ERP Areas and Modules / Service

Transcription

1 ERP Areas and Mdules / Service Fr dedicated service cmpanies r prductin/ prject riented cmpanies with a need fr systematic after shipment services, the mdules abve supprt service and maintenance planning. They allw yu t define types f services n different types f plants giving ttal cntrl ver replacement parts. Definitins fr flexible pricing and service plicies can be set. Order Handling Structure 1.1. Service Cntracts Cntains infrmatin n price calculatin fr services and whether they shuld be inviced rder by rder r n a subscriptin basis. Fixed price fr service persnnel?s hurs. Price fr hurs used fr service persnnel. Fixed price fr materials. Price fr materials used. Methd f invicing: RUN r SUB Distance Znes Installatins can be related t distance znes including hurs driven and price. Hurs t reach installatin within distance zne. Price fr driving Service Types Definitin f Service Types, independent f fixtures and installatins. Service type. Checklist scheme per service type Fixtures and Services Definitin f fixtures with descriptin, services, and usage. Fixture descriptin. Integratin t item database and BOM. Integratin t SftBASE Prductin (relating t prductin f fixtures). Service types. Invicable hurs. Planned hurs. N f service persnnel. Free texts. 1

2 1.5. Custmers, Departments and Addresses Definitin f a department and the relatin t custmer. Department descriptin. Department main address. Department addresses. Department ntificatin addresses. Distance znes. District. Service persnnel. Buyer Installatins A unique definitin f the installatin. Fixture. Serial number. Free text descriptin. Cunter/Cunters. Prductin rder number. Installatin BOM. Spare parts list Services Cntains all infrmatin necessary t carrying ut custmer service including... Department, fixture, installatin. Custmer infrmatin. Invicing infrmatin and travel time. Service type. List f Items necessary t service. List f ad hc csts and add ns. Distance znes, the distance necessary t travel t the service. Travel time. Service interval in days/weeks/mnths. Last service perfrmed. Service persnnel per installatin/service type. Service item list. Subventin per item. Cunter/Usage per item. Warehuses frm which service cmpnents can be picked. 2

3 Order Handling 2.1. Order Type User defined rder types t perfrm services. Functin flw. Dependencies with lwest and highest functin status as well as utging status Order Csts and Materials Handling f materials used fr perfrming services. Reservatin f planned materials. Ttal integratin t SftBASE Stck mdule Order Histry Services perfrmed per installatin/service type. Order date. Perfrmed date. Service persnnel. Invice status/invice number. Materials used. Subventin/cash received Order Cnfirmatin A print f a service rder with price and planned actins. Order date. Service date. Planned service. Date t be perfrmed. Materials t be use. 3

4 Reprts 3.1. Order Status A reprt n the status f all rders can be printed Installatin Overview An verview f all installatins can be printed Warranty Status An verview f all warranties can be printed Invice List A cmplete lists f wrking and active invices can be printed Invice Jurnal An invice jurnal can be printed. 4

5 Planning Functins 4.1. Autmatic Order Planning Autmatic Service rder planning accrding t the service persnnel, departments, distance zne, service types, zip cde in ne hur increments, seven days a week. Time shift dependencies. Distance zne/zip cde autmatin. Exceptin days per installatin. Flexible srting f rders accrding t departments, service persnnel, zip cde etc. 5

6 Invicing 5.1 Fix Price Invicing Invicing as a fixed price accrding t price list per service fr hurs, materials, and csts. Service cntract cntrl. Independence f hurs and materials used. 5.2 Materials, Hurs and Csts Used Invicing as usage price per service fr hurs, materials, and csts. Service cntract cntrl. Materials used. Csts reprted. Hurs reprted. Subventin. Cash received. 5.3 Invice Intervals Invice intervals can be defined per custmer. Last invice date. Invice interval in days, weeks, and mnths. Invice with specificatin fr rders/services perfrmed since last invice. 5.4 Subscriptin A subscriptin plan fr services and installatins. Subscriptin perid start and end. Duratin f subscriptin invice. Subscriptin prducts/licenses. Subscriptin calendar/exceptins. 6

7 5.5 Wrk Invices Befre invicing, wrk invices are generated. Wrk invice apprval. Wrk invice crrectins. Wrk invice reprint. Wrk invice list. Simulatins. 5.6 Active Invices Wrk invices will autmatically be cnverted t real invices. Integratin t general ledger/accunts receivable. Invice query. Invice reprint. Invice list. Invice jurnal. 5.7 Credit Ntes Autmatic generatin f a credit nte frm an invice. Wrk credit nte fr apprval. Autmated backflush f transactins. Credit nte frm a wrk credit nte. Integratin t general ledger/accunts receivable 7