Showcasing Service Manager and    Project and Job Costing              Presented By: Jenny Garbuzova
Agenda• Introducing Service Manager• Sage 300 Project and Job Costing
Service Manager by Technisoft• Professional Service, Maintenance and Job Cost  solutions• Seamless integration with Sage A...
If your day-to-day activities include:
Integration to Sage 300 ERP                  General Ledger   Purchase Orders            Accounts Payable   Inventory Cont...
Major Functions Include      Jobs         Employees   Equipment     Agreements     Return         Faults     Query Tools  ...
Jobs- Job Types   Current jobs (sales can be invoiced)   Recurring jobs                                              Jobs ...
Job Features- Notations- Custom Fields- Monitoring- Event Manager
Job Features• Jobs can be easily created from   – Quotations   – Templates   – Other jobs• Transactions include   –   Labo...
Job Tree – Document Entry
Job – Time Entry
ReportsPrint various forms and reports   - Job Cards   - Picking Slips   - Invoices and Credit Notes   - Quotations and Cu...
EmployeesTrack Employees & Related Information  - Cost and billing rates                                        Employees ...
EmployeesTime processing  Time recorder  Timesheet Matrix  Remote processing  Time ManagerResource viewer
EquipmentTrack Equipment & related                                          EquipmentinformationModels: by Manufacturer,Co...
EquipmentSerial Number TrackingWarranty ProcessingAdvanced Maintenance: Full task andactivity based Preventative Maintenan...
Equipment• Maintenance schedules  – Multiple schedules per    Equipment  – Based on metered conditions  – Based on general...
Equipment• Advanced Maintenance add-on  – Full task and activity based preventative    maintenance      •   Frequency or s...
Equipment• Management information  – Full equipment history for useful life including      •   Costs and revenue      •   ...
AgreementsAgreement types include   Meter agreements                                              Agreements   Warranty ag...
AgreementsCommon Agreement Functions  Agreement status  Period of cover  Review date  Cover % (labor, items, …)  Warnings ...
Return Authorizations• Manage Return Authorizations  – Customer RAs  – Vendor RAs                           Return Authori...
Online Solutions        Employee Web Portal•   Use web browser or SageCRM    – Access your Service Manager database    – F...
Online SolutionsSage CRM Integration
Sage 300 ERP – Project and Job Costing
Sage 300 ERP – Project and Job Costing• Highlights  –   Powerful estimating capabilities  –   Flexible contract management...
Sage 300 ERP – Project and Job Costing                       General Ledger     Purchase Orders               Accounts Pay...
Sage 300 ERP – Project and Job Costing• Advanced Estimating Capabilities   • Assign staff, materials, subcontractors,     ...
Sage 300 ERP – Project and Job Costing• Contract /Job Management   • Manage contracts or jobs at three levels: contract(jo...
Contract/Job Tree
Sage 300 ERP – Project and Job Costing• Comprehensive Transaction Processing   • Specify whether each transaction is billa...
Timesheet Entry
Sage 300 ERP – Project and Job Costing• Extensive Inquiry Capabilities    •   Review the current state of each project    ...
Transaction Inquiries  Ability to drill down  to the original  transaction
Analytical Reports                        Helps determine                        the profitability of                     ...
Questions
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Al 2012 Service manager and Project & Job Costing

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  • Sage 300 Project and Job Costing provides an effective solution for project managers in construction, job service, and other professional industries who require a time-and-material system. It delivers the tools necessary to manage very simple to very complex contracts or jobs. It makes the estimating, tracking, costing, and billing of projects easy and manageable and can simplify cost control and planning.
  • Al 2012 Service manager and Project & Job Costing

    1. 1. Showcasing Service Manager and Project and Job Costing Presented By: Jenny Garbuzova
    2. 2. Agenda• Introducing Service Manager• Sage 300 Project and Job Costing
    3. 3. Service Manager by Technisoft• Professional Service, Maintenance and Job Cost solutions• Seamless integration with Sage Accpac ERP• Simplicity and speed of use• Comprehensive range of features• Web and Mobile support
    4. 4. If your day-to-day activities include:
    5. 5. Integration to Sage 300 ERP General Ledger Purchase Orders Accounts Payable Inventory Control Accounts Receivable Serialized Inventory Order Entry Pacific Workflow SageCRM Service Manager
    6. 6. Major Functions Include Jobs Employees Equipment Agreements Return Faults Query Tools OnlineAuthorizations Solutions
    7. 7. Jobs- Job Types Current jobs (sales can be invoiced) Recurring jobs Jobs Historic jobs- Job status and priority levels- Multi-Level Structure (includes Projects)- Provides complete financial information Estimate, Actual and Variance Work in progress
    8. 8. Job Features- Notations- Custom Fields- Monitoring- Event Manager
    9. 9. Job Features• Jobs can be easily created from – Quotations – Templates – Other jobs• Transactions include – Labor allocation – Inventory/Parts – Purchase Requisitions – Sub-Contractors – Standard Charges – Burden and Overhead allocation
    10. 10. Job Tree – Document Entry
    11. 11. Job – Time Entry
    12. 12. ReportsPrint various forms and reports - Job Cards - Picking Slips - Invoices and Credit Notes - Quotations and Customer Confirmations - Job detail reports - User Defined
    13. 13. EmployeesTrack Employees & Related Information - Cost and billing rates Employees - Skills - Linked to work group(s) - Commissions tracking - Work history retained - Performance reporting - Billable and non billable time
