[6.1] Birds of a feather: Field Service module

Scott-

Did anyone respond to you offline who is using the field service
module? We have just purchased the 8.0 version for all the modules
except the field service. We are currently testing all the modules
and have not yet converted. Epicor has allowed us the use of the
field service module to see if it will meet our needs for field
service on a trial basis. I am testing it right now and it appears
to be less than intuitive. In addition to manufacturing, we truly do
have a field service situation whereby we have techs all over the
United States and also use authorized service centers to complete
service calls at the customer's site for the product we sold to
dealers and distributors that have then sold the product to a
homeowner or commercial locations. We need the capability of
receiving a service call, scheduling and dispatching the call to the
techs employed by us or an authroized service center, need to have
connectivity to the tech to receive the dispatch, then get the
information back from the tech on what parts were used so these parts
can be replaced to his truck inventory and new inventory made for
stock, then need to be able to accept payment from the customer via,
credit card or check and interface this information back into
Vantage. Basically, it appears we need the same things you do -"start
to finish".

Even if no one is using the field service module but are using
customer support/field service software that will interface to Epicor
Vantage for inventory, accounting, etc., and will meet the needs of a
medium size company, could you let us know what you are using and if
it works for you.

Appreciate any assistance anyone could provide.

Regards,
Velda Males


--- In vantage@yahoogroups.com, "Lepley, Scott A." <sal@...> wrote:
>
> Challenge #2...
>
>
>
> Anyone out there that has found that the Field Service, as
designed, works
> well for their company from start to finish, i.e. from selling the
service
> contract as a line on a sales order, through the processing of
service
> contract lines, service calls and service jobs, to the
> shipping/completing/closing/invoicing of said calls/jobs and
recognizing of
> revenues and costs in G/L? If so, please reply on-list or off-list.
>
>
>
> Regards,
> Scott
>
>
>
> -----Original Message-----
> From: Lepley, Scott A. [mailto:sal@...]
> Sent: Friday, September 16, 2005 5:13 PM
> To: 'vantage@yahoogroups.com'
> Subject: [Vantage] [6.1] Birds of a feather: Long-term contracts and
> percentage-of-c ompletion accounting method
>
>
>
> Ok, Todd, I'll bite! I'll accept your challenge and we'll see what
> happens...
>
> Anyone else out there who struggles (or better yet, doesn't
struggle) with
> the referenced issues? If so, please reply, either on-list or off-
list.
>
> Regards,
> Scott Lepley
> Systems Administrator
> Mauell Corporation
> Phone: 717-432-8686, ext. 14
> Fax: 717-432-8688
> Email: sal@...
> Vantage version: 6.10.529
>
> -----Original Message-----
> From: todd Anderson [mailto:todd.anderson@...]
> Sent: Thursday, September 15, 2005 5:17 PM
> To: vantage@yahoogroups.com
> Subject: [Vantage] 1,176 people on the list - ask away - it's FREE
and you
> don't have to buy a plane ticket !
>
> Just checked - 1,176 people on this list from all over the world.
> Folks - ask away - no question too large or too small. It's ALL
free and you
> don't have to buy plane tickets! How can this possibly be a better
> deal?????????
>
> If someone wants to start a "Birds of a feather" exchange on the
list - go
> for it -
>
> Try subject lines like:
>
> "Birds of a feather: Plastic Molding"
> "Birds of a feather: Accountants" - lay out topics of conversation
and see
> what you can get going -
> "Shop Floor Scheduling Module: The good, the bad, and the ugly -
open
> conversation"
>
> Send a msg looking for 5 or 10 people on the list that are
interested in one
> particular conversation and offer to set up a conference call where
you can
> talk privately. Of course, the rest of us would appreciate it if
you would
> post the results of those group conversation on the list!
>
> Seems like we have a ton of people who don't feel comfortable asking
> questions on the list ... especially people who are non-technical.
But if
> you want to start a thread about a specific module or topic you may
be able
> to get them to join in on a conversation. Like a lot of things in
life - 1
> person has to be willing to start the thread ...
>
> You are allowed to have brutally honest discussions about Vantage
modules -
> what works, what doesn't, what you would like to see changed - just
try not
> to make it personal and try not to bash EPICOR as a company.
Individual
> modules on the other hand are fair game - have at it.
Constructively if at
> all possible -
>
> Most people seem to think of the list as an "Ask a question / Get
an answer"
> format. That's the least of what it could be. Why can't you set
up groups
> of people to just discuss issues?
>
> Years ago I suggested that EPICOR use the list to evaluate
suggested changes
> to modules. Subject line: "EPICOR's proposed changes to XXX
module - What
> do you think of these ideas?" Sure would be nice to have 1,179
people
> review this stuff BEFORE it gets written. You would think that
EPICOR would
> ---jump--- at the chance of having a FREE way to tap into all of us
for
> ideas. Some companies actually PAY to have focus groups. How
about a focus
> group with 1,179 members who would LOVE the chance to be involved
in the
> future of this product!
>
> This list is a possibility for 1,179 people to talk to each other
who will
> likely never meet in person. Personal opinion - we aren't even
using 1% of
> the potential for a tool like this.
>
> If you want to see waves in a pond, sometimes you have to be
willing to
> throw a rock!
>
> Bottom line - stir up the list and see what happens. This list is
NOT just
> for tech's! Heck, we even allow woman to join - ( I'll duck
now .... )
>
> Happing hunting
>
> Todd Anderson
>
>
>
>
>
> [Non-text portions of this message have been removed]
>
Challenge #2...



