Jim2® Business Engine Help File

The Managed Services licence (Projects) provides the following functionality:

▪Invoice contracts on a manual or regular basis (monthly, bimonthly, quarterly, biannually, annually etc.)

▪Add jobs, with or without charges, from managed service contracts, allowing you to analyse the use of managed service product offerings, labour and service activities.

▪Use Managed Services and Scheduling to automatically add recurring jobs for regular tasks.

▪Maintain information at a contract level, including Documents, Watchouts, Notes and Tasks.

 

Managed Service Items

When jobs are created they need to have an Item specified. You can use existing Items, or you can create new ones specific to your managed service requirements. The use of Items assists with reports and filtering within Jim2, as well as defining whether the job is a system level job type of sales, service or manufacturing.

 

Go to Items on the ribbon, and add Item MS.BILLING, with a description of Managed Service Billing, and a job type of Sales. For service-related managed services jobs, create additional Items with a job type of Service, eg. MS.ONSITE, MS.GOLD.ONSITE.etc. Click Save.

 

Create the Managed Services Contract

Go to Projects > Add Project.

 

▪Enter applicable Project Number (Jim2 will automatically populate this field, however you can change it), Cust#, Ship#.

▪Select Type Managed Service (which you will have set up earlier).

▪Select Customer and Ship details.

▪Enter Cust Ref# (authorisation number for billing – may be a customer PO number or a person's name).

▪In Billed, select appropriate billing frequency and set the Next Bill Date.

▪In Contract, select the Contract Price Level (which you will have set up earlier).

▪In Item, select MS.BILLING, or appropriate Item you created in the previous section (this will be used by billing jobs by default, but can be overridden using Project Templates).

▪In the comment field, enter the managed service agreement terms and conditions.

▪Update any other optional fields, and add the contract to the managed services groups as appropriate.

▪Click Save.

 

The values entered here are what we refer to from the template when configuring a data field to get the value on Project.

 

 

Templates will auto-populate.

 

If you wish to be made aware when a contract is due to expire, there are two ways available:

1.Create a reminder in the Schedule for when the contract is going to end, or

2.Create a published list and check each month to see all contracts due to expore.

 

 

Further information: