TRAININGS > SRV - Service Management - Expert Training

SRV - Service Management - Expert Training
300.00 + VAT
Duration 2 Day(s) / 14.0 Hour(s)
SRV.201.E
15

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

OVERVIEW

WHY PARTICIPATE?

Service Management - Expert Training is aimed to enable the participants to learn;

- Manage the processes such as disassembly, assembly, service, repair, revision, creation of service invoices, approval of service invoices pending approval and receipt of additional expense reports.

- The flow logic of the processes related to service operations and integration points with other applications on the ERP system.

TARGET AUDIENCE

- Service Management Managers

- Service Management Employees / Experts

- ERP Project Managers / Project Officers

- Owners and Partners

PRE-REQUISITES

Pre-Training Preparation: Not required

Level of Knowledge:

- Basic knowledge of Service Management

Required Materials: Notebook

TARGET COMPETENCIES

- Service Notifications

- Creating service reports over the system

- Service Work Order Transactions

- Service Purchasing Transactions

- Service Transfer Transactions

- Service Sales Transactions

- Periodic Services

- Service Agreements

- Service Invoices

- Service Assignment Transactions

- Service Reports

PURPOSE OF TRAINING

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 METHODOLOGY

- SRV - Service Management Expert Training is held in a training room. However, training can also be provided via teleconference for the offices in other cities.

- After the theoretical sessions, dummy records are used to practice by the participants.

- Participants are allowed to create their own dummy records for practice purposes.

- Training index and content are shared as printed and/or digitally with the participants to provide a lasting learning experience.

TRAINING INDEX

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


1 - Service Management Flow Diagram

1.1 - Service Management Concept

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 - Listing a service notification

3.2 - Showing a service notification

3.3 - Deleting a service notification

3.4 - Quickly Creating a service notification

3.5 - Updating a service notification

3.6 - Creating a Service Control List

3.7 - Creating Additional Charges Based on a Service Notification

3.8 - Creating Related Service Notification

3.9 - Creating Personnel Based on a Service Notification

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 - Servis Bildirimine Bağlı Satınalma İsteği Oluşturma

5.2 - Creating a Purchase Order Based on a Service Notification

5.3 - Sending a Vendor Based on a Service Notification

5.4 - Get from Vendor Based on a Service Notification

5.5 - Return to Vendor 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 - Listing service invoices waiting for approvement

11.2 - Approving service invoices

11.3 - Listing invoices that comes from SRVT03 or SRVT10

11.4 - Creating an invoice for service documents

11.5 - 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

G - Workshop

13 - Service Assignment Transactions

13.1 - Displaying the assigned services for specific service department

13.2 - Changing the status of assigned services

13.3 - Listing not assigned service notifications

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

14 - Service Reports

14.1 - Service Cockpit Display

14.2 - Seeing the number of service documents of each category

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

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

14.5 - Analyzing prices of additional charges by grouping them

H - Workshop

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