gpug ® summit 2011 november 8-11 caesars palace – las vegas, nv over your head with field service...

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 vswatek@ibis.com