By completing this course, you will have an understanding of how to work with service orders and appointments by using the system. The current version of the course is valid for Acumatica ERP 2021 R2.
Through the examples, you will learn how to perform the following tasks in Acumatica ERP:
- Managing service orders and appointments from creation until closing
- Generating billing documents for the provided services
- Configuring employees
- Configuring staff work schedules
- Configuring licenses and skills for services and staff members
- Managing service classes and services
- Creating billing cycles and assigning them to customers
- Creating and managing resource equipment
- Creating service orders based on sales orders
- Creating purchase orders for service orders that contain items to be purchased
- Recording staff times
- Creating service orders from support cases
- Processing appointments by using the mobile application
