Hi, Does anybody work with Attain 3.60 service granule?? My client made mistake and posted service invoice with wrong service item. If we use function “copy document” and copy Sales invoice into Credit memo and post it, we get posted credit memo. But in Service Item statistic nothing changed because there are not any credit memo entries posted. 1. What is wrong? 2. What is the way to make corrections? 3. Why Navision work in that way??
Sorry, Gedas, can’t help! I have the same problem! I just want to join to your question… I didn’t find any info too. Have you found some solution since that? Could it be that there is no documentation about posted service order correction!!?
Hello folks, I agree , Making reverse corrections in the service module is a financial disaster But has anyone have a idee how the service contracts administration works in 3.60 We have a printerservice company and different contracts, for instance we sell a all-in contract on a serialnumber (printer) this contract includes labour and spare parts but is pay’d in advance for the rest of the ongoing calenderyear, the next invoice will be from the first of january till 31 december we only go to the customer on his call (so we never know when this happenes) All the spareparts used to repair are in the contract but the consumables are not. the resource time is also included but when the customer drives with his forklifter over the printer then it is not included. the contract money is payed in advance so the profit is 100% at this time I think the profits should fall free every month when using spareparts for this repair i have to get them from my inventory (but what price) Looking at the reports of the inventory sales profits when using spares for free (000 euro) in the service contracts witch are on a booking group nothing seems to be in logic anymore. Maybe i don’t understand the service module or it is NO service module made for a service departement. I know that all of this is not an answer on to your question but maybe someone can shine a light in to serviceland before we go on with this module. thank you cor
Hi Cor Have you taken any training or are you doing this yourself? You have a contract set up with associated service item and 100% on labour and parts. You have an annual amount and an invoice period with a prepaid tick box. This amount when invoiced is posted to the prepaid account, you then process prepaid contract ledger entries each month to move the proportion into the income account. When the customer calls you, you load a service order, completing the necessary resource and component usage in the service item worksheet (removing your goods from inventory when posted). If the service item has components you can use the replace component funciotnality. In all of this you can alter the default discount percentagfes to actually charge the customer if you wish - so if they do run it over by a forklift you can charge them, but this is a manual change. I am not a fan of the Service Mnaagement module personally, and I am not an expert, I am just “familiar” with the module, but you should work through the module to examine all possibilities from your own perspective. I think you should also be able to purchase the Service Management manual from your NSC for around €50.00.
Hello Steven, thank you for the reply, it is true that there was no actial training taken be me on the service module , because our nsc did not know how it works, it was the first time they implemented a service company with the module and our contact had to take the lessons him self first. [:(!] So I am learning the hard way The manual I have here but it is a page system without a story. I have never seen the module realy work and don’t know anyone in Holland who has it working (I would go and look at it if I may) We are already past the point of (almost) no return. I try to find the red wire in the program and follow it. we are now trying to change our nsc but even that is not simpel. all the input i can get is in this stage very welkom. so if you or anyone can bring me back to earth i would be very happy greetings cor VHS nederland b.v.
Cor, most of our employees have followed the service management training (and succesfully passed the exam), and we implement(ed) this module at a couple of customers, for example Essent in Home. The service module of navision is not one of the easiest to understand, and requires a significant amount of training. If there are any questions, you can contact our technical director, if anyone can answer your questions about Navision service management, he is the one! If you want, I can send you his name and emailadress…
Sounds great Peter, send to cor@pqsnederland.com thank you