Deliver Service

Microsoft Dynamics NAV provides features to help you deliver service according to the contracts that you have created and the service orders that you have committed to fulfilling. Your service technicians or dispatcher will find outstanding service orders easy to locate when they use the Dispatch Board. At a glance, the Dispatch Board shows which orders are in progress and which orders are complete.

Another way to review pending service orders is to use the Service Tasks window. In this view of your service obligations, you can see where in your service workflow an order is and change that status to reflect interactions with your customer.

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

Plan the delivery of service by using the Dispatch Board. You can also use project management tools in the Jobs department to help in planning.

Plan and Allocate Service Orders

Post orders before delivering service, so that your accounting is up-to-date.

Prepare for Service

Deliver service to customers, by using the Service Tasks feature.

Provide Service

Create invoices and post them to your financial management system.

Finalize Service and Invoice

See Also

Other Resources

Project Management