EBM Code setup for the "Service" – Harley-Davidson Setup Guide

1. General 

The following Filter types were necessary for the Harley-Davidson pilot customer EBM Code setup of the "Service" Report group:

• Resource group 
• Item group 
• Order type 
• Accounting rule 
• Posting type

Setting the appropriate Code type for each line is crucial. Therefore, for the Harley-Davidson pilot client, the Code types have been set up as follows:

• Sold Hours: "Productive hours"
• Sales: "Amount"
• Job Card: "Quantity" (see Image 1.1)

Image 1.1  

In the upcoming paragraphs, we will delve into the specifics of configuring each type of filter.

2. Service: Resource group

The purpose of creating the Resource group is to distinguish the resources working in the Workshop, Sales, Demo, etc. Accordingly, to obtain the documented hours sold, you must apply the "Resource group" filter (see Image 2.1) and select the appropriate Resource group from the provided list (see Image 2.2).

Image 2.1 

By referring to the example presented in Image 2.1, to retrieve information about the Total hours of Service Sold by the pilot client Harley-Davidson for the specified period, you must select the "Verksted" (Workshop) Resource group from the list (Image 2.2):   

Image 2.2

3. Service: Item group

Item groups can be used in the EBM Code setup to obtain data on the sale of various types of service, labor work, parts, accessories, and other items, all of which are organized and collected separately under specific Item groups. To obtain the total value of Service Sales for the specified period, you have the flexibility to select multiple Item groups, as demonstrated in Image 3.1: 

Image 3.1 

To select the required Item group from the list of all Item groups, simply click on the search icon and proceed with the selection process (see Image 3.2).

Image 3.2

When working with Item groups, it is important to ensure that all Items are appropriately included in their respective Item groups and that each Item group is assigned the correct Accounting rule. This meticulous attention to detail ensures accurate and organized accounting and management of the Items within the system.

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Advice. Reducing the number of Item groups and collecting similar products within the same Item group would bring significant advantages. In addition, it is advisable to have separate Item groups exclusively for Harley-Davidson and a distinct collection group for other makes. As a result, this approach will simplify the process of setting up the codes associated with the Item groups.

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4. Service: Order type

The Order type "Verksted" (Workshop) was used to retrieve the data about Job Cards from Quick3 for the pilot client Harley Davidson. We measure this by looking at each Workshop order as one job. This can be done by clicking on an empty field in the cell for the "Order type" value and then selecting the desired value from the drop-down list that appears (Image 4.1).

Image 4.1 

5. Service: Accounting rule 

There are the following types of Accounting rules: 

• "Innkjøp Import" (Purchasing Import)
• "Garanti Leverandør" (Warranty Supplier)
• "Varekost" (Cost)
• "Salg Eksport" (Sales Export)
• "Salg Eksternt" (Sales Externally)
• "Salg Internt" (Sales Internal)
• "Innkjøp" (Purchasing)

The EBM Code setup for the Report group "Service", specifically for the Harley-Davidson pilot client, required the use of only three Accounting rules: "Salg Eksport" (Sales Export), "Salg Eksternt" (Sales Externally), and "Garanti Leverandør" (Warranty Supplier). Image 5.1 is an example where the setup was done for the code line SV1020.2 "Warranty - Hours Sold":

Image 5.1  

To apply these settings, you should choose the specific Accounting rule "Garanti Leverandør" (Warranty Supplier) from the provided list. Furthermore, ensure to set the Posting type as "Warranty," and to fulfill the Warranty, resources from Workshop will be involved, so we need to set Resource group = "Verksted" (Workshop).

6. Service: Posting type

The following Posting types were used for the EBM Code setup in this section: Additional Cost, Additional cost after sale, Complaint, and Warranty. This can be done by clicking on an empty field in the cell for the "Posting type" value and then selecting the correct options from the drop-down list (see Image 6.1).

Image 6.1 

!! If we had used only the Accounting rule 'Internal sales' for code SV1010.3, we would get more than we should have on this code. Therefore, it was necessary to limit it to the specific Posting types that apply to it.

7. Service: Switching to the Report group Finance

In certain situations, it becomes necessary to use other filters than those available in the corresponding Report group. For example, when setting up a Harley-Davidson pilot client, such a need arose for some lines of code in the "Service" and "Parts" sections. In this case, we switched these Codes to the Report group that had the necessary filter types - Finance. Report group is an internal term for Quick3 as it defines the specific sources from which data is supplied from Quick3, however, it does not make any changes to the output - the generated EBM report. So, if necessary, the Report group can be switched to another one, which facilitates the customization process.

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Example. Image 7.1 shows an example of the settings for the Harley-Davidson pilot client code line from the "Service" section that has the Finance Report group. As a result, we have access to the GL account filter that was necessary for this code. To get the value of Total labor сost in this line, we have to add all the Accounts responsible for the salary and bonuses for laborers and set up the Workshop Department (No.3). It is crucial to remember to set the dimension Department ("Avdeling") because Accounts 5000, 5400, and 5405 represent the total for all departments, whereas we need only data for Workshop laborers.

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Image 7.1

Review the following articles about the settings of other Report groups: 

EBM Code setup for the "Sales" – Harley-Davidson Setup Guide

EBM Code setup for the "Stock" – Harley-Davidson Setup Guide

EBM Code setup for the "Parts" – Harley-Davidson Setup Guide

EBM Code setup for the "Finance" – Harley-Davidson Setup Guide