Foodservice Project Suite Software By Sunsoft ERP

Projects Suite

How does your company provide a flexible view of a big project? Is it a “fire-drill” around some constituency’s critical milestone date? With ERP’s Project Accounting and Management Suite, you can discard the fire-drill.  Project Accounting and Management’s deep integration of the daily functions of AutoQuotes, Equipment Handling, Coordination, Project Billing, and Reporting creates an organized structure of all the project data as the project is planned and executed, enabling a view from any perspective without sacrificing detail or requiring resources to be diverted to assembling multiple reports. This integration also eliminates the single largest source of inaccurate records and poor decision-making — separate, independent records of the same project at multiple phases in its lifecycle.

Harness the power of your internal processes to improve efficiency and enable better analytics at the same time with the same data. Let the Project Accounting and Management Suite manage the links, the alerts, the threshold values, the reporting, the billing, the change orders and free your front-line people to be proactive and strengthen your value as a strategic resource, not just an equipment vendor.

AIA Billing

From AutoQuote to AIA Billing in under 5 minutes!

Project Suite Specs

AUTOQUOTES™ INTERFACE

• Import projects with thousands of items in seconds
• Creates items that do not exists
• Preserves the accessories and options of items
• Use AQ project #or assign through Sunsoft ERP™
• Creates customer (if desired)

EQUIPMENT HANDLING

• All items imported from AQ
• Generate project POs in minutes with tie to accounting
• Change orders can ADD, CHANGE, DELETE or REPLACE
• Changes existing PO’s without user action
• Create pick tickets for project
• Ship Pick Tickets and enter serial numbers

COORDINATOR SECTION

• Management by exception
• Track and report PO status to project manager
• Create warranty letters
• Create price protection letters
• Complete project reporting
• Billing sheet showing original contract and change orders
• Contract status report for field review
• Project analysis report
• Customer sign off sheet for materials

PROJECT BILLING

• Milestone or progress billing
• Recognition of customer deposits not tied to materials
• AIA billing
• Calculate retainage
• Summarize items w/o accessories as completed or stored
• Bill % for down payment by item
• Quantify change orders on the G703 form
• Change orders roll up into one line
• Final billing
• Bill materials, install and freight to recognize revenue
• Auto apply credits for milestone or AIA billing
• Accruing revenue
• Accrue revenue based on % complete method
• Auto reverse accruals

O&M INDEX REPORT

• Assign service agency to MFG on project
• Serial numbers displayed by item
• Print index report for O&M manuals