Clients First has developed and implemented the ProMRO module for Dynamics AX. The module is specifically tailored for Manufacturing, Repair and Overhaul industry and includes project phases that can be pre-defined and then built on the fly with each newly quoted job.
The benefits of the ProMRO module include improved efficiency, cost savings, standardization and predictability across multiple departments. The ProMRO module makes your MRO business run leaner and be more competitive.
One of the capabilities of the ProMRO module is the ability to create Service Profiles.
Service Profiles eliminate pressure and guesswork from the project administrator as they contain all the details about the service in a ready-to-use template. This helps to ensure consistency across all projects.
How to Create a Service Profile
To create a Service Profile in Dynamics AX, navigate to the Common Forms screen and click SVC Profile Details. The Service Profile form will be displayed.
On the top half of the Service Profile screen, you will see the list of forms on your instance of Dynamics AX under the Overview tab. The Overview tab provides a quick summary of a profile’s elements including the service ID, estimate center, service code, description, extended description, status, manufacturer, etc.
The bottom half of the screen allows you to view the Service Profiles and filter on five options, i.e. All, Free, Hour, Expense and Item. Here is an overview of what the options provide:
- All – Shows all available Service Profile forms on your Dynamics AX instance
- Fee – Allows you to make changes to prices for quoting purposes
- Hour- Allows you to make changes for time spent on equipment
- Expense – Allows you to change time expenses
- Item – Allows calculation of cost and sale prices of items
Clicking on an entry on the Service Profile form makes it editable. You can make any price or product changes by selecting the entry you wish to edit to make it editable, and entering the new value you prefer.
Creating Service Profiles Based on Templates
The ProMRO module allows you to copy an existing Service Profile and make a new one based on it. Follow the steps below to create a new select Service Profile based on an existing one:
- Select the Service Profile you want to use as a template from the list of forms
- Navigate to the left of the ProMRO module and select the Copy button
- Select Copy and Create New Profile from the side slide display
- A new Service Profile form that is based on the one you had initially selected will be created and listed on the form list
Sometimes, you may need to recalculate the values in your Service Profile forms after editing an existing form or creating a new one based on an existing template. To get the required values for your new Service Profile form, make all the value changes you want.
When finished, click the Function button on the left of the ProMRO module and select SVC Profile Recalculation option from the slide display. A pop up box showing the identification details of the Service Profile whose values you wish to recalculate will be displayed. Click the OK button to start recalculation.
You can also make changes on the quote line items of the Service Profile form you are working on. To do this, you will be working on the tabs under the TypeFilter, which is at the bottom half of the screen. Select the Quote tab and click the Tools icon on the left of the module. The Line No. and Quote Description area will be displayed. Edit the quote description and click the Save icon on the main menu of the Service Profile forms page. Your new description will be applied to the Service Profile you were editing.
You can also change the status of the Service Profile to either Under Development, Not Certified, Awaiting Approval, Obsolete or Certified. To change the status, select the Service Profile you are editing, click the Status button on the left of the module and select the appropriate status from the slide display box.