Service Classes: To Create a Service Class for Services Billed by Time
In this implementation activity, you will learn how to create a service class intended to group services that are billed by time.
Story
Suppose that SweetLife Service and Equipment Sales Center has decided to sell a set of educational services that will include teaching, coaching, and instructing. All these services are going to be billed by time. Acting as an administrative user, you need to create a service class that will contain the general settings of this group of services.
Configuration Overview
In the U100 dataset, the following tasks have been performed to support this activity:
- The minimum system configuration, which is described in Company with Branches that Do Not Require Balancing: General Information, has been performed.
- The SWEETLIFE company has been created on the Companies (CS101500) form. This company has multiple branches created on the Branches (CS102000) form, including SWEETEQUIP (Service and Equipment Sales Center).
- On the Service Management Preferences (FS100100) form, the minimum settings have been specified, including specifying the numbering sequences and work calendar, for the service management functionality to be used.
- On the Enable/Disable Features (CS100000) form, the
following features have been enabled:
- Inventory and Order Management: Makes it possible to process
sales and purchase orders that include non-stock items of the
Service type.
- Inventory: Provides the ability to process sales and purchase orders that include non-stock items with shipments and PO receipts.
- Multiple Units of Measure: Gives you the ability to defined multiple units of measure.
- Inventory and Order Management: Makes it possible to process
sales and purchase orders that include non-stock items of the
Service type.
- On the Posting Classes (IN206000) form, the NONSTOCK posting class has been created.
- On the Units of Measure (CS203500) form, the HOUR unit has been created.
- On the Tax Categories (TX205500) form, the EXEMPT tax category has been created.
Process Overview
On the Item Classes (IN201000) form, you will create a service class that is used to group services that are billed by the number of hours spent while providing a service.
System Preparation
- Launch the MYOB Acumatica website, and sign in to a company with the U100 dataset preloaded. You should sign in as a system administrator by using the gibbs username and the 123 password.
- On the Company and Branch Selection menu on the top pane of the MYOB Acumatica screen, select the Service and Equipment Sales Center branch.
- In the company you are signed in, ensure that the Service Management feature has been enabled on the Enable/Disable Features (CS100000) form.
Step: Creating a Service Class
To create the service class, do the following:
- Open the Service Classes (FS400900) form.
- On the form toolbar, click New Record.
The Item Classes (IN201000) form opens in a new window.
- In the Class ID box of the Summary area, type EDU.
- In the Description box, enter Educational Services (Billed by Time).
- In the General Settings section of the
General tab, do the following:
- Clear the Stock Item check box.
- In the Item Type box, select Service.
- In the Tax Category box, select EXEMPT.
- In the Posting Class, select NONSTOCK.
- In the Unit of Measure section, select HOUR in the Base Unit, Sales Unit, and Purchase Unit boxes.
- On the Service Management tab, in the Default Billing Rule box, select Time.
- Save your changes and close the window with the item class.
- On the Service Classes form, make sure that the EDU 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.