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The services section is used to define services received and their characteristics. Information about services received from suppliers and their characteristics are recorded using the Services option. The Services option is located under the Definitions menu of the Purchasing management module.
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. | |