    14. 14. EmployeesTime processing Time recorder Timesheet Matrix Remote processing Time ManagerResource viewer
    15. 15. EquipmentTrack Equipment & related EquipmentinformationModels: by Manufacturer,Components or AccessoriesMeter TrackingMaintenance SchedulingFaults, Agreements and JobsManagement information
    16. 16. EquipmentSerial Number TrackingWarranty ProcessingAdvanced Maintenance: Full task andactivity based Preventative MaintenanceEquipment Folio by Model, Site Location,Equipment ID or Agreement
    17. 17. Equipment• Maintenance schedules – Multiple schedules per Equipment – Based on metered conditions – Based on general conditions – Mandatory or optional – Create job or invoice – Uses templates – Checklists on jobs – Instructions on jobs
    18. 18. Equipment• Advanced Maintenance add-on – Full task and activity based preventative maintenance • Frequency or schedule based • Conditional, triggered by dates, meter reads, etc. • Interval based • Predictive maintenance triggers – Task activities • Check procedure • Numeric measurement • Text input • Question – Site and model/equipment maintenance
    19. 19. Equipment• Management information – Full equipment history for useful life including • Costs and revenue • Jobs • Meters • Maintenance • Replacements
    20. 20. AgreementsAgreement types include Meter agreements Agreements Warranty agreements Site agreementsMultiple Agreements per customerMultiple Sites per AgreementMultiple Equipment per SiteCovers Labour, Parts, Contractors and other
    21. 21. AgreementsCommon Agreement Functions Agreement status Period of cover Review date Cover % (labor, items, …) Warnings (% of revenue) Notations User Defined fields Revenue and Costs to date Agreement profitability Full history Detailed transactions User defined reports
    22. 22. Return Authorizations• Manage Return Authorizations – Customer RAs – Vendor RAs Return Authorizations – User defined status – Multiple equipment per RA – Job or non job based – Print custom forms – History tracked
    23. 23. Online Solutions Employee Web Portal• Use web browser or SageCRM – Access your Service Manager database – Field engineers and general staff can • view and edit their jobs • On a touch screen accept customer signature • create new jobs or quotes • add notations and maintain custom fields • view equipment or site history • check warranty • search on serial numbers • read reports • complete jobs • raise invoices • print quotes, job cards/work orders
    24. 24. Online SolutionsSage CRM Integration
    25. 25. Sage 300 ERP – Project and Job Costing
    26. 26. Sage 300 ERP – Project and Job Costing• Highlights – Powerful estimating capabilities – Flexible contract management – Powerful Purchase Order Integration – Accurate Customer invoicing – Full web deployment – Comprehensive transaction processing – Extensive inquiry capabilities – Complete integration
    27. 27. Sage 300 ERP – Project and Job Costing General Ledger Purchase Orders Accounts Payable Inventory Control Accounts Receivable Serialized Inventory Lot Tracking Order Entry Sage Payroll Sage CRM Project and Job Costing
    28. 28. Sage 300 ERP – Project and Job Costing• Advanced Estimating Capabilities • Assign staff, materials, subcontractors, equipment, miscellaneous items to each project/phase within a contract • Set up complex estimates by specifying the quantity, unit cost and billing rate • Assign the cost categories to which they apply to automatically calculate costs and revenue estimates for each cost category • Define cost and revenue estimates for each category within a project/phase
    29. 29. Sage 300 ERP – Project and Job Costing• Contract /Job Management • Manage contracts or jobs at three levels: contract(job), project(phase) and category • Maintain multiple projects within a contract and track multiple categories • Multiple contracts or jobs per customer • Specify begin and end dates for each project to allow for timelines • Assign up to seven progress statuses to each contract and project • Maintain records for subcontractors, equipment, staff, miscellaneous items, overhead expenses and charges • Allocate overhead and labour burden to each category
    30. 30. Contract/Job Tree
    31. 31. Sage 300 ERP – Project and Job Costing• Comprehensive Transaction Processing • Specify whether each transaction is billable, non-billable or at no charge • Automatically create an invoice based on the transactions that are due to be billed • Bill a customer for different contracts, projects and categories on the same Accounts Receivable invoice • Record cost and billing rate for the Equipment used within a project • Use of multiple accounting methods: completed project, billings and cost, accrual basis • Employee timecards entered easily by employees using the internet browser • Update revenue and costs estimates at any time with a full audit of all changes • Choose when to recognize revenue based on GAAP requirements and your business needs
    32. 32. Timesheet Entry
    33. 33. Sage 300 ERP – Project and Job Costing• Extensive Inquiry Capabilities • Review the current state of each project • Review project status, profitability and estimate-to-actual comparisons • Track original estimates, current estimates and actual amounts for each project • Drill down to originating cost and billing transactions • Print comprehensive, customizable reports to analyse project status and profitability
    34. 34. Transaction Inquiries Ability to drill down to the original transaction
    35. 35. Analytical Reports Helps determine the profitability of contracts and projects. Summary breakdown of directAbility to drill down coststo the originaltransaction
    36. 36. Questions
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