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SE Serwisowanie. Serwis_FL (Koncepcja modułu) 1. Opis ogólny Moduły Workflow Kartoteki Transakcje 7. Tematy powiązane 1. Opis ogólny Serwis_FL: Field Service FSM Field Service Management Serwis wyjazdowy Moduły Service Management Zarządzanie podstawowymi czynnościami serwisowymi: rejestrowanie zamówień na prace serwisowe, planowanie i realizowanie wizyt (Appointments), wystawienia faktur sprzedaży. Equipment Management Zarządzanie produktami serwisowanymi (u odbiorców) i urządzeniami, produktami potrzebnymi do prac serwisowych. Także ewidencja kontraktów serwisowych, które definiują czynności serwisowe powtarzalne, okresowe. Route Management Zarządzanie trasami (Route) Planowanie i realizacja wyjazdów serwisowych (Route execution, Trip). Przydzielanie pojazdów i kierowców z wymaganymi kompetencjami. Ustalanie kolejności wizyt (appointmens) w powiązaniu z wyjazdami. Analiza wyjazdów: czasy przejazdów, dystans. Workflow. Cykl przetwarzania zamówien serwisowych * Service Request (Zgłoszenie) Po otrzymaniu zgloszenia tworzy się ofertę wykonania serwisu (Quote) In the quote, the sales manager specifies the customer from which the request has been received, the branch and branch location where the services are delivered, the services that should be performed, and the inventory items to be purchased with the service. The sales manager then prints the quote and sends it to the customer for confirmation * Service order After the customer has approved the quote, the sales manager copies the quote to a service order with the [Open] status * Creating Appointments Scheduler of your company (that is, a person who is responsible for planning the appointments) uses the Calendar Board form to schedule the appointments (Scheduler: Koordynator serwisu) The scheduler checks information on each appointment and enters additional information, such as the resource equipment used to perform the services and the stock items purchased by the customer along with the service. * Route execution (Wyjazdy) Generating or creating route executions with appointments. Adding details to the route execution: The scheduler assigns drivers and vehicles to the route execution. Also, adds, deletes, or changes the details and order of the appointments if necessary. * Attending an Appointment Staff member looks through his upcoming appointments on the Staff Calendar Board identifies which appointment he has to attend and goes to the location where the service has to be performed (usually it is the customer location). --> Route executions (Wyjazdy) * Route services Starting to perform route services: On the day of the route execution, the driver finds in the system the route execution that he or she is assigned to, checks the details, goes to the start location, and starts executing the route. * Service performing Starts to perform the service, starts the appointment on the Appointments form. While the services are being performed, the staff member adds information on services (such as status, quantities, and extra stock items that were used) to the appointment on the Appointments form. When the services are done, the staff member checks the details of the appointment. When everything is correct and complete, the staff member selects the Finished check box and completes the appointment, which gives it the Completed status, and the system completes the service order. * Closing the Appointments and Service Order Further processing of the service order is performed by an accountant * Processing Invoices The accountant generates invoices Kartoteki * Work calendar Reflects the work days, work times for each day, and unpaid break time of staff members * Employees Employees to be defined as staff members One can define staff members as drivers by assigning them a driving skill to indicate that they can execute the routes. --> Routes * Customers That are expected to request the companys services * Services The services that your company provides to customers as non-stock items. You then use these services when you enter customers service orders and process appointments. --> Appointments (Wizyty) * Equipment Equipment is divided into two major categories: --> Resource equipment --> Target equipment * Resource equipment (Stanowiska, Maszyny) A physical resource of your company that staff members use to perform services. You assign the necessary equipment to the appointments of a particular service order. * Target equipment (Produkty serwisowane) A physical resource that is serviced by your company NOTE: patrz Form ID: (FS205000) Definiowanie Resource i Target Equip Np. sekcja: Components and Warranties Tab NOTE: Def i wymiana komponentow - jak w Serwis_BM * Tabele pomocnicze (opcje) Service Contracts Umowa (kontrakt serwisowy). For the services requested by customers. A document that contains: the customer, the services to be provided and the schedule of service performance. Service contracts can be used for creating appointment schedules for a piece of target equipment, and generating appointments on a periodic basis. --> Service templates Patrz: 467 Plan przegladow SE 465 Zlec przegladow_Poz SE 466 Zlec przegladow_Nag SE Order types Service Areas Service templates A service template is a set of services and inventory items that is used to create service contract schedules. It helps to reduce the time entering the service data into the contract creating the schedule Skills, Driving Skills Licenses Vehicles Item Classes Manufacturers Equipment Types Calendar Board Week Codes * Routes (Trasy) Common information for route executions performed by your company Starting and ending locations of the route + współrzędne start i end Latitude and Longitude The schedule when it can be performed. Można open the map viewer and fill in the latitude and longitude. NOTE: tu Bing maps (aplikacja Microsoft) mniej popularna niż Google Maps Tez jest Google Maps When you create route executions in the system based on this route, they will inherit the basic settings of the route. --> Route executions (Wyjazdy) Transakcje (dokumenty) * Service Orders (Zamówienia serwisowe) A service order is a document that provides the general information on the services that will be provided and the appointments that will take place (opcja) The appointments that are going to take place to deliver these services --> Appointments (Wizyty) * (opcja) Service Quote (Oferta) Oferta wykonania serwisu. Wymienia planowane prace serwisowe, użyte części i koszty (kalkulacja kosztów) Ofertę można wysłać do odbiorcy (klienta) do akceptacji * Appointments (Wizyty) An appointment document represents one in-person meeting to perform service or multiple services included in a service order. Document contains information on a visit by staff members with the customer to perform services ordered from your company. One can view appointments on an interactive calendar: Calendar Board. One can also create, schedule, and modify the appointments on Calendar Board. Szczególy dokumentu: The customer and its location Your companys location and (option) room where the appointment takes place The date and time of the appointment (ASTART) (w specyf oper brak: Time) The services that are performed during this appointment The staff members that perform services during this appointment (PERSON) The included inventory items and resource equipment (specyf material) (STANOW MASZYNA NARZ) * Route executions (Dokument wyjazdu) You have to create route execution documents for each specific day when the route services are provided. Create route execution (dokument wyjazdu) Automatycznie, gdy jest kontrakt ustalający cykliczne wyjazdy Ręcznie, gdy nie ma kontraktu i wyjazdy są nieregularne Each stop in the route execution is a route appointment (wizyta na trasie). Each route execution has appointments (which are related to service orders). Szczególy dokumentu: Route (Trasa) to which the route execution (Wyjazd) relates Date of the route execution Driver or drivers who will perform the services of the route execution Vehicle or vehicles to be used for the route execution Values of the attributes defined for executions of the route Appointments One can create and add appointments for the route execution tj. wskazać wizyty serwisowe wykonywane podczas tego wyjazdu TODO: * narysowac: Model danych * opisać: Dokumenty serwisowe * opisać: Panel * opisać: Realizacja zlecenia serwisowego (przykład) * opisać: Zestawienia NOTE: Wykorzystano opisy: https://help-2020r1.acumatica.com/Help 7. Tematy powiązane Realizacja zamówień sprzedaży Zlecenia produkcyjne Dokumenty transakcyjne w produkcji KIM Kartoteka indeksów Słowa kluczowe #Serwisowanie-Produkty #Serwisowanie-Zlecenia #Serwisowanie-Usługi #Usługi-Serwisowanie
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