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GPUG ® Summit 2011 November 8-11 Caesars Palace – Las Vegas, NV Over your head with Field Service ? Touchpoints from FS to Core GP
GPUG® Summit 2011November 8-11
Caesars Palace – Las Vegas, NV
Over your head with Field Service ?
Touchpoints from FS to Core GP
GPUG Summit 2011– Las Vegas www.gpug.com
Agenda
Introduction
Presentation
Question & Answer
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
GPUG Summit 2011– Las Vegas www.gpug.com
Enterprise Scheduler
GPUG Summit 2011– Las Vegas www.gpug.com
Field Service Anywhere
GPUG Summit 2011– Las Vegas www.gpug.com
What are the links?
GPUG Summit 2011– Las Vegas www.gpug.com
Links to SALES Orders
Returns
Invoices
RMAs
RMAs Contracts
RMAs Contracts Service
Calls
GPUG Summit 2011– Las Vegas www.gpug.com
SOP_LINE_WORK & HIST CONTNBR CONTLNSEQNBR CONTITEMNBR CONTSERIALNBR CONTSTARTDTE CONTENDDTE
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
GPUG Summit 2011– Las Vegas www.gpug.com
Links from Sales posting Create Equipment
Additional Menu– Create Contract– Append Contract– Create Return
GPUG Summit 2011– Las Vegas www.gpug.com
Links to Inventory
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
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
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
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
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
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
GPUG Summit 2011– Las Vegas www.gpug.com
Links to Payroll
Tech to Employee Work Types Service Labor Indirect Labor Depot Labor
GPUG Summit 2011– Las Vegas www.gpug.com
Links to GL
Contracts– Revenue Recognition
• LIABI• RECON
Depot– WO Completion
• DEPOT• Expense types
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
GPUG Summit 2011– Las Vegas www.gpug.com
Questions?
GPUG Summit 2011– Las Vegas www.gpug.com
THANK YOU Email: “GPUG”
subject line
Vanessa Swatek [email protected]
