W708 Service Order Processing

Transcription

1 W708 Service Order Processing Pre-requisites: None Prophet 21 version 11.0 provides the ability to track and record service work through the service order module. This session will provide a full overview of how service work orders can be processed. This new functionality will allow you to handle all sales and service work easily in one solution. Steve Heister Product Management Wednesday, 5:00 p.m. 2 Session Objectives Review the new Service Order module Introduce new maintenance windows Enter service orders Drill into history and data through Service Order Inquiry View service reporting

2 3 Session Objectives T308 Managing Service Orders with Optional Functionality will cover the following: Time Scheduling Preventative Maintenance Service Contracts Warranty Claims 4 Return on Investment Opportunity Cut costs by using the same business system to track and record service and sales orders Efficiently create service orders and quotes Easily set up and maintain warranties Easy analysis of service history on serial numbers Save time by processing entire service order in one window

3 5 Modeled after Order Entry Header detail at the top Customer, Ship To, Contact, Location, Order Detail Line item detail on the bottom Service Items Parts and Labor 6 Service Order Header Enter service quotes vs. service orders Indicate customer, ship to, and contact detail Maintain key service dates Accept payments and downpayments for service work View totals Print, fax, and service documents Enter notes and view document links Drill into customer service history Analyze service terms and customer credit

4 7 Service Order tab Enter customer and date details Flag transaction as service quote or service order 8 Totals tab View order totals as well as totals for parts and labor

5 9 Front Counter tab Print, fax, or key service documents 10 Customer Service History tab View the service history of a customer Drill into additional details for selected service work

6 11 Service order line items Enter service items and serial numbers Automatically be notified of applicable warranties Create purchase order for third party service work Enter parts and labor Maintain prices and costs Enter and view service notes and problem descriptions Drill into customer service history 12 Service Items tab Enter item ID and serial number of item to be serviced Can be entered on the fly Maintain service status of the item Indicate whether service is done in house or in the field

7 13 Service Items tab Automatically be notified of effective warranties Apply warranties to service work 14 Warranty Maintenance Define generic warranty records that can be tied to serial numbers Indicate the percent of parts and labor covered Determine the default number of days a warranty is valid until expiration

8 15 Warranty Maintenance Indicate warranty details related to specific parts Indicate warranty details related to specific labor 16 Service Tab of Item Maintenance Define a default warranty to become effective upon sale of the item At shipment, warranty ID is generated for default warranty and tied to the serial number

9 17 Service Item Maintenance Maintain and view service detail of serial numbers Maintain warranties effective for serial numbers as well as warranty specifics 18 Warranties tab Maintain warranties on service order

10 19 Service Item Detail tab Create purchase order for service work to be done by a third party 20 Parts and Labor tab Procure parts from inventory at source location Enter multiple types of labor needed

11 21 Entering parts on Parts and Labor tab Similar to entering line items in Order Entry Indicate dispositions Direct ship parts directly to job site 22 Entering labor on Parts and Labor tab Specify labor along with technician performing work Differentiate between hours worked and hours charged Indicate the type of labor (regular, overtime, premium)

12 23 Prices tab View amounts charged to customer along with amounts covered by warranties Compare actual prices vs. estimated prices 24 Calculating Labor Prices Technicians are assigned with labor rate levels Labor records can be assigned multiple labor rate levels The labor rate level on the labor record that matches the technician s labor rate level is used to price labor If no technician is indicated, an estimate labor rate level is used

13 25 Labor Maintenance Labor tab Create labor records Indicate estimate labor rate and skill levels Indicate estimated hours 26 Labor Maintenance Rates tab Create multiple labor rate levels Assign rates specific to each level Base rate Hourly rate Overtime rate Premium rate

14 27 Technician Maintenance Technician tab Define technician record Indicate default labor rate level 28 Technician Maintenance Labor tab Define specific labor rate levels for individual labor ID records

15 29 Costs tab View costs of individual parts and labor View costs for overall service Compare actual costs vs. estimated costs 30 Calculating Labor Costs Costs are defined by technician on the Costs tab of Technician Maintenance

16 31 Service History tab View service history of the serial number Drill into additional details for selected service work 32 Service Item Maintenance View details of serial numbers Assign and maintain warranties View service history Attach notes Attach document links

17 33 Service Order Inquiry Drill into service order details 34 Service Reports Open Service Order Report Service Order Line Item Detail Utilization Report Service History Report Service Item Liability Report Actual vs. Estimate Report

18 35 Additional Service Features Spawn sales orders from service orders Calculate sales rep commissions for service work Convert service quotes to service orders Create system alerts for service orders Import service orders and maintenance records 36 Additional Resources Steve Heister: T308 Managing Service Orders with Optional Functionality Service and Maintenance Guide Web-Based Trainings Service and Maintenance: Preparing for and Processing Service Orders Service and Maintenance: Expanding on the Basics Activant Direct Rep Application Consulting

19 37 Suggested Action Plan Contact your Activant Direct Rep for Service and Maintenance Apply the Service and Maintenance Script Schedule time with an Applications Consultant to implement Service and Maintenance Get started! 38 Summary Maintain serial number, warranty, labor and technician records Create service orders easily and efficiently Enter data on the fly and access information directly from Analyze service history using Service Order Inquiry Run one of several service reports to analyze data

20 39 Thank You For Attending W708 Service Order Processing Steve Heister Please submit the Session Feedback Form To receive NASBA credits, please be sure to complete the Session Feedback Form and sign the class roster in the back of the room

21 Session Feedback Form Summit 2007 Las Vegas, NV Please take a moment to evaluate this session and offer feedback. Activant uses your input to understand your needs and to determine future Summit sessions. Session Name: Session Number: Presenter s Name: How important is this topic to your job/company? Not Important Important Please rate the educational value you received from this session Low Value High Value 1. What software are you currently using? 2. How long have you personally used this software? 3. Describe the effectiveness of your instructor. 4. What is your overall evaluation of this session? 5. What could have been done to improve this session? 6. What sessions would you like to see presented at future conferences? 7. What issues will be critical to your business in the next months? Check here if you would like CPE credits. To receive credits, be sure to sign your name at the bottom of this form and sign the roster in the session room. Answering the following questions is OPTIONAL (but required for CPE Credits). Yes No Did this session meet your expectations, based on the description/objectives in the registration materials? Were the pre-requisite requirements stated in the course description appropriate? Did the session materials contribute to achieving the learning objectives? Did the equipment (screen, microphone, projector, etc.) in the room enhance the instruction? Was the time allotted for the session appropriate for the topic? Name: Company: