A new modification has been made to the customer maintenance screen in the accounts receivable module. This new modification is a new tab that will keep track of service contracts for a customer. A company may sell service contracts and then do work against it and all information will be stored in the new tab. The service contract information is also accessible from the order entry screen in the order entry module. Service contracts are stored as an inventory item in the inventory control module.
Standard UA Corporate Accounting has no functionality that allows customers to keep track of service contracts for individual companies.
The first step in the service contract function is for a customer to order one through the company. To do this the user will enter the order entry screen as usual when making an order but the item ordered will be a service contract. As you can see in figure 1 the service contracts have been added as regular inventory items.
Figure 1: Item Selector - Order Entry Screen - Order Entry Module
After the user selects the service pack then figure 2 represents what the finished order entry screen will look like.
Figure 2: Order Entry Screen - Order Entry Module
Once a customer has purchased a service contract then they can have work done for them against that service contract. First of all the user must set up different items in inventory as a service item. The amount of hours the job will charge is listed in the quantity field. The user will select the job that has been requested by the customer as an order. The user can also write descriptions of the job going to be done by clicking the "Service" button.
Figure 3: Order Entry Screen - Order Entry Module
This is where the user can put a description on a service job.
Figure 4: Service Item Information - Order Entry Screen - Order
Entry Module
When a service job is ordered then the user must schedule a technician to do the job. The screen to do this automatically appears when a service job ordered.
Figure 5: Technician Scheduling - Order Entry Screen - Order Entry
Module
All of the jobs that technicians are scheduled to perform are also listed on the visual scheduler as shown in figure 6.
Figure 6: Visual Scheduler - Order Entry Module
Once a service job has been order in the order entry screen by a customer then the deducted hours will appear in the Service Information tab in the customer maintenance tab. Information regarding the service contract is listed, all jobs that deducted from the contract are listed, and the available hours left on the contract are also shown.
Figure 7: Service Information Tab - Customer Maintenance Screen
- Accounts Receivable Module
This is where the user can view the service details for a service order. The service details are the descriptions given to the service order in the order entry screen.
Figure 8: Service Details - Service Information Tab - Customer
Maintenance Screen - Accounts Receivable Module
With this new function comes four reports to keep track of the information. These four new reports are kept in their own menu item called "Service Contract Reports."
Figure 9: UA Menu Tree
The first report lists all the contracts with less than one hour remaining. This allows you to contact the customer and allow them to purchase a new service contract.
Figure 10: Contracts With 1 Hour or Less
The second report lists all of the customer who still have hours credited to their service contract.
Figure 11: Outstanding Contract Hours
The third report is for keeping track of the last service prior to a date chosen by the user.
Figure 12: Last Service Prior to Date
The final report is for keeping track of technician appointments. The user selects the date range and the technician for which to view the report.
Figure 13: Technician Appointments
| Cost: | ||
| Standard Edition | $3,180* License: Single site, multi-user |
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| Enterprise Edition | $6,780* $195 each additional user $780 additional five-user license pack $1,560 additional ten-user license pack License: Single site, single server, five-user |
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* One Technical Support Contract is required with every software purchase Cost: $195 for 90 minute block |
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