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On this blog we will cover stories from all around the Exact ecosystem.

Posts Tagged ‘engineer’

Service Management: 1:1 scenario General Available

Written by Robin den Buurman on . Posted in Exact Globe, Exact Synergy

As of today our new Service Management solution is generally available for 1:1 scenarios. This solution enables manufacturers and wholesale companies to streamline their complete service management process.

After many days of interviewing, visiting, developing, testing we reached a phase were we release the first part of functionality from the service management solution.

The solution supports the handling of:

  • corrective service activities
  • preventive service activities
  • contract management
  • dispatching / planning
  • material requirement planning
  • field service
  • registration of time and materials
  • contract and activity invoicing
  • 1 Exact Synergy Enterprise with one Exact Globe Next service administration

Benefits

  • Stay ahead of the competition
  • Achieve rapid response times
  • Enjoy profitable service contracts
  • Assign the right engineer for the job
  • Have all spare parts and materials on hand
  • Enable service engineers to do a great job, the first time
  • Become proactive instead of reactive

Thanks to all our customers and partners that have participated in establishing the functionality for this version!

Source: http://www.northwestmilitary.com/news/fort-lewis-blog/2011/06/How-about-a-customer-service-job/

Service Management: Service Activities explained

Written by Robin den Buurman on . Posted in Exact Globe, Exact Synergy

Service Activities explained

The service activity is used to register the whole process from entering the request until the invoicing. The service activity is an Exact Synergy Enterprise request with extra options. You can view the configurations of a customer, and choose the service that is required. In addition, you can create one service activity or multiple service activities.

In the service activity, you can register what needs to be done, including linking standard problems and standard solutions to help in the process. The service activity can be created automatically from the Exact Globe sales order screen, or by the preventive maintenance generator. It can also be created manually.

You have the option to select one engineer or more who will do the job, and when they will do it. However, it is more efficient to leave this blank, and use the dispatch board for the planning. On the dispatch board, you will have a bucket with all the to-be-planned service activities, and you can use the drag-and-drop feature to plan which engineer(s) will be working on that date. You will be able to view the relevant information, which you can customize, so planning for the right engineer at the right time will be faster and easier.

You can also plan for the items that are required for the service activity, which can be pre-filled from the contract. Discounts can be used for the contracts. When planning the items required, stock information from Exact Globe is visible, and the stock is automatically planned in Exact Globe so the purchase orders can be generated or available stock can be allocated.

The engineer can realize the hours and used items based on the planned activities. After authorization, the invoice can be created. When the invoice is sent from Exact Globe, the detailed documents from Exact Synergy Enterprise will be automatically printed or emailed. This will all be in the Exact Synergy Enterprise software, and integrated in all the relevant master data and menu paths.

Okay, enough talk, you can watch the video and see for yourself by clicking the image below:

Source: http://www.northwestmilitary.com/news/fort-lewis-blog/2011/06/How-about-a-customer-service-job/

 

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