1. GPUG ® Summit 2011 November 8-11 Caesars Palace – Las Vegas, NV Over your head with Field Service ? Touchpoints from FS to Core GP

2. GPUG Summit 2011– Las Vegas www.gpug.com Agenda  Introduction  Presentation  Question & Answer

3. GPUG Summit 2011– Las Vegas www.gpug.com Speaker  Vanessa Swatek  SQA Manager  GP since v 7.0  IBIS – Field Service creators/experts  IBIS products for FSS – Enterprise Scheduler – Field Service Anywhere

4. GPUG Summit 2011– Las Vegas www.gpug.com Enterprise Scheduler

5. GPUG Summit 2011– Las Vegas www.gpug.com Field Service Anywhere

6. GPUG Summit 2011– Las Vegas www.gpug.com What are the links?

7. GPUG Summit 2011– Las Vegas www.gpug.com Links to SALES  Orders  Returns  Invoices  RMAs  Contracts  RMAs  Contracts  Service Calls

8. GPUG Summit 2011– Las Vegas www.gpug.com SOP_LINE_WORK & HIST  CONTNBR  CONTLNSEQNBR  CONTITEMNBR  CONTSERIALNBR  CONTSTARTDTE  CONTENDDTE

9. GPUG Summit 2011– Las Vegas www.gpug.com Service Call &Contract Billing  Service Call Billing – SOP invoices TechID + Item Desc. Drop Ship parts WIP cleared to COGS – Consolidate  Zero dollar Invoices  Contract/RMA  Contract Billing – SOP invoices Contract Type Item – SOP Returns Contract cancellations – Consolidate

10. GPUG Summit 2011– Las Vegas www.gpug.com Links from Sales posting  Create Equipment  Additional Menu – Create Contract – Append Contract – Create Return

11. GPUG Summit 2011– Las Vegas www.gpug.com Links to Inventory

12. GPUG Summit 2011– Las Vegas www.gpug.com Inventory transactions  Allocations – RTV – Depot – In-transit Transfers – Svc Parts – Depot Parts  BackOrders – Svc Parts – Depot Parts

13. GPUG Summit 2011– Las Vegas www.gpug.com Inventory transactions  Adjustments – Svc Parts usage – Depot Parts usage – RMAs – Receiving – RMAs – Inv. Scrap – RTVs - Shipping – Work Order- Closing  Transfers – Svc R line – RMAs ( Return to Stock ) – Inv. Requirements – Repair RTVs – Depot

14. GPUG Summit 2011– Las Vegas www.gpug.com Tips  Svc Parts  Svc Equipment  Depot Parts  Inventory Requirements  Supersession  PM Assign Schedules  RMA discrepancies  Depot Labor posting

15. GPUG Summit 2011– Las Vegas www.gpug.com Links to Purchasing  Tech to Vendor  Standard PO – RTVs – Service Parts – Depot Parts – Inventory Req.  Drop Ship PO – Additional charges – Expenses

16. GPUG Summit 2011– Las Vegas www.gpug.com L inks from Posting in Purchasing  PO Receiving – RTVs – Svc Calls – In-Transit Transfers – Depot Work Orders  Invoice Matc h – Svc Calls

17. GPUG Summit 2011– Las Vegas www.gpug.com Links to Payables  Tech to Vendor  Invoices – Svc Vouchers – RTVs – RTV Closing Cost  Credit Memos – RTV Closing Reimbursement

18. GPUG Summit 2011– Las Vegas www.gpug.com Links to Payroll  Tech to Employee  Work Types  Service Labor  Indirect Labor  Depot Labor

19. GPUG Summit 2011– Las Vegas www.gpug.com Links to GL  Contracts – Revenue Recognition LIABI RECON  Depot – WO Completion DEPOT Expense types

20. GPUG Summit 2011– Las Vegas www.gpug.com Contract Cancel Formula  Total contract price divided by daily rate multiplied by the number of cancel days

21. GPUG Summit 2011– Las Vegas www.gpug.com Questions?

22. GPUG Summit 2011– Las Vegas www.gpug.com THANK YOU  Email: “GPUG” subject line Vanessa Swatek  vswatek@ibis.comvswatek@ibis.com