field services: equipment and route management...valentina shashkova may, 13 - may, 14 field...
TRANSCRIPT
![Page 1: Field Services: Equipment and Route Management...Valentina Shashkova May, 13 - May, 14 Field Services: Equipment and Route Management 2 Introduction 3 Agenda Two day training: Day](https://reader035.vdocuments.us/reader035/viewer/2022071105/5fdf6ab52c30402cdd2b78ab/html5/thumbnails/1.jpg)
Valentina Shashkova
May, 13 - May, 14
Field Services: Equipment and Route
Management
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Introduction
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Agenda
Two day training:
▪ Day 1: Monday; May, 13, 2019
9:00 – 11:00 AM PDT
▪ Day 2: Tuesday; May, 14, 2019
9:00 – 11:00 AM PDT
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Agenda
Day 1:
▪ Creating Target Equipment Manually (Lesson 1)
▪ Servicing of Target Equipment (Lesson 2)
▪ Creating Model Equipment with Components (Lesson 3)
▪ Selling and Replacing Equipment and Components (Lessons 4-9)
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Agenda
Day 2:
▪ Processing Service Contracts with Different Types of Billing (Lessons 10-11)
▪ Creating a Route Execution on the Fly (Lesson 12)
▪ Executing a Route (Lesson 13)
▪ Processing Route Service Contracts (Lesson14)
▪ Executing a Route by Using the Mobile App (Lesson 15)
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Technical Environment
▪ Acumatica ERP instance on your laptop or computer:
▪ Build 19.101.0084
▪ Demo data U100
▪ Service Management, Equipment Management, and Route Management (10
Vehicles) features enabled on the Enable/Disable Features (CS100000) form
▪ Acumatica ERP mobile app on your cellphone, or tablet, or a mobile
emulator
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Session Rules
▪ Dynamics of the training:
▪ Lesson steps will be shown and explained
▪ Questions can be asked in the chat
▪ Recording and snapshots will be available the
next day
▪ Questions after the training:
▪ Email: [email protected]
▪ Skype: valent2903
▪ Enjoy the training!
![Page 8: Field Services: Equipment and Route Management...Valentina Shashkova May, 13 - May, 14 Field Services: Equipment and Route Management 2 Introduction 3 Agenda Two day training: Day](https://reader035.vdocuments.us/reader035/viewer/2022071105/5fdf6ab52c30402cdd2b78ab/html5/thumbnails/8.jpg)
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Training Steps: Equipment Management
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Company Story
SweetLife Fruits & Jams
▪ SweetLife Office and Wholesale Center
▪ SweetLife Store
▪ Service and Equipment Sales Center
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Overview
▪ Equipment Management module
▪ Equipment Type
▪ Model Equipment
▪ Target Equipment
▪ Resource Equipment
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Overview
▪ Model Equipment:
▪ With components
▪ Without components
Warehouse –
Stock Item (Model
Equipment)
Stock Item (Component)
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Overview
▪ Target Equipment:
▪ Customer’s
▪ Your own
Customer or Your Own
Location –
Equipment (Target
Equipment)
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Overview
▪ Resource Equipment:
▪ Your location
▪ Customer’s location
Customer or Your Own
Location –
Equipment (Resource
Equipment)
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Lesson 1: Creating Target Equipment Manually
To create a target equipment entity
without components manually
Customer Location –
Equipment (Target
Equipment)
Objective
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Configuration Overview
▪ Enable/Disable Features (CS100000) form
▪ Equipment Management Preferences (FS100300) form
▪ Item Classes (IN201000) form: JUICERMED (Model Equipment item class)
▪ Stock Items (IN202500) form: JUICER10 (Model Equipment)
Lesson 1: Creating Target Equipment Manually
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Lesson 1: Creating Target Equipment Manually
1. Create a target equipment entity on the Equipment (FS205000) form
2. Review the list of customer’s equipment on the Equipment Summary
(FS400200) form
Process Overview
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Lesson 2: Servicing of Target Equipment
To create an appointment for servicing
of a target equipment entity
Objective
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Lesson 2: Servicing of Target Equipment
Configuration Overview
▪ Enable/Disable Features (CS100000) form
▪ Equipment Management Preferences (FS100300) form
▪ Non-Stock Items (IN202000) form: REPAIR (Service)
▪ Item Classes (IN201000) form: JUICER (Model Equipment Item Class)
▪ Stock Items (IN202500) form: JUICER20C (Model Equipment)
▪ Equipment (FS205000) form: FSE00005 (Target Equipment) for the TOMYUM
customer
