Date post: | 12-Jan-2015 |
Category: |
Business |
Upload: | baass-business-solutions-inc |
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Showcasing Service Manager and Project and Job Costing
Presented By: Jenny Garbuzova
Agenda• Introducing Service Manager• Sage 300 Project and Job Costing
Service Manager by Technisoft
• Professional Service, Maintenance and Job Cost solutions
• Seamless integration with Sage Accpac ERP
• Simplicity and speed of use
• Comprehensive range of features
• Web and Mobile support
If your day-to-day activities include:
General Ledger
Purchase Orders Accounts Payable
Accounts ReceivableInventory Control
Service Manager
Order EntrySerialized Inventory
Pacific Workflow SageCRM
Integration to Sage 300 ERP
Major Functions Include
Jobs Equipment Agreements
Return
AuthorizationsFaults Query Tools Online
Solutions
Employees
Jobs
Jobs
- Job TypesCurrent jobs (sales can be invoiced)
Recurring jobs
Historic jobs
- Job status and priority levels
- Multi-Level Structure (includes Projects)
- Provides complete financial informationEstimate, Actual and Variance
Work in progress
Job Features
- Notations
- Custom Fields
- Monitoring
- Event Manager
Job Features• Jobs can be easily created from
– Quotations– Templates– Other jobs
• Transactions include– Labor allocation– Inventory/Parts– Purchase Requisitions– Sub-Contractors– Standard Charges– Burden and Overhead
allocation
Job Tree – Document Entry
Job – Time Entry
Reports
Print various forms and reports- Job Cards- Picking Slips- Invoices and Credit Notes- Quotations and Customer Confirmations- Job detail reports- User Defined
Employees
Track Employees & Related Information
Employees- Cost and billing rates- Skills- Linked to work group(s)- Commissions tracking- Work history retained- Performance reporting- Billable and non billable time
EmployeesTime processing
Time recorder
Timesheet Matrix
Remote processing
Time Manager
Resource viewer
Equipment
EquipmentTrack Equipment & related information
Models: by Manufacturer, Components or Accessories
Meter Tracking
Maintenance Scheduling
Faults, Agreements and Jobs
Management information
Equipment
Serial Number Tracking
Warranty Processing
Advanced Maintenance: Full task and activity based Preventative Maintenance
Equipment Folio by Model, Site Location, Equipment ID or Agreement
Equipment• Maintenance schedules
– Multiple schedules per Equipment
– Based on metered conditions– Based on general conditions– Mandatory or optional– Create job or invoice– Uses templates– Checklists on jobs– Instructions on jobs
Equipment• Advanced Maintenance add-on
– Full task and activity based preventative maintenance
• Frequency or schedule based• Conditional, triggered by dates, meter reads, etc.• Interval based• Predictive maintenance triggers
– Task activities• Check procedure• Numeric measurement• Text input• Question
– Site and model/equipment maintenance
Equipment• Management information
– Full equipment history for useful life including• Costs and revenue• Jobs• Meters• Maintenance• Replacements
Agreements
Agreements
Agreement types includeMeter agreementsWarranty agreementsSite agreements
Multiple Agreements per customer
Multiple Sites per Agreement
Multiple Equipment per Site
Covers Labour, Parts, Contractors and other
AgreementsCommon Agreement Functions
Agreement statusPeriod of coverReview dateCover % (labor, items, …)Warnings (% of revenue)NotationsUser Defined fieldsRevenue and Costs to dateAgreement profitabilityFull historyDetailed transactionsUser defined reports
Return Authorizations
Return Authorizations
• Manage Return Authorizations– Customer RAs– Vendor RAs– User defined status– Multiple equipment
per RA– Job or non job based– Print custom forms– History tracked
Online SolutionsEmployee Web Portal
• Use web browser or SageCRM– Access your Service Manager database– Field engineers and general staff can
• view and edit their jobs• On a touch screen accept customer signature• create new jobs or quotes• add notations and maintain custom fields• view equipment or site history• check warranty• search on serial numbers• read reports• complete jobs• raise invoices• print quotes, job cards/work orders
Online SolutionsSage CRM Integration
Sage 300 ERP – Project and Job Costing
Sage 300 ERP – Project and Job Costing
• Highlights
– Powerful estimating capabilities– Flexible contract management– Powerful Purchase Order Integration– Accurate Customer invoicing– Full web deployment– Comprehensive transaction processing– Extensive inquiry capabilities– Complete integration
Sage 300 ERP – Project and Job Costing
General Ledger
Purchase Orders Accounts Payable
Accounts ReceivableInventory Control
Project and Job Costing
Order EntrySerialized Inventory
Lot Tracking
Sage Payroll Sage CRM
Sage 300 ERP – Project and Job Costing• Advanced Estimating Capabilities
• Assign staff, materials, subcontractors, equipment, miscellaneous items to each project/phase within a contract
• Set up complex estimates by specifying the quantity, unit cost and billing rate
• Assign the cost categories to which they apply to automatically calculate costs and revenue estimates for each cost category
• Define cost and revenue estimates for each category within a project/phase
Sage 300 ERP – Project and Job Costing• Contract /Job Management
• Manage contracts or jobs at three levels: contract(job), project(phase) and category
• Maintain multiple projects within a contract and track multiple categories• Multiple contracts or jobs per customer• Specify begin and end dates for each project to allow for timelines• Assign up to seven progress statuses to each contract and project• Maintain records for subcontractors, equipment, staff, miscellaneous items,
overhead expenses and charges• Allocate overhead and labour burden to each category
Contract/Job Tree
Sage 300 ERP – Project and Job Costing• Comprehensive Transaction Processing
• Specify whether each transaction is billable, non-billable or at no charge• Automatically create an invoice based on the transactions that are due to be
billed• Bill a customer for different contracts, projects and categories on the same
Accounts Receivable invoice• Record cost and billing rate for the Equipment used within a project• Use of multiple accounting methods: completed project, billings and cost,
accrual basis• Employee timecards entered easily by employees using the internet browser• Update revenue and costs estimates at any time with a full audit of all changes• Choose when to recognize revenue based on GAAP requirements and your
business needs
Timesheet Entry
Sage 300 ERP – Project and Job Costing• Extensive Inquiry Capabilities
• Review the current state of each project• Review project status, profitability and estimate-to-actual comparisons• Track original estimates, current estimates and actual amounts for each project• Drill down to originating cost and billing transactions• Print comprehensive, customizable reports to analyse project status and
profitability
Transaction Inquiries
Ability to drill down to the original transaction
Analytical Reports
Ability to drill down to the original transaction
Helps determine the profitability of contracts and projects.
Summary breakdown of direct costs
Questions