After you have set up a system to initiate and maintain service contracts, you can also monitor and implement the contracts. You can convert quotes into a service contract. Then you can create a service order from a contract by using the Create Contract Service Orders batch job. When the order is created, service starts.
In addition, you can adjust the accounting that is related to service contracts that have an annual amount billing. You can adjust it manually, or set up Microsoft Dynamics NAV to do this automatically.
The following table describes a sequence of tasks, with links to the topics that describe them. These tasks are listed in the order in which they are generally performed.
| To | See |
|---|---|
Create a service quote and convert it into a service order. | |
Set up the accounting required for annual service contracts. | How to: Change the Annual Amount on Service Contracts or Contract Quotes |
Keep track of a contract for which service has been prepaid. |