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Lesson 2: Servicing of Target Equipment
1. Create an appointment for servicing
of the target equipment on the
Appointments (FS300200) form
2. Review the history of appointments
for the target equipment on the
Appointment Details (FS400500)
form
Process Overview
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Lesson 3: Creating Model Equipment with Components
To create a model equipment entity
with components
Objective
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Lesson 3: Creating Model Equipment with Components
Configuration Overview
▪ Enable/Disable Features (CS100000) form
▪ Equipment Management Preferences (FS100300) form
▪ Item Classes (IN201000) form:
▪ BLADE, COVER, CONTAINER (Component Item Classes)
▪ JUICERLOW (Model Equipment Item Class )
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Lesson 3: Creating Model Equipment with Components
1. Create components on the Stock Items (IN202500) form
2. Create a model equipment entity on the Stock Items (IN202500) form
Process Overview
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Lesson 3: Creating Model Equipment with Components
CW - 2 years
VW – 6 m
CW
VW – 18 m
CW – 10 m
VW
Company Warranty vs Vendor Warranty
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Lesson 4: Selling a Piece of Model Equipment
To register a sell of a model
equipment entity
Customer Location –
Equipment (Target Equipment)
Inventory –
Stock Item (Model Equipment)
Objective
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Lesson 4: Selling a Piece of Model Equipment
Configuration Overview
▪ Enable/Disable Features (CS100000) form
▪ Equipment Management Preferences (FS100300) form
▪ Order Types (SO201000) form: The Enable Field Services Integration check box
is selected for the SO order type
▪ Item Classes (IN201000) form: JUICER (Model Equipment Item Class)
▪ Stock Items (IN202500) form: JUICER20C (Model Equipment)
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Lesson 4: Selling a Piece of Model Equipment
Process Overview
1. Create a sales order on the Sales Orders
(SO301000) form
2. Process the sales order:
1. Create a shipment from the Sales Orders
(SO301000) form
2. Confirm the shipment on the Shipments
(SO302000) form
3. Prepare and release an invoice on the
Invoices (SO303000) form
3. Review the details of the target equipment
on the Equipment (FS205000) form
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Lesson 5: Selling Optional Components for Model Equipment
To sell a piece of model
equipment and an optional
component for it
Stock Item (Model Equipment)
+ Stock Item (Component) Creates Target Equipment
+
Objective
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Lesson 5: Selling Optional Components for Model Equipment
Configuration Overview
▪ Enable/Disable Features (CS100000) form
▪ Equipment Management Preferences (FS100300) form
▪ Order Types (SO201000) form:
▪ The Enable Field Services Integration check box is selected for the SO order type
▪ The Enable Field Services Integration check box is selected for the IN order type
▪ Non-Stock Item (IN202000) form: INSTALL (Service)
▪ Item Classes (IN201000) form: JUICER (Model Equipment Item Class)
▪ Stock Items (IN202500) form:
▪ JUICER20C (Model Equipment)
▪ CONTAINER (Component)
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Lesson 5: Selling Optional Components for Model Equipment
Process Overview
1. Create an appointment on the
Appointments (FS300200) form
2. Process the appointment on the
Appointments (FS300200) form
3. Review the generated target equipment
on the Equipment (FS205000) form
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Lesson 6: Selling an Optional Component for Target Equipment
Stock Item (Component) Updates Target Equipment:
Adds New Component
To sell an optional
component for a piece of
target equipment
Objective
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Lesson 6: Selling an Optional Component for Target Equipment
Configuration Overview
▪ Enable/Disable Features (CS100000) form
▪ Equipment Management Preferences (FS100300) form
▪ Order Types (SO201000) form:
▪ The Enable Field Services Integration check box is selected for the SO order type
▪ The Enable Field Services Integration check box is selected for the IN order type
▪ Non-Stock Items (IN202000) form: INSTALL (Service)
▪ Item Classes (IN201000) form: JUICER (Model Equipment Item Class)
▪ Stock Items (IN202500) form:
▪ JUICER20C (Model Equipment)
▪ CONTAINER (Component)
▪ Equipment (FS205000) form: FSE00006 (Target Equipment) for the HMBAKERY customer
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Lesson 6: Selling an Optional Component for Target Equipment
Process Overview
1. Create an appointment on the
Appointments (FS300200) form
2. Process the appointment on the
Appointments (FS300200) form
3. Review the generated target equipment
