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 R2. Download the EU_Course_Checklist_U100_2019_R2.docx file to see the detailed instructions on each step below
- Prepare the system before installing Acumatica ERP.
- Download and install Acumatica ERP 2019 R2.
- Deploy a new instance of Acumatica ERP with the U100 data inserted.
- Download the training guide and files for the training (if any).
- Start the training.
The class was very informative and well laid out to teach the module.
It was really nice seeing what a fully built and functional Project management system could do for us.
I liked that the examples were written in the guide, explained and shown.
I am very excited about the EU training! The SweetLife instance and manuals seem wonderful so far.
The material and guide were great.
Training Guide was well laid out with clear, easy steps to follow.
It was an excellent experience. I am very satisfied with this course.
The most effective part about the session was the practical examples and not just repeating what was written in the guide. So the real life examples were very helpful.
I found lots of helpful pieces of information that I have already put into use on our system.
It is a well written fundamental course.