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Essential Software Solutions

  • CloudSuite Industrial ERP MicroVertical Industry Focus: 
    ​MOBILE FIELD SERVICE

    • Service Work Orders (Offline & Online)
    • Built-in, Integrated, CORE ERP, End-to-End Functionality
    • NATIVE Flexibility & Extensibility (No Code/No Custom Integration)

Effectively planned, scheduled and dispatched Service Work Orders, improve a field service organization's On-time Delivery, enhances customer service, and ultimately increases profitability due to increased quality and speed of field service projects (whether the field technicians device is online or offline). Service Work Orders empower your field technicians to work effectively and productively from dispatch of a service work order through successful completion of a field project. CORE and NATIVE ERP capabilities assures needed flexibility and extensibility assuring field technicians can easily adapt to change. 

The mobile app can be used in connected or disconnected mode.

CloudSuite Industrial Service Management Mobile

Service Management Mobile acts as a delivery mechanism especially designed for mobile field service organizations that rely on a steady flow of incoming and outgoing data. Field technicians require access to centrally stored customer, service order, scheduling, and resolution data. A competitive advantage is gained by seamless integration between field technicians and back-office customer service, service logistics, and accounting systems. Service Management Mobile helps organizations speed response time, complete more service orders per day and provide superior customer service.


Service Management Mobile helps companies outfit their technicians with mobile handheld devices. As a delivery mechanism, it bridges the costly gap between the field and the back office. 

            

Service Management Mobile provides accurate and near real-time information, enabling field technicians, back-office users, and executives to make informed decisions.

            

Core functions of the mobile app;

            

  • Device compatibility: Empower your workforce through the use of mobile devices. A mobile license grants a technician access to work disconnected using an Apple or Android phone or tablet or connected, via an internet browser, on a phone or mini-tablet.
  • Customer and Service Details: Field technicians can easily access customer contact information as well as and historical data such as incidents, service orders, service contracts, invoices and unit configuration details related to that customer.
  • Transaction Processing: Field technicians can process transactions for labor, materials and miscellaneous expenses associated with a Service Request Order (SRO).
  • Follow-Up Service & Future Requests: While in the field, future service commitments can be made by creating follow-up appointments for the job at hand or creating new incidents to address additional service requests.
  • Credit Card Processing: With use of the support gateway provider, a technician can process credit card payments while in the field.
  • Native Device Calls: Easily launch phone dialing or mapping features of the iOS or Android device to assist with the technician routing and communication.
  • Signature Capture: Capture a signature as part of the service order completion and approval process.
  • GPS Polling: Technicians that have mobile devices equipped with GPS can transmit their coordinate information to the back office. The information is useful to a scheduling manager or dispatch which needs track the partners last known location for route optimization and chart historical locations for a given day.
  • Clock On/Off: Clock on when the technician arrives on-site and clock off when the work is completed for accurate time tracking for billing purposes and labor analysis.
  • Picture Attachments: Quick access to the device’s camera and photos for attaching an image to the work order to further document the work complete and the equipment serviced.
  • Service Work Order Printing: Print and Share a PDF with the details of the work performed, the company logo and a signature from the customer.
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Unique Infor CloudSuite Field Service Capabilities

A Mobile Service Work Order not only coordinates in-house production, but gives a real-time set of work instructions to the field service technician to complete a job such as capture costs of labor (based on skill level, certification, etc.), materials issued to a job, including transfers of one vehicle’s mobile inventory to another or drop-shipped items at the work site, attachment of pictures captured on the device, barcode/QR code inputs and an electronic invoice available for electronic signature after work is completed. All from the field in real-time. Should the connection to the internet go down (WiFi) all work is saved and transmitted once a connection is again restored (store and forward technology). 