on the Equipment (FS205000) form
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Lesson 7: Selling an Upgraded Component for Model Equipment
Stock Item (Model Equipment)
+ Stock Item (Component)Creates Target Equipment
+
To sell a piece of model
equipment and an upgraded
component for it
Objective
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Lesson 7: Selling an Upgraded Component for Model Equipment
Configuration Overview
▪ Enable/Disable Features (CS100000) form
▪ Equipment Management Preferences (FS100300) form
▪ Order Types (SO201000) form:
▪ The SO order type is enabled for use in the Field Services functional area
▪ The IN order type is enabled for use in the Field Services functional area
▪ Non-Stock Items (IN202000) form: INSTALL (Service)
▪ Item Classes (IN201000) form: JUICER (Model Equipment Item Class)
▪ Stock Items (IN202500) form:
▪ JUICER20C (Model Equipment)
▪ WHEEL243 (Component)
▪ WHEEL313 (Component)
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Lesson 7: Selling an Upgraded Component for Model Equipment
Process Overview
1. Create an appointment on the
Appointments (FS300200) form
2. Process the appointment on the
Appointments (FS300200) form
3. Review the generated target equipment
on the Equipment (FS205000) form
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Lesson 8: Replacing a Component of Target Equipment
Stock Item (Component) Updates Target Equipment:
Discards Old Component +
Adds New Component
To replace a component of a
piece of target equipment
Objective
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Lesson 8: Replacing a Component of Target Equipment
Configuration Overview
▪ Enable/Disable Features (CS100000) form
▪ Equipment Management Preferences (FS100300) form
▪ Order Types (SO201000) form:
▪ The SO order type is enabled for use in the Field Services functional area
▪ The IN order type is enabled for use in the Field Services functional area
▪ Non-Stock Items (IN202000) form: REPAIR (Service)
▪ Item Classes (IN201000) form: JUICER (Model Equipment Item Class)
▪ Stock Items (IN202500) form:
▪ JUICER20C (Model Equipment)
▪ BLADE12 (Component)
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Lesson 8: Replacing a Component of Target Equipment
▪ Equipment (FSE00005) form: FSE00007 (Target Equipment) for the GOODFOOD
customer
Configuration Overview
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Lesson 8: Replacing a Component of Target Equipment
Process Overview
1. Create an appointment on the
Appointments (FS300200) form
2. Process the appointment on the
Appointments (FS300200) form
3. Review the generated target equipment
on the Equipment (FS205000) form
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Lesson 9: Replacing a Piece of Target Equipment with a New One
Stock Item (Target Equipment) Discards Target Equipment +
Create Target Equipment
To replace a piece of target
equipment
Objective
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Lesson 9: Replacing a Piece of Target Equipment with a New One
Configuration Overview
▪ Enable/Disable Features (CS100000) form
▪ Equipment Management Preferences (FS100300) form
▪ Order Types (SO201000) form:
▪ The SO order type is enabled for use in the Field Services functional area
▪ The IN order type is enabled for use in the Field Services functional area
▪ Non-Stock Item (IN202000) form: INSTALL (Service)
▪ Item Class (IN201000) form: JUICER (Model Equipment Item Class)
▪ Stock Item (IN202500) form: JUICER20C (Model Equipment)
▪ Equipment (FSE00005) form: FSE00008 (Target Equipment) for the GOODFOOD customer
![Page 42: Field Services: Equipment and Route Management...Valentina Shashkova May, 13 - May, 14 Field Services: Equipment and Route Management 2 Introduction 3 Agenda Two day training: Day](https://reader035.vdocuments.us/reader035/viewer/2022071105/5fdf6ab52c30402cdd2b78ab/html5/thumbnails/42.jpg)
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Lesson 9: Replacing a Piece of Target Equipment with a New One
Process Overview
1. Create an appointment on the
Appointments (FS300200) form
2. Process the appointment on the
Appointments (FS300200) form
3. Review the generated target equipment
on the Equipment (FS205000) form
![Page 43: Field Services: Equipment and Route Management...Valentina Shashkova May, 13 - May, 14 Field Services: Equipment and Route Management 2 Introduction 3 Agenda Two day training: Day](https://reader035.vdocuments.us/reader035/viewer/2022071105/5fdf6ab52c30402cdd2b78ab/html5/thumbnails/43.jpg)
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Session Rules
▪ Dynamics of the training:
▪ Lesson steps will be shown and explained
▪ Questions can be asked in the chat
▪ Recordings will be available the next day
▪ Questions after the training:
▪ Email: [email protected]
▪ Skype: valent2903
▪ Enjoy the training!
