Wiki Detay | wiki workcube

Ataman Enerji; In the Solar Energy sector, to its customers in developing small and medium-sized renewable energy projects; provides engineering, supply and installation services. The company, which received a new energy project management offer, contacted its customer by phone as a preliminary meeting. After the meeting, a meeting date was decided. On the day of the meeting, a presentation was made about the engineering service to be provided to the prospective customer, the progress of the project process, the maintenance-repair services to be provided during and after the project, and after the presentation, the decision was positive and the prospective customer decided to receive the service.

After this decision, the sales team prepared a sales offer to the prospective customer and forwarded it to them. After receiving positive results from the sales offer, the project service date was decided and the steps to be taken in the project were lined up and the project was started.

The progress of all these steps on Workcube will be followed with the following steps.

Preliminary Transactions;

Identify the company employees. Add>>
Define sales territories Add>>, Upd>>
Sales teams define Add>>, Upd1>>, Upd2>>
Opportunity categories define Add>>
Define opportunity processes Add>>, Upd>>,
Define your product category. Add>>, Upd>>
Product, service accounting codes Define Add>>
Define warehouse and locations Add>>, Upd>>
Shipment methods Define Add>>
Define payment methods Add>>
Customer to corporate accounts save Add>>, Upd>>
Define customer accounting codes. Add>>, Upd>>
Sales Offer processes Define Add>>, Upd>>
Sales order processes define Add>>, Upd>>
Define project work categories Add>>
Define project major process categories. Add>>
Process definitions are made in order to see the stages of the project. Add>>
Define project roles Add>>
Service maintenance categories define Add>>
Define service subcategories Add>>
Define digital asset groups Add>>
Digital asset document types Define Add>>
Define cost centers Add>>
Cost management expense budget items Define Add>>

Main Operations

Products or services to be sold/maintained as products define Add>>, Upd1>>, Upd2>>
Add accounting definitions to defined products from the product detail. Upd>>
Add sales opportunity Add>>, Upd>>
Sales offer addAdd>>,Upd>>
Sales order add Add>>, Upd>>
Add sales invoice and link to project
Project create Add>>, Upd>>
Work in project create Add>>, Upd>>
Add expense request to the project connect Add>>, Upd>>
Add purchase order and project connect Add>>, Upd>>
Maintenance schedule add Add>>, Upd1>>, Upd2>>
Project material and labor plan add Upd1>>
Make cash payment for the project Add>>
A check entry slip is created and associated with the project. Add>>

Successive Actions

Project summary report review List>>
List Maintenance Plans. List>>
Examine the project material and requirements report List>>
Check the debit and credit status of the project List>>

Feedback

Did you find this content helpful?

Please Write Your Feedback!

Name*

Last Name*

Email *