Anyone out there that has found that the Field Service, as designed, works
well for their company from start to finish, i.e. from selling the service
contract as a line on a sales order, through the processing of service
contract lines, service calls and service jobs, to the
shipping/completing/closing/invoicing of said calls/jobs and recognizing of
revenues and costs in G/L? If so, please reply on-list or off-list.



Regards,
Scott



-----Original Message-----
From: Lepley, Scott A. [mailto:sal@...]
Sent: Friday, September 16, 2005 5:13 PM
To: 'vantage@yahoogroups.com'
Subject: [Vantage] [6.1] Birds of a feather: Long-term contracts and
percentage-of-c ompletion accounting method



Ok, Todd, I'll bite! I'll accept your challenge and we'll see what
happens...

Anyone else out there who struggles (or better yet, doesn't struggle) with
the referenced issues? If so, please reply, either on-list or off-list.

Regards,
Scott Lepley
Systems Administrator
Mauell Corporation
Phone: 717-432-8686, ext. 14
Fax: 717-432-8688
Email: sal@...
Vantage version: 6.10.529

-----Original Message-----
From: todd Anderson [mailto:todd.anderson@...]
Sent: Thursday, September 15, 2005 5:17 PM
To: vantage@yahoogroups.com
Subject: [Vantage] 1,176 people on the list - ask away - it's FREE and you
don't have to buy a plane ticket !

Just checked - 1,176 people on this list from all over the world.
Folks - ask away - no question too large or too small. It's ALL free and you
don't have to buy plane tickets! How can this possibly be a better
deal?????????

If someone wants to start a "Birds of a feather" exchange on the list - go
for it -

Try subject lines like:

"Birds of a feather: Plastic Molding"
"Birds of a feather: Accountants" - lay out topics of conversation and see
what you can get going -
"Shop Floor Scheduling Module: The good, the bad, and the ugly - open
conversation"

Send a msg looking for 5 or 10 people on the list that are interested in one
particular conversation and offer to set up a conference call where you can
talk privately. Of course, the rest of us would appreciate it if you would
post the results of those group conversation on the list!

Seems like we have a ton of people who don't feel comfortable asking
questions on the list ... especially people who are non-technical. But if
you want to start a thread about a specific module or topic you may be able
to get them to join in on a conversation. Like a lot of things in life - 1
person has to be willing to start the thread ...

You are allowed to have brutally honest discussions about Vantage modules -
what works, what doesn't, what you would like to see changed - just try not
to make it personal and try not to bash EPICOR as a company. Individual
modules on the other hand are fair game - have at it. Constructively if at
all possible -

Most people seem to think of the list as an "Ask a question / Get an answer"
format. That's the least of what it could be. Why can't you set up groups
of people to just discuss issues?

Years ago I suggested that EPICOR use the list to evaluate suggested changes
to modules. Subject line: "EPICOR's proposed changes to XXX module - What
do you think of these ideas?" Sure would be nice to have 1,179 people
review this stuff BEFORE it gets written. You would think that EPICOR would
---jump--- at the chance of having a FREE way to tap into all of us for
ideas. Some companies actually PAY to have focus groups. How about a focus
group with 1,179 members who would LOVE the chance to be involved in the
future of this product!

This list is a possibility for 1,179 people to talk to each other who will
likely never meet in person. Personal opinion - we aren't even using 1% of
the potential for a tool like this.

If you want to see waves in a pond, sometimes you have to be willing to
throw a rock!

Bottom line - stir up the list and see what happens. This list is NOT just
for tech's! Heck, we even allow woman to join - ( I'll duck now .... )

Happing hunting

Todd Anderson





[Non-text portions of this message have been removed]