Upload
sydney-munoz
View
23
Download
1
Tags:
Embed Size (px)
DESCRIPTION
Field Service – Not Just for Service Companies. Tom Karpowich Straight Arrow Consulting www.StraightArrowUSA.com. Agenda. The Field Service Modules in GP Traditional Uses of each module Additional Uses of each module Returns Options – a deeper dive Add-On ( aRMA ) Q & A. - PowerPoint PPT Presentation
Citation preview
GPUG® Summit 2011November 8-11
Caesars Palace – Las Vegas, NV
Field Service – Not Just for Service Companies
Tom KarpowichStraight Arrow Consultingwww.StraightArrowUSA.com
GPUG Summit 2011– Las Vegas www.gpug.com
Agenda
The Field Service Modules in GP Traditional Uses of each module Additional Uses of each module Returns Options – a deeper dive Add-On (aRMA) Q & A
GPUG Summit 2011– Las Vegas www.gpug.com
The Field Services Modules In Dynamics GP
Contract Administration Service Call Management Depot Management Preventive Maintance Returns Management
GPUG Summit 2011– Las Vegas www.gpug.com
Contract Administration
Field Service Use– Service Contracts for items
sold– Defining Warranties
Non-Field Service Use– Any type of contract.
Particularly if billing is not monthly.
– Revenue recognition is independent of billing.
– Examples:• Sponsorship Income• Rental income of company-owned
assets.
GPUG Summit 2011– Las Vegas www.gpug.com
Service Call Management
Field Service Use Scheduling
Technicians Equipment
Configurations Equipment Tracking
Non-Service Use Tracking Company-
owned Equipment Tracking customer
purchases (Product Registration)
GPUG Summit 2011– Las Vegas www.gpug.com
Equipment Maintenance (Service Call Management)
Tracking Customer Purchases
GPUG Summit 2011– Las Vegas www.gpug.com
Depot Management
Field Service Use
Repair customer-owned equipment
Accumulate costs– Invoice for repair, if
appropriate– Integrates with Contract
Mgmnt
Non-Field Service Use Repair company-
owned equipment/Vehicles
Accumulate costs – but invoicing will not take place
Utilize Equipment Cards
Track History
GPUG Summit 2011– Las Vegas www.gpug.com
Preventive Maintenance
Field Service Use Typically part of Contract Admin –
schedule PM based on contract terms
Automatically suggest dispatch/scheduling based on schedule
Non-Field Service Use PM on internally used
Equipment/Vehicles Can be used as a reminder
system– Don’t normally schedule
technicians, only reminders that the equipment is due for service.
GPUG Summit 2011– Las Vegas www.gpug.com
Returns Management (RTV)
Field Service Use– ‘Returns from
Service calls– Customer Returns
Non-Field Service Use– Any Returns from customers
(RMA)– Vendor Returns (RTV)
GPUG Summit 2011– Las Vegas www.gpug.com
RTV – Diving DeeperRTV vs PO Returns
Dynamics PO Returns Primarily designed for processing returns against purchase orders that
have had line items received against them, but it can also be used to return inventory that has been moved or returned from a customer.
This module links a line item to a PO Receiving document, which ultimately ties back to the Purchase Order.
If there is no PO available, then the item document that allowed that item to be in inventory must be referenced (item transfer document or customer returns invoice)
If an item to be returned is received, but not yet invoiced, then when the invoice is received, it will not allow matching an invoice to the returned item. Thus, no vendor credit document will be created.
If the item to be returned has already been invoiced, then a vendor credit memo will automatically be generated for the cost of the item.
GPUG Summit 2011– Las Vegas www.gpug.com
RTV – Diving DeeperRTV vs PO Returns
Dynamics PO Returns - Continued This module is a basic function that will allow items to be returned to the
vendor and the appropriate credit documents will be created. However, with this particular functionality, there is no method for tracking RTV statuses or process points from within GP. Further, it is not well-suited for items sent out for repair or if they are to be automatically replaced with a similar item from the vendor. However,
GPUG Summit 2011– Las Vegas www.gpug.com
Receivings Transaction Entry
Return to Vendor
Original Item Location
Non-Conforming Item
Item is ‘moved’ to a different location
Reference Original PO
Non-Conforming Item
Non-Conforming Item
If invoiced, then credit memo
created
If not invoiced, not allowed to invoice the returned items
Credit Memo created in AP
Dynamics GP Purchase Order Returns Process
1. If the item is still in the original put-away location, then the original PO Receiving document can be referenced.2. If the item has been transferred or sold/returned, the returns process cannot reference the original PO Receipt.3. In all cases, an uposted vendor credit memo is created immediately.
DIAGRAM A:
GPUG Summit 2011– Las Vegas www.gpug.com
RTV – Diving DeeperRTV vs PO Returns
Return to Vendor Returns can be manually entered or can originate from a customer RMA (return) Can only return from inventory stock – no method exits to reference the original PO
automatically Can collect return ‘costs’ allowed by the vendor.
– Restocking costs, guarantees, etc. Can route to various ‘paths’
– Return for credit– Replace– Cross-ship– Repair & return
Can create and enter return ‘Reason’ Codes Document/return statuses
– Entered– Shipped (From original location)– Received (into Local warehouse)– Ready to ship (Back to vendor)– Closed
GPUG Summit 2011– Las Vegas www.gpug.com
RTV – Diving DeeperRTV vs PO Returns
Return to Vendor – ContinuedDrawbacks:
RTV does not reference the original PO of the item. However it does recognize inventory no matter where it is. Further, if it is customer owned-inventory that can be flagged as well.
Only inventory is available for RTV. Non-inventory and other items (such as fixed assets) cannot be returned with this module.
GPUG Summit 2011– Las Vegas www.gpug.com
Product Overview The Advanced RMA (aRMA) Add-on for Dynamics GP will help you to maximize the value of the investment you made in your Dynamics GP solution in a number of ways. This add-on is particularly well suited for manufacturers/distributors and equipment rental companies but has a place in any solution that leverages the Dynamics GP RMA module to service customers. aRMA extends the Dynamics GP RMA Module to accomplish the following goals:
1. Allow lines on a single RMA originating from many SOP Invoices. a. Tie the credit amount on each line back to the originating SOP Invoice.
b. Reduce the number of RMAs issued to customers and that they have to manage. 2. Allow users to Append RMA Lines from varied SOP Invoices to Existing RMAs. 3. Streamline RMA Entry to improve customer service levels. 4. Eliminate waste and redundancy in the RMA entry process.
Quite simply, it's an extension of and compliment to the standard RMA Module.
http://www.straightarrowusa.com/microsoft-dynamics-gp/advanced-rma
GPUG Summit 2011– Las Vegas www.gpug.com
Questions?
Tom Karpowich, CEOStraight Arrow Consulting, [email protected]