VISION ERP – Training Guide

330-Create request – VSM                                                                                                  Jan 16, 2018 Revised on March 4th, 2020

Request Creation

To create a request from NS, simply press “VSM New Request” found on the customer page. All of the above fields will be automatically filled.

 

  • If there any contracts available for the customer, a box will open with the list of contracts.  if any contract applies to the type of request being entered, click on it, otherwise close the box and proceed to complete the request.
  • The mandatory fields are heighted in blue and they are “Schedule Date”, “Request Type” (Delivery, Service, Installation, Removal, etc.), “Problem Description” (what we are going to deliver or repair and what customer concern is).
  • Always enter “Equipment Type”.  That will allocate the revenue to the right department.
  • “Assigned Team” it assigns to the branch so that it can be scheduled by V-Scheduler, which when ran will assign a specific tech/driver.  CSR can override it, once request is saved, by clicking on the top, “Update vScheduler” > “Change Driver or Tech Assignment” a specific tech or Driver.  Note: This is to be used only on the rare occasions that a job/service needs to be done a specific Tech.  It is to be used mostly for C&I Techs.
  • Save.

There are some fields that are not mandatory, and CSR can correct or fill with known information. An example is “Est. Duration” that system defaults to a set number of minutes but sometimes needs to be adjusted.   Another example is “On A Day Between” or “at a Time Between” can be used if customer is flexible and we have not given the customer a set date & time.  Note: when “On a day between” is entered, the request will show in Vscheduler on all the days that request can be scheduled. Once scheduled, it will disappear from all the other days.  For Example: client is ok with the service to be any day between the 12th and the 15th of the month.  VScheduler will show the request as unscheduled on the 12th, 13th, 14th and 15th.  Once CSR picks a day and drops the request to a specific tech/driver in a specific day, the request will no longer show on the other days.

 

Important: If some field like “Serial”, Model”, etc. are not filled, CSR may want to make a note on the “problem Description” for Tech/Driver to capture that information, when tech on the site, for our files.

 

Important: Never change manually none of these fields. That will cause to break the link between Vscheduler and VSM, which will cause the request never to show in Vscheduler.  Note: It will be in the tech handheld but, since CSR can not see it in Vscheduler, there is a risk of overscheduling a tech.