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Windward System Five Add-Ons


System Five Add-Ons & Integrations help simplify the way you do things.


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New Feature Round-up
training:service_bench

**SERVICE BENCH**

SETUP

Create a customer record for your Service Bench Supplier

  • at cost w/ no tax
  • Enter Service Bench Account # in ‘Account’
  • Enter Service Bench Dealer Location # in ‘Extra Info’

Create Invoice freeform comments:

  1. Leave blank
  2. AUTH # (OPTIONAL)
  3. SRV AGREEMENT # (OPTIONAL)
  4. COMPLAINT (REQ.)
  5. DATE REQUEST (YYYY/MM/DD) (REQ.)
  6. DATE COMPLETED (YYYY/MM/DD) (REQ.)
  7. DEFECT CODE (REQ for LG)
  8. WARRANTY TYPE CODE (REQ.)
  9. REPAIR/FAULT CODE (REQ for LG)
  10. REPAIR CATEGORY CODE (REQ.)
  11. SERVICE CODE (1-4) (REQ.)

Create Invoice Line freeform comments: (customize invoice grid & add FF # 1-3)

  • REF # (S5 Inv#)
  • INV # (Bill# from orig. purchase)
  • DISTRIBUTOR # (Ex: WHIRL01)

Create Unit freeform comments:

  • PURCHASE DATE (YYYY/MM/DD)
  • PURCHASED FROM CO.
  • CO. ADDRESS
  • CO. STATE

Import XML * Setup Tools > Utilities > XML Central > Import

 New Name:       ‘Warranty Types’
   Select:        XML
	           Import from File
	           Import File Name – Brouse for ‘WARRANTYTYPES.XML’

This will display on line 8 in Setup Wizard > Misc > Freeform data > Invoices It should populate ‘warranty type’ header

Export XML *Setup Tools > Utilities > XML Central > Export

  New Name:             ‘Service Bench’
Export Settings Tab > Export Type > Invoices
   Check options:  *ColInfo  *Freeform  *Accts  *Unit File  *Warning comments  *Lkup Words  *Inventory *Labour
   Check options:   Append to file
Export file name:   w:\windward\system5\data\servicebench.csv
Additional Process Tab > XSL Filter:    w:\windward\system5\data\sbexport.xsl

Create FF KEYS *Setup Wizard > Misc > Comments > FF Data Entry > Record Type Invoice

   Add Name:      ‘Service Bench Repair’
   Right click ‘Add’: (get a listing of the repair categories from their Service Bench site)

*This list can be different depending on the Manufacturer* This will populate on line 10 Setup Wizard > Misc > Freeform data > Invoices It should be ‘Repair Category’ header

Create FF KEYS *Setup Wizard > Misc > Comments > FF Data Entry > Record Type Invoice

   Add Name:      ‘Service Performed Code’
   Right click ‘Add’: 1-4 (does not display this but import needs a number here)

This will display on line 11 Setup Wizard > Misc > Freeform data > Invoices It should populate ‘Repair Category’ header

PROCESS

System 5

  1. Create workorder
  2. Attach Service Bench Supplier as Customer
  3. Attach actual customer in Ship to Alternate customer tab
  4. Attach customer unit on Unit tab
  5. edit unit extra info tab to verify unit purchase info
  6. Fill out invoice free form details Comment tab (see #2 in setup)
  7. Add all parts needed to item tab
  8. Fill out line item free form columns on invoice (for parts only – inv# ref# distr#)
  9. Add labour line (if submitting labour add a ordered quantity of 1 & shipped quantity of 0 with the desired amount in the price)(if no labour is submitted you still need to place the labour line on the w/o with no quantities)
  10. Add service performed comment to the technician comment or item comment
  11. Go to Options>Invoice Options>Export to XML (when prompted name the file name.CSV
  • to append to the same file use the same name and keep saving to the same file
  • Rename the file to something new if you do not want to append

Service Bench Website

  1. Go to Import
  2. Import type must be ‘service bench delimited format’
  3. use actual customer name for description
  4. find the XML file from system 5
  5. when finished it will display as submitted (View the entry regardless as it may not have submitted properly)
  6. correct any errors if it displays any
  7. No errors it is submitted successfully

ServiceBench Delimited Format

Field Name                Type     Req'd
Reference/Claim#        String			
Account#                String        Y  Account # for manufacturer
Store#                  String           Store # for manufacturer
Service Agreement#      String	
Authorization#          String			
Brand                   String        Y		
Product#                String        Y		
Customer Last Name      String        Y		
Customer First Name     String        Y		
Customer Address Line 1 String        Y		
Customer Address Line 2 String			
Customer City           String        Y		
Customer State          String        Y		
Customer Zip            String        Y	
Customer Country        String		
Customer Phone          String		
Serial#                 String        Y		
Purchase Date           Date	                		
Purchased From          String		
Purchased From Address  String			
Purchased From State    String			
Part Fields:				
Part1 #                 String		
Part1 Quantity          Number			
Part1 Price             Money		
Part1 Reference#        String			
Part1 Invoice#          String			
Part1 Distributor#      String			
Part fields are repeated for parts 2 - 20 (Must be filled in even if not used)
Invoice Fields:
Warranty Type#                                See Code Table
Customer Complaint      String        Y	
Defect Code             String                Mfg Code/Ref
Date Service Requested  Date          Y	
Date Service Completed  Date          Y	
Service Explanation     String        Y	
Service Performed       Number                See Code Table
Repair Code             String                Mfg Code/Ref
Repair Category         String        Y       See Code Table. Category may be reassigned by repair code.
Time Started            String                HH:MM AM/PM, drop AM/PM suffix if in 24hr format.
Time Completed          String                HH:MM AM/PM, drop AM/PM suffix if in 24hr format.
Time On Job             Number                Format: HHMM
Labor Amount            Money         Y
Diagnostic Fee Amount   Money	
Shipping Amount         Money	
Freight Amount          Money	
Mileage Amount          Money	
Travel Amount           Money	
Local Tax Amount        Money	
State Tax Amount        Money	
Other Amount            Money	
Other Item1 Amount      Money	
Other Item1 Code        String	
Other Item2 Amount      Money	
Other Item2 Code        String	
Travel Hours            Number
training/service_bench.txt · Last modified: 2009/11/26 15:59 (13 years ago) by tanya