Use these fields to maintain service item records.
Main screen fields
*. Service Item
Specify 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
Specify the first line of the item description (up to 30 characters). You can specify whether to print item description 1, 2 or both in most reports.
3. Description 2
Specify description 2 for this item (up to 30 characters).
4. Alpha
Specify 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, pressing Enter defaults to the first 10 characters of description 1.
5. Vendor
Specify the primary vendor for this item. The entry must be a valid vendor number.
6. Item Class
Specify the item class for this item (up to 3 characters). The entry must be a valid class.
7. GL Table
Specify 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
Specify 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
Specify Yes or No to indicate whether the item is active. Inactive items cannot be used. Pressing Enter defaults to the item to an active status.
10. Taxable
Specify Yes or No to indicate whether this item is taxable. This flag is used during invoicing.
11. Misc Sales
Specify 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.
12. Commission
Specify the commission percentage for this item (0-99.99). This percentage is used if the commissions calculated by item are a priority.
13. Price Class
Specify 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 can be printed in price class order.
14. Model
Specify the model code for this item (up to 15 characters). The model code must be valid but can be generic or specific in nature (i.e., one model for all service items or one model for each item).
15. Sell Item Number
Specify 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.
17. Parts Warranty
Specify 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
Specify 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
Specify 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.
UM Entry fields
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
Specify 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.
2. Valid Stock
Indicate whether this unit of measure can be used for stocking in physical inventory.
3. Valid Price
Indicate whether this unit of measure can be used for pricing.
4. Valid Sell
Indicate whether this unit of measure can be used for selling.
5. Conversion Factor
Specify 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
Specify the mask for this unit of measure. Enter 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
Specify the weight per unit of measure.
8. Default Units of Measure
Specify the default unit of measure for stocking, pricing, selling, costing, and buying for this item.
Cost/Price Entry fields
1. Manual Cost
Specify the manual cost amount.
2. Markup
Specify the cost markup percentage.
3. Standard Price
Specify 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.
4. Price Levels
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. Specify the level price per unit of measure displayed.
6. Comm%
Specify the commission percentage for this level price UM.