fmpilot 2.0 So ware Updates Date: 03/22/2016 User Role: Vendor/Service Provider

Transcription

1 fmpilot 2.0 So ware Updates Date: 03/22/2016 User Role: Vendor/Service Provider

2 Contents Enhancements/Bugs Release Notes...3 Enhancements.4 Training Materials New Invoicing Process. 6 8 New Quo ng Process 9 11 Quick Tips 12 FAQ s..13 Contacts...14 Page 2

3 Previously vendors were not able to submit an invoice or quote over $99,000. This has been corrected and you will now be able to add in line items and invoice amounts that add up to: Item total : $999, Line total: $9,999, Invoice total: $90,000, Previously updates could be made to a work order that was already being process for payment. This has now been corrected and a message will be given stating that this invoice has already been processed, therefore not allowing the updates to occur within that work order. New Credit Memo line items are now available when invoicing. This line item will only be available when the DNE is negative. Home Depot will no longer use the P24 priority and will instead use P48 for all non-emergency work orders. Our new nonemergency response requirement will be 48 hours (not business hours).

4 Enhancements Quote and Invoicing Improvements You will now find a new and improved invoice and quo ng screen. This new screen will allow you to: Invoice/quote quickly Add more specific line item details Easily tab for faster entry New Invoice/Quote Screen *New Invoice Screen *New Quote Screen *New Line Item Entry Form NOTE: To see full training documents on the new invoicing/quo ng changes please refer to pages Page 4

5 Training Documents

6 New Invoicing Process New invoicing Process in 5 easy steps! You will only need to go to step 3 if you need to adjust the tax type, if not skip to step 4. 5 To delete click on the trash can. Step 1 Enter Invoice Number Step 2 Enter Tax items (If Applicable for Service Provided) Step 3 Make tax adjustments (Op onal) Step 4 Enter Invoice Descrip on Step 5 Enter Line Item Details That s it, you will just save and submit! Pag Page 6

7 New Invoicing Process Con nued Step 1 Enter your invoice number, this will be your own internal invoice number for your accoun ng so ware. Step 2 Enter any applicable sales tax. If you do not have tax you can skip to step 4. Step 3 Make any needed adjustments to the tax type, e.g. Canadian currency needs to be US Dollars. If you do not need to make this adjustment you will skip to step 4. Click in Change Currency or Tax, choose your tax types and click apply. For more detailed help on edi ng the tax click here. Page 7

8 New Invoicing Process Con nued Step 4 Enter your Descrip on of Work Performed. You will provide details on what you did while onsite to complete the work order. Please keep this informa on simple and to the point. Step 5 Line Item Details - You will first scroll to the bo om and double click in the field under Charge Type. You will select the appropriate line item type with the drop down menu or by typing the first few le ers of the charge type name. When you are finished entering in the charge type you, can use the tab bu on on your keyboard to move onto the next field. A descrip on is now required in all charge types. You will enter in your descrip on of the item. For parts, you will now enter the details in the descrip on field, e.g., part number, model number, SKU. Tab to the quan ty and enter on the amount. All totals will be automa cally calculated. Page 3 Page 8

9 New Quo ng Process New Quo ng Process in 4 easy steps! You will only need to go to step 2 if you need to adjust the tax type, if not skip to step 3. 4 To delete click on the trash can. Step 1 Enter Tax items (If applicable for services provided) Step 2 Make tax adjustments (Op onal) Step 3 Enter Descrip on of Work To Be Performed Step 4 Enter Line Item Details That s it, you will just save and submit! Page 3 Page 9

10 New Quo ng Process Con nued Step 1 Enter in any applicable sales tax. If you do not have tax you can skip to step 3. Step 2 Make any needed adjustments to the tax type, e.g. Canadian currency needs to be US Dollars. If you do not need to make this adjustment you will skip to step 4. Click in Change Currency or Tax, choose your tax types and click apply. For more detailed help on edi ng the tax click here. Step 3 Enter in your Descrip on of Work To Be Performed. You will provide details on what you are proposing needs to be done within your quote. Please keep this informa on simple and to the point. Page 3 Page 10

11 New Quo ng Process Con nued Step 4 Line Item Details - You will first scroll to the bo om and double click in the field under Charge Type. You will select the appropriate line item type, with the drop down menu, or by typing the first few le ers of the charge type name. When you are finished entering in the charge type you can use the tab bu on on your keyboard to move onto the next field. A descrip on is now required in all charge types. You will enter in your descrip on of the item. For parts, you will now enter the details in the descrip on field, e.g. part number, model number, SKU. Tab to the quan ty and enter on the amount. All totals will be automa cally calculated. To mark an item as incurred you will double click in that field and select the check box. Page Page 11

12 Quick Tips To edit a field in the new line item details form, you will double click and start typing or make an available selec on. You can easily go to your next selec on or field by using the tab bu on on your keyboard. To edit an item, just click in that field and make a new selec on. To delete you will easily click on the trash can and that item will be removed. Rates may be automa cally populated, in this case those rates will not be adjustable. Depending on the charge type you may have some rates that are locked and some that are unlocked. To start a new line item, you will simply tab into the next field and con nue detailing your line items. All charge types now require a descrip on. Please detail out the line item informa on including any applicable part numbers or model informa on. Make sure you save a er entering in your line items, a ach any needed documents and submit as normal. Page Page 12

13 FAQ s How do I enter in my line items? You will click on Charge Type field and enter as indicated. For detail instruc ons please refer to pages 6-8. Why are my rates already loaded? Your Home Depot account owner has prepopulated your contracted rates on some item to allow for faster invoicing and repor ng func onality. If you would like your rates or asset data preloaded please reach out to your Home Depot account owner. My pre loaded rates are not accurate? In an instance that your pre-loaded rates are not correct, you will reach out to your Home Depot Account Owner. I have clicked in the charge type field but nothing happens? All the fields under the line item details sec on only respond to a double click or by tabbing. What happened to the add item bu on? To allow for faster invoicing and quo ng we have created a responsive table format. You will click in the field under charge type and start your line item details. What happens if the item or op on fields do not populate a selec on? Please make sure you have selected a charge type, if you have you will move to the cost sec on and leave those selec ons blank. How do I submit a Credit Memo invoice? First reach out to your Home Depot account owner, as the DNE must be a ( )nega ve amount. Once this is updated you can easily select credit memo in Charge Type and mark all costs as a nega ve item. How do I edit/delete a line item? Easily click on the trash can located on the right hand side or click in directly into the field to edit a specific item Page Page 13

14 For training assistance or technical support with fmpilot please click here and submit a support request cket. To locate your Home Depot account owner you will login to fmpilot>repor ng>reference Material>THD Account Manager List Template for parts, materials, and rates can be found fmpilot>repor ng>reference Materials Process Related Ques ons: [email protected] fmpilot Technical Support: [email protected]