a service document

2.4 - Creating a revision document

2.5 - Creating a repair document

3 - Service Notification Transactions

3.1 - Quickly Creating a service notification

3.2 - Updating a service notification

3.3 - Creating a Service Control List

3.4 - Creating Additional Charges Based on a Service Notification

3.5 - Creating Related Service Notification

3.6 - Creating Personnel Based on a Service Notification

3.7 - Montage Notification of the Material in the Rental Status

3.8 - Revision Notification of the Material in the Rental Status

3.9 - Repairment Notification of the Material in the Consignment Status

A - Workshop

4 - Service Work Order Transactions

4.1 - Creating a service order for service document

4.2 - Confirming service order for service document

4.3 - Listing service orders and seeing their details

4.4 - Creating a service order

4.5 - Editing a service order

4.6 - Listing service order confirmations

4.7 - Confirming a service order

B - Workshop

5 - Service Purchasing Transactions

5.1 - Creating a Purchase Order Based on a Service Notification

5.2 - Creating a Purchase Request Based on a Service Notification

6 - Service Transfer Transactions

6.1 - Creating a Transfer Requisition Based on a Service Notification

6.2 - Creating a Transfer Order Based on a Service Notification

6.3 - Creating a Transfer Demands Based on a Service Notification

C - Workshop

7 - Service Sales Transactions

7.1 - Creating a Sales Offer Based on a Service Notification

7.2 - Showing a Sales Offer Based on a Service Notification

8 - Serial Numbers

8.1 - Seeing the serialnumber records

8.2 - Changing the data of the serialnumber

8.3 - Creating a new serialnumber for a material

8.4 - Tracking Serial Numbers According to Location Information

8.5 - Creating a New Service Notification for Serial Numbered Materials

D - Workshop

9 - Periodic Services

9.1 - Planing Service Periods

9.2 - Planing service periods according to service contracts

9.3 - Creating periodic services

10 - Service Agreements

10.1 - Listing service contracts

10.2 - Creating a service contract for a customer

10.3 - Changing the data of the service contract

10.4 - Creating a Service Contract for Materials with Serial Numbers and Variants

E - Workshop

11 - Service Invoices

11.1 - Invoice Approval Status Notation

11.2 - Listing service invoices waiting for approval

11.3 - Approving service invoices

11.4 - Listing invoices that comes from SRVT03 or SRVT10

11.5 - Creating an invoice for service documents

11.6 - Creating an invoice for service contract

F - Workshop

12 - Mobile Service Transactions

12.1 - Mobile Service Management- Creating a Montage Document

12.2 - Mobile Service Management - Creating a Demontage Document

12.3 - Mobile Service Management - Creating a Service Document

12.4 - Mobile Service Management - Creating a Revision Document

12.5 - Mobile Service Management - Creating a Repair Document

13 - Service Notification Screen

13.1 - Service Notification Material Acceptance Process

13.2 - Repairment Notification Material Acceptance Process

13.3 - Creating a BOM Assembly/Disassembly Based on a Service Notification

13.4 - Listing a service notification

13.5 - Updating a service notification

13.6 - Service Control List

13.7 - Listing Related Service Notification

13.8 - Listing Sales Documents

13.9 - Listing Purchase Documents

13.10 - Listing Awaiting Items

13.11 - Waiting Picking Orders

13.12 - Analyzing (costs, service prices, customer prices) the service notifications by grouping them

13.13 - Analyzing prices of additional charges by grouping them

13.14 - Waiting Transfer Order

13.15 - Approving Service Invoices

13.16 - Service Invoice Info

13.17 - Creating an invoice for service documents

G - Workshop

14 - Service Assignment Transactions

14.1 - Seeing the Assigned Services

14.2 - Changing the status of assigned services

14.3 - Listing not assigned service notifications

14.4 - Assigning not assigned service notifications to a worker that is in service department

15 - Service Reports

15.1 - Seeing the number of service documents of each category

15.2 - Listing items' critical amounts and current amount for service departments

15.3 - Analyzing (costs, service prices, customer prices) the service notifications by grouping them

15.4 - Analyzing prices of additional charges by grouping them

15.5 - Service Cockpit Display

H - Workshop

J - Eğitim Değerlendirme ve Sınav
;