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. |
| ||
| 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. |