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


Speaker

Vanessa Swatek SQA Manager GP since v 7.0 IBIS– Field Service

creators/experts IBIS products for FSS– Enterprise Scheduler– Field Service Anywhere


Enterprise Scheduler


Field Service Anywhere


What are the links?


Links to SALES Orders

Returns

Invoices

RMAs

RMAs Contracts

RMAs Contracts Service

Calls


SOP_LINE_WORK & HIST

CONTNBR CONTLNSEQNBR CONTITEMNBR CONTSERIALNBR CONTSTARTDTE CONTENDDTE


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


Links from Sales posting

Create Equipment

Additional Menu– Create Contract– Append Contract– Create Return


Links to Inventory


Inventory transactions

Allocations– RTV – Depot– In-transit Transfers– Svc Parts– Depot Parts

BackOrders– Svc Parts– Depot Parts


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


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


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


Links from Posting in Purchasing

PO Receiving– RTVs – Svc Calls– In-Transit Transfers– Depot Work Orders

Invoice Match– Svc Calls


Links to Payables

Tech to Vendor Invoices– Svc Vouchers– RTVs– RTV Closing

• Cost

Credit Memos– RTV Closing

• Reimbursement

SERVICE CALLS

RTVs

PAYABLES


Links to Payroll

Tech to Employee Work Types Service Labor Indirect Labor Depot Labor


Links to GL

Contracts– Revenue Recognition

• LIABI• RECON

Depot– WO Completion

• DEPOT• Expense types


Contract Cancel Formula

Total contract price divided by daily rate multiplied by the number of cancel days


Questions?


THANK YOU

Email: “GPUG” subject line

Vanessa Swatek [email protected]

mailto:[email protected]

Documents

GPUG ® Summit 2011 November 8-11 Caesars Palace – Las Vegas, NV Over your head with Field Service ? Touchpoints from FS to Core GP