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The buttons in Services browser, Attached Records, Info menu and right click menu options are used to define new services or to modify existing definitions.
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. The information displayed using this option cannot be changed. | |
Copy | Used to copy definition information into a blank card. |
Change Status | Used to specify the usage status of the service on transactions. This field has two options: Active and Passive. Passive service definitions cannot be used on slips and invoices. |
Generate Document | Used to generate documents for the selected service. |
Generate Sales Price | Used to generate the purchase price for the service. |
Generate Purchase Price | Used to generate the purchase price for the service. | |
Attached Records |
Purchase Prices | Used to record service purchase prices. |
Sales Prices | Used to record service sales prices. |
Customers/Suppliers | Used to record the customers/suppliers that the service is provided to/received from. |
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 catalogue information used to track documents related to the service. |
Characteristic Set Assignment | Used to assign characteristic set. |
Variant | Used to list material variants. |
Inspection Criteria Assignment | Used to assign inspection criteria. | |
Related Records |
Transactions | Used to list service transactions. |
Order Transactions | Used to list order transactions related to the service. |
Demand Transactions | Used to list order transactions related to the demand. |
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 |
Purchasing-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 | Displays the distributed costs of the service. |
Service Status | Used to display order / demand amounts and total information of the service. |
Record Information | Displays the time and the user of the first registry and the last modification of the service definition. |
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. |
Number of Records | Lists the number of recorded services. | |
Reporting |
List Report | Used to report the records of services 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 record the columns to be displayed on the services list and their order. |
Documents | Used to record and access to documents related to the service. |
Revision History | Lists the revision info of the service definition. |