Dispatching and Job Scheduling
  • Contact Center
  • Work Orders
  • Labor and Expense Management
  • Scheduling and Dispatch
  • Preventive Maintenance
  • Service Contracts
  • Loaners and Rentals
  • Service History
  • Analytics
Technician Communication, Visibility and Document Sharing

Gain visibility into each technician’s schedule, certification level, and experience with CloudSuite Service, whether the technician is outside or inside the company’s four walls so that you can match the right resource with the right job. Visibility to truck stock and route optimization for technicians in the field plays a big role in optimizing and improving efficiency; increasing resolution rates and minimize the cost of non-essential trips back to the warehouse.

Estimating

CloudSuite Industrial computes a cost estimate that includes material, labor, burden, and outside services. When awarded a contract, you can easily create both a sales order and a work order from the Estimate. CloudSuite Industrial lets you track events that occur during the Estimating process and can keep all documentation involved attached to the Estimate.

 

You can create Estimates quickly and easily by copying from another Estimate, an existing work order, or a Bill of Material, then modifying the new Estimate to match the customer’s specifications.

 

  • Engineering Sandbox Development
  • Quoting and Cost Analysis
  • Copy an Estimate from another Estimate, a work order, or Bill of Material, and then make modifications as necessary.
  • What-if Scheduling
  • Pricing tables
  • Multiple Price Breaks
  • Estimate Status to reflect Customer acceptance
  • Estimates Quick Entry Form
  • Estimate Response Form for customers
Tracking Quality and Preventive Maintenance

Your customers require products made to their precise specifications. You require the same of your suppliers. You are equally committed to the same exacting level of quality within your company and across your entire organization. Infor CloudSuite Quality integrates best-in-class quality into the CloudSuite Industrial functions you already use to run your manufacturing operation.

 

Manage Your Suppliers: CloudSuite Quality helps track vendor communications and quality control (QC) status. CloudSuite Quality automatically calculates vendor product quality and delivery performance to help you build strong supplier relationships.


Predictive Maintenance: Tracking quality requirements during production often becomes a chore, what with the need to record the disposition of materials at multiple inspection points, track sign-offs, capture test results, record defects, and track items requiring rework or repair. CloudSuite Quality streamlines your entire process.


Many situations require you to track and inspect manufactured items piece-by-piece, according to serial number or tag number. In addition, CloudSuite Quality reports the cost of scrap including labor, material, and overhead. You can identify defective raw material at the point of use rather than at receipt, which helps you report the issue promptly. When you mark items as defective during manufacturing, CloudSuite Quality lets you track each nonconforming item and capture the associated costs of quality. In addition, when a job requires you to send material outside for processing, CloudSuite Quality prints paperwork to attach to the product when it leaves your facility and when it returns again.

Job and Project Management

Track and manage work orders for faster completion of service requests, more accurate billing, and greater customer satisfaction. Break/fix, reactive service, and preventive maintenance, rework/teardowns, MRO, and Depot Repair activities are all managed through a common UI.

 

  • Tracking progress on jobs and projects.
  • Logging all customer interactions in one area with Infor CloudSuite CRM Contact Center – One version, single database – whether in the office or in the field.
  • Job history based on location, owner or company name.
Inventory Management and Supply Chain Functions

Infor CloudSuite Industrial gives you more control over your inventory by providing greater accuracy and immediate access to inventory information throughout the company. CloudSuite Industrial automates the process of tracking parts by adjusting inventory whenever you create a transaction involving a part.

 

CloudSuite Industrial updates and maintains raw materials, WIP and finished goods inventory quantities and costs. Inventory items can be designated as purchased, manufactured, or transferred so that you can immediately place a purchase order or issue a job order when you need a particular item.

 

Built-in functionalities are below;

 

• Assign comprehensive part definitions including variable length part numbers up to 30 characters long, extended part descriptions, user-definable fields, and supplier information.

• Stock goods in one unit of measure while purchasing, selling, and/or consuming on a work order in another unit of measure.

• Assign multiple warehouse locations for a part and/or multiple locations within a single warehouse.

• Issue materials by work order, operation, or sub-assembly automatically.

• Issue floor stock items automatically.

• Set up specialized item pricing such as quantity and discounted pricing, contract pricing, etc., for both purchasing and selling.

