Before the system can process service shop tickets, you should have your company's company, customer, product, vendor, and warehouse data already set up in Vision. In addition, some additional maintenance is necessary. The following summary reviews additional files and fields that are needed for integration with the Yes Management System.
To update the data on your Yes Management System with the data on your Vision system, and vice versa, you must have the proper security privileges. The Service Shop Tables job function needs to be assigned to one of your roles. Roles are assigned to users in the User Maintenance on the Security Maintenance screen of the Vision Configuration tab. For more information, refer to About roles and job functions.
Several fields in G/L Product Class Maintenance, which is available in Vision Back Office, should be filled in so that your Vision system knows which general ledger accounts to use for service shop tickets:
Disposal Fee G/L#
Excise Tax G/L#
Shop Supplies G/L#.
To access G/L Product Class Maintenance
On the main menu in Vision Back Office, select File Maintenance.
Select G/L Product Class Maintenance.
— or —
On the main menu in Vision Back Office, select File Maintenance.
Select Accounts Payable And General Ledger Files.
Select Integrated G/L Menu.
Select G/L Product Class Maintenance.
Several fields of the Product Class maintenance in the Vision GUI are used to set up service shop information for product classes:
Job Code
Follow Up
Warranty Code
Invoice Total
Commission Department
Service Shop Price Level
When the Yes Management System is processing service shop tickets, it requests product information from your Vision system. Product class information is sent to the Yes Management System, along with the appropriate product information.
To access the Product Class maintenance
On the Vision Configuration tab, click the System Configuration button. The System Configuration screen appears.
Click Product Information folder to expand its contents.
Click the Product Class subfolder.
For more information, refer to Field and button descriptions on the Product Class screen.
In Vision, you can establish different price levels for the products you offer to different categories of customers. Once you have set up price levels, you can indicate which price level should be used for each customer (or only certain customers, if appropriate). In addition, you can set up different price level calculations. Then when a customer orders a product, the price he or she will pay for that product may be determined by the discount type associated with the customer's price level.
To make price level pricing available for your service shop tickets created in the Yes Management System, you should establish the price levels and assign them to customers in Vision before creating the service shop tickets. For more information on setting up price levels in Vision, refer to Add a price level to your system.
Once you have established price levels for your Vision system, you can assign those price levels to customers. For information on assigning price levels to customers, refer to Set up standard pricing information.
Next, you need to establish price level prices for any of your products, if appropriate. Pricing models enable you to set up pricing rules to set price level prices for entire product lines. For more information, refer to Modify a pricing model.