The Services menu option is used to define services rendered for customers and their properties. It is located under the Definitions menu of the Sales Management module.
You can define a new service record or modify the existing definitions by using the options in Services browser, Attached Records menu, Related Records menu, Info menu and right click menu options.
| New | Used to define a new service. |
| Update | Used to modify service definition information. |
| Delete | Used to delete service definitions one by one or in batches. |
| View | Used to view service definitions. You cannot edit information in forms that are opened in View mode. |
| Copy | Used to copy definition information. |
Change Status | Used to specify the status of services. The options are Active and Passive. Passive service definitions cannot be used in slips and invoices. | |
Generate Document | Used to generate documents for the selected service. | |
Generate Sales Price | Used to record service sales prices according to AR/APs. | |
Generate Purchase Price | Used to record service purchase prices according to AR/APs. | |
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Print (Label) | Used to print service record in label form. | |
Print (Letter) | Used to print service record in letter form. | |
| Attached Records | |
Purchase Prices | Used to record service purchase prices. | |
Sales Prices | Used to record service sales prices. | |
Customers/Suppliers | Used to record customers and suppliers related to the defined service in service purchase/sales transactions. | |
G/L Accounts (Main Chart of Accounts) | Used to record accounts to be used to track service transactions in G/L according to the main chart of accounts. | |
G/L Accounts (Second Chart of Accounts) | Used to record accounts to be used to track service transactions in G/L according to the second chart of accounts. | |
G/L Accounts (Third Chart of Accounts) | Used to record accounts to be used to track service transactions in G/L according to the third chart of accounts. | |
Document Folder | The folder information used to track documents related to the service. | |
| Related Records | |
Transactions | Used to list service transactions. | |
Order Transactions | Used to list order transactions related to the service. | |
Demand Transactions | Used to list demand transactions related to the service. | |
Contract Transactions | Lists contract transactions of the relevant service according to the filter values. | |
Proposal Transactions | Lists proposal transactions in which the relevant service is used according to the filter values. | |
Shipment Transactions | Lists shipment transactions in which the relevant service is used according to the filter values. | |
| Info | |
Purchases / Sales Totals | Lists service purchase / sales quantity info and transactions amounts with monthly totals in Local Currency and Reporting Currency. | |
Extract | Lists the Service Transactions with slip info along with total amount and quantity information. | |
Distributed Costs | Used to view costs distributed to the service. | |
Service Status | Used to view order / demand amount and totals information of service transactions along with the relevant slip info. | |
Record Information | Displays the time and the user of the first registry and the last modification of the record. | |
Record History | Used to list recording history by some info such as user, company, date, etc. | |
Refresh | Used to refresh the Service list. | |
Preferences | ||
Line Coloring | Used to color the lines of services list according to the specified criteria. | |
Back to Defaults | Used to return the window dimensions into the application default. | |
Save Settings | Used to save service list settings. | |
Save General Settings | Used to save general settings. | |
Warehouse Totals | Used to list order / demand transactions related to the service per warehouse. | |
Purchasing F.C. Totals | Purchasing F.C Totals of the service are listed in transaction currency and reporting currency. | |
Sales F.C. Totals | Sales F.C Totals of the service are listed in transaction currency and reporting currency. | |
Number of Records | Lists the number of recorded services. | |
Reporting | ||
List Report | Used to report the records of service list collectively. | |
Grouped List Report | Used to list the service records by grouping them according to column headings. | |
Selection | ||
Select All | Used to select all records in services list. | |
Clear All Selections | Used to clear all selections. | |
Toggle Selection | Used to toggle the selections in list. | |
Table Characteristics | Used to view table characteristics. | |
Documents | Used to record and select documents related to the service. | |
Approvals | Used for the approval status of the Service. | |
Revisions | Lists the revision info of the service definition. |
