Field Services：服务订单和预约计费最佳实践.pdf

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1、Field Services:Service Order and Appointment Billing Best PracticesCindy Whitner and Valentina Diaz2AgendaIntroductionLearning Objectives Session Overview Business Scenario DiscussionUse Case Creating&Correcting an InvoiceSolutionBenefits and Considerations DemoQuiz Summary and Key TakeawaysQ&A|Surv

2、ey Completion3Presented byCindy WhitnerSr.Product Manager,Field ServiceValentina DiazLead Business Analyst4CPE DisclaimerThis session is NASBA-compliant,and you may get 1 CPE credit if you fulfill the following requirements:Participate in at least one quizProvide your full name and email address whe

3、n you complete a quizFailure to provide your full name and email address will result in Acumaticas inability to recognize you in our reports;thus,we will be unable to issue a CPE certificate for you.If you are not interested in getting the CPE credit,specifying your personal details is optional.Lear

4、ning Objectives6Learning ObjectivesIn this session,you will learn how to do the following:Identify and explain the service billing optionsUsing the Advanced SO Invoices feature for billingCorrect an invoice originating from a service documentUnderstand how invoice correction impacts the Inventory,Ge

5、neral Ledger,Accounts Receivable,and Field Service processesLearn best practices for billing Service Orders and AppointmentsApply demonstrated workflows to your own organizations processesEffectively communicate and prepare for Acumatica ERP 2024R1 improvements to processSession OverviewImportance o

6、f Proper Billing WorkflowUsers can be overwhelmed when they try to decipher the process to correct an invoice that originated from Field ServiceIf exact steps are not followed,this can cause issues with postings to the General Ledger,Inventory,Accounts Receivable,and Field Service DocumentsUnderstan