This end-user course provides a set of lessons that illustrate equipment and route management processes in a midsize company. The current version of the course is valid for Acumatica ERP 2023 R1.
Through the examples, you will learn how to:
- Create target equipment manually
- Create an appointment for performing services
- Create a model equipment entity with components in the system
- Sell model equipment of different types
- Replace a component in a target equipment entity
- Create, process, and bill service contracts with as-performed billing
- Сreate service contracts with standardized billing
- Сreate a route execution on the fly
- Process a route execution in Acumatica ERP from starting it through closing it
- Create a route service contract with as-performed billing and generate appointments for it
- Process a route execution in the Acumatica ERP mobile app