In the course, you will learn about the service management processes in Acumatica ERP. After you complete the course, you will have an understanding of how to work with service orders and appointments in Acumatica ERP and use the mobile application when you are performing services. You will learn to process service orders and appointments in the system. Also, you will learn how to create service orders from opportunities, cases, and sales orders, how to process billing documents related to service orders and appointments, and how to record staff time in the system.
How to Complete this Course
This course has been designed for Acumatica ERP 2019 R1 Update 1 and later. Download the EU_Course_Checklist_U100.docx file to see the detailed instructions on each step below
- Prepare the system before installing Acumatica ERP.
- Download and install Acumatica ERP 2019 R1 Update 1 (version 19.101.0084).
- Deploy a new instance of Acumatica ERP with the U100 data inserted.
- Download the training guide and files for the training.
- Start the training.