Service Item F/M (SRF905)

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). Most reports allow you to select whether to print item description 1, 2 or both.

3. Description 2

Specify description 2 for this item (up to 30 characters). Most reports allow you to select whether to print item description 1, 2 or both.

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.

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 these display codes:

M Main (Item F/M)

Unit of Measure F/M

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. Press Enter to default 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 this information:

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.