Dynamics GP - Field Service Demo

• Setup
• Field Service Setup - Mark Create Equipment from POP, SOP, MOP
• Set Items as returnable under Service Extensions to allow return lines
• Create Equipment
• Purchase order - 2-A3284A (Serial, Buy)
• Receive serialized stock to WAREHOUSE
• GP will create Equipment after posting receipt with status of INSTOCK
• Sales Order (Can create contract from here if necessary)
• Sell Serialized item
• GP will update Equipment after posting sale with status of INSTALL
• GP will update the equipment with the new customer information
• SOP Number drillback will not work if Equipment is created from purchase
• Create Contract
• Create Work Orders
• Create work order for equipment support
• Assign tech
• Request Stock
• Parts - Order Qty
• Assign Stock
• Inventory Requirements - Create Purchase Order / Transfer Order
• Inventory Requirements - Create Transfers
• Pick and Ship Transfer to receive stock in Tech WH
• Dispatch Tech
• Update Parts as Invoiced or Returned
• Complete Work Order
• Close work order - Enter closing Date
• RMA Receiving - Receive Returned stock back to Warehouse
• Bill customer
• Service Call Billing