Overview
Service Items Master records are created for services rendered (and sold) to a Customer. Service Items have no inventory and have a Unit of Measure such as Hours or Days or Amount.
Application
The Service Item Master can be used as a selection to create Product Components (added on Product Master Components Tab, and as a Configuration Selection Components, which can be selected during Configuration Sessions with Rootstock Product Configurator functionality.
Both of these can eventually generate Non-Inventory Sales Order Line Components when a Product containing Service Items Product Components is added to a Sales Order line, or a Configuration Session, containing Components that reference Service Items, is exported.
Prerequisites
SO Control: A SO Control record must exist.
UOM: Appropriate Units of Measure must exist.
Navigation
Sales Order Setup App > Service Item or Enter in the waffle search Service Item
Processing
To add a new record, Select New.
To Edit, Delete, or Change Owner on an existing record, select the action from the picklist using the drop-down on the row.
Available options are:
Save (only in Edit mode): After making changes in Edit mode, this button is used to Save the record.
Save & New (only in Edit mode): After making changes in Edit mode, this button is used to Save the record and reload the page to enter a New record.
Cancel (only in Edit mode): When in Edit mode, used to exit without Save.
To view a record select the Name in the ‘Name’ Column.
Service Item Master record
Fields
Division: When creating a new record, this defaults to users' Current Division. When in View mode, this will show the Division this record belongs to.
Service Item: Name of the Service Item. This has to be unique per Division.
Description: This field represents the Item description. The limit is up to 50 characters.
Extended Description: Optional extended description of the Service Item (when description exceeds the field length for 'Description' field. The limit is up to 200 characters.
UOM: The Unit Of Measure (UOM) by which this Service Item will be sold.
Credit Account: When this Non-Inventory Component is shipped and an associated cost value is specified, this credit account (Sub-Ledger Account) is used as the counterpart to the debit to COGS.
Recurring Service Revenue Account: Defined for items used with Recurring Service Charge. Must be an existing Sub-Ledger Account.
Price: The price established for this Service Item.
Cost: The Cost established for this Service Item. When set, a Credit Account is required before saving the record.
Fixed Qty: This indicator is used when the 'quantity per' is specified on a Product "BOM" (where this Service Item may be used), causing it to not be extended by the quantity ordered of the Product where this is contained in its Product "BOM".
Date Effective Indicator: When checked, this Service Item can be phased in or phased out of a Product "BOM" based on the effectivity dates set.
First Effective Date: When 'Date Effective Indicator' is checked, this indicates the first date (phase-in date) at which this Service Item will be effective in a Product "BOM".
Last Effective Date: When 'Date Effective Indicator' is checked, this indicates the last date (phase-out date) at which this Service Item will be effective in a Product "BOM".
To save the record, select Save button.
Actions to an existing Record
Options are:
Save (only in Edit mode): After making changes in Edit mode, this button is used to Save the record.
Save & New (only in Edit mode): After making changes in Edit mode, this button is used to Save the record and reload the page to enter a New record.
Cancel (only in Edit mode): When in Edit mode, used to exit without Save.
To access the Customer Service Item Price record, select Related
Fields
Customer Service Item Price: To add pricing, select New.
Service Item: Service Item identifier.
Customer: The Customer Master for which the pricing is being entered.
Price: Price of the Service Item for the entered customer. Multiple customers can be added with price for each.
To save the record select Save button.
SEE ALSO
Sales Order Control
Products
Customer Master
Product Master Components Tab
Sales Order Line Components
Unit of Measure Master
Sub-Ledger Accounts Terminology