![Page 44: Field Services: Equipment and Route Management...Valentina Shashkova May, 13 - May, 14 Field Services: Equipment and Route Management 2 Introduction 3 Agenda Two day training: Day](https://reader035.vdocuments.us/reader035/viewer/2022071105/5fdf6ab52c30402cdd2b78ab/html5/thumbnails/44.jpg)
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Summary Day 1
We have learned:
▪ How to create target equipment manually in the system
▪ How to create model equipment in the system
▪ How to register a sale of model equipment or a component
▪ How to register a replacement of target equipment or a component
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Question
What is the type of the equipment for which you can perform services?
1. Model Equipment
2. Target Equipment
3. Resource Equipment
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Agenda
Day 2:
▪ Processing Service Contracts with Different Types of Billing (Lessons 10-11)
▪ Creating a Route Execution on the Fly (Lesson 12)
▪ Executing a Route (Lesson 13)
▪ Processing Route Service Contracts (Lesson14)
▪ Executing a Route by Using the Mobile App (Lesson 15)
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Service Contracts
Two billing types:
▪ As-Preformed
Billed after each appointment
▪ Standardized
Billed at the end of billing period
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Service Contracts with As-Performed Billing
Documents:
▪ Service contract with
as-performed billing
▪ Schedules
Service Contract Schedules
Appointments /
Service OrdersInvoice
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Service Contracts with As-Performed Billing
Processing Workflow
1. Entering a service contract
2. Creating at least one schedule
3. Activating the service contract
4. Generating and processing the
service orders or appointments
5. Generating and processing billing
documents
6. Suspending the contract (optional)
7. Canceling the contact (optional)
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Lesson 10: Processing Service Contracts with as-Performed Billing
To create a service contract with as-performed billing and generate and
process appointments for it
Objective
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Lesson 10: Processing Service Contracts with as-Performed Billing
Configuration Overview
▪ Enable/Disable Features (CS100000) form
▪ Equipment Management Preferences (FS100300) form
▪ Non-Stock Items (IN202000) form: CLEANING (Service)
▪ Equipment (FS205000) form: FSE00007 (Target Equipment) for the GOODFOOD
customer
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Lesson 10: Processing Service Contracts with as-Performed Billing
Process Overview
1. Create a service contract on the Service Contracts (FS305700) form
2. Create a schedule for the service contract on the Service Contract Schedules
(FS305100) form
3. Generate appointments from the contract on the Generate from Service Contracts
(FS500300) form
4. Review the generated appointments on the Appointment Summary (FS400100)
form
5. Process an appointment on the Appointments (FS300200) form
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Service Contracts with Standardized Billing
Documents:
▪ Service contract with
standardized billing
▪ Billing Period
▪ Services Per Period
▪ Coverage
quantity & price
▪ Overage price
▪ Schedules (Optional)
Service Contract Schedules
Appointments /
Service OrdersInvoice
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Service Contracts with Standardized Billing
Processing Workflow
1. Entering a service contract
2. Creating at least one schedule (optional)
3. Activating the service contract
4. Generating the service orders or
appointments
5. Creating the service orders or appointments
on the fly
6. Generating and processing billing documents
