gpug ® summit 2011 november 8-11 caesars palace – las vegas, nv over your head with field service...
TRANSCRIPT
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GPUG® Summit 2011November 8-11
Caesars Palace – Las Vegas, NV
Over your head with Field Service ?
Touchpoints from FS to Core GP
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GPUG Summit 2011– Las Vegas www.gpug.com
Agenda
Introduction
Presentation
Question & Answer
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GPUG Summit 2011– Las Vegas www.gpug.com
Speaker
Vanessa Swatek SQA Manager GP since v 7.0 IBIS– Field Service
creators/experts IBIS products for FSS– Enterprise Scheduler– Field Service Anywhere
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GPUG Summit 2011– Las Vegas www.gpug.com
Enterprise Scheduler
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GPUG Summit 2011– Las Vegas www.gpug.com
Field Service Anywhere
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GPUG Summit 2011– Las Vegas www.gpug.com
What are the links?
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GPUG Summit 2011– Las Vegas www.gpug.com
Links to SALES Orders
Returns
Invoices
RMAs
RMAs Contracts
RMAs Contracts Service
Calls
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GPUG Summit 2011– Las Vegas www.gpug.com
SOP_LINE_WORK & HIST
CONTNBR CONTLNSEQNBR CONTITEMNBR CONTSERIALNBR CONTSTARTDTE CONTENDDTE
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GPUG Summit 2011– Las Vegas www.gpug.com
Service Call &Contract Billing
Service Call Billing – SOP invoices
• TechID + Item Desc.• Drop Ship parts• WIP cleared to COGS
– Consolidate
Zero dollar Invoices
Contract/RMA
Contract Billing – SOP invoices
• Contract Type Item
– SOP Returns• Contract cancellations
– Consolidate
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GPUG Summit 2011– Las Vegas www.gpug.com
Links from Sales posting
Create Equipment
Additional Menu– Create Contract– Append Contract– Create Return
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GPUG Summit 2011– Las Vegas www.gpug.com
Links to Inventory
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GPUG Summit 2011– Las Vegas www.gpug.com
Inventory transactions
Allocations– RTV – Depot– In-transit Transfers– Svc Parts– Depot Parts
BackOrders– Svc Parts– Depot Parts
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GPUG Summit 2011– Las Vegas www.gpug.com
Inventory transactions
Adjustments – Svc Parts usage– Depot Parts usage– RMAs – Receiving– RMAs – Inv. Scrap– RTVs - Shipping– Work Order- Closing
Transfers– Svc R line– RMAs (Return to Stock)– Inv. Requirements– Repair RTVs– Depot
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GPUG Summit 2011– Las Vegas www.gpug.com
Tips Svc Parts Svc Equipment Depot Parts Inventory Requirements Supersession PM Assign Schedules RMA discrepancies Depot Labor posting
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GPUG Summit 2011– Las Vegas www.gpug.com
Links to Purchasing
Tech to Vendor Standard PO– RTVs– Service Parts – Depot Parts – Inventory Req.
Drop Ship PO– Additional charges– Expenses
SERVICE CALLSRTVs
DEPOT
PURCHASING
IN-TRANSIT TRANSFERS
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GPUG Summit 2011– Las Vegas www.gpug.com
Links from Posting in Purchasing
PO Receiving– RTVs – Svc Calls– In-Transit Transfers– Depot Work Orders
Invoice Match– Svc Calls
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GPUG Summit 2011– Las Vegas www.gpug.com
Links to Payables
Tech to Vendor Invoices– Svc Vouchers– RTVs– RTV Closing
• Cost
Credit Memos– RTV Closing
• Reimbursement
SERVICE CALLS
RTVs
PAYABLES
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GPUG Summit 2011– Las Vegas www.gpug.com
Links to Payroll
Tech to Employee Work Types Service Labor Indirect Labor Depot Labor
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GPUG Summit 2011– Las Vegas www.gpug.com
Links to GL
Contracts– Revenue Recognition
• LIABI• RECON
Depot– WO Completion
• DEPOT• Expense types
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GPUG Summit 2011– Las Vegas www.gpug.com
Contract Cancel Formula
Total contract price divided by daily rate multiplied by the number of cancel days
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GPUG Summit 2011– Las Vegas www.gpug.com
Questions?
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GPUG Summit 2011– Las Vegas www.gpug.com
THANK YOU
Email: “GPUG” subject line
Vanessa Swatek [email protected]