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.

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 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 for the purposes of 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.
  • 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

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 a system administrator by using the gibbs username and the 123 password.
  2. On the Company and Branch Selection menu on the top pane of the MYOB Acumatica screen, select the Service and Equipment Sales Center branch.
  3. 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:

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

    The Item Classes (IN201000) form opens in a new window.

  3. In the Class ID box of the Summary area, type EDU.
  4. In the Description box, enter Educational Services (Billed by Time).
  5. 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.
  6. In the Unit of Measure section, select HOUR in the Base Unit, Sales Unit, and Purchase Unit boxes.
  7. On the Service Management tab, in the Default Billing Rule box, select Time.
  8. Save your changes and close the window with the item class.
  9. 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.