7. Modify the next billing period (optional)
8. Activate the next billing period (optional)
9. Suspending the contract (optional)
10. Canceling the contact (optional)
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Lesson 11.1: Creating a Service Contract with Standardized Billing
To create a service contract with standardized billing and generate
appointments for it
Objective
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Lesson 11.1: Creating a Service Contract with Standardized Billing
Configuration Overview
▪ Enable/Disable Features (CS100000) form
▪ Equipment Management Preferences (FS100300) form
▪ Non-Stock Items (IN202000) form: CLEANING (Service)
▪ Equipment (FS205000) form: FSE00006 (Target Equipment) for the HMBAKERY
customer
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Lesson 11.1: Creating a Service Contract with Standardized Billing
Process Overview
1. Create a service contract on the Service Contracts (FS305700) form
2. Create a schedule for a service contract on the Service Contract Schedules
(FS305100) form
3. Generate appointments from a contract on the Generate from Service Contracts
(FS500300) form
4. Review the generated appointments on the Appointment Summary (FS400100)
form
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Lesson 11.2: Processing a Billing Period with Overage Usage
Service Contract Schedules
Appointments /
Service OrdersInvoice
To create an appointment
on the fly with overage
items and process
appointments for the first
billing period
Objective
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Lesson 11.2: Processing a Billing Period with Overage Usage
Configuration Overview
▪ Enable/Disable Features (CS100000) form
▪ Equipment Management Preferences (FS100300) form
▪ Non-Stock Items (IN202000) form: CLEANING (Service)
▪ Equipment (FS205000) form: FSE00006 (Target Equipment) for the HMBAKERY
customer
▪ Service Contracts (FS305700) form: Service Contract (created in the previous
part of the lesson)
▪ Appointments (FS300200) form: Appointment (generated for a schedule of the
service contract in the previous part of the lesson)
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Lesson 11.2: Processing a Billing Period with Overage Usage
Process Overview
1. Create an appointment on the fly on the Appointments (FS300200) form
2. Process an appointment generated from a contract schedule on the Appointments
(FS300200) form
3. Process the appointment created on the fly on the Appointments (FS300200) form
4. Generate an invoice for the first billing period on the Generate Invoices from Contracts
(FS501300) form
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Lesson 11.3: Generating Billing Documents for a Period Without
Appointments
Service Contract SchedulesInvoice
To create invoices for a
billing period without
appointments
Objective
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Lesson 11.3: Generating Billing Documents for a Period Without
Appointments
Configuration Overview
▪ Enable/Disable Features (CS100000) form
▪ Equipment Management Preferences (FS100300) form
▪ Non-Stock Items (IN202000) form: CLEANING (Service)
▪ Equipment (FS205000) form: FSE00006 (Target Equipment) for the HMBAKERY
customer
▪ Service Contracts (FS305700) form: Service Contract (created in the previous
part of the lesson)
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Lesson 11.3: Generating Billing Documents for a Period Without
Appointments
Process Overview
1. Review whether appointments has been attended during a billing period on the
Appointment Summary (FS400100) form
2. Generate an invoice for the billing period on the Generate Invoices from Contracts
(FS501300) form
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Question
For service contracts of which billing type schedules are necessary to be
created?
