IFS Field Service Management - FSM Contracts

About this Course

This is one of the courses towards gaining the IFS Certified Specialist accreditation for Consultants. It enables students to cover and prepare all of the examination specification topics for the Contracts exam.

Target Audience

Those who need to be able to identify and state the essential decisions to be made, basic data to be created and processes involved in the setting up of Contracts in the IFS Field Service Management application.

Lessons

  1. Contract overview
  2. Basic data required
  3. Administration and setup
  4. Basic contract creation
  5. Preventative Maintenance (PM) contracts
  6. Contract managements
  7. Seasonal contracts
  8. Evergreen contracts
  9. Benefit contracts
  10. Invoicing contracts
  11. Contract quotes

Objectives

At the end of this course, the students are able to:

  • Understand the setup of Contract Code Tables and Contract Types
  • Demonstrate how to create a basic contract
  • Demonstrate creation of Preventative Maintenance, Seasonal, Evergreen and Benefit contracts
  • Understand how to manage a contract
  • Demonstrate how to invoice a contract
  • Be aware of contract quotes

Prerequisites

Knowledge: Basic understanding of service contracts and service operations.

Courses: IFS FSM Fundamentals, IFS FSM Service

Exams: IFS FSM Fundamentals, IFS FSM Service

Track:

  • Consultants

Certification:

  • Specialist

Course ID:

CS563FSMCO

Duration:

3.5 day

Type of Course:

  • Workshop