Field Service - creativepath/smp GitHub Wiki

Summary of Process

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  1. Create a Field Service job

  2. Define the planned hours

  3. Enter the actual hours

  4. Export labour utilisation

Create a Field Service job

Create a Service Work Order

Menu path: Workspace > Services

Setup the overall detail required in the delivery of this Field Service

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Setup statistical information

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You must identify all the Partners (Actors) participating in this transaction.

In addition, you must define the Party Type (Role) they are playing in this transaction e.g. do we ship to this Partner or is this Partner our customer.

Menu path: Workspace > Services > Partners

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Party Type (Roles)

  1. Sold to - The partner who raised the purchase order to your company i.e. the Customer.

  2. Ship to - The partner that will receive the delivery.

  3. Bill to - The partner that will receive, and optionally pay, the invoice.

For example, BHP mining can be our customer who ordered the goods but it is delivered to Transfield Services their subcontractor. Later, the invoice will be sent to CitiBank for payment.

In the example below, we have identified an "Agent" which is the Real Estate partner who requested this Service.

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Define the planned hours

Setup the planned hours to be used

Menu path: Workspace > Services > Operations

Select labour activity via pop-up list

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Estimate the number of hours

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Or manually enter labour operation

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Estimate the number of hours

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Set the buying price of labour and the selling price to the customer

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List of all operations

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Enter the actual hours

Menu path: Confirmation > Labour Hours

Setup where the labour hours will be posted

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Setup costing for the labour hours

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List all labour hours for the service order

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Export labour utilisation

Menu path: Workspace > Services > Reports

We provided standard reports that can either generate a PDF or CSV file for display or download.

Alternatively, we can customise reports to suit your business requirements.

Select the report 'Labour Confirmation' for this example.

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Both planned and actual labour hours are exported to a CSV file

Tips: Automatically open the PDF reports or CSV exports.

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