activant prophet 21 - epicor · activant prophet 21 service and maintenance: scheduling, contract,...
TRANSCRIPT
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Activant Prophet 21
Service and Maintenance: Scheduling, Contract, and Claims Processing
Service and Maintenance suite: course 3 of 3
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This class is designed for…
New and existing customers who process service orders
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Objectives
Use service time management windowsSet up, sell, maintenance, and bill Service ContractsReview the setup and processing of Warranty ClaimsUnderstand Preventative Maintenance setup and scheduling
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This course will NOT cover…
Regular Order ProcessingBasic Service Order Entry
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System Settings
System Setup/System/System Settings/Service Order/Scheduling
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System Settings
System Setup/System/System Settings/Service Order/Scheduling
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System Settings
System Setup/System/System Settings/Service Order/Scheduling
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System Settings
System Setup/System/System Settings/Service Order/Scheduling
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Company Maintenance
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Shift Maintenance
Service Order/System/Shift Maintenance
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Service Center Maintenance
Service Order/System/Service Center Maintenance
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Technician Maintenance
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Calendar Maintenance
Service Order/System/Calendar Maintenance
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Scheduling Technicians for Service
Two ways to schedule techniciansTime SchedulerVia Service Order Entry
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Time Scheduler
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Time Scheduler
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Time Scheduler
Zoom In to view hour details
Zoom Out to view general details
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Time Scheduler
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Time Scheduler
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Time Scheduler
Step 1
Step 2
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Schedule Via Service Order Entry
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Schedule Via Service Order Entry
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Schedule Via Service Order Entry
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Quick Time Entry
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Quick Time Entry
Step 1
Step 2
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Quick Time Entry
Step 4Step 3
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Customer Contracts v. Warranties
Customer ContractsCoverage provided by your companySold to customer for coverage of parts, labor, or both
WarrantiesCoverage provided by vendorAssigned to service item so that you can request payments from vendors for service
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Service Order Contracts
Basic needs for a contractWays to create a service contract
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Item Maintenance
Step 2
Step 1
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Item Maintenance
Step 3
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Item Maintenance
Step 3
Step 5
Step 4
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Item Maintenance
Step 6 Step 7 Step 8
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Item Maintenance
Step 9
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Item Maintenance
Setting Description
Yes Preventative Maintenance is covered along with regular service
No No Preventative Maintenance work is covered
Only Only Preventative Maintenance is covered by the Service Contract
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Item Maintenance
Save when all Item Details are complete
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Service Item – Accessory Items
Step 1
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Service Item – Accessory Items
Step 2
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Creating Service Order Contracts
Via Order Entry
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Via Order Entry
Step 1
Step 2 Step 3
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Via Order Entry
Prompt to add service contract item
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Via Order Entry
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Customer Contract Maintenance
Service Order Entry> Maintenance > Customer Contract Maintenance
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Customer Contract Maintenance
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Customer Contract Maintenance
Next: Invoice in next periodPrevious: Invoice for period that just ended
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Customer Contract Maintenance
Bill on PM OnlyNext Billing Date does not applyBilling will take place when preventive maintenance is completed
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Customer Contract Maintenance
View Service Orders associated with the service item/contract
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Service Order Entry
Step 1
Step 2 Step 3
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Service Order Entry
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Service Order Entry
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Service Contract Invoicing
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Service Contract Invoicing
Step 1
Step 3
Step 2
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Service Contract Invoicing
Once you have established your criteria options, select to retrieve the criteria
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Service Contract Invoicing
Select contracts you choose to bill by setting Invoice = Y
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Warranty Setup
Needs for warranty maintenanceVendor Warranty Accounts
Default from Company Maintenance
Warranty IDsWarranty Records
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Vendor Adjustments
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Warranty Assignment to Items
Assign in Item MaintenanceWarranty established when item is invoiced
Service Item MaintenanceAssign warranty info specific to the customer, item, and serial number
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Warranty Maintenance
Service Order > Maintenance > Warranty Maintenance
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Warranty Maintenance
Step 2
Step 1
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Warranty Maintenance
Step 4
Step 3
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Warranty Maintenance
Step 5
Define exceptions for coverage on partsIf All Parts = N on the Warranty tab, define parts coverage details for these parts only
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Warranty Maintenance
Define labor exceptionsIf All Labor = N on the Warranty Tab, define labor covered by the warranty
Step 6
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Warranty Maintenance
Auto Create Claim upon Service Item Completion – facilitates claim creation via Service Order Entry
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Item Maintenance
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Service Item Maintenance
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Service Item Maintenance
Step 2
Step 1
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Service Item Maintenance
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Service Item Maintenance
Step 2
Step 1
Step 3
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Service Item Maintenance
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Service Orders and Warranties
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Service Orders and Warranties
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Service Orders and Warranties
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Service Orders and Warranties
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GL Impact – Warranty Payments
Account ImpactWarranty Receivable CreditWarranty Revenue Debit
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Warranty Claim Entry
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Warranty Claim Entry
Step 1
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Warranty Payments
Step 1
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Warranty Payments
Step 2
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Warranty Payments
Step 3
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Warranty Payments
Step 4
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GL Impact – Warranty Payments
Account Impact
Bank Account/Vendor AP Account
Debit
Warranty Allowance Account DebitWarranty Receivable Account Credit
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Warranty Claim Detail Report
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Generate PM Service Orders
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Customer Contract Maintenance
Service Order Entry> Maintenance > Customer Contract Maintenance
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Item Service Maintenance
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Item Service Maintenance
Step 1
Step 2
Step 3
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Item Service Maintenance
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Generate PM Notices
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Generate PM Service Orders
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Generate PM Service Orders
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Generate PM Service Orders
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Summary
Use service time management and quick time entrySet up, selling, maintenance, and billing of service contractsCreate warranty claims and collect payments from vendorsUnderstand Preventative Maintenance Scheduling and Notification
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For More Information…
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