A service management application must interface with a customer request for service. That service request usually is translated into a service order. Microsoft Dynamics NAV provides tools to create an order both directly in response to a customer request or as part of the contract process, if that is how your application is set up.
If needed, you can manage a loaner program for your customers. You can also determine your pricing structure, put service pricing offerings into logical groupings, and create price adjustments.
The following table describes a sequence of tasks, with links to the topics that describe them. These tasks are listed in the order in which they are generally performed.
| To | See |
|---|---|
Take customer requests for service and turn the requests into service orders. | |
Set up a system to provide customers with loaners while their items are under repair. | |
Set up and fine-tune pricing details on service items. |