Basic Service Management Configuration

If you plan to provide field service functionality in MYOB Acumatica, before you start creating entities and processing documents related to service management in the system, you must perform the necessary configuration. This configuration includes enabling the necessary features, specifying the service management preferences, creating the branch locations that provide services, defining the billing cycles to be used for customers, and specifying employee and customer settings.

If you plan to offer the provision of inventory items as part of providing field services, you must define the necessary settings related to the configuration of inventory management and sales order management.

In this chapter, you will read about the minimum configuration needed to provide the service management functionality.