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 Create a Tenant with the U100 Dataset
To add to an existing Acumatica ERP instance the tenant with the U100 dataset, which is required for the completion of this course, perform the following instructions:
- Go to Amazon Storage (the builds/20.2/ folder).
- Open the folder of your Acumatica ERP instance version.
- In this folder, open the Snapshots folder, and download the u100.zip file.
- Launch the Acumatica ERP instance, and sign in.
- Open the Tenants (SM203520) form, and click Add New Record on the form toolbar.
- In the Login Name box, type a name to be used for the tenant.
- On the form toolbar, click Save.
- On the Snapshots tab, click Import Snapshot.
- In the Upload Snapshot Package dialog box, select the u100.zip file, which you have downloaded, and click Upload. The system uploads the snapshot to the Snapshots tab of the Tenants form.
- On the form toolbar, click Restore Snapshot.
- If the Warning dialog box appears, click Yes.
- In the Restore Snapshot dialog box, make sure that the correct snapshot package is being uploaded, and click OK.
- Sign out of the current tenant.
You are now on the Welcome page, and you can sign in to the tenant you have just created.
Training Recordings
Session One
In this training, the following PowerPoint presentation has been used: EU: Service Management 2019 R1.
Session Two
In this training, the following PowerPoint presentation has been used: EU: Service Management 2019 R1.
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Testimonials
The class was very informative and well laid out to teach the module.
Heath H.
It was really nice seeing what a fully built and functional Project management system could do for us.
Thomas S.
I liked that the examples were written in the guide, explained and shown.
Megan H.
I am very excited about the EU training! The SweetLife instance and manuals seem wonderful so far.
Kimberly W.
Training Guide was well laid out with clear, easy steps to follow.
Jason M.
It was an excellent experience. I am very satisfied with this course.
Alfred M.
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.
It is a well written fundamental course.
Kathryn W.
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.
The instructor was thoroughly and reiterated the information to help it sink in
Lisa K.
I was very impressed that the full product - reconfigured with data was available The data was very well prepared
Grahame P.
Everything was very easy to follow and gave me good basic knowledge of pricing.
Nick M.