• Perform automated physical inventories, cycle counting, and ABC analysis.

• Real-time material tracking and allocations

• Safety Stock, Reorder Points, Order min/multiple/max

• Lot/serial control

  1. Lot revisions
  2. Lot expiration
  3. Restriction codes

• Kitting

• Container, Dimensional, and Consignment Inventory

• Manufacturer’s Part Number

• Compliance Tracking

• Selectable dedicated warehouses (as for spares).

• Temporary and permanent item locations.

• Inter/Intra Warehouse transfers and moves

• Obsolete and slow moving inventory flags and analysis.

• Inventory aging reporting.

• Cost methods, including standard, actual, LIFO, FIFO and Lot Specific by item.

• Costs by Item or Item Warehouse.

• User defined unit of measure conversion.

• Multi-lingual item descriptions.

• Item 360 – View all item information from a single form

Customer Order Entry & Invoicing

Infor CloudSuite Industrial Customer Order Entry and Invoicing features allow you to access complete sales order information instantly, while providing your customer service representatives with online support to enter and track customer orders and create invoices. CloudSuite Industrial is fully integrated from the point of customer quotes through customer order entry, engineering, production, costing, shipping, and customer service.

 

  • Centralized and decentralized order entry
  • Customer Orders Quick Entry Form
  • Automatic credit checking, warnings and hold
  • Order change history
  • Volume, customer/item, contract and matrix pricing
  • Hard and soft allocations
  • Three-tier Customers (Corp—Bill To, Sold To(s), Ship To(s))
  • Drop Shipping by order/line/release
  • Regular/Blanket Orders
  • Kit orders
  • Ship Early/Partial processing
  • Time-phased item availability
  • Ability to link customer order lines directly to Job Orders, Inventory, Purchase Orders and Transfer Orders
  • Order/Line Discounts
  • Available to promise for real delivery dates
  • Features and Options order configuration
  • Multi-lingual customer paperwork, including invoices
  • Foreign currencies
  • Sales tax calculations: VAT & GAT
  • Progressive billings
  • Customer Document Profiles
  • Letters of credit
  • Order acknowledgements
  • Advanced Shipping Notices
  • Consolidated invoicing
  • Invoice Batching
  • Drop ship orders (direct from vendor)
  • Customer Service Homepage
  • DIFOT Reporting (Delivery In Full and On Time
  • Promotion pricing and rebates
  • Shipment approvals
  • Multi-site item sourcing form
  • Calculated freight shipment for credit cards
  • Customer 360 form
Project Management

Your project-oriented customers need complex goods built to specification and delivered within budget. Infor CloudSuite Industrial offers a solution that will have you managing your projects with ease and accuracy. Project Management automates workflow, increases efficiency, and, most importantly, promotes customer satisfaction. This solution facilitates teamwork and encourages the exchange of information.

 

  • User defined activity tracking
  • Full interface to manufacturing, purchasing, accounts payable, accounts receivable, order entry, inventory, payroll, & general ledger
  • User defined project types and cost codes
  • Multi-level % to complete analysis
  • Revenue recognition by milestones
  • Invoice milestone billing
  • Invoice and Revenue milestones in different currencies
  • Retention invoices
  • Microsoft Project interface (import/export)
  • Work Breakdown structures
  • Budget by period
  • Labor and expense reporting
  • Shipping
  • Microsoft Project add-in
  • Late Alerts on Projects, Project Tasks, and Project Resources to alert managers about scheduling problems
  • Out of Range (Schedule or Cost Code Variance) Indicators by Project
  • Grid View of Project Transactions
  • Project Change Tracking
Warranty and Scheduled Maintenance Management

Schedule routine maintenance for internal assets or customer owned assets in order to prevent unexpected downtimes, extend the lifecycle of equipment, and maximize warranty cost savings.

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Do you have questions about ERP selection, ERP implementation, ERP trainings or any other issues with digital transformation? Talk with one of our advisor, we'd be glad to help you.


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