Improve Your Field Service With SAP Business One


Do You Provide Service For Your Products?

If you do, then this training is for you! During this session, Pioneers Hannah and Ben review the lesser known SAP Business One Service module! This robust module can help you manage and automate your Service Contracts, Tickets, Calls, Reports, and more! To view the recording of this training, you can visit our Youtube channel HERE, or watch OnDemand below!

Agenda for Improving Your Field Service with SAP Business One

Below is a quick overview of everything our Pioneers cover during this session’s training:

  • Master Data
    • Use data already in system
    • Irreversible settings
  • Equipment Cards
    • Auto-create for serialized items
  • Service Contracts
    • Contract Templates
    • Auto-Creation of Contracts
  • Service Calls
  • Service Mobile App
    • Setup
  • Reporting
    • Data for Field Technicians to Service Manager
  • Documentation
  • Q&A

Configuration and Master Data in the Service Module

The first thing our Pioneers touch on is the Configuration and Master Data in the Service Module.

  • Data related to Service Module
    • Business Partner Master Data
    • Item Master Data
    • Serial Number Information
  • Configurations
    • Multiple Scheduling of Service Calls
    • Multiple BPs per Equipment Card
    • Auto Generate Equipment Cards
  • Setup / Templates
    • Service Contract Templates
    • Service Call Queues

Equipment Cards

Moving on quickly, our team then covers Equipment Cards, their automation, setup, and features:

  • Auto generation feature
    • Able to create manually and duplicate
  • Record of Equipment at client site
    • Serial Number Information 
    • Address information 
    • Related documents
    • Related Service Calls

Service Contracts

Naturally following the creation of Service Cards, Pioneers Hannah and Ben moved to Service Contracts. Discussing how to setup Auto-Creation, how to create Templates, and the Printing Enhancements that SAP Business One version 10.0 introduced.

  • Conditions for Auto-Creation
    • Auto. reate equipment card
    • Serialized item
    • Assign Warranty Template to item
    • Delivery or Invoice as trigger
  • Templates
    • Data
    • OOTB Options
  • 10.0 Printing Enhancements
    • Document Printing
    • Print Preferences

Service Calls

After contracts are set and cards are made, what should you do when you get a Service Call? With SAP Business One you can make managing your Service Calls as simple as 1, 2, 3.

  1. Service Call Creation
  2. Multiple Scheduling
  3. Solutions Knowledge Base

Mobile Service App Features

In this day and age you have everything you need in the palm of your hand, and by this of course, we mean our mobile phones. With the SAP Service Module Mobile App you have access to all the useful features of the main module.

  • Edit and Close Calls
  • Print and share tickets
  • Scan Barcodes
  • Add or edit Sales Orders
  • Require Signatures
  • View related Service Contracts
  • View Call History
  • View KPI dashboards
  • Calendar Sync
  • Offline Functionality 


Once you have all your support needs setup, how do you know how well you are doing? With KPIs and Reporting of course!

  • KPI’s
    • Open Service Calls
  • My Common Functions
  • OOTB Reports
    • Field technician
    • My Open Service Calls
    • My Overdue Service Calls
  • Service Manager
    • Service Calls by Queue

Improve Your Field Service with SAP Business One Resources

Looking for more information? Below are a few links carefully selected by our experts that should give you everything you need to know about Improving Your Field Service with SAP Business One. Feel free to browse our resources or check out our knowledgebase. If you have any questions about Field Service with SAP Business One, or want to know how you can run your business better with SAP B1, reach out to us by phone 602-888-2100 or email info@pioneerb1.com.

Improve Your Field Service with SAP Business One Presentation

Improving Field Service Webinar on our Youtube Channel

SAP Business One LinkedIn Tips and Tricks Group


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