Service Classes: To Create a Service Class for Services with Fixed Prices

In this implementation activity, you will learn how to create a service class that is intended to group services for which a flat rate is charged—that is, the services of the class will have fixed prices, regardless of the time that was spent to perform a service.

Attention:
This activity is based on the U100 dataset. If you are using another dataset, or if any system settings have been changed in U100, these changes can affect the workflow of the activity and the results of the processing. To avoid any issues, restore the U100 dataset to its initial state.

Story

Suppose that SweetLife Service and Equipment Sales Center has decided to provide business consulting services related to juicing, such as developing recipes that are unique to customers' business or establishing a profitable menu pricing system. Acting as an administrative user, you will create a new service class in the system, which will group the consulting services with similar settings.

Configuration Overview

In the U100 dataset, the following tasks have been performed for the purposes of this activity:

  • The minimum system configuration is performed as described in Company Without Branches: General Information.
  • The minimum configuration of the service management functionality is performed as described in Basic Service Management Configuration: Implementation Activity.
  • On the Enable/Disable Features (CS100000) form, the following features have been enabled:
    • Inventory and Order Management: Enables you to process sales and purchase orders that include non-stock items of the Service type.
      • Inventory: Enables you to process the sales and purchase orders that include non-stock items with shipments and PO receipts.
      • Multiple Units of Measure: Enables you to configure multiple units of measure.
  • On the Posting Classes (IN206000) form, the NONSTOCK has been created.
  • On the Units of Measure (CS203100) form, the ITEM, and HOUR units have been created.
  • On the Tax Categories (TX205500) form, the definition of the necessary tax categories, which you will assign to the new non-stock item.

Process Overview

On the Item Classes (IN201000) form, you will create a new service class.

System Preparation

Before you start creating a service class, do the following:
  1. Launch the MYOB Acumatica website, and sign in to a company with the U100 dataset preloaded; you should sign in as system administrator by using the gibbs username and the 123 password.
  2. As a prerequisite activity, in the company to which you are signed in, be sure you have enabled the Service Management feature on the Enable/Disable Features (CS100000) form.
  3. On the Company and Branch Selection menu, on the top pane of the MYOB Acumatica screen, select the Service and Equipment Sales Center branch.

Step: Creating a Service Class

To create a service class, do the following:

  1. Open the Service Classes (FS400900) form.
  2. On the form toolbar, click New Record.

    The Enter Keys dialog box is opened.

  3. In the dialog box, type CONSULTING as the Class ID value, and click Finish.

    The dialog box closes, and the Item Classes (IN201000) form opens in a new window. In the Summary area, the system has inserted the CONSULTING class ID.

  4. In the Description box, enter Juice Business Consulting.
  5. In the General Settings section of the General tab, do the following:
    • Make sure the Stock Item check box is cleared.
    • Make sure Service is selected in the Item Type box.
    • In the Tax Category box, select EXEMPT.
    • In the Posting Class, select NONSTOCK.
  6. In the Unit of Measure section, select ITEM in the Base Unit, Sales Unit, and Purchase Unit boxes.
  7. On the Service Management tab, in the Default Billing Rule box, select Flat Rate.
  8. Save your changes and close the window with the item class.
  9. On the Service Classes form, make sure that the service class is now displayed in the table.

You have created the new service class. When you create a new service on the Non-Stock Items(IN202000) form and select this service class, the system will populate relevant elements of the service with the values you have specified for the class.