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Equipment Maintenance Management for Microsoft Dynamics SL

August 26, 2014 8:52 am Published by

Microsoft Dynamics SL delivers project-focused accounting and business management software for project-driven organizations. For organizations that provide field service, Microsoft Dynamics SL also offers several modules for field service management, all available a la carte with the Advanced Management edition of Microsoft Dynamics SL. One of these is the Equipment Maintenance module, which enables you to track and control every aspect of both routine and unscheduled equipment maintenance.

The Equipment Maintenance module automates the work order process, enabling your maintenance team to generate work orders more quickly and accurately, track work orders with user-defined criteria (making time stamps obsolete), perform detailed accounting procedures with ease, and execute all of your maintenance/repair processes with maximum efficiency. And the module is flexible, so you can work the way you want and need to. You define the defaults, options, and control information, including default bill-to addresses, equipment types, services provided, and work performance codes.

The module will streamline your equipment maintenance processes. Enter your customers’ existing or new equipment information, equipment details, and other information, such as warranty and preventive maintenance codes—all from a single screen. Whether you’re entering a new piece of equipment on the fly or performing look-ups, retrieving customer information has never been easier.

You’ll have a complete history of all work orders, equipment, and sites, which can be stored in summary or detail, and accessed on screen or in report form. And you can automate maintenance tasking. The module can automatically create tickets for the periodic preventive maintenance events required for selected equipment, create standard task lists that can be printed for use as field checklists, and generate materials lists for ordering and pickup prior to on-site service.

The module also enables you to match the right personnel to the right tasks. You can keep current, accurate records of technician skill levels, employee and company licenses, and pending licensing expirations for local authorities and business partner requirements. The module then filters your employee database so that you can match the right technician with the right job.

About MIG & Co.

MIG & Co. is a professional consulting firm that specializes in the implementation of business management software solutions, including Microsoft Dynamics GP, SL, and CRM. We automate business processes to ensure that our customers work efficiently. MIG is a Microsoft Dynamics Gold Certified Partner.

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