Basic Service Management Configuration: Implementation Activity

In this implementation activity, you will learn how to enable the Service Management feature and review the basic service management settings.

Story

Suppose that you are an administrative user of the SweetLife Service and Equipment Sales Center. You are configuring the minimum required functionality to prepare the system for the processing of service orders and the scheduling and processing of appointments.

Configuration Overview

In the U100 dataset, the following tasks have been performed for the purposes of this activity:

• The minimum system configuration, which is described in Company with Branches that Do Not Require Balancing: General Information, has been performed.
• The SWEETLIFE company has been created on the Companies (CS101500) form. This company has multiple branches created on the Branches (CS102000) form, including SWEETEQUIP (Service and Equipment Sales Center).
• On the Numbering Sequences (CS201010) form, the FSPOST - SM Posting Batches, FSSO - Service Orders, and FSSCHEDULE - Staff Members' Schedules numbering sequences have been created.
• On the Work Calendar (CS209000) form, the MAIN work calendar has been created to reflect the work days and times, and the unpaid break time of staff members.
• On the Service Management Preferences (FS100100) form, the needed numbering sequences and work calendar have been specified.

Process Overview

To set up the basic service management settings, you will do the following:

1. On the Enable/Disable Features (CS100000) form, you will enable the Service Management feature.
2. On the Numbering Sequences (CS201010) form, you will review the following numbering sequences for service management entities: the numbering sequence to be used to assign identifiers to batches of billing documents, and the numbering sequence to be used for the reference numbers of the service orders of the service order types to be created in other activities of this part of the guide.
3. On the Work Calendar (CS209000) form, you will review the calendar with the staff members' work days and work times for each day.
4. On the Service Management Preferences (FS100100) form, you will ensure that the numbering sequences and the work calendar are specified.

System Preparation

Before you start performing the initial configuration of the service management functionality, launch the MYOB Acumatica website, and sign in to a company with the U100 dataset preloaded. You should sign in as a system administrator by using the gibbs username and the 123 password.

Step 1: Enabling the Service Management Feature

To enable the Service Management feature, do the following:

1. Open the Enable/Disable Features (CS100000) form.
2. On the form toolbar, click Modify, which gives you the ability to change the set of selected features.
3. Select the Service Management check box.
4. On the form toolbar, click Enable. This saves your changes and enables the currently selected features.

Step 2: Reviewing Numbering Sequences

To review the numbering sequences that have been created for service management batches, do the following:

1. Open the Numbering Sequences (CS201010) form.
2. In the Summary area, in the Numbering ID box, click the magnifier button.
3. In the lookup table that opens, type FSPOST in the Search box, and double-click the FSPOST item in the table to select it.

   On the form, notice that the FSPOST - SM Posting Batches numbering sequence has the following settings:

   • Start Number: SM000001
   • End Number: SM999999
4. In the Numbering ID box, click the magnifier button again.
5. In the lookup table that opens, type FSSO in the Search box, and double-click the FSSO item in the table to select it.
6. On the form, notice that the FSSO - Service Orders numbering sequence has the following settings:
   • Start Number: 000001
   • End Number: 999999
7. In the Numbering ID box, click the magnifier button again, and make sure that the FSSCHEDULE - Staff Members' Schedules numbering sequence has also been created.

   In Step 4 of this activity, you will make sure that the FSPOST - SM Posting Batches and FSSCHEDULE - Staff Members' Schedules sequences are specified on the Service Management Preferences (FS100100) form. You will specify the FSSO - Service Orders sequence on the Service Order Types (FS202300) form when you create the service order types.

Step 3: Reviewing the Work Calendar

To review the work calendar, do the following:

1. On the Work Calendar (CS209000) form, click MAIN in the Calendar ID box.
2. Make sure that the following settings are specified for the calendar:
   1. Calendar ID: MAIN
   2. Description: Main Calendar
   3. Time Zone: (GMT-05:00) Eastern Time (US & Canada)
3. On the Calendar tab, ensure that the Monday, Tuesday, Wednesday, Thursday, and Friday check boxes are selected, and the Sunday and Saturday check boxes are cleared.
4. In the boxes of the Start Time column, ensure that 10:00 AM is specified for all the selected days of the week.
5. In the boxes of the End Time column, ensure that 6:00 PM is specified for all the selected days of the week.

Step 4: Reviewing the Service Management Preferences

To make it possible for the service management functionality to be used, the numbering sequences and work calendar need to be specified in the service management preferences. Do the following:

1. Open the Service Management Preferences (FS100100) form.
2. On the General tab, in the Numbering Settings section, ensure that the following settings are specified (as shown in the following screenshot):
   • Batch Numbering Sequence: FSPOST - SM Posting Batches (see Item 1 in the screenshot)
   • Staff Schedule Numbering Sequence: FSSCHEDULE - Staff Members' Schedules (Item 2)
3. On the Calendars & Maps tab (Item 3), in the Calendar Settings section, make sure that MAIN - Main Calendar is selected in the Work Calendar box.

If these configuration steps have been performed, the service management forms are available, and the system is set up for the use of the service management capabilities.