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- Manage SLA’s, contracts , or warranties to anticipate service needs, meet obligations for service periods or response times
- Record customer preferences for technicians or service appointments and proactively schedule service
- Record actual response times, track associated service parts and labour
- Automatically generate contract invoices and easily analyse contract profitability
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- Create invoices to match the planning lines for your projects
- Automatically apply sales and usage amounts for improved control over invoice content
- Issue credit memos and update planning amounts for the project
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- Set up project tasks as simply as you would set up a chart of accounts
- Mandatory project task lines help ensure accurate cost recording
- Associated planning task lines add detail about required resources, items and ledger expenses and show planned dates for use and invoicing
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- Set up project specific prices for items, resources and general ledger expenses, including using the cost plus method of pricing
- Or if no special pricing is required, apply standard customer price mechanisms
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FIXED PRICE PROJECT PLANNING
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- Plan and invoice fixed price projects using planning line types
- Set up specific prices for items and resources for each project as well as for general ledger account expenses
- Automatically suggest usage entries based on the difference between planned usage and actual usage
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- Quotes to sales order to purchase order, back to back
- Orders linked to job
- Traceability on all order functions. Navigation from anywhere in the system
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WORK IN PROGRESS AND REVENUE RECOGNITION
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- Handle WIP on a time and materials or fixed price basis as well as investment projects
- Select from five different methods for calculating WIP, including cost value, sales value, recognisable cost, percentage of completion, and completed contract
- Recalculate WIP and recognition as often as necessary prior to posting
- Multiple posting groups can be used in a single project, enabling you to make detailed WIP and recognition postings in the general ledger for items, resources and general ledger expenses
- Exclude project tasks from the WIP calculation to avoid carrying negative results throughout the entire project
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- Purchase order authorisation
- Sales order authorisation
- Limits by person or group type
- Substitutes for holidays
- Email authorisation through quick navigation
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- Detailed by project and finalised profit margin
- Multi –level claims
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- Ability to enter time on an individual basis or batch
- Ability to enter timesheets & expenses via the Internet
- Employee productivity reports
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- Detailed work in progress reports
- Project cost/sales synopsis by project type, Project manager
- Integrated Report Designer
- Weekly profit reports straight in to your inbox
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- Document automation system
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PURCHASE ORDER SIMPLIFICATION
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- Just-CONSULT can come with a simple wizard driven purchase order system designed for non accounts type staff
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- Capture information about open service quotes
- Quickly create service orders based on customer requests or after sales issues
- Accept the system generated suggestions to open an order based on periodic service or contract obligations
- Easily log service order completion for complete records and profitability management
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