Customer context
Use existing customer information as the starting point for supported service records.
SERVICE & MAINTENANCE WORKFLOWS
Service relationships continue after the sale.
Keep service activity, customer information and maintenance-related work better organized with the relevant XlinkONE service and AMC capabilities.
Service activity Customer records AMC Follow-up
Service & AMC
THE BUSINESS CHALLENGE
A customer calls because something needs attention.
The important details are not just the caller’s name. A service team may need the product, date, previous work and the next responsible person before it can make an appropriate decision.
XlinkONE includes service and annual-maintenance-contract capabilities in its ERP suite. Specific complaint, technician, warranty and AMC behaviour should be verified against the module deployed for your business.
WHAT YOU CAN MANAGE
Tools for the work behind service & amc.
The important capabilities are the ones that help your team record work consistently and follow what happens next.
Service activity
Maintain relevant service or maintenance work within the configured module.
Maintenance arrangements
Organize eligible AMC-related information where the supported workflow is enabled.
Business follow-through
Use available task, party and financial records for related follow-up work.
A PRACTICAL WORKFLOW
A clearer trail from request to resolution.
Follow the work in a clear sequence, with each stage recorded in the appropriate ERP module.
STEP 1
Receive the request
Record the customer concern and available service context.
STEP 2
Arrange the work
Assign or process the activity using the supported service workflow.
STEP 3
Complete the record
Update the result and handle any related customer or billing activity.
IN A REAL BUSINESS
An annual maintenance visit that needs follow-up
A customer raises a concern during a scheduled maintenance period. The team needs to know the service arrangement, the issue reported and the outcome of the visit before closing the request.
YOUR QUESTIONS
What to know about Service & AMC.
These answers explain the intended scope. Actual availability depends on your plan, configuration and the deployed ERP version.
Is Service & AMC the same as the task module?
They serve related but different purposes. Tasks organize assigned work, while a service or AMC workflow may contain customer and maintenance-specific context.
Can I publish guaranteed AMC renewal automation?
Only after the relevant renewal and reminder functionality is verified in the deployed Service & AMC module.
WORK WITH XLINKONE
Create Your Workspace Bring service & amc into your business workspace.
Explore the available configuration and connect the records your team needs to manage.