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Al 2012 Service manager and Project & Job Costing
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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.
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    • 1. Showcasing Service Manager and Project and Job Costing Presented By: Jenny Garbuzova
    • 2. Agenda• Introducing Service Manager• Sage 300 Project and Job Costing
    • 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. If your day-to-day activities include:
    • 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. Major Functions Include Jobs Employees Equipment Agreements Return Faults Query Tools OnlineAuthorizations Solutions
    • 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. Job Features- Notations- Custom Fields- Monitoring- Event Manager
    • 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. Job Tree – Document Entry
    • 11. Job – Time Entry
    • 12. ReportsPrint various forms and reports - Job Cards - Picking Slips - Invoices and Credit Notes - Quotations and Customer Confirmations - Job detail reports - User Defined
    • 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. EmployeesTime processing Time recorder Timesheet Matrix Remote processing Time ManagerResource viewer
    • 15. EquipmentTrack Equipment & related EquipmentinformationModels: by Manufacturer,Components or AccessoriesMeter TrackingMaintenance SchedulingFaults, Agreements and JobsManagement information
    • 16. EquipmentSerial Number TrackingWarranty ProcessingAdvanced Maintenance: Full task andactivity based Preventative MaintenanceEquipment Folio by Model, Site Location,Equipment ID or Agreement
    • 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. 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. Equipment• Management information – Full equipment history for useful life including • Costs and revenue • Jobs • Meters • Maintenance • Replacements
    • 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. 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. 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. 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. Online SolutionsSage CRM Integration
    • 25. Sage 300 ERP – Project and Job Costing
    • 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. 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. 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. 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. Contract/Job Tree
    • 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. Timesheet Entry
    • 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. Transaction Inquiries Ability to drill down to the original transaction
    • 35. Analytical Reports Helps determine the profitability of contracts and projects. Summary breakdown of directAbility to drill down coststo the originaltransaction
    • 36. Questions