Services: To Create a Service with a Fixed Price

In this implementation activity, you will learn how to create a service that has the fixed price regardless of the time spent while providing the service. You will still specify the typical duration of the service; this estimation will be helping the service manager in planning the workload in the future.

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 hired a chef who has worked at some of the finest dining restaurants, and the company recruited him to work as a full-time consultant to develop recipes unique to each particular business. Thus, SweetLife has decided to provide a recipe development service, which will have a fixed price. Acting as an administrative user, you will create the service in the system.

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.
    • Multiple Units of Measure: Enables you to configure multiple units of measure.
  • On the Posting Classes (IN206000) form, the NONSTOCK has been created.
    Note: While the U100 dataset you are going to use to configure a non-stock item of the Service type has predefined posting classes, in a production environment you can configure a non-stock item without posting classes.
  • On the Units of Measure (CS203100) form, the ITEM unit has been created.
  • On the Tax Categories (TX205500) form, the EXEMPT tax category has been created.
  • On the Item Classes (IN201000) form, the TRAINING service class, that is an item class with the Service item type has been created.

Process Overview

By using the Services (FS400800) form as a starting point, you will add a new record. The system will open the Non-Stock Items (IN202000) form, on which you will specify the settings of the new service. Then you will confirm that the service has been added to the list on the Services (FS400800) form.

System Preparation

Before you start creating a service, 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 with a Fixed Price

To create the fixed-price recipe development service, do the following:

  1. Open the Services (FS400800) form.
  2. On the form toolbar, click New Record.
  3. In the Enter Keys dialog box, which opens, type RECIPE DEV as the Inventory ID value, and click Finish.

    The dialog box is closed, and the Non-Stock Items (IN202000) form is opened in a new window. In the Summary area, the system has inserted the RECIPE DEV inventory ID.

  4. In the Description box, enter Developing unique recipes.
  5. In the Item Defaults section of the General tab, in the Item Class box, select COACHING.

    After you select the service class, the billing rule on the Price/Cost tab and the units of measure on the General tab are filled in automatically with the settings of the service class. The posting class and tax category are also automatically assigned to the service.

  6. In the Estimated Duration box (the Field Service Defaults section), type 2 h 00 m.
  7. In the Units of Measure section, make sure that ITEM is selected in the Base Unit, Sales Unit, and Purchase Unit boxes.
  8. On the Price/Cost tab, do the following:
    • In the Default Price box, type 200.00.
    • In the Billing Rule box, make sure that Flat Rate is selected.
  9. Save your changes, and close the window with the item.
  10. On the Services (FS400800) form, verify that the RECIPE DEV service has appeared in the list of services.