FIELD SERVICES

SCREENSHOTS

Contract Management

You can use Contract Administration to enter, set up, and maintain your quote and contract documents. If Contract Administration is integrated with Service Call Management, the actual contract costs are updated from service calls and contract terms update service calls. If Contract Administration is integrated with Sales Order Processing, contract billing results in the creation of customer invoices. Contract Administration also will send transactions to General Ledger for revenue recognition purposes.

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Depot Management

You can use Depot Management to enter work orders, schedule, and track the activities within your internal repair facility and to keep track of the usage of parts and labor in the repair process. If Depot Management is integrated to Returns Management, the depot repair process can be automated further by generating work orders directly from customer return documents. Depot Management also will post transactions to General Ledger for labor and parts use during the repair process.

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Preventative Management

When integrated with Service Call Management, you can use Preventive Maintenance to automatically generate service calls for preventive maintenance work, with a minimum of user intervention.
You also can use Preventive Maintenance to complete the following tasks:

• Create a list of preventive maintenance requirements, called a Preventive Maintenance Edit List.
• Track preventive maintenance history on generated, cancelled, and completed preventive maintenance requirements.

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Returns Management

You can use Returns Management to enter, set up, and maintain your Return Materials Authorization (RMA) and Return To Vendor (RTV) documents. If Returns Management is integrated with Service Call Management, an RMA is created automatically from a returnable parts line on a service call. If Returns Management is integrated with Sales Order Processing, you can select items directly from the historical Sales Order Processing invoice that was generated for a specific customer.

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Service Call Management

You can use Service Call Management to enter customer service requests, dispatch technicians, and manage parts, labor, and miscellaneous charges. You also can bill customers for time and material services.

By implementing Service Call Management with Contract Administration, service requests can contain specific billing and service terms as stated in your customer maintenance contracts. If Service Call Management is integrated with Preventive Maintenance, service calls can be automatically generated based on the time-inservice or use of a piece of equipment. You also can implement Service Call Management with Returns Management. By doing so, you can allow returnable parts from a service request to be seamlessly returned from the field technician into your returns warehouse. The process can improve your bottom line by capturing more warranty returns and lowering your cost of doing business.

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