Summary: Service Management 80414 | Microsoft
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01 Introduction
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To which type of project can you attach service agreements?
- to all types exept TIME (only allows hour transactions to be registered) -
What purpose have service agreement groups?
- to categorize and filter (on) service agreements (like sales pool) -
02 Service Agreements
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What does a service agreement contain?
- when to service what object
- default settings: who performs and how charged to the customer
- line property of the order or orderline
- ability to create manually or automatically service order transactions
- ability to link unplanned orders to a customer and transactions to a project
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A service agreemeent contains :
- contractual details with the customer
- service agreement duration
- general settings attached to all lines
- objects serviced and service task performed
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Service agreement lines contain:
- task to perform and associated hour, expense, item or fee transactions
- interval of tasks to perform and time window in which service orderlines can be grouped with other service lines into service orders
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With settings must be defined in a service agreement header?
- service agreement group
- project
- service object group
- service object(s)
- service tasks
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On which two types of objects can service be performed?
- tangible objects on which fisical service can be performed
- intangible objects like a document or set of accounts
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03 Service Orders
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Wich settings are needed before you can create service orders manually or automatically?
- servive management parameters
- service stages and reason codes
- creating service order obejcts, tasks and relations
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What are stage reason codes used for?
- to track reasons for service date update, like reasons for cancellations -
How is the preferred service time calculated on automatically generated service orders?
- service interval
- service orders settings
- time window settings
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