By completing this course, you will have an understanding of how service orders and appointments work with different Acumatica ERP functional areas. The current version of the course is valid for Acumatica ERP 2022 R2.

Through the examples, you will learn how to perform the following tasks in Acumatica ERP:

Recording Staff Time in Appointments
Processing Sales Order-Related Service Orders
Processing Service Orders with Items to Be Purchased
Processing Case-Related Service Orders
Processing Opportunity-Related Service Order
Correcting Appointments
Processing Prepayments for Service Orders

Training Materials

TRAINING GUIDE

Installations

Additional Reference

Recording Staff Time in Appointments

Service Orders with Items to Be Purchased

Service Order from an Opportunity

Correcting Appointments

Processing Prepayments for a Service Order

Related Courses

Testimonials

The class was very informative and well laid out to teach the module.

Heath H.

Project Billing and Change Management

It was really nice seeing what a fully built and functional Project management system could do for us.

Thomas S.

Project Billing and Change Management

I liked that the examples were written in the guide, explained and shown.

Megan H.

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I am very excited about the EU training! The SweetLife instance and manuals seem wonderful so far.

Kimberly W.

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The material and guide were great.

Wendy P.

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Training Guide was well laid out with clear, easy steps to follow.

Jason M.

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It was an excellent experience. I am very satisfied with this course.

Alfred M.

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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.

Marilize Z.

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It is a well written fundamental course.

Kathryn W.

D200 Order and Inventory Management: Intermediate

Easy to follow and understand the way the course is laid out. I am just starting to get to know Acumatica much better

Noel P.

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The instructor was thoroughly and reiterated the information to help it sink in

Lisa K.

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I was very impressed that the full product - reconfigured with data was available The data was very well prepared