|
Chapter 1: Overview
This chapter provides a general overview of the features and benefits of using the Service Call Management module in an integrated environment. It also focuses on how this module integrates with other modules in the Microsoft Dynamics GP application.
Main Topics
• Preventive Maintenance Features and Benefits
• Preventive Maintenance Overview
• Integration
• Preventive Maintenance Roadmap
After completing this module, students will be able to:
• Identify the features and benefits available when using Preventive Maintenance
• Discuss integration that takes place between Preventive Maintenance and other modules within the application
• Identify the navigation used to access the windows for transactions, reports, utilities, routines, and inquiries in Preventive Maintenance
Chapter 2: Setup Procedures
This chapter focuses on the setup procedures for the Preventive Maintenance module. You examine the pre-requisite setup and overlapping windows to make Preventive Maintenance operate smoothly. Preventive Maintenance setup reports are reviewed.
Main Topics
• Preventive Maintenance Setup Checklist
• Setup for other modules
• Service Setup - PM
• Option Security - Preventive Maintenance
• PM Event Maintenance
• PM Schedule Maintenance
• PM Item Schedule Maintenance
• Customer Extensions
• Item Extensions
• Equipment Maintenance
• About Field Service Series
Labs
• Lab 2.1 - Set up PM Requirements
• Lab 2.2 - Test your Knowledge - Setup Procedures
After completing this module, students will be able to:
• Create PM events and schedules
• Apply PM Requirements to Equipment.
Chapter 3: Equipment Maintenance
This chapter helps the student to understand the equipment master and its relationship to inventory and customers and how it is used in the Contracts module.
Main Topics
• Inventory vs. Equipment
• Equipment maintenance
• System Configuration maintenance
• Equipment meter readings
Labs
• Lab 3.1 - Create Equipment Maintenance records manually
• Lab 3.2 - Create Equipment records from SOP
• Lab 3.3 - Create Equipment records from PO Receiving
• Lab 3.4 - Create an Equipment record for a Service Call
• Lab 3.5 - Test your knowledge - Equipment Maintenance
After completing this module, students will be able to:
• Enter and edit equipment records
• Perform actions related to equipment
Chapter 4: Daily Procedures
This chapter reviews the procedures required to manage PMs.
Main Topics
• Generate P.M. Edit List
• PM Edit List
Labs
• Lab 4.1 - Generate PM Requirements
• Lab 4.2 - Test Your Knowledge - Daily Procedures
After completing this module, students will be able to:
• Generate PM Requirements
• Manage the PM Edit List
Chapter 5: Maintaining Records
This chapter covers the PM reports.
Main Topics
• Creating Report Options
• PM Listing
• PM Due
After completing this module, students will be able to:
• Manage PM requirements by using the PM Due report
|