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How to manage bank of hour for support we sell to our customer

  • 1.  How to manage bank of hour for support we sell to our customer

    SILVER CONTRIBUTOR
    Posted 14 days ago
    Hi all,

    I want to know if there is a way in GP to manage a bank of hour(with a cost) we can sell to our customer for support?

    I mean, we can sell 50 hours of support, and each time the customer ask for support, we can decrase the remaining hour he has.

    Thanks.

    ------------------------------
    Martin St-Pierre
    Humanware Technologies
    Drummondville QC
    ------------------------------
    Academy - Online Interactive Learning from Experts


  • 2.  RE: How to manage bank of hour for support we sell to our customer

    TOP CONTRIBUTOR
    Posted 14 days ago
    Martin,

    You can use the inventory module.  Create the virtual 'item' with Item Type = Sales Inventory.  You can do inventory adjustments, with costs, to enter starting balances or any increases in hours (earned, purchased, etc.).  You can relieve the points by virtually selling them with orders and/or invoices.  The inventory module will give you your current balances and all history.

    You can get creative with your unit-of-measures.  You'll want to think through and decide if you are going to track in a fraction of an hour.

    You can get creative with item IDs and item classes to get granular on your tracking.

    Sounds like fun.  Good luck.

    Chris

    ------------------------------
    Chris Donnelly
    Sr Mgr of Info Systems and Financial Reporting
    Healthmark Industries
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 3.  RE: How to manage bank of hour for support we sell to our customer

    TOP CONTRIBUTOR
    Posted 14 days ago
    Edited by Thaddeus Suter 14 days ago
    Or you could use the GP Service Call Management module with GP Contract Administration and sell them an uptime contract for 50 hours which posts through as a SOP Invoice and then open Service Call tickets against the CA contract to consume the hours. Post the CA Contract to deferred Revenue and recognize the revenue as Service Calls are used. Module came out in 1998 as I remember.


    edit: This module would allow you to run a dispatch/call center with technicians. Set up hundreds of contracts, manage renewals, price books, technician rates for billing, utilization, metering and soon. Maybe not for the faint of heart but if we have more than 30-50contracts we use this module in all companies and some have as many as 2000 to 3000 CA contracts
    ------------------------------
    Thaddeus Suter
    Retus, Inc
    HELOTES TX
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 4.  RE: How to manage bank of hour for support we sell to our customer

    SILVER CONTRIBUTOR
    Posted 14 days ago
    I will have to add this module in our GP.

    But I think it could be a great solution.

    ------------------------------
    Martin St-Pierre
    Humanware Technologies
    Drummondville QC
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 5.  RE: How to manage bank of hour for support we sell to our customer

    TOP CONTRIBUTOR
    Posted 14 days ago
    GP SCM w CA has a lot of features.
    An example is you sell the customer a prepaid contract for 50hrs of support at $150/hr but if they exceed the 50hrs then you will start to bill them at $175.
    The initial Contract amount is billed from CA for $7500.
    Then you open GP SCM calls against the CA contract in your support center. Nothing gets billed until the cumulative support hits the overage at 51 hours, then they start getting billed at $175hr on top of the original $7500 amount.
    I give you some complexity just to get an idea of what you can do with these modules.
    If your volumes justify it and your complexity requires it.
    I believe GP CA is in the core modules now as a teaser to then purchase GP SCM so you may have CA just not yet installed.

    https://support.microsoft.com/en-us/topic/how-to-record-metered-contracts-in-contract-administration-in-microsoft-dynamics-gp-and-in-microsoft-great-plains-c0267e88-7800-ff52-7fe5-7171a47313b1



    ------------------------------
    Thaddeus Suter
    Retus, Inc
    HELOTES TX
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 6.  RE: How to manage bank of hour for support we sell to our customer

    SILVER CONTRIBUTOR
    Posted 14 days ago
    Thank you Christ,

    You submitted good ideas.

    I will try it.

    ------------------------------
    Martin St-Pierre
    Humanware Technologies
    Drummondville QC
    ------------------------------

    Academy - Online Interactive Learning from Experts


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