Microsoft Dynamics NAV includes features to make setting up ongoing service contracts easy. You can set up contract templates, which you can then use to create standardized contracts for your business. In addition, you can set up a system to create quotes for service and to turn those quotes into contracts.
As part of your business processes, you may also want to monitor your contracts and update and evaluate them. You can set up a system to keep track of contract status, and view how gain and loss information about your contracts is being posted.
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 |
|---|---|
Learn about the Service Contracts window and set up contracts, customer templates, and a system for managing service quotes. | |
Create service contract quotes and convert a quote into a service contract. | |
Update the terms of a contract and track profit and loss. |