Reporting: Pulling CSVs and ZIPs Make it Easier
Over the last two weeks, we have discussed ERP Basics and how the use of commodity codes can help pull reports for evaluation and quoting. This week, we are going to get into the nuts and bolts of reporting.
Equipment Report for Evaluation and Quote
With the list of commodity codes provided by Remi, your organization can do a system-wide query that typically takes 30 minutes or less to complete. Recently, a Remi customer shared with us that while using SAP they were able to pull the commodity code report listing for all their equipment in about 10 minutes. The report is typically downloaded as a CSV (comma-separated values) file and submitted to Remi for evaluation and quote.
The query will do the following:
- help identify items
- provide high level equipment descriptions
- validate costs
- define existing service providers
- confirm service coverage end dates
With that report, Remi can provide a high-level equipment list to our pricing team. And by utilizing this process, Remi can determine if the mix of equipment is ideal for an equipment maintenance management program even before submitting any contracts, which is the typical process.
Submitting Contracts Electronically Via ZIP
Once you decide to make the move to a Remi EMMP, you will be asked to submit your contracts. In some cases, you may have to locate hard copy contracts and submit them to Remi. However, in the past some of our customers have stored equipment maintenance contract info in their ERP system and were able to pull all the contract details and submit via a ZIP file. As you can imagine, this was much easier than searching file cabinets in different offices and varying locations.
When ready, submit your contracts either via hard copy or ZIP file to Remi to finalize your quote and get started on the program.
Next week, we will talk about how the roll-on contract process can help as you transition to the Remi program.