1. As-performed billing type
2. Standardized billing type
3. Both types
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Training Steps: Route Management
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Overview
▪ Route Management module
▪ Documents:
▪ Routes (templates)
▪ Route Document Details (route
executions)
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Lesson 12: Creating a Route Execution on the Fly
To create a route execution
for a particular day
Objective
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Lesson 12: Creating a Route Execution on the Fly
Configuration Overview
▪ Enable/Disable Features (CS100000) form
▪ Service Management Preferences (FS100300) form: Bing Map API Key
▪ Route Management Preferences (FS100300) form
▪ Service Order Types (FS202300) form: RTE (behavior: Route)
▪ Non-Stock Items (IN202000) form: DELIVERY (Route Service)
▪ Skills (FS200600) form: DRIVING (Driver Skill selected)
▪ Employees (FS203000) form: Peter Lai (Driver)
▪ Vehicles (FS203600) form: FSE00004
▪ Routes (FS203700) form: NY (Monday, Wednesday, and Friday 9:00 AM)
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Lesson 12: Creating a Route Execution on the Fly
Process Overview
1. Create a route execution on the fly on the Route Document Details (FS304000)
form
2. Add an appointment to the route execution on the Appointments (FS300200)
form
3. Review appointments of the driver on the Staff Calendar Board (FS300400) form
4. Review the route execution on the map on the Staff Routes on Map (FS30100)
form
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Lesson 13: Executing a Route
To process a route
execution from starting
through closing
Objective
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Lesson 13: Executing a Route
Configuration Overview
▪ Enable/Disable Features (CS100000) form
▪ Service Management Preferences (FS100300) form: Bing Map API Key
▪ Route Management Preferences (FS100300) form
▪ Service Order Types (FS202300) form: RTE (behavior: Route)
▪ Skills (FS200600) form: DRIVING (Driver Skill selected)
▪ Non-Stock Items (IN202000) form: DELIVERY (Route Service)
▪ Employees (FS203000) form: Peter Lai (Driver)
▪ Vehicles (FS203600) form: FSE00004
▪ Routes (FS203700) form: NY2 (Tuesday and Thursday 9:00 AM)
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Lesson 13: Executing a Route
Process Overview
1. Start a route execution on the Route Document Details (FS30400) form
2. Complete appointments on the Appointments (FS300200) form and route
execution on the Route Document Details (FS30400) form
3. Close the route execution on the Close Routes (FS500800) form
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Lesson 14: Processing Route Service Contracts
To create route service
contracts with as-
performed billing and
their schedules
ObjectiveRoute Service
Contract 1
Schedules Appointments Invoice
Route Service
Contract 2
Schedules Appointments Invoice
Route Execution
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Lesson 14: Processing Route Service Contracts
Configuration Overview
▪ Enable/Disable Features (CS100000) form
▪ Service Management Preferences (FS100300) form: Bing Map API Key
▪ Route Management Preferences (FS100300) form
▪ Service Order Type (FS202300) form: RTE (behavior: Route)
▪ Non-Stock Items (IN202000) form: DELIVERY (Route Service)
▪ Employees (FS203000) form: Peter Lai (Driver)
▪ Vehicles (FS203600) form: FSE00004
▪ Routes (FS203700) form: NY2 (Tuesday and Thursday 9:00 AM)
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Lesson 14: Processing Route Service Contracts
Process Overview
1. Create route service contracts with as-performed
billing on the Route Service Contracts (FS300800)
form
2. Create route service schedules on the Route
Service Contract Schedules (FS305600) form
3. Specify the route order on the Route Sequences
(FS303800) form
4. Generate route appointments on the Generate
Route Appointments (FS500200) form
5. Review generated route executions on the Routes
on Map (FS300900) form
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Lesson 15: Executing a Route by Using the Mobile App
To process a route execution by using the mobile app
Objective
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Lesson 15: Executing a Route by Using the Mobile App
Configuration Overview
▪ Enable/Disable Features (CS100000) form
▪ Service Management Preferences (FS100300) form: Bing Map API Key
▪ Route Management Preferences (FS100300) form
▪ Service Order Type (FS202300) form: RTE (behavior: Route)
▪ Non-Stock Items (IN202000) form: DELIVERY (billing rule: Flat Rate)
▪ Routes (FS203700) form: NY2 (Tuesday and Thursday 9:00 AM)
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Lesson 15: Executing a Route by Using the Mobile App
Process Overview
1. Start a route execution
2. Processing an appointment
3. Complete the route
execution
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Summary Day 2
We have learned:
▪ How to create target equipment manually in the system
▪ How to create model equipment in the system
▪ How to register a sell of model equipment or a component
▪ How to register a replacement of target equipment or a component
▪ How to create and process service contracts with different billing types in the system
▪ How to create a route execution on the fly
▪ How to process a route execution (by using web application and mobile app)
▪ How to process route service contracts in the system
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Question
We can add an appointment to a route execution only by generating from a
route service contract schedule.
1. True
2. False
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Please complete the survey:
https://www.surveymonkey.com/r/onlinesessions2019