1 / 22

Over your head with Field Service ?

Over your head with Field Service ?. Touchpoints from FS to Core GP. Agenda. Introduction Presentation Question & Answer. S peaker. Vanessa Swatek SQA Manager GP since v 7.0 IBIS Field Service creators/experts IBIS products for FSS Enterprise Scheduler Field Service Anywhere.

marly
Download Presentation

Over your head with Field Service ?

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Over your head with Field Service ? Touchpoints from FS to Core GP

  2. Agenda • Introduction • Presentation • Question & Answer

  3. Speaker • Vanessa Swatek • SQA Manager • GP since v 7.0 • IBIS • Field Service creators/experts • IBIS products for FSS • Enterprise Scheduler • Field Service Anywhere

  4. Enterprise Scheduler

  5. Field Service Anywhere

  6. What are the links?

  7. Links to SALES • Orders • Returns • Invoices • RMAs • RMAs • Contracts • RMAs • Contracts • Service Calls

  8. SOP_LINE_WORK & HIST • CONTNBR • CONTLNSEQNBR • CONTITEMNBR • CONTSERIALNBR • CONTSTARTDTE • CONTENDDTE

  9. 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

  10. Links from Sales posting • Create Equipment • Additional Menu • Create Contract • Append Contract • Create Return

  11. Links to Inventory

  12. Inventory transactions • Allocations • RTV • Depot • In-transit Transfers • Svc Parts • Depot Parts • BackOrders • Svc Parts • Depot Parts

  13. 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

  14. Tips • Svc Parts • Svc Equipment • Depot Parts • Inventory Requirements • Supersession • PM Assign Schedules • RMA discrepancies • Depot Labor posting

  15. Links to Purchasing • Tech to Vendor • Standard PO • RTVs • Service Parts • Depot Parts • Inventory Req. • Drop Ship PO • Additional charges • Expenses

  16. Links from Posting in Purchasing • PO Receiving • RTVs • Svc Calls • In-Transit Transfers • Depot Work Orders • Invoice Match • Svc Calls

  17. Links to Payables • Tech to Vendor • Invoices • Svc Vouchers • RTVs • RTV Closing • Cost • Credit Memos • RTV Closing • Reimbursement

  18. Links to Payroll • Tech to Employee • Work Types • Service Labor • Indirect Labor • Depot Labor

  19. Links to GL • Contracts • Revenue Recognition • LIABI • RECON • Depot • WO Completion • DEPOT • Expense types

  20. Contract Cancel Formula • Total contract price divided by daily rate multiplied by the number of cancel days

  21. Questions?

  22. THANK YOU • Email: “GPUG” subject lineVanessa Swatek • vswatek@ibis.com

More Related