Activant Prophet 21 - Epicor · Activant Prophet 21 Service and Maintenance: Scheduling, Contract,...
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Activant Prophet 21 Service and Maintenance: Scheduling, Contract, and Claims Processing Service and Maintenance suite: course 3 of 3
Transcript of Activant Prophet 21 - Epicor · Activant Prophet 21 Service and Maintenance: Scheduling, Contract,...
Activant Prophet 21
Service and Maintenance: Scheduling, Contract, and Claims Processing
Service and Maintenance suite: course 3 of 3
This class is designed for…
New and existing customers who process service orders
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
This course will NOT cover…
Regular Order ProcessingBasic Service Order Entry
System Settings
System Setup/System/System Settings/Service Order/Scheduling
System Settings
System Setup/System/System Settings/Service Order/Scheduling
System Settings
System Setup/System/System Settings/Service Order/Scheduling
System Settings
System Setup/System/System Settings/Service Order/Scheduling
Company Maintenance
Shift Maintenance
Service Order/System/Shift Maintenance
Service Center Maintenance
Service Order/System/Service Center Maintenance
Technician Maintenance
Calendar Maintenance
Service Order/System/Calendar Maintenance
Scheduling Technicians for Service
Two ways to schedule techniciansTime SchedulerVia Service Order Entry
Time Scheduler
Time Scheduler
Time Scheduler
Zoom In to view hour details
Zoom Out to view general details
Time Scheduler
Time Scheduler
Time Scheduler
Step 1
Step 2
Schedule Via Service Order Entry
Schedule Via Service Order Entry
Schedule Via Service Order Entry
Quick Time Entry
Quick Time Entry
Step 1
Step 2
Quick Time Entry
Step 4Step 3
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
Service Order Contracts
Basic needs for a contractWays to create a service contract
Item Maintenance
Step 2
Step 1
Item Maintenance
Step 3
Item Maintenance
Step 3
Step 5
Step 4
Item Maintenance
Step 6 Step 7 Step 8
Item Maintenance
Step 9
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
Item Maintenance
Save when all Item Details are complete
Service Item – Accessory Items
Step 1
Service Item – Accessory Items
Step 2
Creating Service Order Contracts
Via Order Entry
Via Order Entry
Step 1
Step 2 Step 3
Via Order Entry
Prompt to add service contract item
Via Order Entry
Customer Contract Maintenance
Service Order Entry> Maintenance > Customer Contract Maintenance
Customer Contract Maintenance
Customer Contract Maintenance
Next: Invoice in next periodPrevious: Invoice for period that just ended
Customer Contract Maintenance
Bill on PM OnlyNext Billing Date does not applyBilling will take place when preventive maintenance is completed
Customer Contract Maintenance
View Service Orders associated with the service item/contract
Service Order Entry
Step 1
Step 2 Step 3
Service Order Entry
Service Order Entry
Service Contract Invoicing
Service Contract Invoicing
Step 1
Step 3
Step 2
Service Contract Invoicing
Once you have established your criteria options, select to retrieve the criteria
Service Contract Invoicing
Select contracts you choose to bill by setting Invoice = Y
Warranty Setup
Needs for warranty maintenanceVendor Warranty Accounts
Default from Company Maintenance
Warranty IDsWarranty Records
Vendor Adjustments
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
Warranty Maintenance
Service Order > Maintenance > Warranty Maintenance
Warranty Maintenance
Step 2
Step 1
Warranty Maintenance
Step 4
Step 3
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
Warranty Maintenance
Define labor exceptionsIf All Labor = N on the Warranty Tab, define labor covered by the warranty
Step 6
Warranty Maintenance
Auto Create Claim upon Service Item Completion – facilitates claim creation via Service Order Entry
Item Maintenance
Service Item Maintenance
Service Item Maintenance
Step 2
Step 1
Service Item Maintenance
Service Item Maintenance
Step 2
Step 1
Step 3
Service Item Maintenance
Service Orders and Warranties
Service Orders and Warranties
Service Orders and Warranties
Service Orders and Warranties
GL Impact – Warranty Payments
Account ImpactWarranty Receivable CreditWarranty Revenue Debit
Warranty Claim Entry
Warranty Claim Entry
Step 1
Warranty Payments
Step 1
Warranty Payments
Step 2
Warranty Payments
Step 3
Warranty Payments
Step 4
GL Impact – Warranty Payments
Account Impact
Bank Account/Vendor AP Account
Debit
Warranty Allowance Account DebitWarranty Receivable Account Credit
Warranty Claim Detail Report
Generate PM Service Orders
Customer Contract Maintenance
Service Order Entry> Maintenance > Customer Contract Maintenance
Item Service Maintenance
Item Service Maintenance
Step 1
Step 2
Step 3
Item Service Maintenance
Generate PM Notices
Generate PM Service Orders
Generate PM Service Orders
Generate PM Service Orders
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
For More Information…
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