What you'll learn

Master Data Setup Course (FIELD SERVICE MANAGEMENT)

Overview

This course provides essential training on setting up master data required for smooth Field Service operations. It covers customer, product, pricing, tax, and control configurations that support service delivery and billing processes.

Course Objectives

• Set up key master data for Field Service operations
• Configure partners, payments, and pricing
• Define tax structures
• Manage customer and sales rep data
• Enable serial number and attribute control
• Create product and charge master records

Course Content 

• Business Partner Group
• Payment Terms & Methods
• Discount Setup & Price List
• Tax Class, Category, Region, Rate
• Customer & Sales Rep Setup
• Serial Number Control
• Attribute Master & Group
• Product Category & Master
• Charge Master Setup