The SAP Business One Service module is primarily intended for companies that sell goods and services, offer contracts or support agreements to customers, receive calls from customers or suppliers who want to initiate a promotion or service. support within the company (e.g. quotations or complaints).
The service structure in contains some elements that are very highly integrated. The basis in SAP Business One The service contract is the basis for this. This database can be used to record and process service calls. Furthermore, an entry is created in the master data of the customer equipment when serial number articles are delivered.
The service contract in SAP Business One
Service contract in SAP Business OneThe basis for services within a service in SAP Business One is the corresponding service contract. This must exist for a customer if they are to receive services in SAP. Such service contracts can also be created as templates and then customised for each customer.
You can store such support contracts or warranty contracts for any item or service in the system for customers. A contract has a term for which a start date and an end date are defined. Contract terms are also stored, which regulate processing deadlines, among other things.
Customer equipment master data
If you have a delivery (delivery note) or an outgoing invoice to a customer, SAP Business One automatically creates a so-called customer equipment. This can then be used to obtain important information: Which customer uses which products, devices, licences, etc.
Service calls in SAP Business One
Service call in SAP Business OneA service call can be initiated by a customer or supplier via a call, email, web portal or other form of communication and documented in SAP Business One. All activities, solutions, resourcesexpenses, documents, etc. Report functions allow the service calls documented in the system to be filtered and displayed according to specific criteria. Service calls can thus be viewed from different angles. This can be a specific queue, technician, problem type, priority, article or status or due dates or time ranges.
There are also functions that display the number of open, overdue service calls as a service monitor.
Service solution database
SAP B1 stores the solutions to customer problems documented in the service calls in a centralised solution database. The programme records the description of the causes and the details of the solution. Attachments can also be saved there.
Service Call Connection PlanActivities and scheduling
Activities can be generated directly from service calls. These can control all kinds of activities, tasks in or outside of SAP Business One, customer visits, meetings or document creation, etc.
Mobile Service APP for SAP Business One
With the SAP Business One Service mobile app, field service technicians can provide on-site services easily and efficiently using an Android or iOS device. The SAP Business One Service app, which can be used on HANA- as well as on SQL platforms, it enables field service technicians to
- View service tickets and sync appointments with your calendar
- Display, edit, close, release and print service tickets
- View details of service contracts and warranties
- Call customers and view customer locations on a map
- Scan barcodes or QR codes to identify items and update information
- Simple check-in and check-out of service assignments with automatic time stamp and geolocation
- Attach photos and customer signatures to the service call-off
- Display documents related to the service call, e.g. a user manual
- Display, edit and create customer orders in connection with the service call-off
- Display of key performance indicators (HANA version only)
- Monthly closed tickets
- Annual in-service rate
- The five most frequently repaired items
- The five most visited customers
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