Use this program to maintain service item records. You can associate service items to one specific sale item (or piece of equipment), or with many sale items (almost a classification). The level of relationship (one to one, or one to many) depends upon the level of reporting detail you wish to have. Service Items also allow for assigning default values to speed service entry.
This program consists of three screens:
*. Service Item
Enter the service item number which will be tied to an equipment record. The service item record can be created automatically during the update of the Daily Sales Register, entered manually, or created during new equipment entry.
2. Description 1
Enter the first line of the item description (up to 30 characters). Most reports allow the user to select whether to print item description 1, 2 or both.
3. Description 2
Enter description 2 for this item (up to 30 characters). Most reports allow the user to select whether to print item description 1, 2 or both.
4. Alpha
Enter the alphabetic sort key for this item to be used to sort items alphabetically for printouts and searches (up to 10 characters). Users determine the alpha. However, Enter (CR) defaults to the first 10 characters of description 1.
5. Vendor
Enter the primary vendor for this item. The entry must be a valid vendor number.
6. Item Class
Enter the item class for this item (up to 3 characters). The entry must be a valid class.
7. GL Table
Enter the GL posting table (up to 3 characters) to which this item is assigned. The entry must be a valid general ledger posting table. This GL table determines how the item is to post to the general ledger module (ref. 17). F2 allows a search (ref. 30.)
8. Vendor Item
Enter the manufacturer’s vendor-item number (up to 20 characters) for this item. This number is used in purchase orders to order an item using the vendor’s item number. F1 assigns the same number as the item number entered in the Service Item prompt.
9. Active
Enter Yes or No to indicate whether the item is active. Inactive items may not be used. Enter (CR) defaults to the item to an active status.
10. Taxable
Enter Yes or No to indicate whether this item is taxable. This flag is used during invoicing. Enter (CR) defaults to taxable.
11. Misc Sales
Enter No or Yes to indicate whether the is item is to post to the miscellaneous sales GL account number in the Sales Order System rather than the merchandise sales GL account number. Enter (CR) defaults to No.
12. Commission
Enter the commission percentage for this item (0-99.99) (ref. 4). This percentage is used if the commissions calculated by item are a priority. F1 assigns No Priority.
13. Price Class
Enter the price class for this item. The price class is used to group items by different price types for use in contract pricing, cost and price updates, and reporting purposes. Some reports may be printed in price class order. F2 allows a search (ref. 30).
14. Model
Enter the model code for this item (up to 15 characters). The model code must be valid but may be generic or specific in nature (i.e., one model for all service items or one model for each item).
15. Sell Item Number
Enter the sales item number if the item is to be associated with a single inventory item.
16. Pricing
Indicate the pricing method to use: Standard FACTS Pricing or Actual Parts and Labor Pricing. Enter (CR) defaults to A.
17. Parts Warranty
Enter the number of default days for parts warranty. The days entered here will be used as the default to calculate the parts warranty expiration date. For example, if the installation date is 3/21/97 and the default number of days is 20, the parts warranty expiration date in the equipment record will be calculated by the system as 4/10/97.
18. Labor Warranty
Enter the number of default days for labor warranty. The days entered here will be used as the default to calculate the labor warranty expiration date. For example, if the installation date is 3/21/97 and the default number of days is 20, the labor warranty expiration date in the equipment record will be calculated by the system as 4/10/97.
19. Metered
Indicate whether this item will have an associated meter record used for tracking purposes.
20. Meter Unit of Measure
Enter the default unit of measure to track this meter. This field will be skipped if the item is not metered.
21. Meter Track
Indicate whether the meter tracking will be an incremented (Up) or decremented (Down).
After you complete these fields, enter Y or N to indicate whether to save this record. If you enter N, the system allows you to change or delete necessary information. Enter (CR) defaults to Y.
If Y is entered to add the record, the system proceeds to the Item/Unit of Measure F/M (ICF915) so you can enter units of measure for this item. Once a record is displayed, access other information by pressing the highlighted letter of one of the following display codes:
M Main (Item F/M)
U Unit of Measure F/M
S Set as default item
1. Unit of Measure
Enter the unit of measure to define for this item. At least one unit of measure must be entered for any item. The first UM entered must be the smallest with a conversion factor of 1. F2 allows a search (ref. 30).
2. Valid Stock
Indicate whether this unit of measure may be used for stocking in physical inventory. Enter (CR) defaults to No.
3. Valid Price
Indicate whether this unit of measure may be used for pricing. Enter (CR) defaults to No.
4. Valid Sell
Indicate whether this unit of measure may be used for selling. Enter (CR) defaults to No.
5. Conversion Factor
Enter the conversion factor for this unit of measure (the number of smallest units of measure that are in this unit of measure). For example, if you are adding DZ (dozen) with the smallest unit of measure being each, enter 12. If you are entering the smallest unit of measure here, enter 1.
Note: If the Allow Fractional Conversions flag in the IC Static Control Record is set to Y, you will not be allowed to enter a fraction (e.g., .75) here.
CAUTION! Changing the Conversion Factor for existing items will cause existing order documents and history containing this item to be corrupted. Contact your system administrator before changing a conversion factor.
6. Quantity Mask
Enter the mask for this unit of measure. Enter (CR) defaults to a calculated quantity mask that is based on the conversion factor and the maximum number of decimal points allowed. The maximum number of decimal points allowed is based on the quantity mask in the IC Static Control record.
7. Weight
Enter the weight per unit of measure.
8. Default Units of Measure
Enter the default unit of measure for stocking, pricing, selling, costing, and buying for this item.
1. Manual Cost
Enter the manual cost amount. Enter (CR) defaults to 0. F3 skips adding the cost/price record.
2. Markup
Enter the cost markup percentage. Enter (CR) defaults to 0. F3 skips adding the cost/price record.
3. Standard Price
Enter the standard price. A standard price can be added for each unit of measure that is a default unit of measure for any type (pricing, costing, selling, etc.) and is valid for pricing.
Level prices can be added for each unit of measure that is a default unit of measure for any type (pricing, costing, selling, etc.) and is valid for pricing.
For each price level used by the system, enter the following:
5. Level Price
If basis and multiplier were entered in the previous 2 fields, this field is skipped. Enter the level price per unit of measure displayed. F3 ends item fields. Enter (CR) defaults to 0.
6. Comm%
Enter the commission percentage for this level price UM. F1 defaults to NO PRIORITY.