Key Features

Project Tracking and Accounting

• Create tasks, sub-tasks and assign to specific people. Manage due-dates, task deadlines & milestones.
• Assign budget categories to individual tasks, tickets, purchases, and work orders.
• Collect time and expense against each ticket on a project. Specify billable or non-billable items and different bill rates for each service-type.
• Perform comprehensive analysis of project profitability based on actual costs collected from different business areas including service, engineering, manufacturing and purchasing.
• Define purchased & manufactured items and link respective data to a project.
• Collect costs for purchases, manufacturing and outside services.

Product Configurator

• Rules based solution for configure-to-order, make-to-order, assemble-to-order and engineer-to-order environments.
• Setup your own sequence of questions, screen layouts, color schemes. Attach drawings, specifications etc to the configured product.
• Setup pricing rules for dealers, end-users, option pricing. Setup discount rules based on customer types, item types etc.
• Utilize browser based interface to publish configurator to dealers and end-users.
• Create multi-level BOMs and routings automatically.

Purchasing and Material Tracking

• Quick ordering of material and outside services necessary for the job or project.
• Material Planning (MRP) to identify sources of demand and trigger purchasing with one-click.
• Maintain supplier performance.
• Request for Quote (RFQ) to suppliers for quick and easy quoting of raw materials.
• Vendor part cross reference allows for easy ordering using supplier-part numbers.

Service and Spare parts management

• Manage support & service departments using a workflow based approach.
• Record serial and machine repair history.
• Schedule field service personnel.
• Record field service time, parts and travel costs and manage service billing.
• Allow service personnel to get customer signatures directly integrated into the ERP system with a tablet/mobile device.

Sales and Field Service

• Log in-bound service calls directly as service requests or provide customers access to online portal to request service.
• Maintain equipment sales and service history. Allow access to history directly to service.
• Assign tickets to field personnel based on priority, availability and experience.
• Schedule & Publish schedule for service personnel on a common calendar and/or personal calendar.
• Provide real-time information to service personnel about the service ticket while at job site
• Allow service personnel to record resolution, spare parts, other job related information, travel time, travel expenses, lunch time, job time. Schedule follow-up activities and request spare parts.
• Provide access to customer, contact, credit and past history information in real time from CRM and ERP systems.
• Publish requests, tickets and service ticket information to field personnel, customers on tablets and mobile devices.

Work-Order Management

• Release whole or part of BOM for production.
• Parent and Child work orders allow you to manage production in a flexible manner.
• Maintain detailed job cost and profitability information for each department and/or project.
• Manage lot or serialized components, sub-assemblies or finished products.
• Track as-built Bill of Material on re-manufactured component.
• Collect time data by department and analyze project and /or work-order costs.
• Schedule based on project/department hours.

CAD Integration

• Import Bill of Materials from CAD software.
• Use existing or new part, material numbers and link drawings, other documents.
• Quote using very detailed estimates or rough estimates.
• Vendor pricing directly during estimating for material or services.
• Define multi-level bill of material using templates or from scratch.

Revenue Recognition

• Report financial information in a timely fashion & easily comply with US GAAP and IFRS manufacturing accounting standards.
• Automate revenue forecasting, allocation, recognition, re-classification and auditing using advanced accounting features.
• Calculate, schedule and represent revenue data on financial reports using advanced dashboards and reports.
• Auto-generate accounts receivable/payable invoice with various predefined invoice and billing templates.